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Backup Agents 20250415 #10

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24 changes: 24 additions & 0 deletions force-app/main/default/genAiPlanners/EmployeeCopilotPlanner.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description>An AI assistant for in-org business tasks.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Case_Creation0</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Collaborator_Information</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Create_and_Edit_Challenges</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>EmployeeCopilot__GeneralCRM</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>EmployeeCopilot__OOTBSingleRecordSummary</genAiPluginName>
</genAiPlugins>
<masterLabel>EmployeeCopilotPlanner</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
21 changes: 21 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Productivity and Morale-Boosting Assistant</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Recognition_Programs</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
21 changes: 21 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent_v2.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Productivity and Morale-Boosting Assistant</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Recognition_Programs</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
21 changes: 21 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Productivity and Morale-Boosting Assistant</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Recognition_Programs</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
24 changes: 24 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Productivity and Morale-Boosting Assistant</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>General_Slack</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Recognition_Programs</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
22 changes: 22 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description
>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.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Recognition_Programs</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
25 changes: 25 additions & 0 deletions force-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description
>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.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Create_slack_channel_for_a_challenge</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>User_and_Role_Information</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Goal_Tracking</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
9 changes: 0 additions & 9 deletions ...e-app/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7.genAiPlanner-meta.xml
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<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Challenges_creation_or_edition_only_for_Manager</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Create_slack_channel_for_a_challenge</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>General_Slack0</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Information_on_Challenges_and_Opportunity</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>User_and_Role_Information</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
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34 changes: 34 additions & 0 deletions ...pp/main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description
>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.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Challenges_Closure_and_Results_Calculation_only_for_manager</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Challenges_and_Opportunities_follow_up</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Challenges_creation_or_edition_only_for_Manager</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Create_slack_channel_for_a_challenge</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>General_Slack0</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>User_and_Role_Information</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Daily_Motivation_Tips</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBT1_Stress_Management_Techniques</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
19 changes: 19 additions & 0 deletions ...main/default/genAiPlanners/Motivation_Agent_v2_v3_v4_v5_v6_v7_v8_v9.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description
>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.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Challenges_Closure_and_Results_Calculation_only_for_manager</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Challenges_and_Opportunities_follow_up</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>Challenges_creation_or_edition_only_for_Manager</genAiPluginName>
</genAiPlugins>
<masterLabel>Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
25 changes: 25 additions & 0 deletions force-app/main/default/genAiPlanners/Sales_Motivation_Agent.genAiPlanner-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
<description
>You are an AI Agent whose job is to help support and celebrate sales team achievements, manage challenges, and send motivational messages.</description>
<genAiFunctions>
<genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
</genAiFunctions>
<genAiPlugins>
<genAiPluginName>Challenge_And_Sales_Performance_Followup</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBU9_Challenge_Management</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBU9_Motivational_Messaging</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBU9_Performance_Analytics</genAiPluginName>
</genAiPlugins>
<genAiPlugins>
<genAiPluginName>p_16jF9000000PBU9_Sales_Achievement_Recognition</genAiPluginName>
</genAiPlugins>
<masterLabel>Sales Motivation Agent</masterLabel>
<plannerType>AiCopilot__ReAct</plannerType>
</GenAiPlanner>
33 changes: 33 additions & 0 deletions force-app/main/default/genAiPlugins/Case_Creation0.genAiPlugin-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlugin xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<canEscalate>false</canEscalate>
<description
>Handles the creation of cases for contacts. This topic is triggered when a user requests to create a case or escalate an issue.</description>
<developerName>Case_Creation0</developerName>
<genAiFunctions>
<functionName>SvcCopilotTmpl__CreateCase</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>EmployeeCopilot__GetRecordDetails</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>EmployeeCopilot__IdentifyRecordByName</functionName>
</genAiFunctions>
<genAiPluginInstructions>
<description>Once the customer provides necessary details, proceed to create the case.</description>
<developerName>instruction_oncethecus0</developerName>
<language xsi:nil="true" />
<masterLabel>instruction_oncethecus0</masterLabel>
</genAiPluginInstructions>
<genAiPluginInstructions>
<description
>Confirm with the user that the case has been created and provide any relevant case number or follow-up information.</description>
<developerName>instruction_confirmwit1</developerName>
<language xsi:nil="true" />
<masterLabel>instruction_confirmwit1</masterLabel>
</genAiPluginInstructions>
<language>en_US</language>
<masterLabel>Case Creation</masterLabel>
<pluginType>Topic</pluginType>
<scope>Your job is only to create a case for the contact based on the information provided by the user.</scope>
</GenAiPlugin>
82 changes: 82 additions & 0 deletions ...p/main/default/genAiPlugins/Challenge_And_Sales_Performance_Followup.genAiPlugin-meta.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<GenAiPlugin xmlns="http://soap.sforce.com/2006/04/metadata">
<canEscalate>false</canEscalate>
<description
>This topic enables the sales team to get information on current challenges and opportunities. It helps in following up on sales performance.</description>
<developerName>Challenge_And_Sales_Performance_Followup</developerName>
<genAiFunctions>
<functionName>Get_Challenges</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>Get_Opportunities2</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>Get_Tasks</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>Get_Users_from_Text_List</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>Get_Users_of_Role</functionName>
</genAiFunctions>
<genAiFunctions>
<functionName>Predicted_Difficulty</functionName>
</genAiFunctions>
<genAiPluginInstructions>
<description>CHALLENGE INFORMATION
--------------------

When a user asks about a specific challenge:
- Use the &quot;Get Challenges&quot; action to retrieve challenge details.

If the challenge status is &quot;Ongoing&quot;, follow these steps:

1. Identify participants:
- If the &quot;Participants&quot; field contains users, use &quot;Get Users from List&quot;.
- If the field contains roles, use &quot;Get Users from Role&quot;.

2. Retrieve performance data:
- For each user, use &quot;Get Opportunities&quot; 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 &quot;Description&quot; 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 &quot;Finished&quot;:
- If the &quot;Results&quot; field has content, share it.
- If the field is empty, say: &quot;The results are currently under review by the manager.&quot;


OPPORTUNITY INFORMATION
-------------------

When a user mentions a specific opportunity:
- Use the &quot;Get Opportunities&quot; action to search for it.

If a user asks for opportunities to help with challenge progress:

1. Get current pipeline:
- Use &quot;Get Opportunities&quot; 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.</description>
<developerName>instruction_challengei0</developerName>
<language>en_US</language>
<masterLabel>instruction_challengei0</masterLabel>
</genAiPluginInstructions>
<language>en_US</language>
<masterLabel>Challenge And Sales Performance Followup</masterLabel>
<pluginType>Topic</pluginType>
<scope
>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.</scope>
</GenAiPlugin>
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