Agentforce Persona Generate
Use to design an AI agent persona, identity, voice, tone, behavioral style, guardrails...
Install
npx skills add forcedotcom/sf-skills --skill agentforce-persona-generate -g -a claude-code -y- Repository
- forcedotcom/sf-skills1.1k
- Category
- Design
- Updated
- 5d ago
- License
- Apache-2.0
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- Yes, review before use
What it does
Use to design an AI agent persona, identity, voice, tone, behavioral style, guardrails, and encode it into Agent Script (.agent files) or Agentforce Builder field values. Runs four sequenced phases (DRAFT, REFINE, SCORE, ENCODE) plus five spokes (NAME, FILL OUT, ADJUST, CHECKLIST, WORKSHOP). Supports greenfield (brand input to a starter .agent file) and brownfield (audit an existing .agent file and re-encode persona fields only), with a 100-point evaluation rubric. Trigger when a user designs a new agent persona, retrofits persona consistency, translates brand guidelines into agent voice, defines tone/register/formality/warmth/humor/personification, encodes a persona for Agent Script or Agentforce Builder, or scores or audits an existing .agent file for persona quality. Do not trigger for building Agentforce actions/metadata, authoring Agent Script flow control without persona work, or testing agent conversations.
Designing Agent Persona
How to Use
This skill designs an AI agent persona for Salesforce Agentforce. It walks through four sequenced phases (DRAFT → REFINE → SCORE → ENCODE) and offers five spokes (NAME, FILL OUT, ADJUST, CHECKLIST, WORKSHOP) you can run any time after DRAFT.
What it produces:
- A persona document (
persona/[agent-name]/persona.md), who the agent is, how it sounds, what it never does - A sample dialog (
persona/[agent-name]/sample-dialog.md), the persona in action - An evaluation report on request (
persona/[agent-name]/evaluation.md), 100-point rubric, gap analysis, recommendations - A completeness checklist on request (
persona/[agent-name]/checklist.md), what's filled in, what's missing - A workshop outline on request (
persona/[agent-name]/workshop-outline.md), stakeholder questions, dimension cards - An encoding artifact on request, valid Agent Script
.agentfile, OR Agentforce Builder field values
Session resumption: If you stop mid-phase, your progress is preserved in the conversation and can be resumed.
When to Use This Skill
- Designing a new Agentforce agent and need to define its personality before building (greenfield)
- Auditing an existing
.agentfile's persona consistency (brownfield) - Translating brand guidelines into a structured persona
- Producing a stakeholder workshop outline to gather design input
- Aligning teams on what an agent should sound like before development
Scope boundary: This skill defines WHO the agent is. It does not define dialog flows, subagents, actions, routing, or variables, those are agent design (use agentforce-generate). The encoding output for Use Case A produces an .agent skeleton with placeholders for those structures; the user fills them in.
Framework Reference
Read references/persona-framework.md for the full framework. It defines:
