Service Concierge Portal Generate

service-concierge-portal-generate: Agentforce Concierge portal deploy

Deploys an Agentforce Concierge experience on an LWR Experience Cloud site — an agent-first landing page with a welcome greeting, prompt bar, suggestion chiclets, and full chat surface. This is a channel-setup skill: it wires an existing agent to a new or existing portal site; it does not author the agent.

Why this skill exists

The Concierge portal setup is a 20-step workflow with precise sequencing requirements (bundle shape, routing wiring, guest access flags, CORS/CSP records). Keeping it as a standalone skill lets it be invoked from service-helpagent-coordinate (Checkpoint 3 → Help Portal branch) or called directly when the user already has an agent and only needs the portal.

Skills inventory pre-flight (MANDATORY before anything else)

Before asking the user any questions, verify that every skill this skill delegates to is installed:

for skill in service-digital-engagement-channel-configure service-digital-engagement-deployment-configure service-agentforce-channel-configure; do
  [ -d ".claude/skills/$skill" ] && echo "OK: $skill" || echo "MISSING: $skill"
done

If any skill is missing, stop immediately and tell the user which skills are absent with their exact directory names. Do not proceed until the missing skills are installed.

Required inputs

If MESSAGING_CHANNEL_DEV_NAME and ESC_ID are not provided, this skill will delegate their creation to the appropriate skills (see runbook §E and §F.3). The portal site itself — the DEB bundle, branding, components, guest access, CORS/CSP — is always provisioned by this skill.

Workflow

Read references/portal-deploy-runbook.md and follow it end-to-end. The runbook is the authoritative step-by-step guide; this SKILL.md is the router and context layer only.

Entry point

1. Ask for the org alias:

   AskUserQuestion:
     question: "Which org should I deploy the Concierge portal to?"
     header: "Org alias"
     options:
       - label: "Enter alias"
         description: "Type the org alias (e.g. help-portal-dev, trailsignup)"
   

2. Query for active agents (activation lives on BotVersion.Status = 'Active', not on BotDefinition — an unfiltered SELECT ... FROM BotDefinition returns retired/inactive bots the runbook cannot wire, so filter on active BotVersion explicitly):

   sf data query --target-org $ORG --json \
     --query "SELECT Id, DeveloperName, MasterLabel FROM BotDefinition WHERE Id IN (SELECT BotDefinitionId FROM BotVersion WHERE Status='Active') ORDER BY MasterLabel"
   

   • Zero rows (no bots, or only inactive/retired bots — both count as zero for wiring) → hard-stop in the same turn. Do not load the runbook, do not delegate to service-digital-engagement-channel-configure or service-digital-engagement-deployment-configure, do not fabricate a BOT_ID, and do not present a "Create a new agent first" AskUserQuestion. Tell the user the portal needs an active agent to wire and point them at agentforce-generate or service-helpagent-coordinate to create one first, then re-invoke this skill.
   • One or more active agents → present ALL returned agents as options via AskUserQuestion, plus a "Create a new agent first" option. Do NOT assume the user wants the only/first agent — always ask explicitly.

   If the user selects "Create a new agent first": stop immediately with this message:

   Creating a new agent is outside the scope of this skill. Please run the agentforce-generate skill (or service-helpagent-coordinate for a full Help Agent setup) to create your agent, then re-invoke the Concierge portal skill.

   If the user selects an existing agent: capture BOT_ID and BOT_DEV_NAME and continue.

   Long-list rule: if there are more than 6 agents, paginate — show 6 at a time with a "Show more" option rather than presenting all at once.

3. Load references/portal-deploy-runbook.md and execute §0 top-to-bottom.

Return values (for calling skills)

On success, surface:

Final report format

On completion, summarize what was deployed and surface the four return values above in a clearly labeled block so the user (or a calling skill) can act on them. If the active-agent query returned zero rows, skip straight to the hard-stop message from step 2 — no return values to report.

Rules / constraints

Reference file index