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How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation

Publish, discover, and install Conversation AI & Voice AI templates in GHL Customer Care’s Marketplace. Package assets, control visibility, and deploy agents faster across clients.

5 min read1,063 words9 explained imagesUpdated Fri, 19 Jun at 7:37 AM
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  1. Key Benefits of Marketplace | Conversation AI and Voice AI Templates
  2. Update Installed Marketplace Templates
  3. Packaging AI Agent Templates
  4. Embedded Chat Widget for Conversation AI
  5. Reusing & Managing Installed Agents
  6. On the Publish screen, set Knowledge Base to Include if you want your Knowledge Base bundled with the agent. Choose Exclude to publish without a Knowledge Base.
  7. How To Setup Marketplace | Conversation AI and Voice AI Templates
  8. A) List your Conversation AI or Voice AI template (creators)
  9. B) Discover and install templates (buyers)
  10. Frequently Asked Questions
  11. Related Articles

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Accelerate automation with ready-to-use Conversation AI and Voice AI agent templates in GHL Customer Care’s Marketplace. Learn how to list, discover, install, and manage AI agent templates—complete with packaged assets—to monetize expertise and deploy faster across clients. This guide also covers agency-level visibility controls and best‑practice customization after install.


What is Marketplace | Conversation AI and Voice AI Templates?

GHL Customer Care’s Marketplace lets agency owners and admins publish and install prebuilt Conversation AI and Voice AI agent templates that include the supporting assets needed to run—so teams can launch production‑ready chat and voice agents without rebuilding workflows, calendars, or custom fields from scratch.

GHL Customer Care agent templates are purpose‑built bundles that may include the agent itself plus required assets (e.g., workflows, calendars, custom fields/values). Agencies can list these templates for others to discover and install directly from the Marketplace.


Key Benefits of Marketplace | Conversation AI and Voice AI Templates

Understanding the benefits helps you plan when to build versus buy. These advantages focus on speed-to-value, quality, and governance so your team can ship effective AI agents quickly and safely.

  • Accelerated deployment: reduce initial setup by installing expert-built templates that include required assets.

  • Monetization for builders: package and sell agents to the GHL Customer Care community to create new revenue streams.

  • Comprehensive packaging: include workflows, calendars, and custom fields/values to ensure end‑to‑end function.

  • Buyer confidence (chat preview): test Conversation AI agents via an embedded chat widget before installing.

  • Agency‑level controls: decide which templates sub‑accounts can see and install, maintaining compliance.

  • Reusability: redeploy installed or packaged agents across accounts to standardize proven solutions.


Update Installed Marketplace Templates

Marketplace apps that include Conversation AI or Voice AI templates can now show when a newer version is available. This makes AI Agent template updates easier to identify and adopt through the Marketplace.

If a developer publishes a newer app version with AI Agent template changes, users may see an **Update available** label on the installed app.

To apply the newer version:

1. Open the installed app in the Marketplace.

2. Review the available update.

3. Click Update when you are ready to apply the newer version.

This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits.

Update Installed Marketplace Templates (image 1 of 9) What this shows This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. What this shows Illustrates the "Update Installed Marketplace Templates" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot appears in the "Update Installed Marketplace Templates" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". The text alongside this image reads: This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. Immediately after, the guide continues: Packaging bundles all dependencies so buyers don’t have to wire up assets after install. A good package reduces errors, accelerates value, and preserves creator intent. Image 1 of 9 What this coversThis gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits.
Buttons and menus referenced Update
Next stepPackaging bundles all dependencies so buyers don’t have to wire up assets after install. A good package reduces errors, accelerates value, and preserves creator intent.
Update Installed Marketplace Templates (image 2 of 9) What this shows This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. What this shows Illustrates the "Update Installed Marketplace Templates" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot appears in the "Update Installed Marketplace Templates" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". The text alongside this image reads: This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. Immediately after, the guide continues: Packaging bundles all dependencies so buyers don’t have to wire up assets after install. A good package reduces errors, accelerates value, and preserves creator intent. Image 2 of 9 What this coversThis gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits.
Buttons and menus referenced Update
Next stepPackaging bundles all dependencies so buyers don’t have to wire up assets after install. A good package reduces errors, accelerates value, and preserves creator intent.

Packaging AI Agent Templates

Packaging bundles all dependencies so buyers don’t have to wire up assets after install. A good package reduces errors, accelerates value, and preserves creator intent.

  • Include: workflows, calendars, custom fields, knowledge base (If the builder selects Include during publishing) and custom values required by the agent.

  • Aim for conflict‑free names and document what the agent expects (e.g., pipeline stage names).

  • After install, buyers can customize assets, but changing key identifiers may break references—note any do‑not‑rename items in your listing description.


Embedded Chat Widget for Conversation AI

Let buyers try a Conversation AI agent before installing. Live previews increase trust and reduce back‑and‑forth adjustments after purchase. Buyers can chat with the agent in the Marketplace card preview to validate tone, coverage, and routing.

Embedded Chat Widget for Conversation AI (image 3 of 9) What this shows Let buyers try a Conversation AI agent before installing. What this shows Illustrates the "Embedded Chat Widget for Conversation AI" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot appears in the "Embedded Chat Widget for Conversation AI" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". The text alongside this image reads: Let buyers try a Conversation AI agent before installing. Live previews increase trust and reduce back‑and‑forth adjustments after purchase. Buyers can chat with the agent in the Marketplace card preview to validate tone, coverage, and routing. Immediately after, the guide continues: Centralized management helps you deploy proven agents across locations without rebuilds. Knowing where to find installed agents saves time. Image 3 of 9 What this coversLet buyers try a Conversation AI agent before installing. Live previews increase trust and reduce back‑and‑forth adjustments after purchase. Buyers can chat with the agent in the Marketplace card preview to validate tone, coverage, and routing. Next stepCentralized management helps you deploy proven agents across locations without rebuilds. Knowing where to find installed agents saves time.

Reusing & Managing Installed Agents

Centralized management helps you deploy proven agents across locations without rebuilds. Knowing where to find installed agents saves time.

  • Use the Installed Agents tab (agency/sub‑account context) to view previously installed or packaged agents.

  • Common actions include deploy to another sub‑account, duplicate, update, or uninstall.

  • For Voice AI, you can disable an agent by removing its assigned phone number (keeps configuration dormant). See Creating Voice AI Agents.

On the Publish screen, set Knowledge Base to Include if you want your Knowledge Base bundled with the agent. Choose Exclude to publish without a Knowledge Base.


How To Setup Marketplace | Conversation AI and Voice AI Templates

Follow these steps to publish as a creator, discover and install as a buyer, and govern visibility as an agency. Accurate setup ensures smooth installs and fewer support tickets.

A) List your Conversation AI or Voice AI template (creators)

  1. In Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins).

    Step 1 of 3: In Conversation AI or Voice AI, select the agent and click Sell… What this shows Step 1 of 3: In Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins). What this shows Shows what to choose for step 1 of 3 in the "A) List your Conversation AI or Voice AI template (creators)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot accompanies step 1 of 3 in the "A) List your Conversation AI or Voice AI template (creators)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you in Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins). This part of the guide covers 1 field, listed below. The next step is to follow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review. Step 1 of 3Image 4 of 9 What to chooseIn Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins).
    Fields in this part of the guide Developer’s Marketplace — Getting Started
    Buttons and menus referenced Conversation AIVoice AISell Template on Marketplacedeep‑link to the Developer Portalsubmit for review
    Next stepFollow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review.
    All 3 steps in this procedure
    1. In Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins). this image
    2. Follow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review.
    3. After approval, your template becomes discoverable per its visibility settings.
  2. Follow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review.

  3. After approval, your template becomes discoverable per its visibility settings.

    Step 3 of 3: After approval, your template becomes discoverable per its visibility… What this shows Step 3 of 3: After approval, your template becomes discoverable per its visibility settings. What this shows Shows what this covers for step 3 of 3 in the "A) List your Conversation AI or Voice AI template (creators)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot accompanies step 3 of 3 in the "A) List your Conversation AI or Voice AI template (creators)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you after approval, your template becomes discoverable per its visibility settings. This part of the guide covers 1 field, listed below. Step 3 of 3Image 5 of 9 What this coversAfter approval, your template becomes discoverable per its visibility settings.
    Fields in this part of the guide Developer’s Marketplace — Getting Started
    Buttons and menus referenced Conversation AIVoice AISell Template on Marketplacedeep‑link to the Developer Portalsubmit for review
    All 3 steps in this procedure
    1. In Conversation AI or Voice AI, 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/sign up). Listing details may prefill; complete remaining fields and submit for review.
    3. After approval, your template becomes discoverable per its visibility settings. this image

Helpful links:

B) Discover and install templates (buyers)

  1. In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.

    Step 1 of 5: In your sub-account, Go to AI agents > Conversation AI or Voice AI and… What this shows Step 1 of 5: In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent. What this shows Shows what to click for step 1 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This screenshot accompanies step 1 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you in your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent. The navigation path used here is Choose Prompt Based Bot > Marketplace Templates. The next step is to choose Prompt Based Bot > Marketplace Templates and browse the catalog. Step 1 of 5Path: Choose Prompt Based Bot > Marketplace TemplatesImage 6 of 9 What to clickIn your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
    Buttons and menus referenced AI agentsConversation AIVoice AICreate Bot/AgentPrompt Based BotMarketplace Templatesreview detailstestInstallTrainingGoals/ActionsTest & Train
    Next stepChoose Prompt Based Bot > Marketplace Templates and browse the catalog.
    All 5 steps in this procedure
    1. In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent. this image
    2. Choose Prompt Based Bot > Marketplace Templates and browse the catalog.
    3. Open a card to review details (avatar, use‑case, description, installs, ratings).
    4. For Conversation AI, test in the embedded chat preview.
    5. Click Install, then follow prompts to confirm packaged assets and complete installation.
  2. Choose Prompt Based Bot > Marketplace Templates and browse the catalog.

    Step 2 of 5: Choose Prompt Based Bot > Marketplace Templates and browse the catalog What this shows Step 2 of 5: Choose Prompt Based Bot > Marketplace Templates and browse the catalog. What this shows Shows what to choose for step 2 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This animation accompanies step 2 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you choose Prompt Based Bot > Marketplace Templates and browse the catalog. The navigation path used here is Choose Prompt Based Bot > Marketplace Templates. The next step is to open a card to review details (avatar, use‑case, description, installs, ratings). Step 2 of 5Path: Choose Prompt Based Bot > Marketplace TemplatesImage 7 of 9 What to chooseChoose Prompt Based Bot > Marketplace Templates and browse the catalog.
    Buttons and menus referenced Prompt Based BotMarketplace TemplatesAI agentsConversation AIVoice AICreate Bot/Agentreview detailstestInstallTrainingGoals/ActionsTest & Train
    Next stepOpen a card to review details (avatar, use‑case, description, installs, ratings).
    All 5 steps in this procedure
    1. In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
    2. Choose Prompt Based Bot > Marketplace Templates and browse the catalog. this image
    3. Open a card to review details (avatar, use‑case, description, installs, ratings).
    4. For Conversation AI, test in the embedded chat preview.
    5. Click Install, then follow prompts to confirm packaged assets and complete installation.
  3. Open a card to review details (avatar, use‑case, description, installs, ratings).

    Step 3 of 5: Open a card to review details (avatar, use‑case, description… What this shows Step 3 of 5: Open a card to review details (avatar, use‑case, description, installs, ratings). What this shows Shows where to go for step 3 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This animation accompanies step 3 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you open a card to review details (avatar, use‑case, description, installs, ratings). The navigation path used here is Choose Prompt Based Bot > Marketplace Templates. The next step is to for Conversation AI, test in the embedded chat preview. Step 3 of 5Path: Choose Prompt Based Bot > Marketplace TemplatesImage 8 of 9 Where to goOpen a card to review details (avatar, use‑case, description, installs, ratings).
    Buttons and menus referenced review detailsAI agentsConversation AIVoice AICreate Bot/AgentPrompt Based BotMarketplace TemplatestestInstallTrainingGoals/ActionsTest & Train
    Next stepFor Conversation AI, test in the embedded chat preview.
    All 5 steps in this procedure
    1. In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
    2. Choose Prompt Based Bot > Marketplace Templates and browse the catalog.
    3. Open a card to review details (avatar, use‑case, description, installs, ratings). this image
    4. For Conversation AI, test in the embedded chat preview.
    5. Click Install, then follow prompts to confirm packaged assets and complete installation.
  4. For Conversation AI, test in the embedded chat preview.

    Step 4 of 5: For Conversation AI, test in the embedded chat preview What this shows Step 4 of 5: For Conversation AI, test in the embedded chat preview. What this shows Shows what this covers for step 4 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". This animation accompanies step 4 of 5 in the "B) Discover and install templates (buyers)" section of "How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation". At this point in the walkthrough you for Conversation AI, test in the embedded chat preview. The navigation path used here is Choose Prompt Based Bot > Marketplace Templates. The next step is to click Install, then follow prompts to confirm packaged assets and complete installation. Step 4 of 5Path: Choose Prompt Based Bot > Marketplace TemplatesImage 9 of 9 What this coversFor Conversation AI, test in the embedded chat preview.
    Buttons and menus referenced testAI agentsConversation AIVoice AICreate Bot/AgentPrompt Based BotMarketplace Templatesreview detailsInstallTrainingGoals/ActionsTest & Train
    Next stepClick Install, then follow prompts to confirm packaged assets and complete installation.
    All 5 steps in this procedure
    1. In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
    2. Choose Prompt Based Bot > Marketplace Templates and browse the catalog.
    3. Open a card to review details (avatar, use‑case, description, installs, ratings).
    4. For Conversation AI, test in the embedded chat preview. this image
    5. Click Install, then follow prompts to confirm packaged assets and complete installation.
  5. Click Install, then follow prompts to confirm packaged assets and complete installation.

Best Practices: For Conversation AI: update Training, define Goals/Actions, and run Test & Train before going live.

For Voice AI: set Language + Voice, connect (or remove) a phone number to activate (or disable) the agent; place a safe‑hours schedule before routing live calls.

Frequently Asked Questions

Q: Can I test a Voice AI agent before installing it?
Not yet. Chat previews are available for Conversation AI; Voice AI pre‑install test calls are planned.

Q: Where do I find templates I previously installed?
Open the Installed Agents tab (agency/sub‑account context) to view, redeploy, duplicate, update, or uninstall.

Q: What assets are included when I install a template?
Packaged templates may include workflows, calendars, custom fields, and custom values required by the agent.

Q: How do I disable a Voice AI agent without deleting it?
Remove the assigned phone number. The agent remains configured but won’t receive calls.

Q: How are listings approved?
After you submit in the Developer Portal, the listing undergoes review before going live. Check your Developer Portal for status.

Q: Can I edit a template after installation?
Yes. Customize the agent and assets to fit your needs. Avoid renaming key identifiers referenced by workflows.

Q: Are templates free or paid?
Both exist. Pricing is set by the creator and shown on the listing. For billing/refunds, refer to Marketplace policies in the Developer Portal.


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