afv-library/skills/agentforce-development/assets/patterns/prompt-template-action.agent

# Prompt Template Action Pattern
# Invoke Salesforce PromptTemplates directly from Agent Script
#
# ★ When To Use This Pattern:
#   - Generate dynamic AI content (summaries, emails, recommendations)
#   - Use Einstein Prompt Builder templates from agents
#   - Combine structured data with LLM generation
#   - Leverage existing PromptTemplate investments
#
# ★ Key Insights:
#   - Target uses generatePromptResponse:// protocol (not flow://)
#   - Input names MUST have "Input:" prefix (critical!)
#   - Output field is always named "promptResponse"
#   - PromptTemplate must be deployed BEFORE the agent
#
# ★ Important Limitation:
#   - Template API name must exactly match target
#   - Record-bound templates require recordId input
#
# This is a COMPLETE template - customize for your use case

system:
	instructions: "You are a content generation assistant. Help users create personalized content using AI templates. Always verify the generated content meets quality standards."
	messages:
		welcome: "Hello! I can help generate personalized content for you."
		error: "I encountered an issue generating content. Let me try again."

config:
	agent_name: "Content_Generator_Agent"
	default_agent_user: "agent@company.salesforce.com"
	agent_label: "Content Generator"
	description: "Agent that generates AI content using Prompt Templates"

variables:
	# Standard linked variables
	EndUserId: linked string
		source: @MessagingSession.MessagingEndUserId
		description: "Messaging End User ID"
	RoutableId: linked string
		source: @MessagingSession.Id
		description: "Messaging Session ID"
	ContactId: linked string
		source: @MessagingEndUser.ContactId
		description: "Contact ID"

	# Content generation variables
	generated_schedule: mutable string = ""
		description: "AI-generated schedule content"
	generated_email: mutable string = ""
		description: "AI-generated email content"
	user_email: mutable string = ""
		description: "User's email address"
	user_timezone: mutable string = "America/Los_Angeles"
		description: "User's timezone"
	recipient_name: mutable string = ""
		description: "Email recipient name"
	email_topic: mutable string = ""
		description: "Topic for email generation"

language:
	default_locale: "en_US"

start_agent topic_selector:
	label: "Content Generator"
	description: "Routes to content generation options"

	reasoning:
		instructions: ->
			| Ask the user what type of content they'd like to generate:
			| 1. Personalized daily schedule
			| 2. Professional email
			|
			| Route to the appropriate topic.
		actions:
			go_schedule: @utils.transition to @topic.schedule_generation
			go_email: @utils.transition to @topic.email_generation

topic schedule_generation:
	label: "Schedule Generation"
	description: "Generate personalized daily schedules"

	actions:
		# ★ PROMPT TEMPLATE ACTION - Key syntax elements:
		# 1. target: uses generatePromptResponse:// protocol
		# 2. inputs: MUST use "Input:" prefix
		# 3. outputs: field name is always "promptResponse"
		Generate_Personalized_Schedule:
			description: "Generate a personalized daily schedule using AI."
			inputs:
				# ★ CRITICAL: Input names must have "Input:" prefix
				# These map to {!email} and {!timezone} in the PromptTemplate
				"Input:email": string
					description: "User's email address for preference lookup"
					is_required: True
				"Input:timezone": string
					description: "User's timezone for schedule formatting"
					is_required: False
			outputs:
				# ★ Standard output field name for prompt responses
				promptResponse: string
					description: "The AI-generated schedule content"
					is_used_by_planner: True
					is_displayable: True
			# ★ Target protocol: generatePromptResponse://TemplateApiName
			target: "generatePromptResponse://Generate_Personalized_Schedule"

	reasoning:
		instructions: ->
			| Help the user create a personalized daily schedule.
			|
			| 1. Ask for their email (required)
			| 2. Ask for their timezone (optional, defaults to Pacific)
			| 3. Generate the schedule using the AI template
			| 4. Present the generated schedule
			|
			| The schedule will include morning routine, work blocks,
			| breaks, and evening wind-down based on preferences.

		actions:
			create_schedule: @actions.Generate_Personalized_Schedule
				# ★ Input binding with quoted field names
				with "Input:email"=@variables.user_email
				with "Input:timezone"=@variables.user_timezone
				set @variables.generated_schedule = @outputs.promptResponse

			back: @utils.transition to @topic.topic_selector

topic email_generation:
	label: "Email Generation"
	description: "Generate professional emails"

	actions:
		# Another Prompt Template action example
		Generate_Professional_Email:
			description: "Generate a professional email draft."
			inputs:
				"Input:recipientName": string
					description: "Name of the email recipient"
					is_required: True
				"Input:topic": string
					description: "Topic or purpose of the email"
					is_required: True
				"Input:tone": string
					description: "Desired tone: formal, friendly, urgent"
					is_required: False
			outputs:
				promptResponse: string
					description: "The generated email content"
					is_used_by_planner: True
					is_displayable: True
			target: "generatePromptResponse://Generate_Professional_Email"

	reasoning:
		instructions: ->
			| Help the user draft a professional email.
			|
			| Collect:
			| 1. Recipient's name (required)
			| 2. Email topic/purpose (required)
			| 3. Desired tone: formal, friendly, or urgent (optional)
			|
			| Generate the email and present it for review.

		actions:
			create_email: @actions.Generate_Professional_Email
				with "Input:recipientName"=...
				with "Input:topic"=...
				with "Input:tone"=...
				set @variables.generated_email = @outputs.promptResponse

			back: @utils.transition to @topic.topic_selector

# ★ Insight: Prompt Template Integration Checklist
#
# BEFORE PUBLISHING AGENT:
#   1. Create PromptTemplate metadata file
#   2. Deploy PromptTemplate: sf project deploy start -m "PromptTemplate:Template_Name"
#   3. Verify template exists: sf org list metadata -m PromptTemplate
#
# INPUT MAPPING:
#   Agent Script "Input:fieldName" → PromptTemplate {!fieldName}
#   "Input:email"                  → {!email}
#   "Input:customerName"           → {!customerName}
#
# COMMON ERRORS:
#   - HTTP 404: PromptTemplate not deployed yet
#   - "property X not found": Input name doesn't match template variable
#   - Missing "Input:" prefix: Inputs won't map correctly