Field notes · AI agents, Hermes & Claude Code By Julian Goldie

Grok Bot Templates: How To Share, Publish And Update A Bot In 4 Steps (2026)

The exact clicks to turn one of your Bots into a template link, the cleanup to run before it goes public, and how to keep it updated.

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Grok bot templates let you package a Bot you already built and hand someone a link that gives them their own copy.

I'd set one up the operator way: build the Bot properly first, strip it clean, publish it, then keep it updated from the same menu.

The steps below come straight from the Share a Bot section of the official docs, with every button named as it appears.

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What a Grok Bot template actually is

A template is a shareable snapshot of one Bot's setup.

The docs list what travels with it: the Bot's identity, description, skills and routines.

What never travels is just as important.

The person who adds your template never gets your computer, your logins or your conversation history.

Adding the template creates a fresh copy on their account, and from that point it is their Bot, not yours.

That is the key difference from a shared Bot, where everyone on a Cursor team chats with the same single Bot.

Before you share: build the Bot so it is worth copying

A template is only as good as the Bot behind it.

The Create and manage Bots page pushes one clear job per Bot, with names like Talent Scout or Expense Manager rather than a General Helper.

So before I publish anything, I make sure the Bot has four things locked in.

  • A job described in operational terms, with a clear finish line.
  • Named tools and sources it is allowed to touch.
  • An approval boundary, such as "never send external messages without approval".
  • Any recurring routine it needs, already tested on my own account.

Personal Bots no longer have a Bot settings page, so you set all of this by telling the Bot in chat and asking it to remember.

Whatever the Bot carries in its skills and routines is what the recipient inherits.

The four-step publish flow

Step 1: Open the Bot's details and choose Share

Click the Bot's name at the top of the chat.

That opens its details panel.

Choose Share.

On iPhone and Android the path is different: open the Bot's menu and choose Share as Template.

Step 2: Choose Create a copy

Inside Share, choose Create a copy.

The Bot builds the template itself and posts it in the chat as a template card.

If Create a copy is missing, your team has limited or switched off template sharing, which I cover in the gotchas below.

Step 3: Publish, then Copy link

On the template card, choose Publish.

Then choose Copy link.

That link is what you send.

The recipient opens a preview on x.ai and chooses Add to Grok Bot, and they need the Grok Bot app installed to finish.

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Step 4: Manage the live template from the same Share menu

After you publish, the Share menu changes.

It now offers three controls, and I use all of them.

ControlWhat it doesWhen I'd use it
View template detailsShows the published templateChecking what a recipient will see
Update templatePushes your latest changes to the shared copyAfter you tighten a routine or skill
Delete TemplateTurns off the linkWhen the template is out of date or was shared too widely

Update template is the one people forget.

Without it, every improvement you make stays on your own Bot and the link keeps serving the old version.

The cleanup checklist I'd run before Publish

A new template link is public.

The docs are explicit that anyone holding a public link can open it and see the Bot's shared configuration.

So I treat the template like a public document and run this list first.

  1. Remove API keys from anything the Bot carries.
  2. Remove internal URLs, such as staging sites or private dashboards.
  3. Remove customer data, names and examples pulled from real clients.
  4. Re-read every skill and routine for anything you would not post publicly.
  5. Keep logins, cards and contact info in Vault, never in memory or skills.

The memory section of the docs backs this up: logins, cards, addresses and phone numbers belong in Vault, not memory.

Gotcha: team-only and switched-off sharing

On a team, your admin decides whether you can publish publicly.

If your team allows team-only sharing, or has turned template sharing off, the app does not offer Create a copy.

Publishing in those cases shows one of two exact messages.

  • Your team doesn't allow public templates
  • Template sharing is turned off

Enterprise teams start with template sharing limited to the team.

An admin can change that under Public template sharing in the teams and enterprises docs.

A team-only link opens only for members of your team, which is often exactly what you want for internal playbooks.

Gotcha: skills that came with a template

There is one wrinkle in the skills docs worth knowing.

Skills that came with the app, or with a Bot's template, can't be published to your team as standalone skills.

So if you import someone else's template and like one of its skills, rebuild it as your own private skill before you try to publish it.

Write a description the recipient will actually read

The description travels with the template, so it is the first thing a recipient sees after the preview.

I write it in three short lines.

  • Line one: the single job the Bot owns.
  • Line two: the apps and sources it expects to find.
  • Line three: the approval rule it follows before acting.

Anything longer gets skipped, and a skipped description means the recipient briefs the Bot wrong.

Name the Bot after its job too, because a name like Weekly Report Prep tells people more than a clever nickname.

Test the link with one person before you go wide

Send the first link to a single colleague you can sit next to or call.

Ask them to open the preview, choose Add to Grok Bot and send the Bot one real task.

Watch for three failure points: a missing app, a routine that assumes your time zone, and a skill that references something only you have.

The changelog for v0.78.1 notes a fix where routines made in a new Bot's first chat now run in your time zone instead of UTC, so re-check any schedule your template depends on.

Fix what breaks on your own Bot, choose Update template, and only then share the link more widely.

How someone adds your template on their side

Here is the recipient's path, so you can walk a client or teammate through it.

  1. Open the link you sent.
  2. Read the preview on x.ai.
  3. Choose Add to Grok Bot, with the Grok Bot app installed.

They can also browse public templates in the app.

Open Connect apps in the sidebar and choose Bot templates, and the gallery opens on x.ai in the browser.

From a template link there, Import Bot adds their own copy.

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The third-party terms line you can't skip

Every template in circulation comes from another user rather than from Grok Bot itself.

The moment you add one, you accept the third-party bot terms that appear on screen.

As an operator, that means I read a template's skills and routines before I let it run anything.

Give every imported Bot its own approval boundary in the first message, the same way you would brief a new hire.

The new task templates in v0.78.1

The Grok Bot changelog entry for v0.78.1 on 27 October 2026 added subscription templates.

  • Try it, don't pay for it: starts a free trial and cancels or reminds you before it bills.
  • Find unused subscriptions.
  • Watch subscription prices.

The same entry says Bots confirm with you before changing anything.

The earlier v0.77.0 release on 26 October added Order Concierge and Deal Watcher templates, which track orders, refunds and returns and watch prices and coupons, never buying without your OK.

I'd still add an Ask first rule in the opening chat with any of these, so the boundary sits in memory as well as in the template.

Template, shared Bot or Duplicate: pick the right tool

Three features look similar, and choosing wrong costs time.

You wantUseWhy
Everyone gets their own Bot to customiseTemplateEach recipient gets a copy on their account
The team talks to one BotShared BotSharing doesn't make a copy; each chat stays private
A second version of your own BotDuplicate on iPhoneCopies profile, settings, skills, routines and avatar

Duplicate leaves out conversation history, learned memory and attachments, so rename the copy and give it its new scope.

If your goal is one team Bot inside Slack threads, read my walkthrough of the Grok Bot Slack setup instead.

My setup order, start to finish

  1. Build the Bot with one job, one approval boundary and tested routines.
  2. Strip keys, internal URLs and customer data.
  3. Share, then Create a copy.
  4. Publish, then Copy link.
  5. Send the link and tell the recipient they need the Grok Bot app.
  6. Use Update template every time you improve the Bot.
  7. Use Delete Template the day it goes stale.

Plan-wise, Grok Bot is included on Premium, Super and Ultra on The X Subscription, and Plus and Free don't include it, per the Grok Bot FAQ.

So check your recipient is on one of those plans before you promise them a working copy.

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Where I'd start this week

Pick the one Bot you rebuild most often for new clients or teammates.

Clean it, publish it, and send the link to one person before you share it wider.

Watch what they ask about, then fix the Bot and hit Update template.

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FAQ: Grok Bot Templates

How do I turn a Bot into a template?

Click the Bot's name at the top of the chat, choose Share, then Create a copy. The Bot posts a template card, where you choose Publish and then Copy link.

Why is Create a copy missing?

Your team allows only team-only sharing or has turned template sharing off. An admin can change this under Public template sharing.

How do I push changes to a template I already shared?

Open the same Share menu and choose Update template. That pushes your latest changes to the shared copy.

Can I take a template link down?

Yes. Choose Delete Template from the Share menu and the link stops working.

Does the recipient get my logins?

No. Adding a template creates a copy on their account, and they never get your computer, logins or conversation history.

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About Julian

I'm Julian Goldie, an SEO entrepreneur, author and founder of the AI Profit Boardroom, which has 3,400+ members.

I help business owners scale with AI agents, automation and SEO.

  • I've built a 7-figure SEO and link building agency, Goldie Agency, with a team of 70+ SEO experts.
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