Roll out fully configured accounts in seconds with these updates to account templates

Set clients up for success at scale with account templates that can now include more components, be applied automatically, and more to reduce manual setup for your team, and provide a consistent, confidence-boosting experience for your customers.

Get new clients started right, quickly

With account templates, you can configure an account once and reuse that setup everywhere. With the updates listed below, partners can activate a fully configured account - AI employees, forms, web chat, automations, and more - that's ready to get to work, without touching it.

Category-linked templates apply themselves:
Link an account template to a business category, and any new account created via API, manually, or through SMB self-signup gets the matching template applied automatically, configuring AI employees, web chat settings, CRM fields, campaigns, automations, and more.
Automate application with the "Apply an account template" automation action:
Trigger template application from inside an automation, so a template can be applied—or re-applied—based on any condition an automation can evaluate.
Include specific Forms and Web Chat Widgets in account templates:
Roll out forms and web chat widgets configured on the source account to every account to which the template is applied.
Particularly useful when an initial web chat message needs to be in another language, or when privacy statements differ by region.
Easily update accounts in bulk with "Update template:"
After improving the source account a template was built from, click
Update template
to refresh the template with those most recent changes—no rebuild required.
Leverage application as a trigger:
When a template finishes applying, the target account gets an activity log entry, so automations can listen for that entry and chain downstream work - like rep assignment or coupon form setup - off a completed template.

Why this matters

Setting up a new account from scratch is slow, taking time away from work that generates results. At scale, manual setup becomes a ceiling on growth, and a steady source of disappointed customers when a step gets missed or delayed.

With account templates, all the knowledge and experience your agency has put into configuring a client's Business App account for success can be easily leveraged to serve new clients in similar industries or business models. Work with a lot of home renovation businesses? Maybe quite a few automotive dealerships? Build an account with all the products, AI employees, integrations, and automated workflows each of those verticals needs to grow

once

and apply it to every other client in that space for immediate effect.

Who it's for

Partners onboarding accounts at scale (enterprise rollouts, reseller channels, migrations)
Partners standardizing setup across multiple accounts in the same industry vertical
Partners offering SMB self-signup

How to access

To view, create, update, or manually apply templates, go to
Partner Center > Accounts > Account Templates
To automate application, go to
Partner Center > Automations > [select/create automation] > [add triggers] > add "Apply account template" action > [select account template].