AI tools for “customer service”

Set up the user's Ideal Customer Profile (an ICP Target Profile in Lusha) by asking the profile questions one at a time, drafting each answer from what is already known about their company and customers, then creating…

…still needs Help Agent setup (use agentforce-generate or service-helpagent-coordinate), when setting up Email-to-Case with an agent end-to-end (use service-email-to-case-configure), when creating the MessagingChannel…

…create an agent or configure inbound channel routing; use service-agentforce-channel-configure for inbound…

…via REST. Do not use for full end-to-end setup — use…

…live channel. DO NOT TRIGGER for creating a new channel (`service-de-channel-create`), deploying a MIAW/EmbeddedMessaging channel from metadata XML (`service-digital-engagement-channel-configure`), setting routing…

…→ consent → activate via the type-agnostic dispatcher (`service-de-channel-create`) plus the shared routing/consent/activation leaves. Resumes from partial state on re-run. Use to set up an Enhanced channel…

…a routing type (Omni-Channel Queue, Omni-Flow, Agentforce Service Agent, Digital Worker, or direct User), locates or provisions the target, then PATCHes `SessionHandlerId` (plus `FallbackQueueId` where required). Use…

Confirm the customer's WhatsApp Business Account is shared with Salesforce on Meta's side. TRIGGER when the user asks to link, share, or confirm sharing of a WhatsApp Business Account with Salesforce, or to verify…

…Omni-Channel Flow, Omni-Channel Queue, User, or Agentforce Service Agent routing. Generates MessagingChannel metadata, deploys it to the target org, and activates the channel with User Verification, pre-chat forms,…

…API request payloads for new deployments and EmbeddedServiceConfig metadata XML for updates. TRIGGER when the user mentions embedded messaging deployment, embedded service deployment, MIAW deployment, messaging…

**INTERNAL USE ONLY — invoked by `service-de-headless-channel-configure`.** Insert an Enhanced messaging `MessagingChannel` (plus child `MessagingChannelUsage` as a free side-effect) of any type — WhatsApp, LINE, Apple…

Planning skill for building customer service and support systems. Qualifies the developer's needs across the support ladder (self-service → AI agents → contact center), channel mix, and scale to recommend the right…

…or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. Use whenever a user says any of: set up / create / build / add a help agent, service agent,…

…them (license first when license-gated). It also creates a custom "Agent Access" permission set granting the activated agents you choose and assigns it to the user — all via the Salesforce CLI. Use to grant a user…

Orchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and human escalation.…

Enable the Agentforce for IT Service Salesforce Go feature toggles (Agentforce Studio, Einstein Generative AI, the parent umbrella, and the Fulfiller/Employee agent templates) using the Salesforce CLI (sf). Turns ON org…

Validate the Agentforce for IT Service prerequisites for a Fulfiller or Employee agent, using the Salesforce CLI (sf). The READ-ONLY prerequisite check: it reads the Salesforce Go feature toggles behind the Agentforce…

Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check idempotency, create…

Create and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the template, check idempotency,…

…so svc_itsm_intelligence__* actions surface; hands off to service-itsm-agentic-setup-agentforce-studio-validate if none are provisioned. Use when the Fulfiller agent-configure skill reports missing actions on…