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

Input	How resolved
Target org alias ($ORG)	Ask via AskUserQuestion if not provided in the current conversation turn
Agent ($BOT_ID, $BOT_DEV_NAME)	Always query the org — never infer from prior context
MessagingChannel ($MESSAGING_CHANNEL_DEV_NAME, $MESSAGING_CHANNEL_ID)	Optional — pass from calling skill if already created; otherwise delegate to service-digital-engagement-channel-configure in Step E of the runbook
EmbeddedServiceConfig ($ESC_ID, $ESC_DEV_NAME)	Optional — pass from calling skill if already created; otherwise delegate to service-digital-engagement-deployment-configure in Step F.3 of the runbook

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:

Variable	Value
NETWORK_ID	18-char Network Id of the provisioned portal
PUBLISHED_PORTAL_URL	Live customer-facing URL (for Incognito verification)
MESSAGING_CHANNEL_DEV_NAME	The EmbeddedMessaging channel wired to the agent
ESC_ID	EmbeddedServiceConfig Id (auth path)

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

Rule	Rationale
Run the skills inventory pre-flight before any user interaction	Delegation to missing skills fails mid-deploy, leaving the portal in a partial state
Agent must exist and be Active before starting	Wiring an inactive agent produces a portal that loads but never responds
Read references/portal-deploy-runbook.md fully before starting §A questions	The runbook's §0 stage table must be in context when executing each step
Never create MessagingChannel or EmbeddedServiceConfig inline — always delegate	service-digital-engagement-channel-configure and service-digital-engagement-deployment-configure own those objects; inlining them bypasses queue resolution, escalation wiring, and ESD validation
Never skip the guest-access flags in §L.0	OptionsGuestChatterEnabled + OptionsGuestMemberVisibility default to False — portal appears blank in Incognito without them
Republish after every DEB flag change	isRelaxedCSPLevel, authenticationType, headMarkup only take effect after a publish
One operator pause only: §F.4 Agentforce Orchestrator toggle	Every other step is headless — never pause for UI unless the headless path returns an unrecoverable error

Reference file index

File	When to read
references/portal-deploy-runbook.md	Always — the authoritative 20-step deploy runbook