service-concierge-portal-generate

Deploys an Agentforce Concierge portal on an LWR Experience Cloud site: provisions the site, configures Concierge components, sets up branding, wires the agent, enables guest access, and publishes. Use when the user wants to stand up a Help Portal / Agentforce Concierge portal — standalone or as the

By forcedotcom · 1,128 installs

npx skills add forcedotcom/sf-skills --skill service-concierge-portal-generate

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service concierge portal generate: Agentforce Concierge portal deploy Deploys an Agentforce Concierge experience on an LWR Experience Cloud site — an agent first landing page with a welcome greeting, prompt bar, suggestion chiclets, and full chat surface. This is a channel setup skill: it wires an existing agent to a new or existing portal site; it does not author the agent. Why this skill exists The Concierge portal setup is a 20 step workflow with precise sequencing requirements (bundle shape, routing wiring, guest access flags, CORS/CSP records). Keeping it as a standalone skill lets it be invoked from service helpagent coordinate (Checkpoint 3 → Help Portal branch) or called directly when the user already has an agent and only needs the portal. Skills inventory pre flight (MANDATORY before anything else) Before asking the user any questions, verify that every skill this skill delegates to is installed: If any skill is missing, stop immediately and tell the user which skills are absent with their exact directory names. Do not proceed until the missing skills are installed. Required inputs Input How resolved Target org alias ( $ORG ) Ask via AskUserQuestion if not provided in the current conversation turn Agent ( $BOT ID , $BOT DEV NAME ) Always query the org — never infer from prior context MessagingChannel ( $MESSAGING CHANNEL DEV NAME , $MESSAGING CHANNEL ID ) Optional — pass from calling skill if already created; otherwise delegate to service digital engagement channel configure in Step E of the runbook EmbeddedServiceConfig ( $ESC ID , $ESC DEV NAME ) Optional — pass from calling skill if already created; otherwise delegate to service digital engagement deployment configure in Step F.3 of the runbook If MESSAGING CHANNEL DEV NAME and ESC ID are not provided, this skill will delegate their creation to the appropriate skills (see runbook §E and §F.3). The portal site itself — the DEB bundle, branding, components, guest access, CORS/CSP — is always provisioned by this skill. Workflow Read references/portal deploy runbook.md and follow it end to end. The runbook is the authoritative step by step guide; this SKILL.md is the router and context layer only. Entry point 1. Ask for the org alias: 2. Query for active agents (activation lives on BotVersion.Status = 'Active' , not on BotDefinition — an unfiltered SELECT ... FROM BotDefinition returns retired/inactive bots the runbook cannot wire, so filter on active BotVersion explicitly): Zero rows (no bots, or only inactive/retired bots — both count as zero for wiring) → hard stop in the same turn . Do not load the runbook, do not delegate to service digital engagement channel configure or service digital engagement deployment configure , do not fabricate a BOT ID , and do not present a "Create a new agent first" AskUserQuestion . Tell the user the portal needs an active agent to wire and point them at agentforce generate or service helpagent coordinate to create one first, then re invoke this skill. One or more active agents → present ALL returned agents as options via AskUserQuestion , plus a "Create a new agent first" option. Do NOT assume the user wants the only/first agent — always ask explicitly. If the user selects "Create a new agent first" : stop immediately with this message: Creating a new agent is outside the scope of this skill. Please run the agentforce generate skill (or service helpagent coordinate for a full Help Agent setup) to create your agent, then re invoke the Concierge portal skill. If the user selects an existing agent: capture BOT ID and BOT DEV NAME and continue. Long list rule: if there are more than 6 agents, paginate — show 6 at a time with a "Show more" option rather than presenting all at once. 3. Load references/portal deploy runbook.md and execute §0 top to bottom. Return values (for calling skills) On success, surface: Variable Value NETWORK ID 18 char Network Id of the provisioned portal PUBLISHED PORTAL URL Live customer facing URL (for Incognito verification) MESSAGING CHANNEL DEV NAME The EmbeddedMessaging channel wired to the agent ESC ID EmbeddedServiceConfig Id (auth path) Final report format On completion, summarize what was deployed and surface the four return values above in a clearly labeled block so the user (or a calling skill) can act on them. If the active agent query returned zero rows, skip straight to the hard stop message from step 2 — no return values to report. Rules / constraints Rule Rationale Run the skills inventory pre flight before any user interaction Delegation to missing skills fails mid deploy, leaving the portal in a partial state Agent must exist and be Active before starting Wiring an inactive agent produces a portal that loads but never responds Read references/portal deploy runbook.md fully before starting §A questions The runbook's §0 stage table must be in context when executing each step Never create MessagingChannel or EmbeddedServiceConfig inline — always delegate service digital engagement channel configure and service digital engagement deployment configure own those objects; inlining them bypasses queue resolution, escalation wiring, and ESD validation Never skip the guest access flags in §L.0 OptionsGuestChatterEnabled + OptionsGuestMemberVisibility default to False — portal appears blank in Incognito without them Republish after every DEB flag change isRelaxedCSPLevel , authenticationType , headMarkup only take effect after a publish One operator pause only: §F.4 Agentforce Orchestrator toggle Every other step is headless — never pause for UI unless the headless path returns an unrecoverable error Reference file index File When to read references/portal deploy runbook.md Always — the authoritative 20 step deploy runbook