How to Use AI Agent Marketplace Templates for Conversation AI and Voice AI Automation

Accelerate Automation with Ready-to-Use Templates

The CRM's Marketplace offers pre-built Conversation AI and Voice AI agent templates, allowing you to deploy sophisticated automation quickly without starting from scratch. These templates include all necessary assets—such as workflows, calendars, and custom fields—ensuring a seamless setup process. This guide explains how to discover, install, and manage these templates to enhance your agency's efficiency and monetize your expertise.

What Are Marketplace Templates?

Marketplace templates are bundled solutions that include an AI agent along with its required supporting assets. Agency owners and admins can publish their own templates or install those created by others, making it easy to share and deploy proven automation across multiple client accounts. Templates are designed to be production-ready, reducing the time and effort needed to launch functional chat or voice agents.

Key Benefits of Using Templates

• Accelerated Deployment: Install expert-built templates to skip initial setup and reduce implementation time.
• Monetization Opportunities: Package and sell your agents to the CRM community, creating new revenue streams.
• Comprehensive Packaging: Templates include workflows, calendars, and custom fields/values to ensure end-to-end functionality.
• Buyer Confidence: Test Conversation AI agents via an embedded chat widget before installation to validate performance.
• Agency-Level Controls: Manage which templates sub-accounts can access, maintaining compliance and governance.
• Reusability: Deploy installed or packaged agents across multiple accounts to standardize solutions.

Updating Installed Templates

When a developer releases a newer version of a template, you may see an Update available label on the installed app. To apply the update:

1. Open the installed app in the Marketplace.
2. Review the available update details.
3. Click Update to apply the newer version.

This process ensures you can easily adopt improvements without manual edits.

Packaging AI Agent Templates

When creating a template, include all dependencies—such as workflows, calendars, custom fields, and knowledge base (if selected)—to ensure buyers receive a fully functional agent. Use clear, conflict-free names and document any items that should not be renamed to avoid breaking references. After installation, buyers can customize assets, but altering key identifiers may affect functionality.

Embedded Chat Widget for Conversation AI

Buyers can test Conversation AI agents directly from the Marketplace using an embedded chat widget. This preview allows them to evaluate the agent's tone, coverage, and routing before installation, increasing trust and reducing post-purchase adjustments.

Reusing and Managing Installed Agents

Access the Installed Agents tab within your agency or sub-account context to view previously installed or packaged agents. From here, you can redeploy agents to other sub-accounts, duplicate them, update to newer versions, or uninstall as needed. For Voice AI agents, you can disable them by removing the assigned phone number, keeping the configuration dormant for future use.

How to Set Up Marketplace Templates

For Creators: Listing Your Template

To publish a Conversation AI or Voice AI template:

1. In the Conversation AI or Voice AI section, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins).
2. Follow the deep-link to the Developer Portal (sign in or sign up if necessary).
3. Complete any required fields and submit the template for review.

Once approved, your template will be discoverable based on its visibility settings.

For Buyers: Discovering and Installing Templates

To install a template:

1. Navigate to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
2. Choose Prompt Based Bot > Marketplace Templates and browse the available catalog.
3. Open a template card to review details such as avatar, use-case, description, installs, and ratings.
4. For Conversation AI, use the embedded chat preview to test the agent.
5. Click Install and follow the prompts to confirm packaged assets and complete installation.

Best Practices

• For Conversation AI: Update training data, define goals and actions, and run Test & Train before going live.
• For Voice AI: Set language and voice preferences, connect (or remove) a phone number to activate (or disable) the agent, and establish safe-hours scheduling before routing live calls.

Frequently Asked Questions

Q: Can I test a Voice AI agent before installing it?
A: Not currently. While chat previews are available for Conversation AI, pre-install test calls for Voice AI are planned for future updates.

Q: Where can I find templates I previously installed?
A: Open the Installed Agents tab within your agency or sub-account context to view, redeploy, duplicate, update, or uninstall installed agents.