afv-library/skills/agentforce-generate/assets/patterns/multi-step-workflow.agent

# Multi-Step Workflow Pattern
# Sequence externally meaningful steps without mirroring the conversation into
# a current_step counter or focus latch.
#
# Use this pattern only when later actions must be blocked until earlier
# external actions succeed. Ordinary question-and-answer sequences should rely
# on conversation history and slot filling instead.
#
# State contract:
#   - Every mutable value is written from an action result.
#   - Every mutable value has an action binding, availability guard, or
#     completion instruction as a consumer.
#   - A failed action leaves the next action unavailable.
#   - Cancellation or a change of intent exits immediately without erasing
#     already completed external work.
#
# This is a COMPLETE template - customize action contracts and metadata.

system:
    instructions: |
        You are an account onboarding assistant. Help users complete the
        externally required setup actions in order. Use the latest information
        in the conversation when filling action inputs. If the user cancels or
        changes intent, leave onboarding immediately and do not invoke another
        onboarding action.
    messages:
        welcome: "Welcome! I can help you set up your account."
        error: "I couldn't complete that step. Nothing later in setup has been unlocked."

access:
    default_agent_user: "agent@company.salesforce.com"

config:
    developer_name: "Onboarding_Agent"
    agent_label: "Onboarding Assistant"
    description: "Completes externally ordered account onboarding actions"

variables:
    EndUserId: linked string
        source: @MessagingSession.MessagingEndUserId
        description: "Messaging End User ID"
    RoutableId: linked string
        source: @MessagingSession.Id
        description: "Messaging Session ID"
    created_customer_id: mutable string = ""
        description: "Canonical customer ID returned by successful account creation"
    account_created: mutable boolean = False
        description: "Trusted success result from account creation"
    profile_saved: mutable boolean = False
        description: "Trusted success result from the profile update"
    preferences_saved: mutable boolean = False
        description: "Trusted success result from saving notification preferences"
    verification_sent: mutable boolean = False
        description: "Trusted success result from sending a verification code"
    onboarding_complete: mutable boolean = False
        description: "Trusted result from verifying the customer-provided code"

language:
    default_locale: "en_US"

start_agent onboarding:
    label: "Account Onboarding"
    description: "Completes account creation, profile, preferences, and verification in external-system order"

    actions:
        create_account:
            description: "Create a customer account after the user supplies an email address and full name"
            inputs:
                email: string
                    description: "Customer email address"
                    is_required: True
                name: string
                    description: "Customer full name"
                    is_required: True
            outputs:
                customer_id: string
                    description: "Canonical ID of the created customer"
                success: boolean
                    description: "Whether account creation succeeded"
            target: "flow://Create_Customer_Account"

        update_profile:
            description: "Save the optional phone number for the created customer"
            inputs:
                customer_id: string
                    description: "Canonical customer ID"
                    is_required: True
                phone: string
                    description: "Phone number, or an empty value when the user skips it"
                    is_required: False
            outputs:
                success: boolean
                    description: "Whether the profile update succeeded"
            target: "flow://Update_Customer_Profile"

        set_preferences:
            description: "Save the user's chosen notification method after the profile is saved"
            inputs:
                customer_id: string
                    description: "Canonical customer ID"
                    is_required: True
                notification_method: string
                    description: "Notification method: email, sms, or both"
                    is_required: True
            outputs:
                success: boolean
                    description: "Whether the preferences were saved"
            target: "flow://Set_Customer_Preferences"

        send_verification:
            description: "Send a verification code after notification preferences are saved"
            inputs:
                customer_id: string
                    description: "Canonical customer ID"
                    is_required: True
                method: string
                    description: "Delivery method chosen in the conversation"
                    is_required: True
            outputs:
                success: boolean
                    description: "Whether a verification code was sent"
            target: "flow://Send_Verification_Code"

        verify_code:
            description: "Verify the code supplied by the user after a code was sent"
            inputs:
                customer_id: string
                    description: "Canonical customer ID"
                    is_required: True
                code: string
                    description: "Verification code entered by the user"
                    is_required: True
            outputs:
                verified: boolean
                    description: "Whether the code was valid"
            target: "flow://Verify_Customer_Code"

    reasoning:
        instructions: ->
            if @variables.account_created == False:
                | Ask for the user's email address and full name, then create
                  the account. If creation fails, explain the failure and retry
                  only when the user asks.
            else if @variables.profile_saved == False:
                | Ask for an optional phone number, or let the user skip it,
                  then save the profile. Do not continue if saving fails.
            else if @variables.preferences_saved == False:
                | Ask whether notifications should use email, sms, or both,
                  then save that choice. Do not continue if saving fails.
            else if @variables.verification_sent == False:
                | Send a verification code using the notification method most
                  recently chosen in the conversation. Do not claim a code was
                  sent unless the action succeeds.
            else if @variables.onboarding_complete == False:
                | Ask for the verification code and verify it. If verification
                  fails, say so and allow another attempt.
            else:
                | Confirm that onboarding is complete and provide customer ID
                  {!@variables.created_customer_id}. Do not repeat any completed
                  action.

            | If the user cancels or asks for unrelated help, use
              leave_onboarding before invoking another onboarding action.

        actions:
            create_customer: @actions.create_account
                with email=...
                with name=...
                set @variables.created_customer_id = @outputs.customer_id
                set @variables.account_created = @outputs.success
                available when @variables.account_created == False

            save_profile: @actions.update_profile
                with customer_id=@variables.created_customer_id
                with phone=...
                set @variables.profile_saved = @outputs.success
                available when @variables.account_created == True
                available when @variables.profile_saved == False

            save_preferences: @actions.set_preferences
                with customer_id=@variables.created_customer_id
                with notification_method=...
                set @variables.preferences_saved = @outputs.success
                available when @variables.profile_saved == True
                available when @variables.preferences_saved == False

            deliver_verification: @actions.send_verification
                with customer_id=@variables.created_customer_id
                with method=...
                set @variables.verification_sent = @outputs.success
                available when @variables.preferences_saved == True
                available when @variables.verification_sent == False

            complete_verification: @actions.verify_code
                with customer_id=@variables.created_customer_id
                with code=...
                set @variables.onboarding_complete = @outputs.verified
                available when @variables.verification_sent == True
                available when @variables.onboarding_complete == False

            leave_onboarding: @utils.transition to @subagent.general_help
                description: "Cancel onboarding or handle a new, unrelated request without changing completed external work"

subagent general_help:
    label: "General Help"
    description: "Handles cancellation and requests outside account onboarding"

    reasoning:
        instructions: ->
            | Acknowledge that onboarding is paused. Address the user's latest
              request if it is within general account support. Do not invoke an
              onboarding action unless the user explicitly asks to resume.
        actions:
            resume_onboarding: @utils.transition to @subagent.onboarding
                description: "Resume onboarding from the last successful external action"

# Review checklist:
#   - No current_step counter duplicates the action-result flags.
#   - User-provided email, name, phone, preference, and code use slot filling.
#   - Exact customer ID persists only because later actions bind it.
#   - Every later action is unavailable until the preceding external result is
#     successful.
#   - Cancellation remains reachable on every onboarding turn.