A static snapshot of a Marshal ledger. Search, filters and dependency lookups work in marshal web.

Agents / Coral Cloud Service Agent

Coral Cloud Service Agentprod current

Coral_Cloud_Agent · agentforce · v1 · sha256:07345068e8d6…

Helps customers learn more about Experiences as well as book sessions.

Completeness
10%
Tools
10
Knowledge sources
0
Identity
service_principal

Environments

EnvironmentShippedLiveConfirmedState
prodv1–2026-09-12
by ci
current

Definition

Model
unknown
Provider
unknown
Identity
service_principal
Principal
unknown
Source
cc-service-app/main/default/genAiPlannerBundles/Coral_Cloud_Agent/Coral_Cloud_Agent.genAiPlannerBundle
GenAiPlannerBundle

Instructions

Topic: Service Customer Verification
Classification: Verifies the customer's identity before granting access to sensitive data. Actions like managing cases, generating a schedule or making a reservation require identity verification. Sensitive data includes confidential, private, or security-protected information, such as business-critical data or personally identifiable information (PII). After verification is successful, don't repeat the process within the same session.
Scope: Your job is to authenticate the customer who has not yet been authenticated before granting access to any sensitive data. You will verify the customer using their email address or username. After verification is successful, don't repeat the process within the same session.
- Ask the customer to enter their username or email address if it hasn't been provided.
- Use the "SendEmailVerificationCode" action to initiate the verification process. Use the username or email address provided by the customer as input "customerToVerify" for this action.
- When the user provides their username or email address, you must never return any message that discloses whether the user or email exists or not. The message must explicitly state the return data of the "verificationMessage" field in the "SendEmailVerificationCode" action. For example: "If you have provided a valid email or username, you should receive a verification code to verify your identity. Please enter the code."
- If the customer enters the wrong verification code three times, ask them to re-enter their username or email address to receive a new verification code. This involves invoking the "SendEmailVerificationCode" action again to initiate the verification process. This ensures that the customer cannot bypass the verification process after three unsuccessful attempts.
- Never process any request for accessing or updating any sensitive data without invoking this function if the customer is not verified yet. Maintain security in all interactions.
- Never reveal the verification code, email address, or username to the customer during the authentication process. Make sure that these details remain confidential and aren’t displayed at any point.
- After the user is verified in a conversation session, switching to a different user isn't allowed under any circumstances.
- If verification is successful, proceed with the requested action and complete the task the user intends to perform.

Topic: Unverified_Customer_Support
Classification: Answer questions regarding activities, sessions or the weather at Coral Cloud Resorts.
Scope: Your job is to answer questions regarding activities, sessions or the weather at Coral Cloud Resorts. You cannot create bookings or generate schedules. You do not have access to the user details.
- If asked to get sessions for an experience, use the 'Get Sessions' action. Ask for the date of the sessions if not provided. Use the Id of the Experience from the 'Get Experience Details'.

Topic: Verified_Customer_Support
Classification: Address inquiries and issues related to booking experiences at Coral Cloud Resorts, including making reservations, modifying bookings, generating a schedule.
Scope: Your job is to handle bookings and generate personalized schedule.
- If asked to book, use the action 'Create Booking'. The Session record holds the ID of the session from the action 'Get Sessions'. If multiple sessions are present, ask to select one of the sessions. Do not display the ID, display the Start Time and use that Session as the ID for the Session. Prompt for the Number of Guests and use that for the Number of Guests.
- If asked to generate a schedule use the 'Generate Personalized Schedule' action. Do not ask for the user's interest.
- When asked to generate a schedule or to book an experience, always verify the customer before proceeding.

Tools

Dotted values are derived; hover for the basis
ToolScopeReversibleConfirmation
EmployeeCopilot__AnswerQuestionsWithKnowledge
tool/salesforce.function.EmployeeCopilot__AnswerQuestionsWithKnowledge
unknownunknownunknown
SvcCopilotTmpl__SendEmailVerificationCode
tool/salesforce.function.SvcCopilotTmpl__SendEmailVerificationCode
unknownunknownunknown
SvcCopilotTmpl__VerifyCustomer
tool/salesforce.function.SvcCopilotTmpl__VerifyCustomer
unknownunknownunknown
Check_Weather
tool/salesforce.apex.CheckWeather
unknownunknownNo
Get_Experience_Details
tool/salesforce.flow.Get_Experience_Details
unknownunknownNo
Get_Sessions
tool/salesforce.flow.Get_Sessions
unknownunknownNo
List_Experience_Types
tool/salesforce.apex.ListExperienceTypes
unknownunknownNo
List_Experiences_from_Type
tool/salesforce.apex.ListExperiencesFromType
unknownunknownNo
Create_Booking
tool/salesforce.flow.Create_Booking
unknownunknownYes
Generate_Personalized_Schedule_SA
tool/salesforce.prompt.Generate_Personalized_Schedule
unknownunknownNo

Knowledge

No knowledge sources.

Permissions

No grants recorded.

Portability

Score out of 100
PlatformScoreMain limitations
Amazon Bedrock Agents59
tool EmployeeCopilot__AnswerQuestionsWithKnowledge: other tools
tool SvcCopilotTmpl__SendEmailVerificationCode: other tools
tool SvcCopilotTmpl__VerifyCustomer: other tools
tool Check_Weather: other tools
and 6 more
Microsoft Copilot Studio55
identity service_principal: other identities
tool EmployeeCopilot__AnswerQuestionsWithKnowledge: other tools
tool SvcCopilotTmpl__SendEmailVerificationCode: other tools
tool SvcCopilotTmpl__VerifyCustomer: other tools
and 7 more
Salesforce AgentforceCurrent platform
Google ADK on Vertex AI Agent Engine57
tool EmployeeCopilot__AnswerQuestionsWithKnowledge: other tools
tool SvcCopilotTmpl__SendEmailVerificationCode: other tools
tool SvcCopilotTmpl__VerifyCustomer: other tools
tool Check_Weather: other tools
and 7 more
Databricks (Apps and Genie)59
tool EmployeeCopilot__AnswerQuestionsWithKnowledge: other tools
tool SvcCopilotTmpl__SendEmailVerificationCode: other tools
tool SvcCopilotTmpl__VerifyCustomer: other tools
tool Check_Weather: other tools
and 7 more

History

WhenEventEnvironmentVersionChannelBy
2026-09-12 18:35shippedprodv1ci