Source: ai-research/ghl-2026-05-01/support-solutions-articles-155000005412-listing-conversation-ai-and-voice-ai-templates-on-the-marketplace.md, ai-research/ghl-listing-conversation-ai-voice-ai-templates-refresh-2026-07-03.md (2026-07-03 refresh — the live page was modified by HighLevel 2026-06-19, materially after the original snapshot)
Agency owners and admins can package a Conversation AI or Voice AI agent — together with its workflows, calendar, custom fields, custom values, and optional Knowledge Base — and sell it on the HighLevel Marketplace as a template. Buyers install the whole bundle in one click and the supporting assets land in their account ready to use. This article walks the three-step publish flow, what’s in the bundle, and the IP-protection caveats around snapshots.
Key Takeaways
- The whole agent ships, not just the prompt: prompts, actions (workflow triggers, appointment creation, SMS, call transfers), and the underlying assets (workflows, calendars, custom fields/values) install automatically when a buyer purchases the template.
- Knowledge Base is opt-in. During publish you choose Include or Exclude. If included, the KB is bundled and installs automatically with the agent.
- Sell this Template/Agent on Marketplace is visible only to Agency Owners and Admins, not sub-account admins or users.
- Three-step publish: (1) generate marketplace link from the agent page, (2) paste link in developer portal under Modules → ConversationAI or Voice AI, (3) fill basic info, app profile, pricing, support → submit.
- Editable in the listing: use cases, agent description, available actions, suggested test questions for buyers. Non-editable (auto-fetched from the agent): supported channels (SMS, email, Instagram, calls).
- Updated 2026-07-03: template updates now go through App Versioning, not a link swap. As of a HighLevel change (page modified 2026-06-19), AI Agent templates on a Live app version are no longer directly editable — see “Updating an existing template” below for the current flow. The old “click Copy Link for Marketplace and replace the link” process is superseded.
- IP-protected snapshot caveat. Assets imported as part of an IP-protected snapshot cannot be included in agent templates. Restricted/IP-protected assets are blocked by HighLevel.
Three-step publish flow
Step 1 — Generate a Marketplace Link
In HighLevel, on the Conversation AI or Voice AI page:
- Select the agent.
- Click Sell this Template/Agent on Marketplace. (Only Agency Owners and Admins see this option.)
- Choose Knowledge Base treatment: Include (bundles the KB with the agent) or Exclude (publish without KB).
- The system redirects you to the Developer Portal with a special link carrying the agent’s package.
The exported package contains:
- The agent’s prompts
- Configured actions (trigger workflow, create appointment, SMS blast, call transfer)
- Underlying assets: workflows, calendars, custom fields, custom values
- Knowledge Base (if Include selected)
IP-protection check: before publishing, verify none of your bundled assets (workflows, calendars, custom fields) were imported from an IP-protected snapshot. HighLevel blocks IP-protected assets from inclusion in agent templates.
Step 2 — Complete Your App Details
In the Developer Portal at https://marketplace.gohighlevel.com/apps:
- Navigate to Modules → ConversationAI or Voice AI.
- Paste your link.
- Click Submit to fetch the package.
- Fill in editable fields:
- Use cases (e.g., lead qualification, appointment booking)
- Agent description
- Available actions (workflows, appointments, SMS blasts, call transfers)
- Suggested test questions — buyers can ask these against the agent in the Marketplace before purchasing
- Review non-editable fields (auto-fetched): Supported channels (SMS, email, Instagram, calls).
Step 3 — Finalize and Submit
- Fill in the standard app fields: Basic Info, App Profile, Pricing, Support.
- Submit for review.
- On approval, the listing goes live for all agency users and sub-accounts.
Pricing follows the standard Marketplace pricing models — free, subscription, one-time, freemium, with optional free trial. See Marketplace App Listing for pricing details.
What’s in the bundle
A buyer purchasing your agent template gets:
| Asset | Description |
|---|---|
| Agent prompts | The core instructions/system message powering the AI |
| Actions | Triggers wired to workflows, appointment creation, SMS, call transfer |
| Workflows | The HighLevel workflows the actions invoke |
| Calendar | Calendars the agent can book against |
| Custom fields | Structured data fields the agent reads/writes |
| Custom values | Variables the agent references in prompts/messages |
| Knowledge Base | Optional — bundled if Include selected during publish |
The combined package is what installs automatically — buyers don’t manually wire up workflows or set up calendars; the template imports a working configuration.
Updating an existing template
Superseded 2026-07-03. AI Agent templates now follow the same Marketplace app-versioning workflow as the rest of an app — HighLevel’s own framing: “AI Agent templates on a Live app version are no longer directly editable.” The current flow:
- Go to Manage → Versions in the developer portal.
- Clone the Live version as a Draft.
- Make your Conversation AI or Voice AI template changes inside the Draft version.
- Publish the Draft using the appropriate version bump (see below).
This routes AI Agent template updates through the same controlled Draft → In Review → Live lifecycle as any other app change (see Developer Marketplace § App Versioning) — it replaces the older “Copy Link for Marketplace, swap the link, resubmit” flow this article previously described.
Major vs. Minor version bump for template changes:
| Change | Version type |
|---|---|
| Agent name, description, use case, supported channels, actions, template configuration, template link changes, disabling/re-enabling an existing template link | Minor (default) |
| Adding a Conversation AI or Voice AI template to a Live app for the first time | Major (new module capability) |
Try It
- Build a focused agent for one use case (lead qualification, appointment booking) — narrow templates outperform generic ones in the marketplace.
- Decide on Knowledge Base inclusion early. Bundled KBs add value but increase the package size and complexity.
- Audit every workflow, calendar, and custom field tied to your agent for IP-protected snapshot origins. If any came from an IP-protected snapshot, replace with non-restricted equivalents.
- Curate 5-10 strong suggested test questions before submitting — these are the buyer’s first impression in the marketplace listing.
- Use a clear use-case description (e.g., “Books dental appointments via SMS for general practice clinics” beats “AI agent for healthcare”).
- Test the install end-to-end on a clean sub-account before going live: install the template, run a real conversation, confirm workflows fire and the calendar books correctly.
- Set up a feedback loop with early buyers — agents need iteration based on real conversation data.
Related
- Developer Marketplace
- Marketplace App Listing
- Testing Draft Marketplace Apps
- Custom Widgets for Funnel Builder
- Conversations API: Add Inbound Message
- Voice AI & Conversation AI Public APIs
Open Questions
- Whether bundled Knowledge Base content is editable by the buyer post-install, or locked to the template’s version.
- Refund and revenue-share behavior for AI-template purchases (do they follow the standard 0%-commission Marketplace rules, or is there a different split for AI templates?).
- IP-protected snapshot enforcement — what error a developer sees if they try to publish a template with restricted assets, and whether partial bundles are allowed. (researched 2026-07-02: still open — the general “Assets Protected Snapshots” mechanism (help.gohighlevel.com/…/155000002852) confirms restricted assets are marked “Restricted (Assets Protected)” and silently excluded when creating a snapshot from a protected sub-account, but no source documents the specific error text or partial-bundle behavior for the AI-agent-template publish flow specifically.) (researched 2026-07-03: still open — the AI-template listing article’s own FAQ and asset list were checked directly (page re-fetched; modified by HighLevel 2026-06-19) and confirm the same blanket rule verbatim (“Restricted/IP protected assets cannot be included in the AI agents”) but still stop short of the literal publish-time error string or explicit partial-bundle-vs-hard-block behavior. The now-versioned publish flow (Draft → In Review → Live, see “Updating an existing template” above) is a plausible place such a validation error would surface, but no source documents it at that step either. Likely requires triggering the flow directly in a live developer account to observe.)