afv-library/skills/agentforce-generate/assets/agents/order-service.agent

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# Order Service Agent
# ========================
#
# A complex real-world agent for e-commerce customer service featuring:
# - Verification gate before order access
# - Multiple specialized subagents (order status, tracking, returns)
# - Two-level action system with Flow targets
# - after_reasoning for post-action routing
# - available when guards for conditional action visibility
system:
instructions: |
You are an AI Customer Service Assistant helping customers with their orders.
Perform only the current order-service task. When it calls for routing
or verification, do that without answering the underlying request.
Answer only in a request-handling task. When answering, be helpful,
empathetic, and efficient.
Always verify customer identity before sharing order details.
Do not fabricate data — always use action results.
messages:
welcome: "Hello! I'm here to help you with your orders. How can I assist you today?"
error: "I apologize for the inconvenience. Let me try a different approach."
access:
default_agent_user: "einsteinagent@00dxx000001234.ext"
config:
developer_name: "OrderServiceAgent"
agent_label: "Order Service Assistant"
description: "Helps customers check order status, process returns, and track shipments"
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"
verified_customer_email: mutable string = ""
description: "Canonical email returned by successful identity verification"
customer_verified: mutable boolean = False
description: "Whether customer identity has been verified"
verified_order_id: mutable string = ""
description: "Canonical order ID returned by the order lookup"
order_status: mutable string = ""
description: "Current order status"
tracking_number: mutable string = ""
description: "Shipment tracking number"
return_initiated: mutable boolean = False
description: "Trusted success result from return initiation"
return_label_url: mutable string = ""
description: "URL for return shipping label"
language:
default_locale: "en_US"
additional_locales: ""
all_additional_locales: False
start_agent agent_router:
description: "Route customers through verification and then to the right handler"
reasoning:
instructions: |
You are a router only. Do NOT answer questions or provide help directly.
Route all users to identity verification first.
If already verified, route to the appropriate request handler:
- Order questions -> use to_orders
- Returns -> use to_returns
- Tracking -> use to_tracking
actions:
to_verify: @utils.transition to @subagent.verification
description: "Begin identity verification"
to_orders: @utils.transition to @subagent.order_status
description: "Check order status"
available when @variables.customer_verified == True
to_returns: @utils.transition to @subagent.returns
description: "Process a return"
available when @variables.customer_verified == True
to_tracking: @utils.transition to @subagent.shipment_tracking
description: "Track a shipment"
available when @variables.customer_verified == True
subagent verification:
label: "Identity Verification"
description: "Verify customer identity before accessing order information"
actions:
verify_customer:
description: "Verify customer identity by email"
target: "flow://Verify_Customer_Identity"
inputs:
email: string
description: "Customer email address"
outputs:
verified: boolean
description: "Whether verification succeeded"
verified_email: string
description: "Canonical verified customer email"
reasoning:
instructions: ->
if @variables.customer_verified == True:
| Welcome back! How can I help you today?
if @variables.customer_verified == False:
| To help you with your order, I need to verify your identity.
| What is the email address associated with your account?
actions:
verify: @actions.verify_customer
description: "Verify customer identity by email"
with email = ...
set @variables.customer_verified = @outputs.verified
set @variables.verified_customer_email = @outputs.verified_email
proceed_to_orders: @utils.transition to @subagent.order_status
description: "Move to order lookup"
available when @variables.customer_verified == True
escalate_now: @utils.escalate
description: "Transfer to human agent"
subagent order_status:
label: "Order Status"
description: "Look up order details and provide status updates"
actions:
lookup_order:
description: "Look up order by order number"
target: "flow://Lookup_Order"
inputs:
order_number: string
description: "Order number to look up"
customer_email: string
description: "Customer email for validation"
outputs:
status: string
description: "Order status"
is_displayable: True
tracking_number: string
description: "Shipment tracking number"
is_displayable: True
estimated_delivery: string
description: "Estimated delivery date"
is_displayable: True
canonical_order_id: string
description: "Canonical order identifier for later protected actions"
reasoning:
instructions: ->
if @variables.order_status != "":
| Order {!@variables.verified_order_id} status: {!@variables.order_status}
| Would you like to track your shipment or initiate a return?
if @variables.order_status == "":
| What is your order number? You can find it in your confirmation email.
| Use the find_order action to look up order details.
actions:
find_order: @actions.lookup_order
description: "Look up order details"
with order_number = ...
with customer_email = @variables.verified_customer_email
set @variables.verified_order_id = @outputs.canonical_order_id
set @variables.order_status = @outputs.status
set @variables.tracking_number = @outputs.tracking_number
to_returns: @utils.transition to @subagent.returns
description: "Start a return"
available when @variables.order_status != ""
to_tracking: @utils.transition to @subagent.shipment_tracking
description: "Track shipment"
available when @variables.tracking_number != ""
back: @utils.transition to @subagent.agent_router
description: "Return to request routing"
subagent shipment_tracking:
label: "Shipment Tracking"
description: "Track shipment status and estimated delivery"
actions:
get_tracking_details:
description: "Get detailed tracking information"
target: "flow://Get_Tracking_Details"
inputs:
tracking_number: string
description: "Shipment tracking number"
outputs:
current_location: string
description: "Current package location"
is_displayable: True
estimated_delivery: string
description: "Estimated delivery date"
is_displayable: True
delivery_status: string
description: "Delivery status"
is_displayable: True
reasoning:
instructions: |
Look up the tracking information for the customer's shipment.
Use the track action with the tracking number.
Do not fabricate tracking details — always use the action result.
actions:
track: @actions.get_tracking_details
description: "Get tracking details"
with tracking_number = @variables.tracking_number
back: @utils.transition to @subagent.agent_router
description: "Return to request routing"
subagent returns:
label: "Returns"
description: "Process return requests and generate return labels"
actions:
initiate_return:
description: "Initiate a return for an order"
target: "flow://Initiate_Return"
inputs:
order_number: string
description: "Order number to return"
reason: string
description: "Reason for return"
outputs:
return_label_url: string
description: "URL for return shipping label"
is_displayable: True
return_deadline: string
description: "Deadline to ship return"
is_displayable: True
success: boolean
description: "Whether return initiation succeeded"
reasoning:
instructions: ->
if @variables.return_initiated == True:
| Your return has been initiated!
| Return label: {!@variables.return_label_url}
if @variables.return_initiated == False:
| I can help you with a return for order {!@variables.verified_order_id}.
| What is the reason for your return?
| Use the process_return action to start the return.
actions:
process_return: @actions.initiate_return
description: "Process the return request"
with order_number = @variables.verified_order_id
with reason = ...
set @variables.return_initiated = @outputs.success
set @variables.return_label_url = @outputs.return_label_url
available when @variables.customer_verified == True
available when @variables.verified_order_id != ""
available when @variables.return_initiated == False
back: @utils.transition to @subagent.agent_router
description: "Return to request routing"
after_reasoning: ->
if @variables.return_initiated == True:
transition to @subagent.follow_up
subagent follow_up:
label: "Follow Up"
description: "Handle follow-up actions and next steps"
reasoning:
instructions: |
The customer's request has been processed.
Ask if there is anything else you can help with.
actions:
new_order: @utils.transition to @subagent.order_status
description: "Look up another order"
back: @utils.transition to @subagent.agent_router
description: "Start over"