> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Learn how to package, share, and install comprehensive chatbot templates with automated updates in ChatbotX.

## Overview of Templates

**Templates** allow you to package all chatbot resources (including message Flows, Triggers, AI Agents, Products, Custom Fields, and Settings) into a single shareable link. This feature enables you to duplicate, distribute, and install complete chatbot solutions with one click.

Key benefits of Templates:

* **Instant Duplication:** Easily deploy identical chatbot architectures across multiple accounts, business branches, or client workspaces without manual re-creation.
* **Built for Agencies & Creators:** Package industry-specific chatbot workflows to deliver or monetize turnkey solutions for clients.
* **Resource Organization:** Automatically nest installed assets into dedicated folders on recipient workspaces to prevent conflicts with existing flows.
* **Smart Update Mechanisms:** Notify recipients or automatically synchronize updated flows and assets when authors republish templates.

## Accessing the Templates Tool

To open the Templates management dashboard, navigate to **Tools** from the left sidebar and click on the **Templates** card.

<Frame>
  <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/tools_templates_navigation.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=31869b638fb8fc3cd6f831dc0ae841de" alt="Tools Templates Navigation" width="2891" height="1565" data-path="images/tools_templates_navigation.png" />
</Frame>

## Templates Management Dashboard

The main Templates interface displays all created templates along with real-time operational statistics:

<Frame>
  <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/templates_management_dashboard.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=7a45d95da21b55e345384230ed109d23" alt="Templates Management Dashboard" width="2377" height="707" data-path="images/templates_management_dashboard.png" />
</Frame>

### Dashboard Columns

* **Name:** The title of the template.
* **Share:** Sharing link status (displays the `Shared` badge when public sharing is enabled).
* **Installs:** Total count of workspaces that have installed this template.
* **Template contents:** Total number of packaged assets included in the template.
* **Created At:** Timestamp when the template was created.

### Key Actions

* **+ Create Button:** Starts the step-by-step creation workflow for a new template.
* **Installs Button:** Switches to the installations tracker and auto-update management view.
* **Row Options Menu (`...`):**
  * **Edit:** Reopen the configuration form to modify details or adjust included assets.
  * **Share:** Open the sharing modal to manage and copy the public template URL.
  * **Delete:** Permanently delete the template.

## Creating a New Template

To bundle your chatbot configuration into a shareable template, complete the 3 configuration steps:

<Steps>
  <Step title="Configure General Information (Details)">
    Click **+ Create** in the Templates dashboard and fill in the introduction fields:

    * **Name:** The template title (required).
    * **Description (optional):** A summary describing the features, value, and target use cases.
    * **Cover image:** Upload a thumbnail banner from your computer or select an existing asset from the Media Library.
    * **Publisher name (optional):** The author or organization name (for example: `BotX`, `ChatbotX`).
    * **YouTube video ID (optional):** Enter the 11-character video ID from a YouTube walkthrough (for example: `b1NUIA-flzw`).
    * **Test link (optional):** A direct link to a live preview chatbot (such as a Messenger link `https://m.me/...`).

    <Frame>
      <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/template_details_configuration.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=c4013c95a105332da51e317b67f37fe0" alt="Template Details Configuration" width="2257" height="1672" data-path="images/template_details_configuration.png" />
    </Frame>
  </Step>

  <Step title="Select Packaged Assets (Template contents)">
    Under the **Template contents** section, select the system resources you want to bundle into the template. The system supports 14 asset categories:

    <Frame>
      <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/template_contents_categories_list.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=ec1f8a447d519eceadbffd587a8a1b18" alt="Template Contents Categories List" width="2261" height="1732" data-path="images/template_contents_categories_list.png" />
    </Frame>

    * **Flows:** Message scripts. You can choose **Select all** or handpick specific Flows.
    * **Tags:** Contact categorization tags.
    * **Custom fields:** Custom user attributes.
    * **Products & Product categories:** Ecommerce items and store categories.
    * **AI functions & AI agents:** Configured AI personas and connected tools.
    * **Calendars:** Booking and appointment schedules.
    * **Webchats:** Webchat widget customizations.
    * **Keywords:** Keyword triggers.
    * **Entry point links:** Reflink entry points.
    * **Triggers:** Automation event listeners.
    * **Facebook comment automations:** Facebook auto-reply rules.
    * **Settings:** General system configurations.

    <Frame>
      <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/template_contents_flows_selection.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=30497b7026e51256ae2d07d6f3743ef9" alt="Template Contents Flows Selection" width="2254" height="965" data-path="images/template_contents_flows_selection.png" />
    </Frame>
  </Step>

  <Step title="Configure Permissions and Install Behavior">
    Set access rights and behavioral defaults for workspaces that install this template:

    <Frame>
      <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/template_permissions_install_behavior.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=c089febcffe3cdcdb983c546bdf1fcb0" alt="Template Permissions Install Behavior" width="2367" height="1189" data-path="images/template_permissions_install_behavior.png" />
    </Frame>

    * **Default permissions:**
      * **Allow editing after install:** Permits recipients to edit and customize installed resources.
      * **Allow deleting after install:** Permits recipients to delete installed assets when no longer needed.
    * **Install behavior:**
      * **Install into a dedicated folder:** Nests every installed asset under one new folder named after this template, keeping existing workspace flows clean.
      * **Flag installs for updates by default:** Automatically notifies recipients when you publish updates or improvements to this template.

    Once configured, click the blue **Create** button to publish your template.
  </Step>
</Steps>

## Sharing Your Template (Share Link)

Once created, generate a public sharing link to distribute your template:

1. In the Templates table, click the three dots `...` on the target template row > select **Share**.
2. Toggle on **Enable share link**.
3. Click the copy icon next to **Share link** to copy the URL formatted as `https://app.chatbotx.io/t/...`.

<Frame>
  <img src="https://mintcdn.com/chatbotx/hb9ce3vYCughkAJO/images/template_share_link_modal.png?fit=max&auto=format&n=hb9ce3vYCughkAJO&q=85&s=6dfff408beedb8832a6bf0ef888268e2" alt="Template Share Link Modal" width="2358" height="1239" data-path="images/template_share_link_modal.png" />
</Frame>

## Installing a Shared Template (Recipient Guide)

When recipients open a template link in their browser:

1. **Template Landing Page:** They can watch the YouTube video, read the overview, and click **Preview** to inspect the flow diagram.
2. **Installation Options:** Clicking **Install** presents 2 choices:
   * **Install into an Existing Bot:** Select an active workspace / bot from their account to import the packaged resources.
   * **Create a New Chatbot:** Select a channel platform (Messenger, Instagram, WhatsApp, TikTok, Telegram, Webchat...) to create a fresh bot with the template pre-installed.

## Tracking & Managing Installations (Installs)

The **Installs** dashboard provides comprehensive tracking for both template users and authors:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/chatbotx/images/templates_installs_history_dashboard.png" alt="Templates Installs Management Dashboard" />
</Frame>

### 1. For Template Users (Installation Status & Auto-Update)

When you install a template into your workspace, the **Tools > Templates > Installs** table displays:

* **Name:** The title of the installed template.
* **Status:** Installation health (`Completed`, `Installing`, or `Failed`).
* **Resources:** Count of successfully imported assets.
* **Warnings:** Asset conflict or duplicate warnings (if any).
* **Created At / Completed at:** Start and completion timestamps of the installation process.
* **Auto-update Switch:** Enable or disable automatic asset synchronization when the original author republishes updates.

### 2. For Template Authors (Workspace Overview & Remote Uninstall)

As a template author, the **Installs** menu allows you to:

* View a detailed list of all client or student workspaces that have installed your template.
* Monitor real-time installation metrics.
* **Remote Uninstall:** Click **Uninstall** next to a specific workspace to remotely revoke and remove the template assets (ideal when a subscription or service agreement ends).

<Note>
  When you republish a Template with updated flows or new features, all workspaces with **Auto-update** enabled will automatically receive the newest version without needing to reinstall manually.
</Note>