diff --git a/force-app/main/default/genAiPlanners/EmployeeCopilotPlanner.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/EmployeeCopilotPlanner.genAiPlanner-meta.xml new file mode 100644 index 0000000..8e451ca --- /dev/null +++ b/force-app/main/default/genAiPlanners/EmployeeCopilotPlanner.genAiPlanner-meta.xml @@ -0,0 +1,24 @@ + + + An AI assistant for in-org business tasks. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Case_Creation0 + + + Collaborator_Information + + + Create_and_Edit_Challenges + + + EmployeeCopilot__GeneralCRM + + + EmployeeCopilot__OOTBSingleRecordSummary + + EmployeeCopilotPlanner + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent.genAiPlanner-meta.xml new file mode 100644 index 0000000..a480781 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent.genAiPlanner-meta.xml @@ -0,0 +1,21 @@ + + + Productivity and Morale-Boosting Assistant + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Recognition_Programs + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2.genAiPlanner-meta.xml new file mode 100644 index 0000000..a480781 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2.genAiPlanner-meta.xml @@ -0,0 +1,21 @@ + + + Productivity and Morale-Boosting Assistant + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Recognition_Programs + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3.genAiPlanner-meta.xml new file mode 100644 index 0000000..a480781 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3.genAiPlanner-meta.xml @@ -0,0 +1,21 @@ + + + Productivity and Morale-Boosting Assistant + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Recognition_Programs + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4.genAiPlanner-meta.xml new file mode 100644 index 0000000..24623e9 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4.genAiPlanner-meta.xml @@ -0,0 +1,24 @@ + + + Productivity and Morale-Boosting Assistant + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + General_Slack + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Recognition_Programs + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5.genAiPlanner-meta.xml new file mode 100644 index 0000000..cfccdc2 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5.genAiPlanner-meta.xml @@ -0,0 +1,22 @@ + + + Agent Motivator is an AI-driven tool designed to energize and inspire commercial teams. It ensures every sales rep stays motivated by celebrating successes, tracking challenges, and providing real-time updates. Supporting managers, it helps create and communicate challenges while fostering a culture of recognition and achievement. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Recognition_Programs + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6.genAiPlanner-meta.xml new file mode 100644 index 0000000..9813e13 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6.genAiPlanner-meta.xml @@ -0,0 +1,25 @@ + + + Agent Motivator is an AI-driven tool designed to energize and inspire commercial teams. It ensures every sales rep stays motivated by celebrating successes, tracking challenges, and providing real-time updates. Supporting managers, it helps create and communicate challenges while fostering a culture of recognition and achievement. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Create_slack_channel_for_a_challenge + + + User_and_Role_Information + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Goal_Tracking + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7.genAiPlanner-meta.xml index 251d2ea..84ca08c 100644 --- a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7.genAiPlanner-meta.xml +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7.genAiPlanner-meta.xml @@ -5,21 +5,12 @@ EmployeeCopilot__AnswerQuestionsWithKnowledge - - Challenges_creation_or_edition_only_for_Manager - Create_slack_channel_for_a_challenge General_Slack0 - - Information_on_Challenges_and_Opportunity - - - User_and_Role_Information - p_16jF9000000PBT1_Daily_Motivation_Tips diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8.genAiPlanner-meta.xml new file mode 100644 index 0000000..1c90012 --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8.genAiPlanner-meta.xml @@ -0,0 +1,34 @@ + + + Agent Motivator is an AI-driven tool designed to energize and inspire commercial teams. It ensures every sales rep stays motivated by celebrating successes, tracking challenges, and providing real-time updates. Supporting managers, it helps create and communicate challenges while fostering a culture of recognition and achievement. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Challenges_Closure_and_Results_Calculation_only_for_manager + + + Challenges_and_Opportunities_follow_up + + + Challenges_creation_or_edition_only_for_Manager + + + Create_slack_channel_for_a_challenge + + + General_Slack0 + + + User_and_Role_Information + + + p_16jF9000000PBT1_Daily_Motivation_Tips + + + p_16jF9000000PBT1_Stress_Management_Techniques + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8_v9.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8_v9.genAiPlanner-meta.xml new file mode 100644 index 0000000..b5ea68c --- /dev/null +++ b/force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8_v9.genAiPlanner-meta.xml @@ -0,0 +1,19 @@ + + + Agent Motivator is an AI-driven tool designed to energize and inspire commercial teams. It ensures every sales rep stays motivated by celebrating successes, tracking challenges, and providing real-time updates. Supporting managers, it helps create and communicate challenges while fostering a culture of recognition and achievement. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Challenges_Closure_and_Results_Calculation_only_for_manager + + + Challenges_and_Opportunities_follow_up + + + Challenges_creation_or_edition_only_for_Manager + + Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlanners/Sales_Motivation_Agent.genAiPlanner-meta.xml b/force-app/main/default/genAiPlanners/Sales_Motivation_Agent.genAiPlanner-meta.xml new file mode 100644 index 0000000..90a381e --- /dev/null +++ b/force-app/main/default/genAiPlanners/Sales_Motivation_Agent.genAiPlanner-meta.xml @@ -0,0 +1,25 @@ + + + You are an AI Agent whose job is to help support and celebrate sales team achievements, manage challenges, and send motivational messages. + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Challenge_And_Sales_Performance_Followup + + + p_16jF9000000PBU9_Challenge_Management + + + p_16jF9000000PBU9_Motivational_Messaging + + + p_16jF9000000PBU9_Performance_Analytics + + + p_16jF9000000PBU9_Sales_Achievement_Recognition + + Sales Motivation Agent + AiCopilot__ReAct + diff --git a/force-app/main/default/genAiPlugins/Case_Creation0.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Case_Creation0.genAiPlugin-meta.xml new file mode 100644 index 0000000..042a1c6 --- /dev/null +++ b/force-app/main/default/genAiPlugins/Case_Creation0.genAiPlugin-meta.xml @@ -0,0 +1,33 @@ + + + false + Handles the creation of cases for contacts. This topic is triggered when a user requests to create a case or escalate an issue. + Case_Creation0 + + SvcCopilotTmpl__CreateCase + + + EmployeeCopilot__GetRecordDetails + + + EmployeeCopilot__IdentifyRecordByName + + + Once the customer provides necessary details, proceed to create the case. + instruction_oncethecus0 + + instruction_oncethecus0 + + + Confirm with the user that the case has been created and provide any relevant case number or follow-up information. + instruction_confirmwit1 + + instruction_confirmwit1 + + en_US + Case Creation + Topic + Your job is only to create a case for the contact based on the information provided by the user. + diff --git a/force-app/main/default/genAiPlugins/Challenge_And_Sales_Performance_Followup.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Challenge_And_Sales_Performance_Followup.genAiPlugin-meta.xml new file mode 100644 index 0000000..9415abc --- /dev/null +++ b/force-app/main/default/genAiPlugins/Challenge_And_Sales_Performance_Followup.genAiPlugin-meta.xml @@ -0,0 +1,82 @@ + + + false + This topic enables the sales team to get information on current challenges and opportunities. It helps in following up on sales performance. + Challenge_And_Sales_Performance_Followup + + Get_Challenges + + + Get_Opportunities2 + + + Get_Tasks + + + Get_Users_from_Text_List + + + Get_Users_of_Role + + + Predicted_Difficulty + + + CHALLENGE INFORMATION +-------------------- + +When a user asks about a specific challenge: +- Use the "Get Challenges" action to retrieve challenge details. + +If the challenge status is "Ongoing", follow these steps: + +1. Identify participants: + - If the "Participants" field contains users, use "Get Users from List". + - If the field contains roles, use "Get Users from Role". + +2. Retrieve performance data: + - For each user, use "Get Opportunities" to find opportunities where: + - Stage = Closed Won + - Close Date is between the Start Date and End Date of the challenge. + +3. Calculate progress: + - Use the challenge "Description" field to determine the goal. + - Measure each user’s progress toward that goal. + +4. Share leaderboard: + - Display the current Top 3 users based on progress. + +If the challenge status is "Finished": +- If the "Results" field has content, share it. +- If the field is empty, say: "The results are currently under review by the manager." + + +OPPORTUNITY INFORMATION +------------------- + +When a user mentions a specific opportunity: +- Use the "Get Opportunities" action to search for it. + +If a user asks for opportunities to help with challenge progress: + +1. Get current pipeline: + - Use "Get Opportunities" to retrieve open opportunities assigned to the user. + +2. Prioritize opportunities: + - Rank by: + a. Most advanced Stage + b. Lowest Difficulty Score + +3. Recommend actions: + - Share the top 3 prioritized opportunities. + instruction_challengei0 + en_US + instruction_challengei0 + + en_US + Challenge And Sales Performance Followup + Topic + Your job is only to assist the sales team in gathering information about current sales challenges and opportunities, and to provide follow-up on sales performance. + diff --git a/force-app/main/default/genAiPlugins/Challenges_Closure_and_Results_Calculation_only_for_manager.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Challenges_Closure_and_Results_Calculation_only_for_manager.genAiPlugin-meta.xml new file mode 100644 index 0000000..63d6dc5 --- /dev/null +++ b/force-app/main/default/genAiPlugins/Challenges_Closure_and_Results_Calculation_only_for_manager.genAiPlugin-meta.xml @@ -0,0 +1,55 @@ + + + false + This topic is used to calculate the results of a finished challenge, update the challenge record and communicate them to the participants on slack. It is intended for use by managers. + Challenges_Closure_and_Results_Calculation_only_for_manager + + CreateorUpdateChallenge + + + Get_Challenges + + + Get_Opportunities2 + + + Get_Users_from_Text_List + + + Get_Users_of_Role + + + Challenge_Results_Communication + + + Get_Users_Info_for_Slack + + + Get_Tasks + + + Send_Slack_Message_to_Channel + + + - if the Challenge status is Finished or the endDate is passed, calculate the results on the objective by following this steps: +1.1 Identify the users participating to the challenge by using the action "Get Users from List" on the field Partipants, Always surround the input with [ ]. If Roles are given, identify the users by using the action "Get Users from role" +1.2 Retrieve the Closed and Won opportunities that have a Close date between the start date and the end date of the challenge for each user by using the action "Get Opportunities" +1.3 Calculate the results of each users on the challenge by using the information in the Description field of the challenge. +1.4 Write a message for sharing the results to the participants using the action "Challenge Results Communication" +1.5 Retrieve the Slack User id of the Manager by using the action "Get Users Info for Slack" +1.5 Always Send a slack message to the manager for confirming the results and the message by using the action "Send Slack Message to Channel or DMs" with the slack user id retrieved and the value AgentMotivator on the input agentName +1.6 When the manager confirmed to proceed, Send a message to the Challenge Slack channel using the id on the Slack channel field and the action "Send Slack Message to Channel or DMs" +1.7 Update the challenge Results record with the list of users and their score. Always write only the list with no other sentence by using the action "Create or Update challenge" +1.6 Use GetTask action if you need to query Task object to calculate challenges results + instruction_ifthechall0 + en_US + instruction_ifthechall0 + + en_US + Challenges Closure and Results Calculation only for manager + Topic + Your job is only to calculate the results of Finished challenges, update the corresponding challenge records and communicate the results to the participants on slack + diff --git a/force-app/main/default/genAiPlugins/Challenges_and_Opportunities_follow_up.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Challenges_and_Opportunities_follow_up.genAiPlugin-meta.xml new file mode 100644 index 0000000..d8229d1 --- /dev/null +++ b/force-app/main/default/genAiPlugins/Challenges_and_Opportunities_follow_up.genAiPlugin-meta.xml @@ -0,0 +1,82 @@ + + + false + Handles inquiries related to existing challenges and gathers information on opportunities. + Challenges_and_Opportunities_follow_up + + Get_Challenges + + + Get_User_Details2 + + + Get_Users_from_Text_List + + + Get_Users_of_Role + + + Get_Opportunities2 + + + Predicted_Difficulty + + + CHALLENGE INFORMATION +-------------------- + +When a user asks about a specific challenge: +- Use the "Get Challenges" action to retrieve challenge details. + +If the challenge status is "Ongoing", follow these steps: + +1. Identify participants: + - If the "Participants" field contains users, use "Get Users from List". + - If the field contains roles, use "Get Users from Role". + +2. Retrieve performance data: + - For each user, use "Get Opportunities" to find opportunities where: + - Stage = Closed Won + - Close Date is between the Start Date and End Date of the challenge. + +3. Calculate progress: + - Use the challenge "Description" field to determine the goal. + - Measure each user’s progress toward that goal. + +4. Share leaderboard: + - Display the current Top 3 users based on progress. + +If the challenge status is "Finished": +- If the "Results" field has content, share it. +- If the field is empty, say: "The results are currently under review by the manager." + + +OPPORTUNITY INFORMATION +------------------- + +When a user mentions a specific opportunity: +- Use the "Get Opportunities" action to search for it. + +If a user asks for opportunities to help with challenge progress: + +1. Get current pipeline: + - Use "Get Opportunities" to retrieve open opportunities assigned to the user. + +2. Prioritize opportunities: + - Rank by: + a. Most advanced Stage + b. Lowest Difficulty Score + +3. Recommend actions: + - Share the top 3 prioritized opportunities. + instruction_challengei0 + en_US + instruction_challengei0 + + en_US + Challenges and Opportunities follow-up + Topic + Your job is only to answer questions about existing challenges and opportunities. +You are able to give details and progress on challenges and identify opportunities for sales rep + diff --git a/force-app/main/default/genAiPlugins/Challenges_creation_or_edition_only_for_Manager.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Challenges_creation_or_edition_only_for_Manager.genAiPlugin-meta.xml index 3d5649e..5b3429d 100644 --- a/force-app/main/default/genAiPlugins/Challenges_creation_or_edition_only_for_Manager.genAiPlugin-meta.xml +++ b/force-app/main/default/genAiPlugins/Challenges_creation_or_edition_only_for_Manager.genAiPlugin-meta.xml @@ -22,25 +22,35 @@ CreateorUpdateChallenge + + Get_Users_Custom_Permissions + - 1 - If the request is about creating a challenge, ensure the user has the Permission set SalesManager or Admin. -2 - If the user asks to create a challenge, ask him the value to fill -3 - If the request is to update a challenge, retreive first the challenge record and id, using the Get Challenge action and then use this id to update the record -4 - Before Updating the challenge, always ask for confirmation with the value that will be used and then use the Create Or Update Challenge action to update the challenge -5 - When you need to search for a Challenge, use all the search filters at the same time -6- When filtering the Challenge to find a participant, search with it's name as "Participant Name" and also its role as "Participant Role". -7 - For the Manager Field, first use the Get User Details action to retreive the user and his Record Id, then use this id to create or update the challenge -8 - If a user asks for a collaborator's role, provide the role using the "Get User Details" action -9 - Always verify the identity of the user before sharing any personal contact information of a collaborator. -For the participants field -10 - If a user asks for a list of collaborators, ask first what is the role of the users he is looking for and then use "Get Users of Role" action. -11 - If the a user asks for the role and role subordinates, provide the list of roles and their relationship by using the "Get Sub Roles" action -12 - If the user doesn't know the role, ask for a user who belongs to the role, use the "Get User Details" action to retreive the role and then use the "Get Users of Role" action -13 - If the user asks for users belonging to role and sub roles uses the instructions 5 and then 4 for each role - instruction_ifthereque0 + Creation of a Challenge +1.1 – Always request all required information from the user to create a challenge, following the mandatory fields specified in the "Create Or Update Challenge" action. + +1.2 – Always present a summary of the entered values and ask the user to confirm all details before proceeding to create the challenge. + +Update of a Challenge +2.1 – If the user requests to update a challenge, always retrieve the challenge record and its ID first by using the "Get Challenge" action. Use this ID to perform the update. +2.2 – Before updating the challenge, always display the values that will be updated and ask the user for confirmation. Only proceed with the update after receiving confirmation, using the "Create Or Update Challenge" action. +2.3 – Always include the current values for any fields that are not being updated when using the "Create Or Update Challenge" action. + +General Instructions +3.1 For the Manager field, Always ask the user for the manager’s name. Use the "Get User Details" action to retrieve the user’s record and ID, and use this ID to populate the Manager field. +3.2 For the Participants field, Always fill this field with a list of user full names and/or role names, separated by commas. +3.3 – If the user asks for a collaborator’s role, provide the role using the "Get User Details" action. +3.4 – If the user asks for a list of collaborators, first ask which role the users should have, then use the "Get Users of Role" action. +3.5 – If the user asks for a role and its subordinates, provide the list of roles and their relationships using the "Get Sub Roles" action. +3.6 – If the user does not know the role, ask for the name of a user who belongs to the desired role, use the "Get User Details" action to retrieve the role, then use the "Get Users of Role" action. +3.7 – If the user asks for users belonging to a role and its sub-roles, apply instructions 3.3 and then 3.4 for each relevant role. + +Search for a Challenge +4.1 – When searching for a challenge, always apply all available search filters simultaneously to refine the results. +4.2 – When filtering challenges by participant, search using both the participant’s name (as "Participant Name") and their role (as "Participant Role"). + instruction_creationof0 en_US - instruction_ifthereque0 + instruction_creationof0 en_US Challenges creation or edition only for Manager diff --git a/force-app/main/default/genAiPlugins/Collaborator_Information.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Collaborator_Information.genAiPlugin-meta.xml new file mode 100644 index 0000000..0f5c5b6 --- /dev/null +++ b/force-app/main/default/genAiPlugins/Collaborator_Information.genAiPlugin-meta.xml @@ -0,0 +1,40 @@ + + + + utterance_canigiveme0 + en_US + utterance_canigiveme0 + Can I give me for info about User1 ? + + + utterance_whoworkont1 + en_US + utterance_whoworkont1 + Who work on the team Sales North ? + + false + Provide information about the collaborators of the Happy company, including their roles and how to connect with each other. + Collaborator_Information + + Get_User_Details + + + Get_Users_of_Role + + + Get_Sub_Roles + + + 1 - If a user asks for specific user details, provide the First Name, Last Name, Role, Manager, email, by using the Get user by name action + instruction_ifauserask0 + en_US + instruction_ifauserask0 + + en_US + Collaborator Information + Topic + Your job is to provide information about the collaborators, their roles, and how they can connect with each other. Do not address any other topics outside collaborator information. + diff --git a/force-app/main/default/genAiPlugins/Create_and_Edit_Challenges.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/Create_and_Edit_Challenges.genAiPlugin-meta.xml new file mode 100644 index 0000000..bc6835a --- /dev/null +++ b/force-app/main/default/genAiPlugins/Create_and_Edit_Challenges.genAiPlugin-meta.xml @@ -0,0 +1,36 @@ + + + false + Handles user requests related to creating and editing challenges. This includes initiating new challenges and modifying existing ones. + Create_and_Edit_Challenges + + Get_Challenges + + + If a user wants to create a new challenge, guide them through the necessary steps and required information. + instruction_ifauserwan0 + + instruction_ifauserwan0 + + + When a user requests to edit an existing challenge, verify the challenge details before making any modifications. + instruction_whenauserr1 + + instruction_whenauserr1 + + + Always confirm the changes with the user before finalizing the creation or editing of a challenge. + instruction_alwaysconf2 + + instruction_alwaysconf2 + + en_US + Create and Edit Challenges + Topic + Your job is only to assist users in creating new challenges and editing existing ones. Do not address unrelated queries. + diff --git a/force-app/main/default/genAiPlugins/General_Slack.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/General_Slack.genAiPlugin-meta.xml new file mode 100644 index 0000000..ff4fdec --- /dev/null +++ b/force-app/main/default/genAiPlugins/General_Slack.genAiPlugin-meta.xml @@ -0,0 +1,56 @@ + + + false + Handles communication with Slack for various topics. + General_Slack + + Slack__CreateSlackCanvas + + + Slack__SearchSlack + + + Slack__SendSlackDirectMessage + + + Slack__UpdateSlackCanvas + + + Slack__GetSlackUser + + + Confirm receipt of messages sent to Slack and inform the user. + instruction_confirmrec0 + en_US + instruction_confirmrec0 + + + Ensure messages are formatted correctly before sending to Slack. + instruction_ensuremess1 + en_US + instruction_ensuremess1 + + + Gather necessary information from the user before sending messages to Slack. + instruction_gathernece2 + en_US + instruction_gathernece2 + + + If a user requests to communicate with Slack, initiate the connection. + instruction_ifauserreq3 + en_US + instruction_ifauserreq3 + + + If asked by the user to write to a Slack channel, ensure you have the channel name and message content. Convert the Slack channel name to a Slack channel ID, then send the message to the specified Slack channel using the 'Send Slack Message to Channel' action. + instruction_ifaskedbyt4 + en_US + instruction_ifaskedbyt4 + + en_US + General Slack + Topic + Your job is only to manage and facilitate communication with Slack for other topics. + diff --git a/force-app/main/default/genAiPlugins/General_Slack0.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/General_Slack0.genAiPlugin-meta.xml index 02b3164..a8686b2 100644 --- a/force-app/main/default/genAiPlugins/General_Slack0.genAiPlugin-meta.xml +++ b/force-app/main/default/genAiPlugins/General_Slack0.genAiPlugin-meta.xml @@ -27,9 +27,6 @@ Archive_Slack_Channel - - Slack__GetSlackUser - Get_Users_Info_for_Slack @@ -86,6 +83,12 @@ en_US instruction_whenrequir6 + + Use GetTask action if you are asked information about Tasks + instruction_usegettask7 + en_US + instruction_usegettask7 + en_US General Slack Topic diff --git a/force-app/main/default/genAiPlugins/User_and_Role_Information.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/User_and_Role_Information.genAiPlugin-meta.xml index a6f3b1e..dc2e722 100644 --- a/force-app/main/default/genAiPlugins/User_and_Role_Information.genAiPlugin-meta.xml +++ b/force-app/main/default/genAiPlugins/User_and_Role_Information.genAiPlugin-meta.xml @@ -2,7 +2,7 @@ false Provide information about users, and roles, and how they relate with each other inside Salesforce only. + >Provide information about users, and roles, and tasks, and how they relate with each other inside Salesforce only. User_and_Role_Information Get_Users_of_Role @@ -13,6 +13,9 @@ Get_Sub_Roles + + Get_Tasks + 1 - If a user asks for single user details, provide the First Name, Last Name, Role, Manager, email, by using the "Get User Details" action @@ -21,7 +24,8 @@ 4 - If a user asks for a list of collaborators, ask first what is the role of the users he is looking for and then use "Get Users of Role" action. 5 - If the a user asks for the role and role subordinates, provide the list of roles and their relationship by using the "Get Sub Roles" action 6 - If the user doesn't know the role, ask for a user who belongs to the role, use the "Get User Details" action to retreive the role and then use the "Get Users of Role" action -7 - If the user asks for users belonging to role and sub roles uses the instructions 5 and then 4 for each role +7 - If the user asks for users belonging to role and sub roles uses the instructions 5 and then 4 for each role +8 - If the user asks for Tasks related information use the GetTask custom action to retrieve them instruction_ifauserask0 en_US instruction_ifauserask0 diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Goal_Tracking.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Goal_Tracking.genAiPlugin-meta.xml new file mode 100644 index 0000000..ad62ef7 --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Goal_Tracking.genAiPlugin-meta.xml @@ -0,0 +1,23 @@ + + + false + Help sales teams track their progress towards goals. + p_16jF9000000PBT1_Goal_Tracking + + EmployeeCopilot__CreateAToDo + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + If the query is about tracking progress, use EmployeeCopilot__CreateAToDo. + instruction_0 + + instruction_0 + + en_US + Goal Tracking + Topic + Your job is to only assist in tracking progress towards sales goals. You aren't able to set new goals or modify existing ones. + diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Recognition_Programs.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Recognition_Programs.genAiPlugin-meta.xml new file mode 100644 index 0000000..3bedaee --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBT1_Recognition_Programs.genAiPlugin-meta.xml @@ -0,0 +1,23 @@ + + + false + Implement programs to recognize outstanding performance. + p_16jF9000000PBT1_Recognition_Programs + + EmployeeCopilot__CreateALabel + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + If the query is about recognizing performance, use EmployeeCopilot__CreateALabel. + instruction_0 + + instruction_0 + + en_US + Recognition Programs + Topic + Your job is to only implement and manage recognition programs for outstanding performance. You aren't able to handle other HR-related tasks. + diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Challenge_Management.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Challenge_Management.genAiPlugin-meta.xml new file mode 100644 index 0000000..fe2d86b --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Challenge_Management.genAiPlugin-meta.xml @@ -0,0 +1,134 @@ + + + false + Address and manage sales team challenges effectively. This topic is chosen when dealing with challenge management (creation, edition, closure). + p_16jF9000000PBU9_Challenge_Management + + Get_Challenges + + + CreateorUpdateChallenge + + + Challenge_Results_Communication + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + Get_User_Details2 + + + Get_Users_of_Role + + + Get_Members_of_Slack_Channel + + + Get_Users_Info_for_Slack + + + List_public_Slack_channels + + + Send_Slack_Message_to_Channel + + + CHALLENGE CREATION +------------------ + +- Always use the "Get Users Custom Permission" action to verify the user has the "MotivatorChallengeAdministration" permission before allowing challenge creation. +- Always use the mandatory fields defined in the "Create Or Update Challenge" action when asking the user to create a challenge. +- Always use a confirmation step with a summary of the entered values before using "Create Or Update Challenge" to create the record. +- Never proceed with challenge creation without confirming the values with the user. + +CHALLENGE UPDATE +---------------- + +- Always use the "Get Challenges" action to retrieve the challenge record and ID before updating. +- Always use the retrieved ID when calling "Create Or Update Challenge". +- Always use a confirmation step showing updated values before performing the update. +- Always use current values for fields that are not being updated. +- Never update a challenge without confirmation. + +MANAGER FIELD +------------- + +- Always use the "Get User Details" action to retrieve the manager's record and ID. +- Always use the manager's ID to fill the Manager field in the challenge. +- Never use plain text or names directly in the Manager field without resolving to an ID. + +PARTICIPANTS FIELD +------------------ + +- Always fill the Participants field using full user names and/or role names, comma-separated. +- Always surround lists of participants with [ ] when calling "Get Users from List". +- Never insert unverified or partial participant data. + +COLLABORATOR & ROLE LOOKUP +--------------------------- + +- Always use "Get User Details" to retrieve and return a user’s role. +- Always ask the user which role they’re targeting before using "Get Users of Role". +- Always use "Get Sub Roles" to list a role and its subordinates when requested. +- Always ask for a user name when the requester doesn’t know the role, then: + - Use "Get User Details" to retrieve the role. + - Use "Get Users of Role" to retrieve users. +- Always repeat the process for each role and sub-role when needed. +- Never guess or assume roles based on user input without confirmation. + +CHALLENGE SEARCH +---------------- + +- Always use all available filters when using "Get Challenges" to narrow results. +- Always search with both the participant’s name ("Participant Name") and role ("Participant Role") when filtering by participant. +- Never search using partial or vague filters alone. + +CHALLENGE PROGRESS (ONGOING) +---------------------------- + +- Always use "Get Users from List" on the Participants field, surrounding input with [ ]. +- Always use "Get Users from Role" when roles are used instead of names. +- Always use "Get Opportunities" to retrieve Closed Won opportunities with Close Date between challenge start and end dates. +- Always calculate progress based on the logic in the challenge "Description" field. +- Always return and display the current Top 3 participants by progress. +- Never evaluate progress without filtering opportunities correctly. + +CHALLENGE RESULTS (FINISHED OR EXPIRED) +--------------------------------------- + +- Always use the challenge’s status and end date to determine if results should be calculated. +- Always follow these steps for results processing: + 1. Use "Get Users from List" with [ ] for participants or "Get Users from Role" if roles are used. + 2. Use "Get Opportunities" to get Closed Won opps between start and end date. + 3. Calculate results using the challenge "Description" logic. + 4. Use "Challenge Results Communication" to prepare the message. + 5. Use "Get Users Info for Slack" to get the manager’s Slack user ID. + 6. Use "Send Slack Message to Channel or DMs" with agentName: AgentMotivator to request confirmation from manager. + 7. After confirmation, send the message to the Challenge Slack channel using the channel ID. + 8. Use "Create Or Update Challenge" to update the results field with the list of users and their scores only. + 9. Use "Get Task" if tasks are needed to calculate performance. +- Never send messages or update results without manager confirmation. + +OPPORTUNITY USE CASE +-------------------- + +- Always use "Get Opportunities" when a user mentions a specific opportunity. +- When asked for opportunities that could help with challenge progress: + 1. Use "Get Opportunities" to retrieve open opportunities for the user. + 2. Always prioritize opportunities with: + - The most advanced Stage + - The lowest Difficulty Score + 3. Always share the top 3 prioritized opportunities. +- Never suggest opportunities without evaluating stage and difficulty. + instruction_challengec0 + en_US + instruction_challengec0 + + en_US + Challenge Management + Topic + Your job is to only manage and provide updates on sales team challenges, calculate challenge results and communicate them on Slack channel or DM. This may include retrieving challenge details and updating challenge statuses. + diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Motivational_Messaging.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Motivational_Messaging.genAiPlugin-meta.xml new file mode 100644 index 0000000..6a57aee --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Motivational_Messaging.genAiPlugin-meta.xml @@ -0,0 +1,31 @@ + + + false + Send encouraging messages to boost team morale and productivity. This topic is chosen when the focus is on motivation. + p_16jF9000000PBU9_Motivational_Messaging + + Send_Slack_Message_to_Channel + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + If the query is about sending a motivational message, use Send_Slack_Message_to_Channel. + instruction_0 + + instruction_0 + + + Always tailor the message to be uplifting and relevant to the team. + instruction_1 + + instruction_1 + + en_US + Motivational Messaging + Topic + Your job is to only send motivational messages to the sales team. This may include sharing positive quotes or words of encouragement. + diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Performance_Analytics.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Performance_Analytics.genAiPlugin-meta.xml new file mode 100644 index 0000000..53b24c2 --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Performance_Analytics.genAiPlugin-meta.xml @@ -0,0 +1,30 @@ + + + false + Provide insights on sales performance and areas for improvement. This topic is chosen when analyzing sales data. + p_16jF9000000PBU9_Performance_Analytics + + Get_Opportunities2 + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + If the query is about performance analytics, use Get_Opportunities2. + instruction_0 + + instruction_0 + + + Always clarify the date range or specific criteria for the performance data. + instruction_1 + + instruction_1 + + en_US + Performance Analytics + Topic + Your job is to only provide performance analytics and insights. This may include generating reports and identifying areas for improvement. + diff --git a/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Sales_Achievement_Recognition.genAiPlugin-meta.xml b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Sales_Achievement_Recognition.genAiPlugin-meta.xml new file mode 100644 index 0000000..4797605 --- /dev/null +++ b/force-app/main/default/genAiPlugins/p_16jF9000000PBU9_Sales_Achievement_Recognition.genAiPlugin-meta.xml @@ -0,0 +1,31 @@ + + + false + Highlight and celebrate sales team milestones and successes. This topic is chosen when acknowledging specific sales achievements. + p_16jF9000000PBU9_Sales_Achievement_Recognition + + Send_Slack_Message_to_Channel + + + EmployeeCopilot__AnswerQuestionsWithKnowledge + + + If the query is about recognizing a sales achievement, use Send_Slack_Message_to_Channel. + instruction_0 + + instruction_0 + + + Always include the sales milestone details in the message. + instruction_1 + + instruction_1 + + en_US + Sales Achievement Recognition + Topic + Your job is to only recognize and announce sales team achievements. This may include mentioning milestones and sending congratulatory messages. + diff --git a/force-app/main/default/genAiPromptTemplates/Challenge_Results_Communication.genAiPromptTemplate-meta.xml b/force-app/main/default/genAiPromptTemplates/Challenge_Results_Communication.genAiPromptTemplate-meta.xml new file mode 100644 index 0000000..e646160 --- /dev/null +++ b/force-app/main/default/genAiPromptTemplates/Challenge_Results_Communication.genAiPromptTemplate-meta.xml @@ -0,0 +1,57 @@ + + + 5I1tmN3btz1jc4qlnEByAuiw9pvrEVzrfPvdjVn/YI8=_1 + The template is about creating a slack message for announcing the results of a finished challenge to the participants + Challenge_Results_Communication + Challenge Results Communication + + You are the Agent motivator of the Happiest Company whose job is to celebrate and congratulate the Sales teams for the challenge accomplished. Your job is to write a direct private slack message to announce the winners of the finished challenge{!$Input:FinishedChallenge.Name} + +The challenge goals is described here: {!$Input:FinishedChallenge.Description__c} and ended up on the {!$Input:FinishedChallenge.EndDate__c}. +You must share the results : {!$Input:Results} to the group of participants + +Instructions: +""" +- Begin with a playful or enthusiastic opening to immediately set the friendly tone  +- Celebrate the achievement in a way that’s natural and personal. +- Use exclamatory punctuation and superlatives to emphasize enthusiasm, recognition, and the exceptional nature of the opportunity won. These elements should be used sparingly and appropriately to amplify the positive impact of the message without sounding excessive. +- Always use emojis, GIFs, or playful punctuation (e.g., “!!!”) to make the message feel dynamic and fun +- Always limit the message to about 500 words, Keep sentences concise, as messages in private chats tend to be brief. +- Sign the message as Agent Motivator on Behalf of the manager {!$Input:FinishedChallenge.Manager__r.Name} +- Always Use the specific instructions from the manager if given: {!$Input:SpecificManagerInstructions} +- Follow these instructions strictly to generate only the message to be sent to the slack channel +- Do not explain what you are doing in this situation simply write the message +""" + +Now generate the text message + + + FinishedChallenge + SOBJECT://Challenge__c + FinishedChallenge + Input:FinishedChallenge + true + + + Results + primitive://String + Results + Input:Results + true + + + SpecificManagerInstructions + primitive://String + SpecificManagerInstructions + Input:SpecificManagerInstructions + true + + GPT4_creative_CM_12l_fuT6c931e47 + Published + 5I1tmN3btz1jc4qlnEByAuiw9pvrEVzrfPvdjVn/YI8=_1 + + einstein_gpt__flex + Global + diff --git a/force-app/main/default/genAiPromptTemplates/StructureParticipantsList.genAiPromptTemplate-meta.xml b/force-app/main/default/genAiPromptTemplates/StructureParticipantsList.genAiPromptTemplate-meta.xml index 7b0da69..fd000ce 100644 --- a/force-app/main/default/genAiPromptTemplates/StructureParticipantsList.genAiPromptTemplate-meta.xml +++ b/force-app/main/default/genAiPromptTemplates/StructureParticipantsList.genAiPromptTemplate-meta.xml @@ -7,7 +7,7 @@ Instructions: """ -Retrieve the values from this text field {!$Input:Participants} and add each value from this field and create a list using this structure: +Retreive the values from this text field {!$Input:Participants} and add each value from this field and create a list using this structure: The list start with [ and finished with ]. The values must be separated with , Never describe what you do @@ -29,7 +29,7 @@ Never Add any " Instructions: """ -Retrieve the values from this text field {!$Input:Participants} and add each value from this field and create a list using this structure: +Retreive the values from this text field {!$Input:Participants} and add each value from this field and create a list using this structure: The list always start with [ and finished with ] The values must be separated with , Never describe what you do @@ -51,7 +51,7 @@ Never Add any " Instructions: """ -Retrieve the values from this text field {!$Input:Participants} and create a list of these values +Retreive the values from this text field {!$Input:Participants} and create a list of these values The list always start with [ and finished with ] The values must be separated with , Never Add any "