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

Modified on: Sat, 22 Nov, 2025 at 8:54 AM

Accelerate automation with ready-to-use Conversation AI and Voice AI agent templates in HighLevel’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?

HighLevel’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.

HighLevel 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 HighLevel 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.

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 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.

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.

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)

In Conversation AI or Voice AI, select the agent and click Sell Template on Marketplace (available to Agency Owners/Admins).
Follow the deep‑link to the Developer Portal (sign in/sign up). Listing details may prefill; complete remaining fields and submit for review.
After approval, your template becomes discoverable per its visibility settings.

Helpful links:

B) Discover and install templates (buyers)

In your sub-account, Go to AI agents > Conversation AI or Voice AI and click Create Bot/Agent.
Choose Prompt Based Bot > Marketplace Templates and browse the catalog.
Open a card to review details (avatar, use‑case, description, installs, ratings).
For Conversation AI, test in the embedded chat preview.
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.