Agentforce Bot Upgrade

Einstein Bot Upgrade Orchestrator

Purpose

Run a multi-bot upgrade-and-handoff cycle:

1. Parse and validate bot/version pairs from --bots
2. Follow Generate Agent Spec Reference [blocked] per bot-version pair (parallelizable)
3. Aggregation step that requires all generated Agent Specs
4. /agentforce-generate per Agent Spec (parallelizable)
5. Post-conversion enhancement pass per generated Agent Script (parallelizable)

Scope — this skill only converts Einstein Bots (BotDefinition/BotVersion chatbots) into new Agentforce agents. It does NOT migrate an existing Agentforce agent from a legacy GenAiPlannerBundle to an NGA aiAuthoringBundle — for that, use the agentforce-generate skill's "Migrate a Legacy Agent to Agent Script" flow.

Inputs

Inputs:

• --mode <online|offline> is optional; default is online when omitted.
• If mode=online, required:
  • --org-alias <org-alias>
  • --bots <bot1:v1,bot2:v2,...>
• If mode=offline, required:
  • --offline-dir <offline-dir>
• --interactive <true|false> is optional; default is true when omitted.

If required inputs are missing, handle per the Missing Input Handling and Interactive Mode rules below.

Interactive Mode

--interactive controls whether the skill pauses for user input during execution:

• --interactive true (default): resolve ambiguities, open questions, and approval gates by asking the user, as described in this skill and its references.
• --interactive false: run autonomously. Do NOT prompt the user at any decision point. For every open question, ambiguity, or approval gate, apply the documented recommended default/solution and record the auto-applied decision in the run artifacts (Agent Spec, open questions, extraction summary). The only hard stops permitted without prompting are inputs that are missing or contradictory with no safe recommended default — a missing mandatory launch input (--org-alias/--bots for online, --offline-dir for offline), no bots discovered, or the same bot given multiple versions. In those cases, report the issue and halt without prompting.

Propagate the effective --interactive value to the per-bot Generate Agent Spec workflow (Step 2), the planner workflow (Step 3), and the post-conversion enhancement pass (Step 5).

Missing Input Handling

Resolve missing required launch inputs before Step 1:

1. Online mode — --org-alias not provided. Resolve this before attempting to list bots (listing requires a target org).
   • Interactive: list the available aliases of logged-in orgs and ask the user to select the target org. Use the SF CLI patterns in SF CLI Bot Reference [blocked].
   • Non-interactive: halt with an explicit error naming the missing --org-alias input (do not prompt or list).
2. Online mode — bot name and version (--bots) not available.
   • Interactive: using --org-alias as the target org, list every bot and its versions in the org, then ask the user to select the bot/version entries they want to convert to agents. Use the BotDefinition and BotVersion query patterns in SF CLI Bot Reference [blocked] — omit the name/version filters to enumerate all bots and versions — present the results, and build the --bots workload from the user's selection.
   • Non-interactive: halt with an explicit error naming the missing --bots input (do not prompt or list).
3. Offline mode — --offline-dir not available.
   • Interactive: ask the user to provide the --offline-dir path, then continue.
   • Non-interactive: fail with an explicit error naming the missing --offline-dir input (do not prompt).

References

Use these reference files during execution:

1. SF CLI Bot Reference [blocked]
2. Generate Agent Spec Reference [blocked]
3. Planner Workflow Reference [blocked]
4. Post-Conversion Enhancements Reference [blocked]
5. Extraction Blueprint [blocked]
6. Input Contract [blocked]
7. Mapping Rules [blocked]
8. Handoff Output Format [blocked]
9. Quality Checklist [blocked]

Execution Contract

Step 1: Parse and Validate --bots

Execute Step 1 in this order:

1. Resolve mode:
   • If --mode omitted, use online.
2. Start fresh for this invocation:
   • do not discover, inspect, or reuse outputs from previously existing runs
   • treat this invocation as a clean execution context
   • only use artifacts produced during the current invocation flow
3. Build initial workload list:
   • mode=online: read --bots and split by comma.
   • mode=offline: scan <offline-dir> and collect immediate sub-directories as bot workload roots.
4. Validate input shape:
   • mode=online: each --bots token must match <bot-name>:<version>.
   • mode=offline: ensure at least one bot sub-directory exists; otherwise STOP (in interactive mode ask the user to clarify; in non-interactive mode halt with an explicit error per the Interactive Mode rule).
5. Normalize workload entries:
   • mode=online: build {bot_name, bot_version} entries.
   • mode=offline: build {offline_bot_dir} entries (Annotate inferred bot name and version when derivable from the sub-directory structure; if not derivable, leave the entry unnamed and continue).
6. Enforce one-version-per-bot rule (online mode):
   • If the same bot_name appears with multiple versions, STOP (in interactive mode ask the user to clarify; in non-interactive mode halt with an explicit error per the Interactive Mode rule).
7. Apply offline bot filter:
   • If mode=offline and --bots is provided, use --bots only as a filter over discovered sub-directories; do not treat it as required offline input.
8. Persist Step 1 output:
   • Save and carry forward a validated workload list for Step 2 parallel execution.

Step 2: Run Einstein Bot Upgrade (Per Bot-Version)

Execute the agent spec generation workflow from Generate Agent Spec Reference [blocked] per bot-version combination:

• --mode <online|offline> (default online if omitted)
• mode-specific required inputs:
  • online -> --org-alias, --bot, --bot-version
  • offline -> --offline-dir
• --interactive <true|false> (pass through the effective orchestrator value; default true)

Parallelization rule:

• In mode=online, execute invocations in parallel because each bot-version pair is independent.
• In mode=offline, execute the Generate Agent Spec Reference [blocked] workflow in parallel over every bot sub-directory discovered in Step 1.
  • Pass --mode offline and --offline-dir <bot-subdirectory-path> per invocation. Ensure each invocation (online/offline) uses isolated working directories to avoid cross-run file collisions.

Hard rules:

• Do not skip this step.

Step 3: Aggregation + Planner Step (Conditional)

After all upgrade invocations complete:

1. Always build a consolidated list of {bot_name, bot_version, run_project_dir, agent_spec_path}.
2. Always build list of failed/incomplete upgrade runs (if any).
3. Always build an initial ready-for-authoring list containing only valid Agent Spec entries.
   • Each entry must include: {bot_name, bot_version, run_project_dir, agent_spec_path, handoff_json_path, open_questions_path}.
4. If total bot workload count is greater than 1:
   • Execute planner workflow from Planner Workflow Reference [blocked] using:
     • all ready-for-authoring agent_spec_path values as spec_paths
     • orchestrator working directory as working_dir
     • the associated per-spec artifacts from each ready-for-authoring entry: handoff_json_path (handoff JSON) and open_questions_path (open questions)
   • Require output file at <orchestrator working directory>/bot-upgrade-planner-output.json.
   • Read bot-upgrade-planner-output.json and apply:
     • if specs_changed=true: replace ready-for-authoring entries using planner fields (updated_spec_path, run_project_dir, handoff_json_path, open_questions_path)
     • if specs_changed=false: keep original ready-for-authoring list unchanged
5. If total bot workload count is 1:
   • Skip planner workflow entirely.
   • Keep original ready-for-authoring list unchanged.

Planner output expectations:

1. boolean specs_changed
2. updated_specs array with entries:
   • original_spec_path
   • updated_spec_path
   • run_project_dir
   • handoff_json_path
   • open_questions_path
3. updated_specs must be empty when specs_changed=false

Step 4: Invoke Agentforce-Generate (Per Agent Spec)

For each entry in final ready-for-authoring list (post Step 3 planner reconciliation):

0. Add this recommendation to the generated invocation context before calling /agentforce-generate:
   • Do not activate Agent Script versions in this orchestrated run.
   • Draft iteration is required: generating .agent, validating, deploying, and preview testing are allowed.
   • Activate should be deferred unless the user explicitly asks for release.
1. Resolve effective run_project_dir from the final ready-for-authoring entry.
2. Read <run_project_dir>/agentforce-generate-invocation-prompt.md fully.
3. If Step 3 produced planner-updated spec paths/artifacts, apply path substitutions in the invocation context so spec/handoff/open-questions references point to updated files.
   • If planner also changed run_project_dir, use that updated run_project_dir for resolving prompt/output-contract paths.
4. Keep all non-path instructions unchanged from the original generated prompt.
5. Invoke /agentforce-generate with this resolved invocation context.
6. Read <run_project_dir>/agentforce-generate-output-contract.md and capture outputs exactly as specified.

Parallelization rule:

• Invoke /agentforce-generate in parallel across Agent Specs because each run is independent.

Output-contract capture rules:

1. Treat the output contract as authoritative for required fields/artifacts.
2. If any contract field is missing, mark status as partial and list missing fields explicitly.
3. Return captured outputs with deterministic keys matching the contract names.
4. Preserve output file paths and status of each required artifact.
5. If expected prompt/contract files are missing for an entry, mark that entry partial, record missing paths, and continue processing other entries.

Step 5: Post-Conversion Agent Script Enhancements (Per Generated Agent Script)

After Step 4 completes, for each generated .agent artifact:

1. Resolve the generated .agent file path from captured /agentforce-generate outputs.
2. Execute post-conversion enhancement workflow from Post-Conversion Enhancements Reference [blocked] with:
   • agentscript_file=<generated-agent-file-path>
   • mode=<online|offline> (the effective orchestrator run mode resolved in Step 1)
   • online mode only: org_alias=<org-alias> (required so the enhanced Agent Script can be redeployed)
3. Require in-place enhancement:
   • optimized/enhanced output must be written to the same .agent file location.
4. Capture per-file enhancement status and any partial failures.

Parallelization rule:

• Execute post-conversion enhancement workflow in parallel across generated .agent files because each file enhancement is independent.

Step 6: Consolidate Run Report and Conclude

After Step 5 completes for every bot in the workload:

1. Write a single consolidated, human-readable run report as a non-empty Markdown file in the orchestrator working directory. Per bot, the report must state: the effective run mode, whether the planner ran (executed or skipped), the generated Agent Spec path and generated .agent path, the action inventory (including any NEEDS_STUB items), and — when --interactive=false — the auto-applied decisions.
2. Treat the run report as the FINAL artifact: write it only after all other artifacts (Agent Spec(s), handoff JSON, open questions, any planner output, and generated .agent file(s)) are already written.

Deliverable

Return:

1. parsed bot/version list
2. per-bot upgrade execution status
3. aggregation output (full Agent Spec list + final ready-for-authoring subset)
4. planner workflow status (executed or skipped) and bot-upgrade-planner-output.json path when executed
5. per-spec /agentforce-generate execution status
6. generated handoff artifact paths per bot/spec (including planner-updated artifacts when applicable)
7. captured /agentforce-generate outputs per output contract
8. per-agent post-conversion enhancement status (including enhanced .agent file paths)
9. path to the consolidated run report written in Step 6