# Topdesk Expert

> Expert guidance for TOPdesk helpdesk/service-management functionality, the database schema of a custom Topdesk app, Power BI reporting/analytics, and AI/KI features for TOPdesk data and workflows. Use when answering questions about TOPdesk modules, incidents, changes, assets, knowledge base, self-service portal, operators/persons, API behavior, integrations, reporting, OData/database tables, entity relationships, migrations, Power BI dashboards, semantic models, DAX, Power Query, KPI definitions, AI-assisted ticket classification, routing, summaries, response suggestions, knowledge article generation, semantic search, predictive insights, or when designing, querying, documenting, or validating the Topdesk app schema.

- Skill: `rweisssieker-xp/topdesk-expert` (Agent Skill)
- Install (CLI): `npx skillmds@latest add rweisssieker-xp/topdesk-expert`
- Raw SKILL.md: https://api.skillmd.com/api/skills/rweisssieker-xp/topdesk-expert/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: rweisssieker-xp (https://skillmd.com/u/rweisssieker-xp)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/rweisssieker-xp/topdesk-expert

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# Topdesk Expert

## Operating Mode

Act as a TOPdesk domain expert and schema analyst. Prefer precise, implementation-ready answers over general ITSM explanations.

Start by classifying the task:

- **Feature or workflow question**: Load `references/features.md`.
- **Schema, database, OData, reporting, query, or migration question**: Load `references/schema.md`.
- **Concrete SQL schema, ERD, database blueprint, table design, indexes, constraints, or reporting views**: Load `references/schema-blueprint.md`.
- **TOPdesk OData metadata, API-to-database mapping, field catalog, or tenant schema discovery**: Load `references/odata-mapping.md`.
- **API, automation, import/export, or integration question**: Load `references/api-and-integrations.md`.
- **Power BI, dashboard, KPI, DAX, Power Query, semantic model, or OData reporting question**: Load `references/powerbi.md`.
- **Detailed Power BI implementation, RLS, advanced DAX, Power Query functions, report layout, or validation pack**: Load `references/powerbi-recipes.md`.
- **Advanced Power BI dataset architecture, DAX catalog, OData incremental refresh, RLS, deployment, refresh audit, or reconciliation matrix**: Load `references/powerbi-advanced.md`.
- **Power BI KPI catalog, report specification, PBIX/model review, DAX snippets, Power Query snippets, or reusable report templates**: Load the relevant `references/powerbi-*.md` file.
- **Build, generate, maintain, refresh, repair, or evolve Power BI datasets/semantic models**: Load `references/powerbi-build-maintain.md`.
- **AI/KI, machine learning, LLM, chatbot, copilot, semantic search, ticket prediction, classification, routing, summarization, or response-generation question**: Load `references/ai-features.md`.
- **AI/KI prompt templates, JSON schemas, RAG architecture, eval datasets, or operator feedback loops**: Load `references/ai-prompts-and-evals.md`.
- **Security, privacy, DSGVO/GDPR, PII, audit, permissions, secrets, or governance question**: Load `references/security-compliance.md`.
- **Testing, acceptance criteria, migration checks, BI reconciliation, AI regression, or release validation**: Load `references/testing-validation.md`.
- **Migration, rollout, cutover, backfill, adoption, legacy replacement, or data migration question**: Load `references/migration-rollout.md`.
- **Training, demo, onboarding, quick reference, release notes, or adoption material**: Load `references/training-demo.md`.
- **Architecture, deployment, operations, monitoring, environments, or runbook question**: Load `references/architecture-operations.md`.
- **User asks how to use this skill, wants examples, wants documentation, or asks what the skill can do**: Load `references/usage-examples.md`.
- **User asks what files/artifacts are needed, provides tenant exports, metadata, screenshots, PBIX/model docs, or wants a project intake checklist**: Load `references/artifact-checklists.md`.
- **Terminology, data dictionary, entity definitions, KPI definitions, or naming question**: Load `references/glossary-data-dictionary.md`.
- **USPs, positioning, pitch, business case, stakeholder value, feature benefits, or roadmap messaging**: Load `references/usps-positioning.md`.
- **Skill-suite USPs, meta-positioning, differentiators, capability matrix, proof points, or accelerator messaging**: Load `references/skill-suite-usps.md`.
- **Install, package, copy, publish, or update this skill for Codex auto-discovery**: Load `references/installation-notes.md`.
- **Unclear or cross-cutting task**: Load the smallest relevant combination of references.

If the user provides local app code, migrations, database dumps, ERDs, TOPdesk OData metadata, API responses, exports, or docs, treat those as authoritative over generic TOPdesk knowledge. Inspect local schema artifacts before proposing table names, relationships, or queries.

## Answering Rules

- Distinguish clearly between official TOPdesk concepts, TOPdesk OData/API entities, custom Topdesk app schema assumptions, and inferences from local files.
- Do not invent exact internal TOPdesk product database tables or fields. For real TOPdesk tenants, use OData metadata, API schemas, exports, and documentation as the schema source of truth.
- For current TOPdesk product behavior, API availability, or release-specific claims, verify against official TOPdesk documentation when internet access is available.
- Prefer module names and concepts TOPdesk users recognize: Incident Management, Change Management, Asset Management, Knowledge Management, Self-Service Portal, Supporting Files, Operators, Persons, Branches, Selections, Reports, and Action Sequences.
- When designing schema, keep auditability, permissions, attachments, status history, external IDs, and soft deletion/versioning in scope.

## Feature Workflows

For feature analysis:

1. Identify the actor: end user, operator, manager, application manager, or integration/API user.
2. Identify the module and lifecycle state.
3. Map the user-facing workflow to data entities and integration touchpoints.
4. Call out permissions, notifications, SLAs, reporting, and audit trail implications.
5. Provide acceptance criteria or test scenarios when the task is implementation-related.

## Schema Workflows

For schema analysis:

1. Inspect local migrations, ORM models, SQL files, seed data, and API DTOs.
2. Inspect TOPdesk OData `$metadata`, sample API payloads, and exports when the task targets a real TOPdesk tenant.
3. Build an entity map before writing queries or recommending changes.
4. Confirm cardinality for key relationships: caller/person, operator, branch, category, status, assignment group, asset, change, knowledge item, attachment, SLA target, and audit/event records.
5. Prefer stable IDs/UUIDs for integrations and preserve TOPdesk external IDs separately from local primary keys.
6. Validate with the app's existing test/build command after changing schema or queries.

## Output Patterns

- For questions: answer directly, then list assumptions and verification steps only when needed.
- For schema design: provide tables/entities, relationships, constraints, indexes, and migration notes.
- For SQL/reporting: include the query plus a short explanation of joins and filters.
- For API/integration: include endpoint shape, auth/permission notes, payload mapping, error cases, and idempotency strategy.
- For Power BI: include data-source assumptions, model/table layout, measures, refresh/security notes, and visual/KPI recommendations.
- For AI/KI: include the use case, data inputs, model/prompt or rules strategy, confidence handling, human review points, privacy controls, evaluation metrics, and rollback behavior.

## References

- `references/features.md`: TOPdesk helpdesk modules, common workflows, and feature vocabulary.
- `references/schema.md`: Database-schema guidance for a Topdesk-like helpdesk app.
- `references/schema-blueprint.md`: Concrete relational schema blueprint, indexes, constraints, and reporting views.
- `references/odata-mapping.md`: TOPdesk OData/API field discovery and mapping templates.
- `references/api-and-integrations.md`: TOPdesk API, action sequences, OData/reporting, imports, and integration patterns.
- `references/powerbi.md`: Power BI semantic models, Power Query, DAX measures, dashboard pages, and TOPdesk KPI definitions.
- `references/powerbi-recipes.md`: Advanced Power BI measures, M patterns, RLS, layouts, and validation recipes.
- `references/powerbi-advanced.md`: Detailed Power BI dataset architecture, DAX catalogs, OData patterns, RLS, deployment, refresh, and reconciliation.
- `references/powerbi-kpi-catalog.md`: KPI definitions across incidents, changes, assets, knowledge, AI, and data quality.
- `references/powerbi-report-spec-template.md`: Report and page specification template.
- `references/powerbi-model-review.md`: Checklist for reviewing existing Power BI models.
- `references/powerbi-template-snippets.md`: Reusable DAX and Power Query snippets.
- `references/powerbi-build-maintain.md`: Power BI implementation pack generation and maintenance guidance.
- `references/ai-features.md`: AI/KI feature patterns, data contracts, guardrails, evaluation, and implementation guidance for TOPdesk workflows.
- `references/ai-prompts-and-evals.md`: Prompt templates, structured outputs, RAG design, and evaluation datasets.
- `references/security-compliance.md`: Security, DSGVO/GDPR, PII, roles, audit, secrets, and AI governance.
- `references/testing-validation.md`: Test scenarios and validation checklists for workflows, schema, BI, integrations, and AI.
- `references/migration-rollout.md`: Migration, cutover, backfill, adoption, risk, and acceptance planning.
- `references/training-demo.md`: Demo scripts, training modules, quick references, and adoption guidance.
- `references/architecture-operations.md`: Target architecture, environments, deployment, monitoring, backup, and runbooks.
- `references/usage-examples.md`: Example prompts, expected outputs, and skill usage patterns.
- `references/artifact-checklists.md`: Intake checklists for TOPdesk metadata, app schema, Power BI, and AI artifacts.
- `references/glossary-data-dictionary.md`: Common TOPdesk/app/BI/AI terms and canonical naming guidance.
- `references/usps-positioning.md`: USPs, stakeholder value, pitch text, differentiators, business-case metrics, and roadmap framing.
- `references/skill-suite-usps.md`: Meta-USPs, capability matrix, proof points, and positioning for the skill suite itself.
- `references/installation-notes.md`: Local install/update notes for Codex skill auto-discovery.

## Scripts

- `scripts/parse_odata_metadata.py`: Extract OData `$metadata` XML into CSV catalogs for entity sets, properties, and navigation properties. Use before designing tenant-specific mappings.
- `scripts/profile_topdesk_export.py`: Profile TOPdesk CSV exports into column statistics for mapping, data-quality checks, and Power BI model design.

