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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On GHL Customer Care, in the Conversation AI or Voice AI page, select the agent and click Sell this Template/Agent on Marketplace (This option is visible only to Agency Owners and Admins. Sub-account admins and users cannot view this option). Define exactly what ships with your agent so buyers know what installs automatically and what they’ll configure later.
Knowledge Base (optional): Choose to Include or Exclude the agent’s Knowledge Base during publishing.
If Included, the Knowledge Base is bundled and installs automatically with the agent for the buyer.
The template will not only include the prompts, but also the actions such as triggering a workflow, creating an appointment, along with the underlying assets - workflows, calendar, custom field/value, etc. So you're selling the whole package.
Please ensure that the assets you're packaging are not imported as part of an IP protected snapshot. Restricted/IP protected assets cannot be included in the AI agents.
You’ll be redirected to the Developer Portal with a special link that carries your bot’s package.
If you wish to update your existing template listed on the marketplace, you can make the necessary changes in the Conversation AI or Voice AI page, click on Copy Link for Marketplace from the menu, and update the link in the Developer portal (refer to #2 below)
Complete Your App Details
In the Developer Portal under Modules → ConversationAI or Voice AI, paste your link and click Submit to fetch.
Editable fields: Use-cases (e.g. lead qualification, appointment booking), Agent Description and available actions (workflows, appointments, SMS blasts, call transfers)
You can also configure the list of suggested questions that buyers can ask the agent while they are testing your agent on the Marketplace before purchasing your agent.
Fill out your app's Basic Info, App Profile, Pricing, and Support sections.
Submit your listing for review—once approved, it goes live in the Marketplace for all agency users and sub-accounts.
Figure 1What this shows Generate a Marketplace Link Complete Your App Details Finalise & SubmitWhat this showsIllustrates "Listing Conversation AI and Voice AI Templates on the Marketplace".This screenshot appears in "Listing Conversation AI and Voice AI Templates on the Marketplace". The text alongside this image reads: Generate a Marketplace Link Complete Your App Details Finalise & Submit. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Conversation AI and Voice AI templates now follow the Marketplace app-versioning workflow. This means AI Agent template changes are tied to app versions and are no longer edited directly on a Live app version.Image 1 of 4How to confirmGenerate a Marketplace Link Complete Your App Details Finalise & Submit
Fields in this part of the guideGenerate a Marketplace LinkFinalise & Submit
Buttons and menus referencedGenerate a Marketplace LinkConversation AIVoice AISell this Template/Agent on Marketplacevisible only to Agency Owners and AdminsIncludeExcludeIncludedbundledCopy Link for MarketplaceDeveloper portalComplete Your App Details
Next stepConversation AI and Voice AI templates now follow the Marketplace app-versioning workflow. This means AI Agent template changes are tied to app versions and are no longer edited directly on a Live app version.All 3 steps in this procedure
Generate a Marketplace Link
Complete Your App Details
Finalise & Submit
Figure 2What this shows Generate a Marketplace Link Complete Your App Details Finalise & SubmitWhat this showsIllustrates "Listing Conversation AI and Voice AI Templates on the Marketplace".This screenshot appears in "Listing Conversation AI and Voice AI Templates on the Marketplace". The text alongside this image reads: Generate a Marketplace Link Complete Your App Details Finalise & Submit. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Conversation AI and Voice AI templates now follow the Marketplace app-versioning workflow. This means AI Agent template changes are tied to app versions and are no longer edited directly on a Live app version.Image 2 of 4How to confirmGenerate a Marketplace Link Complete Your App Details Finalise & Submit
Fields in this part of the guideGenerate a Marketplace LinkFinalise & Submit
Buttons and menus referencedGenerate a Marketplace LinkConversation AIVoice AISell this Template/Agent on Marketplacevisible only to Agency Owners and AdminsIncludeExcludeIncludedbundledCopy Link for MarketplaceDeveloper portalComplete Your App Details
Next stepConversation AI and Voice AI templates now follow the Marketplace app-versioning workflow. This means AI Agent template changes are tied to app versions and are no longer edited directly on a Live app version.All 3 steps in this procedure
Generate a Marketplace Link
Complete Your App Details
Finalise & Submit
AI Agent Templates Now Follow App Versioning
Conversation AI and Voice AI templates now follow the Marketplace app-versioning workflow. This means AI Agent template changes are tied to app versions and are no longer edited directly on a Live app version.
This creates a clearer release history for AI Agent module updates and helps developers ship template changes more intentionally.
Update AI Agent Templates Through a Draft Version
AI Agent templates on a Live app version are no longer directly editable. To make changes:
1. Go to Manage > Versions.
2. Clone the Live version as a Draft.
3. Make your Conversation AI or Voice AI template changes in the Draft version.
4. Publish the Draft using the appropriate version bump.
This ensures template updates are released through the same controlled app-versioning flow as other Marketplace app changes.
AI Agent Templates Now Follow App Versioning (image 3 of 4)What this shows This ensures template updates are released through the same controlled app-versioning flow as other Marketplace app changes.What this showsIllustrates the "AI Agent Templates Now Follow App Versioning" section of "Listing Conversation AI and Voice AI Templates on the Marketplace".This screenshot appears in the "AI Agent Templates Now Follow App Versioning" section of "Listing Conversation AI and Voice AI Templates on the Marketplace". The text alongside this image reads: This ensures template updates are released through the same controlled app-versioning flow as other Marketplace app changes. Immediately after, the guide continues: Changes to an existing AI Agent template are treated as a Minor update by default. This includes updates such as.Image 3 of 4What this coversThis ensures template updates are released through the same controlled app-versioning flow as other Marketplace app changes.
Buttons and menus referencedManageVersionsLiveDraft
Next stepChanges to an existing AI Agent template are treated as a Minor update by default. This includes updates such as:
Major vs Minor Version Updates for AI Agent Templates
Changes to an existing AI Agent template are treated as a Minor update by default. This includes updates such as:
Agent name
Agent description
Use case
Supported channels
Actions
Template configuration
Template link changes
Disabling or re-enabling an existing template link
A Major version is required when a Conversation AI template or Voice AI template is added for the first time to an existing Live app.
For example, if a Live app does not currently include a Conversation AI or Voice AI template and a developer adds one in a Draft version, that update should be published as a Major version because it introduces new module capabilities.
Major vs Minor Version Updates for AI Agent Templates (image 4 of 4)What this shows For example, if a Live app does not currently include a Conversation AI or Voice AI template and a developer adds one in a Draft version…What this showsIllustrates the "Major vs Minor Version Updates for AI Agent Templates" section of "Listing Conversation AI and Voice AI Templates on the Marketplace".This screenshot appears in the "Major vs Minor Version Updates for AI Agent Templates" section of "Listing Conversation AI and Voice AI Templates on the Marketplace". The text alongside this image reads: For example, if a Live app does not currently include a Conversation AI or Voice AI template and a developer adds one in a Draft version, that update should be published as a Major version because it introduces new module capabilities. This part of the guide covers 7 fields, listed below. Immediately after, the guide continues: Q: What assets are included in a template? A: Templates may include workflows, calendars, custom fields, custom values, and an optional Knowledge Base (if the Agent Builder selects Include during publish).Image 4 of 4What this coversFor example, if a Live app does not currently include a Conversation AI or Voice AI template and a developer adds one in a Draft version, that update should be published as a Major version because it introduces new module capabilities.
Fields in this part of the guideAgent nameAgent descriptionSupported channelsActionsTemplate configurationTemplate link changesDisabling or re-enabling an existing template link
Buttons and menus referencedMinorMajor
Next stepQ: What assets are included in a template? A: Templates may include workflows, calendars, custom fields, custom values, and an optional Knowledge Base (if the Agent Builder selects Include during publish).
Example values
Agent name
Priya Raman
Illustrative values showing the expected format. They are not read from the screenshot.
All 8 steps in this procedure
Agent name
Agent description
Use case
Supported channels
Actions
Template configuration
Template link changes
Disabling or re-enabling an existing template link
Frequently Asked Questions
Q: What assets are included in a template? A: Templates may include workflows, calendars, custom fields, custom values, and an optional Knowledge Base (if the Agent Builder selects Include during publish).
Q: Can I exclude the Knowledge Base when listing my agent? A: Yes. On the Publish screen, set Knowledge Base to Exclude to publish without a bundled KB.
