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fb4bac9cf0
feat: replace agentforce-development skill with three specialized skills Replace the monolithic agentforce-development skill with three focused skills: - developing-agentforce: For creating and authoring Agentforce agents - observing-agentforce: For monitoring and debugging agents - testing-agentforce: For validating agent behavior Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
287 lines
15 KiB
Plaintext
287 lines
15 KiB
Plaintext
# Open Gate Routing Pattern
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# 3-variable state machine for auth-gated topic routing with LLM bypass
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#
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# ★ When To Use This Pattern:
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# - Multiple protected topics require authentication before access
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# - You want to bypass the LLM topic selector when a gate topic holds focus
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# - Users should be redirected to auth, then automatically returned to their
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# original intended topic after authentication completes
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# - You need an EXIT_PROTOCOL to reset state when users change intent
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#
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# ★ Key Insight (Zero Credit Bypass):
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# When open_gate is set, before_reasoning in the topic_selector
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# deterministically routes via "transition to" — the LLM never reasons.
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# This saves credits on every turn the gate holds focus.
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#
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# ★ The 3 Variables:
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# open_gate — Which topic currently holds focus ("null" = none)
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# next_topic — Deferred destination after auth completes
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# authenticated — Whether the user has passed authentication
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#
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# ★ EXIT_PROTOCOL:
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# Any topic can reset open_gate to "null" when the user changes intent.
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# This releases the gate lock and returns control to the LLM topic selector.
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#
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# ★ Related Patterns:
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# - Latch Variable (SKILL.md) — simpler 1-variable version, no auth gate
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# - Bidirectional Routing (bidirectional-routing.agent) — specialist consultation, not interception
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# - Verification Gate (fsm-architecture.md) — linear one-time gate, no deferred return
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#
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# ★ Credit: Hua Xu (Salesforce APAC FDE team) — production pattern from Kogan agent deployment
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#
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# This is a PARTIAL template - integrate into a complete agent file
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variables:
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# ... standard linked variables ...
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open_gate: mutable string = "null"
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description: "Which topic currently holds focus (null = LLM decides)"
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next_topic: mutable string = ""
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description: "Deferred destination after authentication completes"
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authenticated: mutable boolean = False
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description: "Whether the user has passed authentication"
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# ─────────────────────────────────────────────────────────────────────
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# TOPIC SELECTOR (Entry Point)
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# When open_gate is set, bypasses LLM entirely (zero credit cost)
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# ─────────────────────────────────────────────────────────────────────
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start_agent topic_selector:
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description: "Routes to topics — deterministic bypass when open_gate is set"
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before_reasoning:
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# ★ GATE CHECK: If a topic holds focus, bypass LLM entirely
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if @variables.open_gate == "protected_workflow":
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transition to @topic.protected_workflow
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if @variables.open_gate == "account_management":
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transition to @topic.account_management
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if @variables.open_gate == "authentication_gate":
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transition to @topic.authentication_gate
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reasoning:
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instructions: ->
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| You are a customer service agent.
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| Route the customer to the appropriate topic:
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| - Order status, returns, or shipping → protected workflow
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| - Account settings or profile changes → account management
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| - General questions → general inquiry
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actions:
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go_protected: @utils.transition to @topic.protected_workflow
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go_account: @utils.transition to @topic.account_management
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go_general: @utils.transition to @topic.general_inquiry
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# ─────────────────────────────────────────────────────────────────────
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# PROTECTED WORKFLOW (Requires Authentication)
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# Checks auth state, redirects to auth gate if needed, locks focus if authed
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# ─────────────────────────────────────────────────────────────────────
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topic protected_workflow:
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description: "Handles order status, returns, and shipping (requires authentication)"
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before_reasoning:
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# ★ AUTH CHECK: Redirect unauthenticated users to auth gate
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if @variables.authenticated == False:
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set @variables.next_topic = "protected_workflow"
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set @variables.open_gate = "authentication_gate"
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transition to @topic.authentication_gate
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# ★ FOCUS LOCK: Keep gate open so topic selector bypasses LLM
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set @variables.open_gate = "protected_workflow"
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reasoning:
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instructions: ->
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| The customer is authenticated.
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| Help them with order status, returns, or shipping inquiries.
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| If the customer changes the subject to something unrelated,
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| let them know you will redirect them.
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actions:
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lookup_order: @actions.get_order_status
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with order_id=...
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set @variables.order_result = @outputs.status
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# ★ EXIT_PROTOCOL: User changed intent — release gate
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exit_to_menu: @utils.transition to @topic.exit_protocol
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after_reasoning:
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# Logging or cleanup after each turn (optional)
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set @variables.last_topic = "protected_workflow"
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# ─────────────────────────────────────────────────────────────────────
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# ACCOUNT MANAGEMENT (Second Protected Topic)
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# Demonstrates the pattern scales to N protected topics
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# ─────────────────────────────────────────────────────────────────────
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topic account_management:
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description: "Handles account settings and profile changes (requires authentication)"
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before_reasoning:
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# ★ AUTH CHECK: Same pattern as protected_workflow
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if @variables.authenticated == False:
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set @variables.next_topic = "account_management"
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set @variables.open_gate = "authentication_gate"
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transition to @topic.authentication_gate
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# ★ FOCUS LOCK
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set @variables.open_gate = "account_management"
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reasoning:
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instructions: ->
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| The customer is authenticated.
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| Help them with account settings and profile changes.
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| If the customer changes the subject to something unrelated,
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| let them know you will redirect them.
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actions:
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update_profile: @actions.update_customer_profile
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with field_name=...
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with new_value=...
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set @variables.update_result = @outputs.success
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# ★ EXIT_PROTOCOL: User changed intent — release gate
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exit_to_menu: @utils.transition to @topic.exit_protocol
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# ─────────────────────────────────────────────────────────────────────
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# AUTHENTICATION GATE
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# Handles auth flow, then routes back via next_topic
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# ─────────────────────────────────────────────────────────────────────
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topic authentication_gate:
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description: "Verifies customer identity before allowing access to protected topics"
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before_reasoning:
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# ★ FOCUS LOCK: Hold gate open during auth flow
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set @variables.open_gate = "authentication_gate"
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reasoning:
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instructions: ->
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if @variables.authenticated == True:
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| You are already authenticated. Redirecting you now.
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if @variables.authenticated == False:
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| I need to verify your identity before I can help with that.
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| Please provide your email address and verification code.
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actions:
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verify_identity: @actions.verify_customer
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with email=...
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with verification_code=...
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set @variables.authenticated = @outputs.is_verified
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after_reasoning:
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# ★ POST-AUTH ROUTING: If authenticated, route to deferred destination
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if @variables.authenticated == True:
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if @variables.next_topic == "protected_workflow":
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set @variables.open_gate = "protected_workflow"
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transition to @topic.protected_workflow
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if @variables.next_topic == "account_management":
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set @variables.open_gate = "account_management"
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transition to @topic.account_management
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# ─────────────────────────────────────────────────────────────────────
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# EXIT PROTOCOL (Resets Gate State)
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# Clears open_gate so LLM topic selector regains control
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# ─────────────────────────────────────────────────────────────────────
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topic exit_protocol:
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description: "Resets gate state and returns to topic selector"
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before_reasoning:
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# ★ RELEASE GATE: Clear all gate state
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set @variables.open_gate = "null"
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set @variables.next_topic = ""
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transition to @topic.topic_selector
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reasoning:
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instructions: ->
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| Redirecting you to the main menu.
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# ─────────────────────────────────────────────────────────────────────
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# GENERAL INQUIRY (Unprotected Topic)
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# Demonstrates that not every topic needs gating
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# ─────────────────────────────────────────────────────────────────────
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topic general_inquiry:
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description: "Handles general questions that do not require authentication"
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reasoning:
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instructions: ->
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| Help the customer with general questions.
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| No authentication is needed for this topic.
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| If the customer needs help with orders or account settings,
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| let them know they will need to verify their identity first.
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actions:
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go_protected: @utils.transition to @topic.protected_workflow
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go_account: @utils.transition to @topic.account_management
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# ═════════════════════════════════════════════════════════════════════
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# ARCHITECTURE DIAGRAM
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# ═════════════════════════════════════════════════════════════════════
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#
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# ┌─────────────────────┐
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# │ topic_selector │
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# │ (start_agent) │
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# │ │
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# │ before_reasoning: │
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# │ if open_gate <> null │
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# │ → bypass LLM │
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# └──────────┬──────────┘
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# ┌───────────────────┼───────────────────┐
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# ▼ ▼ ▼
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# ┌──────────────────┐ ┌────────────────┐ ┌─────────────────┐
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# │ protected_workflow│ │account_mgmt │ │ general_inquiry │
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# │ (auth required) │ │(auth required)│ │ (no auth needed) │
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# │ │ │ │ │ │
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# │ before_reasoning:│ │ before_reas.: │ │ (no gate logic) │
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# │ if !auth → gate │ │ if !auth→gate │ │ │
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# │ if auth → lock │ │ if auth→lock │ │ │
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# └────────┬─────────┘ └───────┬───────┘ └─────────────────┘
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# │ │
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# ▼ ▼
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# ┌──────────────────────────────────────┐
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# │ authentication_gate │
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# │ │
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# │ before_reasoning: lock gate │
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# │ reasoning: verify identity │
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# │ after_reasoning: │
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# │ if auth → route via next_topic │
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# └──────────────────────────────────────┘
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#
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# ═════════════════════════════════════════════════════════════════════
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# VARIABLE STATE FLOW WALKTHROUGH
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# ═════════════════════════════════════════════════════════════════════
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#
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# User says: "I want to check my order status"
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#
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# Step 1: topic_selector
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# open_gate = "null" → LLM reasons → routes to protected_workflow
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#
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# Step 2: protected_workflow.before_reasoning
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# authenticated = False → set next_topic = "protected_workflow"
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# → set open_gate = "authentication_gate"
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# → transition to authentication_gate
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#
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# Step 3: authentication_gate.before_reasoning
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# open_gate = "authentication_gate" (lock)
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#
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# Step 4: User provides email + code → verify_customer succeeds
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# authenticated = True
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#
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# Step 5: authentication_gate.after_reasoning
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# authenticated = True, next_topic = "protected_workflow"
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# → set open_gate = "protected_workflow"
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# → transition to protected_workflow
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#
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# Step 6: protected_workflow.before_reasoning
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# authenticated = True → set open_gate = "protected_workflow" (lock)
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# → LLM reasons with full access to protected actions
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#
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# Step 7: User says "actually, never mind"
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# → LLM selects exit_to_menu action
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# → exit_protocol.before_reasoning: open_gate = "null"
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# → transition to topic_selector (LLM regains control)
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#
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# ═════════════════════════════════════════════════════════════════════
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# PATTERN COMPARISON
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# ═════════════════════════════════════════════════════════════════════
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#
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# Pattern | Variables | Auth Gate | Deferred Return | LLM Bypass
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# ─────────────────────┼───────────┼───────────┼─────────────────┼───────────
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# Latch Variable | 1 | No | No | Partial
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# Bidirectional Route | 1-2 | No | Yes (manual) | No
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# Verification Gate | 1 | Yes | No | No
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# Open Gate (this) | 3 | Yes | Yes (automatic) | Full
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