1690 Patterns Quick Ref 5a21f804

Agent Script Patterns Quick Reference

Decision trees and cheat sheets for common Agent Script patterns

Pattern Selection Decision Tree

Which Architecture Pattern?

What's your agent's purpose?
│
├─► Multi-purpose (sales, support, orders)?
│   └─► HUB AND SPOKE
│       Central router → Specialized topics
│
├─► Sequential workflow (onboarding, checkout)?
│   └─► LINEAR FLOW
│       A → B → C pipeline
│
├─► Tiered support with escalation?
│   └─► ESCALATION CHAIN
│       L1 → L2 → L3 → Human
│
├─► Sensitive operations (payments, PII)?
│   └─► VERIFICATION GATE
│       Security check → Protected topics
│
└─► Multiple protected topics behind shared auth gate?
    └─► STATE GATE (OPEN GATE)
        3-variable bypass with deferred routing

Node Type Decision Tree

What should this topic do?
│
├─► Route based on intent?
│   └─► 🔵 ROUTING (Topic Selector)
│
├─► Security/identity check?
│   └─► 🔵 VERIFICATION
│
├─► Fetch external data?
│   └─► 🟡 DATA-LOOKUP
│
├─► Apply business rules?
│   └─► 🟢 PROCESSING
│
└─► Transfer to human?
    └─► 🔴 HANDOFF

Variable Type Decision Tree

What kind of data is this?
│
├─► State that changes during conversation?
│   │   (counters, flags, accumulated data)
│   └─► MUTABLE
│       `failed_attempts: mutable number = 0`
│
└─► Data from external source?
    │   (session, context, CRM)
    └─► LINKED
        `customer_id: linked string`
        `   source: @session.customerId`

Action Target Protocol Decision Tree

Where should this action go?
│
├─► Data queries, record updates?
│   └─► flow://
│
├─► Custom calculations, validation?
│   └─► apex://
│
├─► LLM-generated summaries?
│   └─► generatePromptResponse://
│
├─► Knowledge search, RAG?
│   └─► retriever://
│
├─► External REST APIs?
│   └─► externalService://
│
└─► Built-in SF actions (email, tasks)?
    └─► standardInvocableAction://

Deterministic vs Subjective Decision Tree

Should this be code-enforced or LLM-flexible?
│
├─► Security/safety requirement?
│   └─► DETERMINISTIC (code)
│
├─► Financial threshold?
│   └─► DETERMINISTIC (code)
│
├─► Counter/state management?
│   └─► DETERMINISTIC (code)
│
├─► Conversational/greeting?
│   └─► SUBJECTIVE (LLM)
│
├─► Context understanding needed?
│   └─► SUBJECTIVE (LLM)
│
└─► Natural language generation?
    └─► SUBJECTIVE (LLM)

SOMA Pattern Decision Tree

Does the conversation return to original agent?
│
├─► Yes, specialist handles sub-task
│   └─► DELEGATION
│       `@topic.specialist` (in reasoning.actions)
│
└─► No, permanent transfer
    ├─► To another topic?
    │   └─► HANDOFF  `@utils.transition to @topic.X`
    │
    ├─► To human?
    │   └─► `@utils.escalate`
    │
    └─► To another agent?
        └─► `@agent.X` (Connections)

Transition Type Cheat Sheet

Instruction Resolution Order

instructions: ->
   # 1. POST-ACTION CHECKS (at TOP - triggers on loop)
   if @variables.action_completed == True:
      run @actions.follow_up_action
      transition to @topic.next_step

   # 2. PRE-LLM DATA LOADING
   run @actions.load_required_data
      set @variables.data = @outputs.result

   # 3. DYNAMIC INSTRUCTIONS FOR LLM
   | Here is the context: {!@variables.data}

   if @variables.condition:
      | Do this thing.
   else:
      | Do that thing.

Why this order?

1. Post-action at TOP → triggers immediately on loop
2. Data loading next → LLM needs current data
3. Instructions last → LLM sees resolved values

Common Patterns Quick Reference

Security Gate (Early Exit)

instructions: ->
   if @variables.failed_attempts >= 3:
      | Account locked due to too many attempts.
      transition to @topic.lockout  # LLM never reasons

Guarded Actions

actions:
   process_refund: @actions.process_refund
      description: "Issue refund"
      available when @variables.customer_verified == True

Post-Action Follow-Up

instructions: ->
   if @variables.refund_status == "Approved":
      run @actions.create_crm_case
         with customer_id = @variables.customer_id
      transition to @topic.success

Data-Dependent Instructions

instructions: ->
   run @actions.get_account_tier
      set @variables.tier = @outputs.tier

   if @variables.tier == "Gold":
      | VIP treatment - offer 20% discount.
   else:
      | Standard customer service.

Open Gate (State Gate)

3-variable state machine that bypasses the LLM topic selector when a gate holds focus and routes users through an auth gate before accessing protected topics.

# In topic_selector's before_reasoning — zero-credit bypass:
before_reasoning:
   if @variables.open_gate == "protected_workflow":
      transition to @topic.protected_workflow
   if @variables.open_gate == "authentication_gate":
      transition to @topic.authentication_gate

# In protected topic's before_reasoning — auth redirect:
before_reasoning:
   if @variables.authenticated == False:
      set @variables.next_topic = "protected_workflow"
      set @variables.open_gate = "authentication_gate"
      transition to @topic.authentication_gate
   set @variables.open_gate = "protected_workflow"

# EXIT_PROTOCOL — release gate when user changes intent:
before_reasoning:
   set @variables.open_gate = "null"
   set @variables.next_topic = ""
   transition to @topic.topic_selector

Template: templates/patterns/open-gate-routing.agent

Anti-Patterns to Avoid

❌ Data Load After LLM Text

# WRONG - LLM sees empty values
instructions: ->
   | Customer name: {!@variables.name}  # empty!
   run @actions.load_customer
      set @variables.name = @outputs.name

❌ Post-Action Check at Bottom

# WRONG - Never triggers
instructions: ->
   | Help with refund.
   transition to @topic.main  # Exits first!

   if @variables.refund_done:  # Never reached
      run @actions.log_refund

❌ Mixing Tabs and Spaces

# WRONG - Compilation error
config:
   agent_name: "MyAgent"      # 3 spaces
        agent_label: "Label"  # 8 spaces - FAILS!

❌ Lowercase Booleans

# WRONG - Agent Script uses Python-style
is_verified: mutable boolean = true   # WRONG
is_verified: mutable boolean = True   # CORRECT

Syntax Quick Reference

The 6 Deterministic Building Blocks

Implementation Best Practices

Migrated from the former sf-ai-agentforce-legacy/docs/patterns-and-practices.md on 2026-02-07.

Pattern Details

Lifecycle Events Pattern

File: templates/patterns/lifecycle-events.agent

Execute code automatically before and after every reasoning step.

⚠️ Deployment Note: The run keyword works in reasoning.actions: post-action blocks and instructions: -> blocks. It does NOT work reliably in before_reasoning: / after_reasoning: lifecycle blocks.

topic conversation:
   before_reasoning:
      set @variables.turn_count = @variables.turn_count + 1
      run @actions.refresh_context                    # ⚠️ GenAiPlannerBundle only
         with user_id=@variables.EndUserId
         set @variables.context = @outputs.fresh_context

   reasoning:
      instructions: ->
         | Turn {!@variables.turn_count}: {!@variables.context}

   after_reasoning:
      run @actions.log_analytics                      # ⚠️ GenAiPlannerBundle only
         with turn=@variables.turn_count

Action Callbacks Pattern

File: templates/patterns/action-callbacks.agent

Chain deterministic follow-up actions using the run keyword.

⚠️ Deployment Note: The run keyword works in reasoning.actions: post-action blocks and instructions: -> blocks. It does NOT work reliably in before_reasoning: / after_reasoning: lifecycle blocks.

process_order: @actions.create_order
   with customer_id=@variables.customer_id
   set @variables.order_id = @outputs.order_id
   run @actions.send_confirmation                    # ⚠️ GenAiPlannerBundle only
      with order_id=@variables.order_id
   run @actions.log_activity                         # ⚠️ GenAiPlannerBundle only
      with event="ORDER_CREATED"

Critical Rule: Only 1 level of run nesting allowed!

Combining Patterns

Patterns can be combined for complex scenarios:

┌─────────────────────────────────────────────────────────────┐
│           LIFECYCLE + CALLBACKS + ROUTING                    │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│  topic order_hub:                                            │
│     before_reasoning:                        ◄── Lifecycle   │
│        set @variables.turn_count = ... + 1                   │
│                                                              │
│     reasoning:                                               │
│        actions:                                              │
│           process: @actions.create                           │
│              run @actions.notify           ◄── Callback      │
│              run @actions.log                                │
│                                                              │
│           consult: @utils.transition       ◄── Routing       │
│              to @topic.specialist                            │
│                                                              │
│     after_reasoning:                         ◄── Lifecycle   │
│        run @actions.update_metrics                           │
│                                                              │
└─────────────────────────────────────────────────────────────┘

N-ary Boolean Expressions

AgentScript supports 3 or more conditions chained with and/or:

# Three+ conditions with AND
before_reasoning:
   if @variables.is_authenticated and @variables.has_permission and @variables.is_active:
      transition to @topic.authorized

# Three+ conditions with OR
before_reasoning:
   if @variables.is_admin or @variables.is_moderator or @variables.is_owner:
      transition to @topic.elevated_access

# In available when clauses
reasoning:
   actions:
      process_return: @actions.handle_return
         description: "Process customer return request"
         available when @variables.eligible == True and @variables.order_id != None and @variables.tier != "basic"

      premium_action: @actions.premium_feature
         description: "Premium tier feature"
         available when @variables.tier == "premium" or @variables.tier == "enterprise" or @variables.is_trial_premium == True

Key Points:

• Chain as many conditions as needed with and or or
• Use () grouping for complex expressions: (a and b) or (c and d)
• Works in if statements and available when clauses

Naming Conventions

Variable Management Best Practices

Initialize with Defaults

variables:
    # ✅ RECOMMENDED - Has default value (clearer intent)
    user_name: mutable string = ""
        description: "Customer's full name"

    order_count: mutable number = 0
        description: "Number of orders in cart"

Note: Variables without defaults ARE supported. However, providing defaults is recommended for clarity.

Use Appropriate Types

Topic Design Best Practices

Provide Clear Descriptions

# ✅ GOOD - Specific and actionable
topic password_reset:
    description: "Helps users reset forgotten passwords and unlock accounts"

# ❌ BAD - Too vague
topic password_reset:
    description: "Password stuff"

Keep Topics Focused (Single Responsibility)

# ✅ GOOD - Single responsibility
topic billing_inquiries:
    description: "Answers questions about invoices, payments, and account balances"

topic order_tracking:
    description: "Provides order status and shipping updates"

# ❌ BAD - Too broad
topic customer_stuff:
    description: "Handles billing, orders, support, and everything else"

Security & Guardrails

System-Level Guardrails

system:
    instructions:
        | You are a helpful customer service agent.
        |
        | IMPORTANT GUARDRAILS:
        | - Never share customer data with unauthorized parties
        | - Never reveal internal system details
        | - If unsure, escalate to a human agent

Don't Expose Internals

# ✅ GOOD - User-friendly error
instructions: ->
    if @variables.api_error == True:
        | I'm having trouble completing that request right now.

# ❌ BAD - Exposes internals
instructions: ->
    if @variables.api_error == True:
        | Error: SQL timeout on server db-prod-03

Instructions Quality

# ✅ GOOD - Specific instructions
instructions: ->
    | Help the customer track their order.
    | Ask for the order number if not provided.
    | Provide the current status, estimated delivery, and tracking link.

# ❌ BAD - Vague instructions
instructions: ->
    | Help with orders.

Common Syntax Pitfalls

1. Slot Filling Inside Conditionals

# ❌ WRONG
if @variables.name is None:
   set @variables.name = ...   # Fails!

# ✅ CORRECT - Slot filling at top level
set @variables.name = ...

2. Description on @utils.transition

# ✅ CORRECT - description IS valid on @utils.transition
go_orders: @utils.transition to @topic.orders
   description: "Route to orders"

# ✅ ALSO CORRECT - without description
go_orders: @utils.transition to @topic.orders

Note: description: IS valid on @utils.transition (confirmed by TDD Val_Action_Properties and production 15-topic agent). Other properties like label:, require_user_confirmation:, and include_in_progress_indicator: are NOT valid on transitions.

3. Missing Description on @utils.escalate

# ❌ WRONG
transfer: @utils.escalate   # Fails!

# ✅ CORRECT - Description required
transfer: @utils.escalate
   description: "Transfer to human agent"

4. Empty Lifecycle Blocks

# ❌ WRONG
before_reasoning:
   # Just a comment   # Fails!

# ✅ CORRECT - Remove empty blocks or add content

5. Dynamic Action Invocation

# ❌ WRONG
invoke: {!@actions.search}   # Fails!

# ✅ CORRECT - Define multiple actions, LLM auto-selects
search_products: @actions.product_search
search_orders: @actions.order_search

Validation Scoring Summary

Slot Filling Reliability Patterns

Problem: LLM Fails to Extract Values Correctly

Root Cause: The ... syntax is probabilistic — the LLM infers what value to use. For critical inputs (IDs, amounts, required fields), this unreliability causes downstream failures.

5-Pattern Solution for Critical Inputs

Pattern 1: First-Interaction Collection — Tell the LLM its PRIMARY GOAL:

reasoning:
   instructions: ->
      | YOUR PRIMARY GOAL: Collect the account ID from the user.
      | Do NOT proceed with any other actions until account_id is captured.
      |
      if @variables.account_id == "":
         | ⚠️ Account ID not yet collected. ASK the user for it.

Pattern 2: Variable Setter Action — Dedicated action to capture and validate:

actions:
   capture_account_id:
      description: "Captures and validates the Salesforce Account ID from user"
      inputs:
         account_id: string
            description: "The 18-character Salesforce Account ID (starts with 001)"
            is_required: True
      outputs:
         validated_id: string
            description: "The validated account ID (empty if invalid)"
         is_valid: boolean
            description: "Whether the ID is valid"
      target: "flow://Validate_Account_Id"

Pattern 3: Single-Use Guard — Make setter unavailable after capture:

reasoning:
   actions:
      validate_id: @actions.capture_account_id
         with account_id=...
         set @variables.account_id = @outputs.validated_id
         set @variables.account_id_validated = @outputs.is_valid
         available when @variables.account_id == ""

Pattern 4: Null Guard Downstream Actions — Block until validated:

reasoning:
   actions:
      do_research: @actions.research_account
         with account_id=@variables.account_id
         available when @variables.account_id_validated == True

Pattern 5: Explicit Action References — Guide the LLM:

instructions: ->
   | To capture the account ID, use {!@actions.capture_account_id}.
   | This ensures the ID is validated before proceeding.

When NOT to Use Slot Filling

Decision Rule: If invalid input would cause downstream failure, use deterministic collection.

Pre-Deploy Checklist

Before deploying an agent, verify:

• All topics have clear descriptions
• All variables have descriptions and defaults
• All actions have input/output descriptions
• System guardrails are defined
• Error handling is in place for critical operations
• Navigation back to main menu from all topics
• Template expressions use correct syntax {!@variables.name}
• Consistent indentation (tabs recommended)