# 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. - Source: https://docs.ghlcustomercare.com/docs/app-marketplace/conversation-ai-and-voice-ai-templates-on-marketplace/how-to-use-the-ai-agent-marketplace-templates-for-conversation-ai-and-voice-ai-a - Section: App marketplace / Conversation AI and Voice AI Templates on Marketplace - Reading time: 5 min - Images: 9, each explained below - Modified on Fri, 19 Jun at 7:37 AM --- 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074066308/original/_8z5LzLSJ3VK6uhpaYflwsZMtABl94zuMg.png) **Update Installed Marketplace Templates (image 1 of 9)** 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. - What this covers: This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. - Controls: Update - Next: 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. ![Update Installed Marketplace Templates (image 2 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155074066467/original/mFfK7OrWM3QVxTV8SjTmQ2Ose-6EryqvrQ.png) **Update Installed Marketplace Templates (image 2 of 9)** 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. - What this covers: This gives users a clearer way to adopt template improvements through versioned Marketplace updates instead of relying on direct Live edits. - Controls: Update - Next: 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. --- ## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001178/original/QnMaKy8rxRWfnD5rT3pz7g1HOHWmfFAh1Q.png) **Embedded Chat Widget for Conversation AI (image 3 of 9)** 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. - What this covers: 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. - Next: Centralized 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](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-create-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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059002349/original/rXNNRxwBHFoNBIqWVtw-VBaROjaEpTOUJA.png) **Step 1 of 3: In Conversation AI or Voice AI, select the agent and click Sell…** 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. - What to choose: In Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins). - Fields: Developer’s Marketplace — Getting Started - Controls: Conversation AI, Voice AI, Sell Template on Marketplace, deep‑link to the Developer Portal, submit for review - Next: Follow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001474/original/uRuaOL3Rs2dTBmI1kP7WC05kfDzqr0nvEw.png) **Step 3 of 3: After approval, your template becomes discoverable per its visibility…** 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. - What this covers: After approval, your template becomes discoverable per its visibility settings. - Fields: Developer’s Marketplace — Getting Started - Controls: Conversation AI, Voice AI, Sell Template on Marketplace, deep‑link to the Developer Portal, submit for review Full 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:** - **[Listing Conversation AI and Voice AI Templates on the Marketplace](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/listing-conversation-ai-and-voice-ai-templates-on-the-marketplace)** - **[Developer’s Marketplace — Getting Started](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-get-started-with-the-developer-s-marketplace)** ### **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001598/original/Fw57eKBUN35nQNHf3DqUIQlDcVVTVhP1tQ.png) **Step 1 of 5: In your sub-account, Go to AI agents > Conversation AI or Voice AI and…** 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. - Path: Choose Prompt Based Bot > Marketplace Templates - What to click: In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent. - Controls: AI agents, Conversation AI, Voice AI, Create Bot/Agent, Prompt Based Bot, Marketplace Templates, review details, test, Install, Training, Goals/Actions, Test & Train - Next: Choose Prompt Based Bot > Marketplace Templates and browse the catalog. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001656/original/htpiJhKa3F2B49FN055axl4edAAnsNBB-Q.gif) **Step 2 of 5: Choose Prompt Based Bot > Marketplace Templates and browse the catalog** 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). - Path: Choose Prompt Based Bot > Marketplace Templates - What to choose: Choose Prompt Based Bot > Marketplace Templates and browse the catalog. - Controls: Prompt Based Bot, Marketplace Templates, AI agents, Conversation AI, Voice AI, Create Bot/Agent, review details, test, Install, Training, Goals/Actions, Test & Train - Next: Open a card to review details (avatar, use‑case, description, installs, ratings). Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001771/original/9-Z05pnmvkvL8hlUv2FPFgQ7N4UTvTMN7w.gif) **Step 3 of 5: Open a card to review details (avatar, use‑case, description…** 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. - Path: Choose Prompt Based Bot > Marketplace Templates - Where to go: Open a card to review details (avatar, use‑case, description, installs, ratings). - Controls: review details, AI agents, Conversation AI, Voice AI, Create Bot/Agent, Prompt Based Bot, Marketplace Templates, test, Install, Training, Goals/Actions, Test & Train - Next: For Conversation AI, test in the embedded chat preview. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059001812/original/gFCfWi-QZSXiMI3rZqKGRl6TY3vyUGCBEw.gif) **Step 4 of 5: For Conversation AI, test in the embedded chat preview** 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. - Path: Choose Prompt Based Bot > Marketplace Templates - What this covers: For Conversation AI, test in the embedded chat preview. - Controls: test, AI agents, Conversation AI, Voice AI, Create Bot/Agent, Prompt Based Bot, Marketplace Templates, review details, Install, Training, Goals/Actions, Test & Train - Next: Click Install, then follow prompts to confirm packaged assets and complete installation. Full 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. --- ## **Related Articles** - [How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation](https://docs.ghlcustomercare.com/docs/app-marketplace/conversation-ai-and-voice-ai-templates-on-marketplace/how-to-use-the-ai-agent-marketplace-templates-for-conversation-ai-and-voice-ai-a) - [Listing Conversation AI and Voice AI Templates on the Marketplace](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/listing-conversation-ai-and-voice-ai-templates-on-the-marketplace) - [Creating Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-create-voice-ai-agents) - [Setting Up Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/how-to-set-up-a-conversation-ai-bot) - [Voice AI Multi‑Language Support](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/multi-language-support-for-voice-ai-agents) - [Developer’s Marketplace — Getting Started](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-get-started-with-the-developer-s-marketplace) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com