@salesforce/plugin-agent 1.13.1 → 1.14.0

package/README.md

@@ -63,6 +63,7 @@ sf plugins
 
 - [`sf agent create`](#sf-agent-create)
 - [`sf agent generate agent-spec`](#sf-agent-generate-agent-spec)
+- [`sf agent generate template`](#sf-agent-generate-template)
 - [`sf agent generate test-spec`](#sf-agent-generate-test-spec)
 - [`sf agent preview`](#sf-agent-preview)
 - [`sf agent test cancel`](#sf-agent-test-cancel)
@@ -98,33 +99,40 @@ GLOBAL FLAGS
 DESCRIPTION
   Create an agent in your org using a local agent spec file.
 
-  Before you run this command, you must first generate an agent spec file by running the "agent generate spec" CLI
-  command, which outputs a YAML file with the agent properties and list of AI-generated topics. Topics define the range
-  of jobs the agent can handle. Then specify the generated agent spec file to this command using the --spec flag, along
-  with the name (label) of the new agent using the --agent-name flag.
+  To run this comand, you must have an agent spec file, which is a YAML file that define the agent properties and
+  contains a list of AI-generated topics. Topics define the range of jobs the agent can handle. Use the "agent generate
+  agent-spec" CLI command to generate an agent spec file. Then specify the file to this command using the --spec flag,
+  along with the name (label) of the new agent with the --agent-name flag. If you don't specify any of the required
+  flags, the command prompts you.
 
-  When this command finishes, your org contains the new agent, which you can then edit in the Agent Builder UI. The new
-  agent's topics are the same as the ones listed in the agent spec file. The agent might also have some AI-generated
-  actions. This command also retrieves all the metadata files associated with the new agent to your local Salesforce DX
-  project.
+  When this command completes, your org contains the new agent, which you can then edit and customize in the Agent
+  Builder UI. The new agent's topics are the same as the ones listed in the agent spec file. The agent might also have
+  some AI-generated actions, or you can add them. This command also retrieves all the metadata files associated with the
+  new agent to your local Salesforce DX project.
 
-  Use the --preview flag to review what the agent looks like without actually saving it in your org. Rather, the command
-  creates a JSON file with all the agent details in the current directory.
+  Use the --preview flag to review what the agent looks like without actually saving it in your org. When previewing,
+  the command creates a JSON file in the current directory with all the agent details.
 
-  To open the new agent in your org's Agent Builder UI, run this command: "sf org open agent --name
-  <api-name-of-your-agent>".
+  To open the new agent in your org's Agent Builder UI, run this command: "sf org open agent --name <agent-api-name>".
 
 EXAMPLES
-  Create an agent called "ResortManager" in an org with alias "my-org" using the specified agent spec file:
+  Create an agent by being prompted for the required information, such as the agent spec file, agent name, and agent
+  API name and then create it in your default org:
 
-    $ sf agent create --agent-name ResortManager --spec specs/resortManagerAgent.yaml --target-org my-org
+    $ sf agent create
 
-  Preview the creation of an agent called "ResortManager" and use your default org:
+  Create an agent by specifying the agent name, API name, and spec file with flags; use the org with alias "my-org";
+  the command fails if the API name is already being used in your org:
 
-    $ sf agent create --agent-name ResortManager --spec specs/resortManagerAgent.yaml --preview
+    $ sf agent create --agent-name "Resort Manager" --agent-api-name Resort_Manager --spec \
+      specs/resortManagerAgent.yaml --target-org my-org
+
+  Preview the creation of an agent named "Resort Manager" and use your default org:
+
+    $ sf agent create --agent-name "Resort Manager" --spec specs/resortManagerAgent.yaml --preview
 ```
 
-_See code: [src/commands/agent/create.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/create.ts)_
+_See code: [src/commands/agent/create.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/create.ts)_
 
 ## `sf agent generate agent-spec`
 
@@ -140,7 +148,7 @@ USAGE
 FLAGS
   -o, --target-org=<value>           (required) Username or alias of the target org. Not required if the `target-org`
                                      configuration variable is already set.
-  -p, --no-prompt                    Don't prompt the user to confirm spec file overwrite.
+  -p, --no-prompt                    Don't prompt the user to confirm that an existing spec file will be overwritten.
       --agent-user=<value>           Username of a user in your org to assign to your agent; determines what your agent
                                      can access and do.
       --api-version=<value>          Override the api version used for api requests made by this command
@@ -163,7 +171,8 @@ FLAGS
       --tone=<option>                Conversational style of the agent, such as how it expresses your brand personality
                                      in its messages through word choice, punctuation, and sentence structure.
                                      <options: formal|casual|neutral>
-      --type=<option>                Type of agent to create.
+      --type=<option>                Type of agent to create. Internal types are copilots used internally by your
+                                     company and customer types are the agents you create for your customers.
                                      <options: customer|internal>
 
 GLOBAL FLAGS
@@ -173,25 +182,26 @@ GLOBAL FLAGS
 DESCRIPTION
   Generate an agent spec, which is a YAML file that captures what an agent can do.
 
-  Before you use Salesforce CLI to create an agent in your org, you must first generate an agent spec with this command.
+  The first step in creating an agent in your org with Salesforce CLI is to generate an agent spec using this command.
   An agent spec is a YAML-formatted file that contains information about the agent, such as its role and company
   description, and then an AI-generated list of topics based on this information. Topics define the range of jobs your
   agent can handle.
 
   Use flags, such as --role and --company-description, to provide details about your company and the role that the agent
-  plays in your company. If you prefer, you can also be prompted for the information. Upon command execution, the large
-  language model (LLM) associated with your org uses the information you provided to generate a list of topics for the
-  agent. Because the LLM uses the company and role information to generate the topics, we recommend that you provide
-  accurate and specific details so the LLM generates the best and most relevant topics. Once generated, you can edit the
-  spec file; for example, you can remove topics that don't apply to your agent or change the description of a particular
-  topic.
-
-  You can iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this
+  plays in your company. If you prefer, you can also be prompted for the basic information; use --full-interview to be
+  prompted for all required and optional properties. Upon command execution, the large language model (LLM) associated
+  with your org uses the provided information to generate a list of topics for the agent. Because the LLM uses the
+  company and role information to generate the topics, we recommend that you provide accurate, complete, and specific
+  details so the LLM generates the best and most relevant topics. Once generated, you can edit the spec file; for
+  example, you can remove topics that don't apply or change a topic's description.
+
+  You can also iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this
   command, and then using the --role, --company-description, etc, flags to refine your agent properties. Iteratively
   improving the description of your agent allows the LLM to generate progressively better topics.
 
-  You can also specify a custom prompt template that the agent uses, and ground the prompt template to add context and
-  personalization to the agent's prompts.
+  You can also specify other agent properties, such as a custom prompt template, how to ground the prompt template to
+  add context to the agent's prompts, the tone of the prompts, and the username of a user in the org to assign to the
+  agent.
 
   When your agent spec is ready, you then create the agent in your org by running the "agent create" CLI command and
   specifying the spec with the --spec flag.
@@ -209,15 +219,57 @@ EXAMPLES
 
     $ sf agent generate agent-spec --max-topics 5 --output-file specs/resortManagerAgent.yaml --target-org my-org
 
+  Be prompted for all required and optional agent properties; use your default org:
+
+    $ sf agent generate agent-spec --full-interview
+
   Specify an existing agent spec file called "specs/resortManagerAgent.yaml", and then overwrite it with a new version
   that contains newly AI-generated topics based on the updated role information passed in with the --role flag:
 
     $ sf agent generate agent-spec --spec specs/resortManagerAgent.yaml --output-file specs/resortManagerAgent.yaml \
       --role "Field customer complaints, manage employee schedules, and ensure all resort operations are running \
-      smoothly" --target-org my-org
+      smoothly"
+
+  Specify that the conversational tone of the agent is formal and to attach the "resortmanager@myorg.com" username to
+  it; be prompted for the required properties and use your default org:
+
+    $ sf agent generate agent-spec --tone formal --agent-user resortmanager@myorg.com
+```
+
+_See code: [src/commands/agent/generate/agent-spec.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/generate/agent-spec.ts)_
+
+## `sf agent generate template`
+
+Generate an agent template for packaging.
+
+```
+USAGE
+  $ sf agent generate template -o <value> --agent-api-name <value> [--json] [--flags-dir <value>] [--api-version <value>] [-d
+    <value>]
+
+FLAGS
+  -d, --output-dir=<value>      Directory to write the agent template.
+  -o, --target-org=<value>      (required) Username or alias of the target org. Not required if the `target-org`
+                                configuration variable is already set.
+      --agent-api-name=<value>  (required) API name of an existing Bot.
+      --api-version=<value>     Override the api version used for api requests made by this command
+
+GLOBAL FLAGS
+  --flags-dir=<value>  Import flag values from a directory.
+  --json               Format output as json.
+
+DESCRIPTION
+  Generate an agent template for packaging.
+
+  Generate agent template metadata to for packaging your agent.
+
+EXAMPLES
+  Generate an agent template from a Bot API name in your default package dir:
+
+    $ sf agent generate template --agent-api-name My_Packaged_Agent
 ```
 
-_See code: [src/commands/agent/generate/agent-spec.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/generate/agent-spec.ts)_
+_See code: [src/commands/agent/generate/template.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/generate/template.ts)_
 
 ## `sf agent generate test-spec`
 
@@ -240,7 +292,7 @@ EXAMPLES
   $ sf agent generate test-spec
 ```
 
-_See code: [src/commands/agent/generate/test-spec.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/generate/test-spec.ts)_
+_See code: [src/commands/agent/generate/test-spec.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/generate/test-spec.ts)_
 
 ## `sf agent preview`
 
@@ -275,7 +327,7 @@ FLAG DESCRIPTIONS
     the API name of the agent? (TBD based on agents library)
 ```
 
-_See code: [src/commands/agent/preview.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/preview.ts)_
+_See code: [src/commands/agent/preview.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/preview.ts)_
 
 ## `sf agent test cancel`
 
@@ -312,7 +364,7 @@ EXAMPLES
     $ sf agent test cancel --job-id 4KBfake0000003F4AQ --target-org my-org
 ```
 
-_See code: [src/commands/agent/test/cancel.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/cancel.ts)_
+_See code: [src/commands/agent/test/cancel.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/cancel.ts)_
 
 ## `sf agent test create`
 
@@ -348,7 +400,7 @@ FLAG DESCRIPTIONS
     More information about a flag. Don't repeat the summary.
 ```
 
-_See code: [src/commands/agent/test/create.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/create.ts)_
+_See code: [src/commands/agent/test/create.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/create.ts)_
 
 ## `sf agent test list`
 
@@ -377,7 +429,7 @@ EXAMPLES
   $ sf agent test list
 ```
 
-_See code: [src/commands/agent/test/list.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/list.ts)_
+_See code: [src/commands/agent/test/list.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/list.ts)_
 
 ## `sf agent test results`
 
@@ -433,7 +485,7 @@ FLAG DESCRIPTIONS
     test results aren't written.
 ```
 
-_See code: [src/commands/agent/test/results.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/results.ts)_
+_See code: [src/commands/agent/test/results.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/results.ts)_
 
 ## `sf agent test resume`
 
@@ -496,7 +548,7 @@ FLAG DESCRIPTIONS
     test results aren't written.
 ```
 
-_See code: [src/commands/agent/test/resume.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/resume.ts)_
+_See code: [src/commands/agent/test/resume.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/resume.ts)_
 
 ## `sf agent test run`
 
@@ -559,6 +611,6 @@ FLAG DESCRIPTIONS
     test results aren't written.
 ```
 
-_See code: [src/commands/agent/test/run.ts](https://github.com/salesforcecli/plugin-agent/blob/1.13.1/src/commands/agent/test/run.ts)_
+_See code: [src/commands/agent/test/run.ts](https://github.com/salesforcecli/plugin-agent/blob/1.14.0/src/commands/agent/test/run.ts)_
 
 <!-- commandsstop -->

package/lib/commands/agent/generate/agent-spec.d.ts

@@ -15,6 +15,7 @@ export type AgentSpecFileContents = AgentJobSpecV2 & {
 export declare const FLAGGABLE_PROMPTS: {
     type: {
         message: string;
+        promptMessage: string;
         validate: (d: string) => boolean | string;
         options: string[];
         required: true;

package/lib/commands/agent/generate/agent-spec.js

@@ -16,6 +16,7 @@ const messages = Messages.loadMessages('@salesforce/plugin-agent', 'agent.genera
 export const FLAGGABLE_PROMPTS = {
     type: {
         message: messages.getMessage('flags.type.summary'),
+        promptMessage: messages.getMessage('flags.type.prompt'),
         validate: (d) => d.length > 0 || 'Type cannot be empty',
         options: ['customer', 'internal'],
         required: true,

package/lib/commands/agent/generate/agent-spec.js.map

@@ -1 +1 @@
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package/lib/commands/agent/generate/template.d.ts

@@ -0,0 +1,18 @@
+import { SfCommand } from '@salesforce/sf-plugins-core';
+export type AgentGenerateTemplateResult = {
+    path: string;
+};
+export default class AgentGenerateTemplate extends SfCommand<AgentGenerateTemplateResult> {
+    static readonly summary: string;
+    static readonly description: string;
+    static readonly examples: string[];
+    static state: string;
+    static readonly requiresProject = true;
+    static readonly flags: {
+        'target-org': import("@oclif/core/interfaces").OptionFlag<import("@salesforce/core").Org, import("@oclif/core/interfaces").CustomOptions>;
+        'api-version': import("@oclif/core/interfaces").OptionFlag<string | undefined, import("@oclif/core/interfaces").CustomOptions>;
+        'agent-api-name': import("@oclif/core/interfaces").OptionFlag<string, import("@oclif/core/interfaces").CustomOptions>;
+        'output-dir': import("@oclif/core/interfaces").OptionFlag<string | undefined, import("@oclif/core/interfaces").CustomOptions>;
+    };
+    run(): Promise<AgentGenerateTemplateResult>;
+}

package/lib/commands/agent/generate/template.js

@@ -0,0 +1,48 @@
+/*
+ * Copyright (c) 2024, salesforce.com, inc.
+ * All rights reserved.
+ * Licensed under the BSD 3-Clause license.
+ * For full license text, see LICENSE.txt file in the repo root or https://opensource.org/licenses/BSD-3-Clause
+ */
+import { dirname, join, resolve } from 'node:path';
+import { mkdirSync, writeFileSync } from 'node:fs';
+import { SfCommand, Flags } from '@salesforce/sf-plugins-core';
+import { Messages } from '@salesforce/core';
+Messages.importMessagesDirectoryFromMetaUrl(import.meta.url);
+const messages = Messages.loadMessages('@salesforce/plugin-agent', 'agent.generate.template');
+export default class AgentGenerateTemplate extends SfCommand {
+    static summary = messages.getMessage('summary');
+    static description = messages.getMessage('description');
+    static examples = messages.getMessages('examples');
+    static state = 'beta';
+    static requiresProject = true;
+    static flags = {
+        'target-org': Flags.requiredOrg(),
+        'api-version': Flags.orgApiVersion(),
+        'agent-api-name': Flags.string({
+            summary: messages.getMessage('flags.agent-api-name.summary'),
+            required: true,
+        }),
+        'output-dir': Flags.directory({
+            char: 'd',
+            exists: true,
+            summary: messages.getMessage('flags.output-dir.summary'),
+        }),
+    };
+    async run() {
+        const { flags } = await this.parse(AgentGenerateTemplate);
+        // TODO: look for a Bot with the agent API name
+        const botName = flags['agent-api-name'];
+        const outputDir = flags['output-dir'] ? resolve(flags['output-dir']) : this.project?.getDefaultPackage().fullPath;
+        const agentTemplateFilePath = join(outputDir, 'agentTemplates', `${botName}.agentTemplate-meta.xml`);
+        mkdirSync(dirname(agentTemplateFilePath), { recursive: true });
+        writeFileSync(agentTemplateFilePath, xmlContent);
+        this.log(`\nSaved agent template: ${agentTemplateFilePath}`);
+        return { path: agentTemplateFilePath };
+    }
+}
+const xmlContent = `<?xml version="1.0" encoding="UTF-8"?>
+<AgentTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
+</AgentTemplate>
+`;
+//# sourceMappingURL=template.js.map

package/lib/commands/agent/generate/template.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"template.js","sourceRoot":"","sources":["../../../../src/commands/agent/generate/template.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AACnD,OAAO,EAAE,SAAS,EAAE,aAAa,EAAE,MAAM,SAAS,CAAC;AACnD,OAAO,EAAE,SAAS,EAAE,KAAK,EAAE,MAAM,6BAA6B,CAAC;AAC/D,OAAO,EAAE,QAAQ,EAAE,MAAM,kBAAkB,CAAC;AAE5C,QAAQ,CAAC,kCAAkC,CAAC,MAAM,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;AAC7D,MAAM,QAAQ,GAAG,QAAQ,CAAC,YAAY,CAAC,0BAA0B,EAAE,yBAAyB,CAAC,CAAC;AAM9F,MAAM,CAAC,OAAO,OAAO,qBAAsB,SAAQ,SAAsC;IAChF,MAAM,CAAU,OAAO,GAAG,QAAQ,CAAC,UAAU,CAAC,SAAS,CAAC,CAAC;IACzD,MAAM,CAAU,WAAW,GAAG,QAAQ,CAAC,UAAU,CAAC,aAAa,CAAC,CAAC;IACjE,MAAM,CAAU,QAAQ,GAAG,QAAQ,CAAC,WAAW,CAAC,UAAU,CAAC,CAAC;IAC5D,MAAM,CAAC,KAAK,GAAG,MAAM,CAAC;IACtB,MAAM,CAAU,eAAe,GAAG,IAAI,CAAC;IAEvC,MAAM,CAAU,KAAK,GAAG;QAC7B,YAAY,EAAE,KAAK,CAAC,WAAW,EAAE;QACjC,aAAa,EAAE,KAAK,CAAC,aAAa,EAAE;QACpC,gBAAgB,EAAE,KAAK,CAAC,MAAM,CAAC;YAC7B,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,8BAA8B,CAAC;YAC5D,QAAQ,EAAE,IAAI;SACf,CAAC;QACF,YAAY,EAAE,KAAK,CAAC,SAAS,CAAC;YAC5B,IAAI,EAAE,GAAG;YACT,MAAM,EAAE,IAAI;YACZ,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,0BAA0B,CAAC;SACzD,CAAC;KACH,CAAC;IAEK,KAAK,CAAC,GAAG;QACd,MAAM,EAAE,KAAK,EAAE,GAAG,MAAM,IAAI,CAAC,KAAK,CAAC,qBAAqB,CAAC,CAAC;QAE1D,+CAA+C;QAC/C,MAAM,OAAO,GAAG,KAAK,CAAC,gBAAgB,CAAC,CAAC;QACxC,MAAM,SAAS,GAAG,KAAK,CAAC,YAAY,CAAC,CAAC,CAAC,CAAC,OAAO,CAAC,KAAK,CAAC,YAAY,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,OAAO,EAAE,iBAAiB,EAAE,CAAC,QAAQ,CAAC;QAElH,MAAM,qBAAqB,GAAG,IAAI,CAAC,SAAmB,EAAE,gBAAgB,EAAE,GAAG,OAAO,yBAAyB,CAAC,CAAC;QAC/G,SAAS,CAAC,OAAO,CAAC,qBAAqB,CAAC,EAAE,EAAE,SAAS,EAAE,IAAI,EAAE,CAAC,CAAC;QAE/D,aAAa,CAAC,qBAAqB,EAAE,UAAU,CAAC,CAAC;QAEjD,IAAI,CAAC,GAAG,CAAC,2BAA2B,qBAAqB,EAAE,CAAC,CAAC;QAE7D,OAAO,EAAE,IAAI,EAAE,qBAAqB,EAAE,CAAC;IACzC,CAAC;;AAGH,MAAM,UAAU,GAAG;;;CAGlB,CAAC"}

package/messages/agent.create.md

@@ -4,13 +4,13 @@ Create an agent in your org using a local agent spec file.
 
 # description
 
-Before you run this command, you must first generate an agent spec file by running the "agent generate spec" CLI command, which outputs a YAML file with the agent properties and list of AI-generated topics. Topics define the range of jobs the agent can handle. Then specify the generated agent spec file to this command using the --spec flag, along with the name (label) of the new agent using the --agent-name flag.
+To run this comand, you must have an agent spec file, which is a YAML file that define the agent properties and contains a list of AI-generated topics. Topics define the range of jobs the agent can handle. Use the "agent generate agent-spec" CLI command to generate an agent spec file. Then specify the file to this command using the --spec flag, along with the name (label) of the new agent with the --agent-name flag. If you don't specify any of the required flags, the command prompts you.
 
-When this command finishes, your org contains the new agent, which you can then edit in the Agent Builder UI. The new agent's topics are the same as the ones listed in the agent spec file. The agent might also have some AI-generated actions. This command also retrieves all the metadata files associated with the new agent to your local Salesforce DX project.
+When this command completes, your org contains the new agent, which you can then edit and customize in the Agent Builder UI. The new agent's topics are the same as the ones listed in the agent spec file. The agent might also have some AI-generated actions, or you can add them. This command also retrieves all the metadata files associated with the new agent to your local Salesforce DX project.
 
-Use the --preview flag to review what the agent looks like without actually saving it in your org. Rather, the command creates a JSON file with all the agent details in the current directory.
+Use the --preview flag to review what the agent looks like without actually saving it in your org. When previewing, the command creates a JSON file in the current directory with all the agent details.
 
-To open the new agent in your org's Agent Builder UI, run this command: "sf org open agent --name <api-name-of-your-agent>".
+To open the new agent in your org's Agent Builder UI, run this command: "sf org open agent --name <agent-api-name>".
 
 # flags.spec.summary
 
@@ -42,14 +42,18 @@ Missing required flags: %s
 
 # error.missingRequiredSpecProperties
 
-Missing required spec file properties: %s
+Your agent spec file is missing these required properties: %s.
 
 # examples
 
-- Create an agent called "ResortManager" in an org with alias "my-org" using the specified agent spec file:
+- Create an agent by being prompted for the required information, such as the agent spec file, agent name, and agent API name and then create it in your default org:
 
-  <%= config.bin %> <%= command.id %> --agent-name ResortManager --spec specs/resortManagerAgent.yaml --target-org my-org
+  <%= config.bin %> <%= command.id %>
 
-- Preview the creation of an agent called "ResortManager" and use your default org:
+- Create an agent by specifying the agent name, API name, and spec file with flags; use the org with alias "my-org"; the command fails if the API name is already being used in your org:
 
-  <%= config.bin %> <%= command.id %> --agent-name ResortManager --spec specs/resortManagerAgent.yaml --preview
+  <%= config.bin %> <%= command.id %> --agent-name "Resort Manager" --agent-api-name Resort_Manager --spec specs/resortManagerAgent.yaml --target-org my-org
+
+- Preview the creation of an agent named "Resort Manager" and use your default org:
+
+  <%= config.bin %> <%= command.id %> --agent-name "Resort Manager" --spec specs/resortManagerAgent.yaml --preview

package/messages/agent.generate.agent-spec.md

@@ -4,18 +4,22 @@ Generate an agent spec, which is a YAML file that captures what an agent can do.
 
 # description
 
-Before you use Salesforce CLI to create an agent in your org, you must first generate an agent spec with this command. An agent spec is a YAML-formatted file that contains information about the agent, such as its role and company description, and then an AI-generated list of topics based on this information. Topics define the range of jobs your agent can handle.
+The first step in creating an agent in your org with Salesforce CLI is to generate an agent spec using this command. An agent spec is a YAML-formatted file that contains information about the agent, such as its role and company description, and then an AI-generated list of topics based on this information. Topics define the range of jobs your agent can handle.
 
-Use flags, such as --role and --company-description, to provide details about your company and the role that the agent plays in your company. If you prefer, you can also be prompted for the information. Upon command execution, the large language model (LLM) associated with your org uses the information you provided to generate a list of topics for the agent. Because the LLM uses the company and role information to generate the topics, we recommend that you provide accurate and specific details so the LLM generates the best and most relevant topics. Once generated, you can edit the spec file; for example, you can remove topics that don't apply to your agent or change the description of a particular topic.
+Use flags, such as --role and --company-description, to provide details about your company and the role that the agent plays in your company. If you prefer, you can also be prompted for the basic information; use --full-interview to be prompted for all required and optional properties. Upon command execution, the large language model (LLM) associated with your org uses the provided information to generate a list of topics for the agent. Because the LLM uses the company and role information to generate the topics, we recommend that you provide accurate, complete, and specific details so the LLM generates the best and most relevant topics. Once generated, you can edit the spec file; for example, you can remove topics that don't apply or change a topic's description.
 
-You can iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this command, and then using the --role, --company-description, etc, flags to refine your agent properties. Iteratively improving the description of your agent allows the LLM to generate progressively better topics.
+You can also iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this command, and then using the --role, --company-description, etc, flags to refine your agent properties. Iteratively improving the description of your agent allows the LLM to generate progressively better topics.
 
-You can also specify a custom prompt template that the agent uses, and ground the prompt template to add context and personalization to the agent's prompts.
+You can also specify other agent properties, such as a custom prompt template, how to ground the prompt template to add context to the agent's prompts, the tone of the prompts, and the username of a user in the org to assign to the agent.
 
 When your agent spec is ready, you then create the agent in your org by running the "agent create" CLI command and specifying the spec with the --spec flag.
 
 # flags.type.summary
 
+Type of agent to create. Internal types are copilots used internally by your company and customer types are the agents you create for your customers.
+
+# flags.type.prompt
+
 Type of agent to create.
 
 # flags.role.summary
@@ -92,7 +96,7 @@ Language the agent uses in conversations.
 
 # flags.no-prompt.summary
 
-Don't prompt the user to confirm spec file overwrite.
+Don't prompt the user to confirm that an existing spec file will be overwritten.
 
 # examples
 
@@ -104,9 +108,17 @@ Don't prompt the user to confirm spec file overwrite.
 
   <%= config.bin %> <%= command.id %> --max-topics 5 --output-file specs/resortManagerAgent.yaml --target-org my-org
 
+- Be prompted for all required and optional agent properties; use your default org:
+
+  <%= config.bin %> <%= command.id %> --full-interview
+
 - Specify an existing agent spec file called "specs/resortManagerAgent.yaml", and then overwrite it with a new version that contains newly AI-generated topics based on the updated role information passed in with the --role flag:
 
-  <%= config.bin %> <%= command.id %> --spec specs/resortManagerAgent.yaml --output-file specs/resortManagerAgent.yaml --role "Field customer complaints, manage employee schedules, and ensure all resort operations are running smoothly" --target-org my-org
+  <%= config.bin %> <%= command.id %> --spec specs/resortManagerAgent.yaml --output-file specs/resortManagerAgent.yaml --role "Field customer complaints, manage employee schedules, and ensure all resort operations are running smoothly"
+
+- Specify that the conversational tone of the agent is formal and to attach the "resortmanager@myorg.com" username to it; be prompted for the required properties and use your default org:
+
+  <%= config.bin %> <%= command.id %> --tone formal --agent-user resortmanager@myorg.com
 
 # error.missingRequiredFlags
 

package/messages/agent.generate.template.md

@@ -0,0 +1,21 @@
+# summary
+
+Generate an agent template for packaging.
+
+# description
+
+Generate agent template metadata to for packaging your agent.
+
+# flags.agent-api-name.summary
+
+API name of an existing Bot.
+
+# flags.output-dir.summary
+
+Directory to write the agent template.
+
+# examples
+
+- Generate an agent template from a Bot API name in your default package dir:
+
+  <%= config.bin %> <%= command.id %> --agent-api-name My_Packaged_Agent

package/npm-shrinkwrap.json

@@ -1,12 +1,12 @@
 {
   "name": "@salesforce/plugin-agent",
-  "version": "1.13.1",
+  "version": "1.14.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@salesforce/plugin-agent",
-      "version": "1.13.1",
+      "version": "1.14.0",
       "license": "BSD-3-Clause",
       "dependencies": {
         "@inquirer/figures": "^1.0.7",

package/oclif.manifest.json

@@ -3,10 +3,11 @@
     "agent:create": {
       "aliases": [],
       "args": {},
-      "description": "Before you run this command, you must first generate an agent spec file by running the \"agent generate spec\" CLI command, which outputs a YAML file with the agent properties and list of AI-generated topics. Topics define the range of jobs the agent can handle. Then specify the generated agent spec file to this command using the --spec flag, along with the name (label) of the new agent using the --agent-name flag.\n\nWhen this command finishes, your org contains the new agent, which you can then edit in the Agent Builder UI. The new agent's topics are the same as the ones listed in the agent spec file. The agent might also have some AI-generated actions. This command also retrieves all the metadata files associated with the new agent to your local Salesforce DX project.\n\nUse the --preview flag to review what the agent looks like without actually saving it in your org. Rather, the command creates a JSON file with all the agent details in the current directory.\n\nTo open the new agent in your org's Agent Builder UI, run this command: \"sf org open agent --name <api-name-of-your-agent>\".",
+      "description": "To run this comand, you must have an agent spec file, which is a YAML file that define the agent properties and contains a list of AI-generated topics. Topics define the range of jobs the agent can handle. Use the \"agent generate agent-spec\" CLI command to generate an agent spec file. Then specify the file to this command using the --spec flag, along with the name (label) of the new agent with the --agent-name flag. If you don't specify any of the required flags, the command prompts you.\n\nWhen this command completes, your org contains the new agent, which you can then edit and customize in the Agent Builder UI. The new agent's topics are the same as the ones listed in the agent spec file. The agent might also have some AI-generated actions, or you can add them. This command also retrieves all the metadata files associated with the new agent to your local Salesforce DX project.\n\nUse the --preview flag to review what the agent looks like without actually saving it in your org. When previewing, the command creates a JSON file in the current directory with all the agent details.\n\nTo open the new agent in your org's Agent Builder UI, run this command: \"sf org open agent --name <agent-api-name>\".",
       "examples": [
-        "Create an agent called \"ResortManager\" in an org with alias \"my-org\" using the specified agent spec file:\n<%= config.bin %> <%= command.id %> --agent-name ResortManager --spec specs/resortManagerAgent.yaml --target-org my-org",
-        "Preview the creation of an agent called \"ResortManager\" and use your default org:\n<%= config.bin %> <%= command.id %> --agent-name ResortManager --spec specs/resortManagerAgent.yaml --preview"
+        "Create an agent by being prompted for the required information, such as the agent spec file, agent name, and agent API name and then create it in your default org:\n<%= config.bin %> <%= command.id %>",
+        "Create an agent by specifying the agent name, API name, and spec file with flags; use the org with alias \"my-org\"; the command fails if the API name is already being used in your org:\n<%= config.bin %> <%= command.id %> --agent-name \"Resort Manager\" --agent-api-name Resort_Manager --spec specs/resortManagerAgent.yaml --target-org my-org",
+        "Preview the creation of an agent named \"Resort Manager\" and use your default org:\n<%= config.bin %> <%= command.id %> --agent-name \"Resort Manager\" --spec specs/resortManagerAgent.yaml --preview"
       ],
       "flags": {
         "json": {
@@ -172,11 +173,13 @@
     "agent:generate:agent-spec": {
       "aliases": [],
       "args": {},
-      "description": "Before you use Salesforce CLI to create an agent in your org, you must first generate an agent spec with this command. An agent spec is a YAML-formatted file that contains information about the agent, such as its role and company description, and then an AI-generated list of topics based on this information. Topics define the range of jobs your agent can handle.\n\nUse flags, such as --role and --company-description, to provide details about your company and the role that the agent plays in your company. If you prefer, you can also be prompted for the information. Upon command execution, the large language model (LLM) associated with your org uses the information you provided to generate a list of topics for the agent. Because the LLM uses the company and role information to generate the topics, we recommend that you provide accurate and specific details so the LLM generates the best and most relevant topics. Once generated, you can edit the spec file; for example, you can remove topics that don't apply to your agent or change the description of a particular topic.\n\nYou can iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this command, and then using the --role, --company-description, etc, flags to refine your agent properties. Iteratively improving the description of your agent allows the LLM to generate progressively better topics.\n\nYou can also specify a custom prompt template that the agent uses, and ground the prompt template to add context and personalization to the agent's prompts.\n\nWhen your agent spec is ready, you then create the agent in your org by running the \"agent create\" CLI command and specifying the spec with the --spec flag.",
+      "description": "The first step in creating an agent in your org with Salesforce CLI is to generate an agent spec using this command. An agent spec is a YAML-formatted file that contains information about the agent, such as its role and company description, and then an AI-generated list of topics based on this information. Topics define the range of jobs your agent can handle.\n\nUse flags, such as --role and --company-description, to provide details about your company and the role that the agent plays in your company. If you prefer, you can also be prompted for the basic information; use --full-interview to be prompted for all required and optional properties. Upon command execution, the large language model (LLM) associated with your org uses the provided information to generate a list of topics for the agent. Because the LLM uses the company and role information to generate the topics, we recommend that you provide accurate, complete, and specific details so the LLM generates the best and most relevant topics. Once generated, you can edit the spec file; for example, you can remove topics that don't apply or change a topic's description.\n\nYou can also iterate the spec generation process by using the --spec flag to pass an existing agent spec file to this command, and then using the --role, --company-description, etc, flags to refine your agent properties. Iteratively improving the description of your agent allows the LLM to generate progressively better topics.\n\nYou can also specify other agent properties, such as a custom prompt template, how to ground the prompt template to add context to the agent's prompts, the tone of the prompts, and the username of a user in the org to assign to the agent.\n\nWhen your agent spec is ready, you then create the agent in your org by running the \"agent create\" CLI command and specifying the spec with the --spec flag.",
       "examples": [
         "Generate an agent spec in the default location and use flags to specify the agent properties, such as its role and your company details; use your default org:\n<%= config.bin %> <%= command.id %> --type customer --role \"Field customer complaints and manage employee schedules.\" --company-name \"Coral Cloud Resorts\" --company-description \"Provide customers with exceptional destination activities, unforgettable experiences, and reservation services.\"",
         "Generate an agent spec by being prompted for the required agent properties and generate a maxiumum of 5 topics; write the generated file to the \"specs/resortManagerSpec.yaml\" file and use the org with alias \"my-org\":\n<%= config.bin %> <%= command.id %> --max-topics 5 --output-file specs/resortManagerAgent.yaml --target-org my-org",
-        "Specify an existing agent spec file called \"specs/resortManagerAgent.yaml\", and then overwrite it with a new version that contains newly AI-generated topics based on the updated role information passed in with the --role flag:\n<%= config.bin %> <%= command.id %> --spec specs/resortManagerAgent.yaml --output-file specs/resortManagerAgent.yaml --role \"Field customer complaints, manage employee schedules, and ensure all resort operations are running smoothly\" --target-org my-org"
+        "Be prompted for all required and optional agent properties; use your default org:\n<%= config.bin %> <%= command.id %> --full-interview",
+        "Specify an existing agent spec file called \"specs/resortManagerAgent.yaml\", and then overwrite it with a new version that contains newly AI-generated topics based on the updated role information passed in with the --role flag:\n<%= config.bin %> <%= command.id %> --spec specs/resortManagerAgent.yaml --output-file specs/resortManagerAgent.yaml --role \"Field customer complaints, manage employee schedules, and ensure all resort operations are running smoothly\"",
+        "Specify that the conversational tone of the agent is formal and to attach the \"resortmanager@myorg.com\" username to it; be prompted for the required properties and use your default org:\n<%= config.bin %> <%= command.id %> --tone formal --agent-user resortmanager@myorg.com"
       ],
       "flags": {
         "json": {
@@ -213,7 +216,7 @@
         },
         "type": {
           "name": "type",
-          "summary": "Type of agent to create.",
+          "summary": "Type of agent to create. Internal types are copilots used internally by your company and customer types are the agents you create for your customers.",
           "hasDynamicHelp": false,
           "multiple": false,
           "options": [
@@ -328,7 +331,7 @@
         "no-prompt": {
           "char": "p",
           "name": "no-prompt",
-          "summary": "Don't prompt the user to confirm spec file overwrite.",
+          "summary": "Don't prompt the user to confirm that an existing spec file will be overwritten.",
           "allowNo": false,
           "type": "boolean"
         }
@@ -362,6 +365,92 @@
         "agent-spec:generate:agent"
       ]
     },
+    "agent:generate:template": {
+      "aliases": [],
+      "args": {},
+      "description": "Generate agent template metadata to for packaging your agent.",
+      "examples": [
+        "Generate an agent template from a Bot API name in your default package dir:\n<%= config.bin %> <%= command.id %> --agent-api-name My_Packaged_Agent"
+      ],
+      "flags": {
+        "json": {
+          "description": "Format output as json.",
+          "helpGroup": "GLOBAL",
+          "name": "json",
+          "allowNo": false,
+          "type": "boolean"
+        },
+        "flags-dir": {
+          "helpGroup": "GLOBAL",
+          "name": "flags-dir",
+          "summary": "Import flag values from a directory.",
+          "hasDynamicHelp": false,
+          "multiple": false,
+          "type": "option"
+        },
+        "target-org": {
+          "char": "o",
+          "name": "target-org",
+          "noCacheDefault": true,
+          "required": true,
+          "summary": "Username or alias of the target org. Not required if the `target-org` configuration variable is already set.",
+          "hasDynamicHelp": true,
+          "multiple": false,
+          "type": "option"
+        },
+        "api-version": {
+          "description": "Override the api version used for api requests made by this command",
+          "name": "api-version",
+          "hasDynamicHelp": false,
+          "multiple": false,
+          "type": "option"
+        },
+        "agent-api-name": {
+          "name": "agent-api-name",
+          "required": true,
+          "summary": "API name of an existing Bot.",
+          "hasDynamicHelp": false,
+          "multiple": false,
+          "type": "option"
+        },
+        "output-dir": {
+          "char": "d",
+          "name": "output-dir",
+          "summary": "Directory to write the agent template.",
+          "hasDynamicHelp": false,
+          "multiple": false,
+          "type": "option"
+        }
+      },
+      "hasDynamicHelp": true,
+      "hiddenAliases": [],
+      "id": "agent:generate:template",
+      "pluginAlias": "@salesforce/plugin-agent",
+      "pluginName": "@salesforce/plugin-agent",
+      "pluginType": "core",
+      "state": "beta",
+      "strict": true,
+      "summary": "Generate an agent template for packaging.",
+      "enableJsonFlag": true,
+      "requiresProject": true,
+      "isESM": true,
+      "relativePath": [
+        "lib",
+        "commands",
+        "agent",
+        "generate",
+        "template.js"
+      ],
+      "aliasPermutations": [],
+      "permutations": [
+        "agent:generate:template",
+        "generate:agent:template",
+        "generate:template:agent",
+        "agent:template:generate",
+        "template:agent:generate",
+        "template:generate:agent"
+      ]
+    },
     "agent:generate:test-spec": {
       "aliases": [],
       "args": {},
@@ -985,5 +1074,5 @@
       ]
     }
   },
-  "version": "1.13.1"
+  "version": "1.14.0"
 }

package/package.json

@@ -1,7 +1,7 @@
 {
     "name": "@salesforce/plugin-agent",
     "description": "Commands to interact with Salesforce agents",
-    "version": "1.13.1",
+    "version": "1.14.0",
     "author": "Salesforce",
     "bugs": "https://github.com/forcedotcom/cli/issues",
     "dependencies": {
@@ -226,7 +226,7 @@
     "exports": "./lib/index.js",
     "type": "module",
     "sfdx": {
-        "publicKeyUrl": "https://developer.salesforce.com/media/salesforce-cli/security/@salesforce/plugin-agent/1.13.1.crt",
-        "signatureUrl": "https://developer.salesforce.com/media/salesforce-cli/security/@salesforce/plugin-agent/1.13.1.sig"
+        "publicKeyUrl": "https://developer.salesforce.com/media/salesforce-cli/security/@salesforce/plugin-agent/1.14.0.crt",
+        "signatureUrl": "https://developer.salesforce.com/media/salesforce-cli/security/@salesforce/plugin-agent/1.14.0.sig"
     }
 }

package/schemas/agent-generate-template.json

@@ -0,0 +1,16 @@
+{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "$ref": "#/definitions/AgentGenerateTemplateResult",
+  "definitions": {
+    "AgentGenerateTemplateResult": {
+      "type": "object",
+      "properties": {
+        "path": {
+          "type": "string"
+        }
+      },
+      "required": ["path"],
+      "additionalProperties": false
+    }
+  }
+}