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service-helpagent-coordinate

Use to set up, configure, ground, or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. Use whenever a user says any of: set up / create / build / add a help agent, service agent, or support chat agent; add or embed a chat widget on a website or Experience Cloud / LWR site; put a help agent on a channel (web chat, voice, phone, help portal); ground a help agent on Salesforce Knowledge; or wants an AI to answer customer questions, manage support cases, and escalate to a human. The right skill even when the request names only one part or references help-agent-spec.md or the Agentforce Quick Setup wizard. DO NOT TRIGGER when authoring a brand-new agent with no Help Agent lineage (use agentforce-generate), configuring OAuth/ECAs (use integration-connectivity-connected-app-configure), or only deploying metadata (use platform-metadata-deploy).

skills/service-helpagent-coordinate/SKILL.md

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Nov 4, 2026

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1,151
Repository last updated
Nov 6, 2026
License
Apache-2.0

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# service-helpagent-coordinate: Service Cloud Help Agent, guided setup

Use this skill to stand up a **Service Cloud Help Agent** (an Agentforce Service Agent) on a Salesforce org from Claude Code, following the same guided flow as the Help Agent Quick Setup wizard. This is a **coordinate** skill: it orchestrates existing skills against a canonical spec — it does **not** author a new agent primitive.

## Why this skill exists

Salesforce's official Help Agent template-creation API is not yet shipped. Without it, Claude has no built-in concept of "Help Agent" and would otherwise generate a generic agent. `assets/help-agent-spec.md` substitutes for the missing API: its agent script is the canonical template the eventual Quick Start UI will produce. Treat the spec as source of truth for the agent's lineage (topics, actions, instructions).

## Scope

**In scope:**
- Guided, four-checkpoint Help Agent setup (identity → grounding → channel → go-live)
- Knowledge grounding via Agentforce Data Library (ADL)
- Web Chat / Help Portal channel setup and Experience Cloud site embed