GenAiPlannerBundle | Metadata API Developer Guide

Parent Type

This type extends the Metadata metadata type and inherits its fullName field.

File Suffix and Directory Location

GenAiPlannerBundle components have the suffix .genAiPlannerBundle and are stored in a subfolder for the agent in the genAiPlannerBundles folder.

Version

GenAiPlannerBundle components are available in API version 64.0 and later. GenAiPlannerBundle replaces GenAiPlanner, which is available in API version 63.0 and earlier.

Special Access Rules

GenAiPlannerBundle is available only if Agents is enabled in your org.

Fields

Field Name	Description
attributeMappings	Field Type GenAiPlannerAttrMapping[] Description A list of action attribute mappings.
botTemplate	Field Type string Description If this planner is used by an agent template instead of an agent, this field is the template associated with the planner.
capabilities	Field Type string Description A set of tags associated with the agent.
description	Field Type string Description A description explaining the general purpose and domain of the agent.
genAiFunctions	Field Type GenAiPlannerFunctionDef[] Description A list of agent action definitions, such as a knowledge action, that are not contained in a topic.
genAiPlugins	Field Type GenAiPlannerFunctionDef[] Description A list of agent topic definitions.
masterLabel	Field Type string Description Required. The master label for the planner.
plannerType	Field Type PlannerType (enumeration of type string) Description Required. A particular approach to problem solving that is given as prompt instructions to a large language model (LLM). The supported values are: `AiCopilot__AgileAppDev`—Uses an iterative development strategy to assist with building applications using the LLM. This strategy prompts the LLM to generate modular, testable components based on evolving user input and context. Unlike linear workflows, it supports continuous refinement and feedback loops throughout the development process. `AiCopilot__ReAct`—Uses a reactive reasoning strategy to solve problems with the LLM. This strategy consists of prompting the LLM to generate the next step in response to an event and the current context. It differs from a sequential reasoning engine in that it doesn’t plan more than one step ahead of time.
ruleExpressionAssignments	Field Type GenAiPlannerRuleExprAsgn[] Description A list of rule expression assignments.
ruleExpressions	Field Type GenAiPlannerRuleExprDef[] Description A list of rule expressions.

GenAiPlannerAttrMapping

Represents an attribute mapping, which enables you to map the output of one action attribute to the input of another attribute. This mapping enables you to propagate sensitive data safely without relying on untrusted user input.

Field Name	Description
attributeName	Field Type string Description Required. The attribute name in the format: `Namespace.TopicName.ActionName.AttributeName`.
attributeType	Field Type AttributeType (enumeration of type string) Description Required. The attribute type. Values are: `CustomPluginFunctionAttribute`—Map to a custom action input or output `StandardPluginFunctionInput`—Map to a standard action input `StandardPluginFunctionOutput`—Map output to a variable
constantValue	Field Type string Description Reserved for future use.
mappingTargetName	Field Type string Description The target name for the attribute mapping.
mappingType	Field Type AttributeMappingType (enumeration of type string) Description Required. The target type. Values are: `ActionAttribute` `Constant` `Variable` `ContextVariable`

GenAiPlannerFunctionDef

Represents an agent topic or action definition.

Field Name	Description
genAiCustomizedPlugin	Field Type GenAiLocalPlugin[] Description A list of custom agent topics.
genAiFunctionName	Field Type string Description The name of the agent action.
genAiPluginName	Field Type string Description The name of the agent topic.

GenAiLocalPlugin

Represents a custom agent topic.

Field Name	Description
aiPluginUtterances	Field Type AiPluginUtteranceDef[] Description A list of utterances that can be used to pick a topic during runtime.
canEscalate	Field Type boolean Description Determines whether this topic is applicable for escalation to a rep.
description	Field Type string Description Required. The description of the topic.
genAiFunctions	Field Type GenAiPluginFunctionDef[] Description A list of functions in the topic.
genAiPluginInstructions	Field Type GenAiPluginInstructionDef[] Description A list of instructions in the topic.
language	Field Type string Description Required. The language of the topic.
masterLabel	Field Type string Description Required. The master label for the topic.
name	Field Type string Description Required. Represents the API name of the topic. This name must be unique across all custom and customized topics. Can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
pluginType	Field Type PluginType (enumeration of type string) Description Required. Values are: `Topic` `APICustomTopic`
scope	Field Type string Description A specific job description for a topic.

GenAiPlannerRuleExprAsgn

Represents a rule-expression assignment to either a topic or an action.

Field Name	Description
ruleExpressionName	Field Type string Description Required. The name of the rule expression.
targetName	Field Type string Description Required. The target of the assignment, which is a `Namespace.TopicName.ActionName` or a `TopicName`.
targetType	Field Type string Description Required. The type of the target. Values are: `Function`—A knowledge action `Plugin`—A topic `PluginFunction`—An action in a topic

GenAiPlannerRuleExprDef

Represents a rule expression, which conditionally locks or unlocks topics and actions based on defined security criteria.

Field Name	Description
conditions	Field Type GenAiPlannerRuleExprCondition[] Description A list of conditions for a rule expression.
expression	Field Type string Description An expression with the combined conditions.
expressionLabel	Field Type string Description Required. The expression label.
expressionName	Field Type string Description Required. The expression name.
expressionType	Field Type string Description The expression type. Values are: `handlebars`—Reserved for future use `sel`—Salesforce Expression Language, as used in formula fields

GenAiPlannerRuleExprCondition

Represents a condition for a rule expression.

Field Name	Description
leftOperand	Field Type string Description Required. The left operand in the expression.
leftOperandType	Field Type GenAiAgentVariableType (enumeration of type string) Description Required. The type for the left operand. Values are: `Variable` `ContextVariable` `Attribute`
operator	Field Type GenAiRuleExpressionOperator (enumeration of type string) Description Required. The operator in the expression. Values are: `equal` `greaterThan` `greaterThanOrEqual` `lessThan` `lessThanOrEqual` `notEqual` `isEmpty` `isNotEmpty`
rightOperandValue	Field Type string Description The value for the right operand.

Declarative Metadata Sample Definition

Here’s an example of a GenAiPlannerBundle component.

1<?xml version="1.0" encoding="UTF-8"?>
2<GenAiPlannerBundle xmlns="http://soap.sforce.com/2006/04/metadata">
3    <attributeMappings>
4        attributeName>SvcCopilotTmpl__CaseManagement.SvcCopilotTmpl__CreateCaseEnhancedData.verifiedCustomerID</attributeName>
5        <attributeType>StandardPluginFunctionInput</attributeType>
6        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
7        <mappingType>Variable</mappingType>
8    </attributeMappings>
9    <attributeMappings>
10        <attributeName>SvcCopilotTmpl__CaseManagement.SvcCopilotTmpl__GetCasesForVerifiedContact.verifiedContactID</attributeName>
11        <attributeType>StandardPluginFunctionInput</attributeType>
12        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
13        <mappingType>Variable</mappingType>
14    </attributeMappings>
15    <attributeMappings>
16        <attributeName>SvcCopilotTmpl__CaseManagement.SvcCopilotTmpl__GetCaseByVerifiedCaseNumber.verifiedContactID</attributeName>
17        <attributeType>StandardPluginFunctionInput</attributeType>
18        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
19        <mappingType>Variable</mappingType>
20    </attributeMappings>
21    <attributeMappings>
22        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__SendEmailVerificationCode.authenticationKey</attributeName>
23        <attributeType>StandardPluginFunctionOutput</attributeType>
24        <mappingTargetName>authenticationKey</mappingTargetName>
25        <mappingType>Variable</mappingType>
26    </attributeMappings>
27    <attributeMappings>
28        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__SendEmailVerificationCode.customerId</attributeName>
29        <attributeType>StandardPluginFunctionOutput</attributeType>
30        <mappingTargetName>customerId</mappingTargetName>
31        <mappingType>Variable</mappingType>
32    </attributeMappings>
33    <attributeMappings>
34        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__SendEmailVerificationCode.customerType</attributeName>
35        <attributeType>StandardPluginFunctionOutput</attributeType>
36        <mappingTargetName>customerType</mappingTargetName>
37        <mappingType>Variable</mappingType>
38    </attributeMappings>
39    <attributeMappings>
40        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__VerifyCustomer.authenticationKey</attributeName>
41        <attributeType>StandardPluginFunctionInput</attributeType>
42        <mappingTargetName>authenticationKey</mappingTargetName>
43        <mappingType>Variable</mappingType>
44    </attributeMappings>
45    <attributeMappings>
46        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__VerifyCustomer.customerId</attributeName>
47        <attributeType>StandardPluginFunctionInput</attributeType>
48        <mappingTargetName>customerId</mappingTargetName>
49        <mappingType>Variable</mappingType>
50    </attributeMappings>
51    <attributeMappings>
52        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__VerifyCustomer.customerType</attributeName>
53        <attributeType>StandardPluginFunctionInput</attributeType>
54        <mappingTargetName>customerType</mappingTargetName>
55        <mappingType>Variable</mappingType>
56    </attributeMappings>
57    <attributeMappings>
58        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__VerifyCustomer.isVerified</attributeName>
59        <attributeType>StandardPluginFunctionOutput</attributeType>
60        <mappingTargetName>isVerified</mappingTargetName>
61        <mappingType>Variable</mappingType>
62    </attributeMappings>
63    <attributeMappings>
64        <attributeName>SvcCopilotTmpl__ServiceCustomerVerification.SvcCopilotTmpl__VerifyCustomer.customerId</attributeName>
65        <attributeType>StandardPluginFunctionOutput</attributeType>
66        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
67        <mappingType>Variable</mappingType>
68    </attributeMappings>
69    <attributeMappings>
70        <attributeName>SvcCopilotTmpl__AccountManagement.SvcCopilotTmpl__ResetSecurePassword.verifiedContactID</attributeName>
71        <attributeType>StandardPluginFunctionInput</attributeType>
72        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
73        <mappingType>Variable</mappingType>
74    </attributeMappings>
75    <attributeMappings>
76        <attributeName>SvcCopilotTmpl__AccountManagement.SvcCopilotTmpl__UpdateVerifiedContact.verifiedContactID</attributeName>
77        <attributeType>StandardPluginFunctionInput</attributeType>
78        <mappingTargetName>VerifiedCustomerId</mappingTargetName>
79        <mappingType>Variable</mappingType>
80    </attributeMappings>
81    <description>Deliver personalized customer interactions with an autonomous AI agent. Agentforce Service Agent intelligently supports your customers with common inquiries and escalates complex issues.</description>
82    <genAiFunctions>
83        <genAiFunctionName>EmployeeCopilot__AnswerQuestionsWithKnowledge</genAiFunctionName>
84    </genAiFunctions>
85    <genAiPlugins>
86        <genAiPluginName>SvcCopilotTmpl__AccountManagement</genAiPluginName>
87    </genAiPlugins>
88    <genAiPlugins>
89        <genAiPluginName>SvcCopilotTmpl__CaseManagement</genAiPluginName>
90    </genAiPlugins>
91    <genAiPlugins>
92        <genAiPluginName>SvcCopilotTmpl__Escalation</genAiPluginName>
93    </genAiPlugins>
94    <genAiPlugins>
95        <genAiPluginName>SvcCopilotTmpl__GeneralFAQ</genAiPluginName>
96    </genAiPlugins>
97    <genAiPlugins>
98        <genAiPluginName>SvcCopilotTmpl__ServiceCustomerVerification</genAiPluginName>
99    </genAiPlugins>
100    <masterLabel>ASA Template Base</masterLabel>
101    <plannerType>AiCopilot__ReAct</plannerType>
102    <ruleExpressionAssignments>
103        <ruleExpressionName>Verified_User</ruleExpressionName>
104        <targetName>SvcCopilotTmpl__AccountManagement</targetName>
105        <targetType>Plugin</targetType>
106    </ruleExpressionAssignments>
107    <ruleExpressionAssignments>
108        <ruleExpressionName>Verified_User</ruleExpressionName>
109        <targetName>SvcCopilotTmpl__CaseManagement</targetName>
110        <targetType>Plugin</targetType>
111    </ruleExpressionAssignments>
112    <ruleExpressions>
113        <conditions>
114            <leftOperand>isVerified</leftOperand>
115            <leftOperandType>Variable</leftOperandType>
116            <operator>equal</operator>
117            <rightOperandValue>true</rightOperandValue>
118        </conditions>
119        <expression>Verified_User</expression>
120        <expressionLabel>Verified User</expressionLabel>
121        <expressionName>Verified_User</expressionName>
122        <expressionType>sel</expressionType>
123    </ruleExpressions>
124</GenAiPlannerBundle>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3   <types>
4      <members>*</members>
5      <name>GenAiPlannerBundle</name>
6   </types>
7   <version>64.0</version>
8</Package>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.