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msrivastav13msrivastav13
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feat: add advanced reasoning to main
* feat: add advanced reasoning to main * add objects to delete script * make arrows consistent
1 parent 28506b0 commit 4c01611

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+228
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lines changed

‎bin/delete-data.apex‎

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@@ -17,3 +17,4 @@ delete [SELECT Id FROM ASR_Shopping_Cart__c];
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delete [SELECT Id FROM ASR_Survey_Log__c];
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delete [SELECT Id FROM ASR_Task__c];
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delete [SELECT Id FROM ASR_Transaction_Log__c];
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delete [SELECT Id FROM ASR_Order__c];

‎data/advanced-reasoning-account.json‎

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{
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"records": [
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{
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"attributes": {
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"type": "Account",
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"referenceId": "acc_adv_reasoning"
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},
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"Name": "Pinnacle Solutions Inc",
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"Churn_Risk_Score__c": 0.5,
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"Contacts": {
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"records": [
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{
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"attributes": {
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"type": "Contact",
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"referenceId": "con_adv_reasoning"
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},
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"FirstName": "Sarah",
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"LastName": "Mitchell",
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"User_ID__c": "USER-12345",
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"Loyalty_Status__c": "Gold",
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"Lifetime_Value__c": 1500.0
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}
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]
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}
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}
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]
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}

‎data/advanced-reasoning-case.json‎

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{
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"records": [
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{
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"attributes": {
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"type": "Case",
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"referenceId": "case_adv1"
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},
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"Subject": "Unable to access premium features",
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"Status": "Open",
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"ContactId": "@con_adv_reasoning"
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},
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{
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"attributes": {
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"type": "Case",
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"referenceId": "case_adv2"
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},
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"Subject": "Subscription renewal inquiry",
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"Status": "Closed",
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"ContactId": "@con_adv_reasoning"
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}
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]
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}

‎data/advanced-reasoning-order.json‎

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{
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"records": [
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{
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"attributes": {
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"type": "ASR_Order__c",
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"referenceId": "order_adv1"
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},
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"AccountId__c": "@acc_adv_reasoning",
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"TotalAmount__c": 500.0,
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"EffectiveDate__c": "2024-12-15"
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},
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{
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"attributes": {
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"type": "ASR_Order__c",
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"referenceId": "order_adv2"
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},
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"AccountId__c": "@acc_adv_reasoning",
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"TotalAmount__c": 750.0,
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"EffectiveDate__c": "2024-11-15"
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}
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]
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}

‎data/data-plan.json‎

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@@ -11,6 +11,12 @@
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"resolveRefs": false,
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"files": ["commerce-account.json"]
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},
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{
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"sobject": "Account",
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"saveRefs": true,
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"resolveRefs": false,
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"files": ["advanced-reasoning-account.json"]
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},
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{
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"sobject": "ASR_Product__c",
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"saveRefs": true,
@@ -83,6 +89,18 @@
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"resolveRefs": false,
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"files": ["service-case.json"]
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},
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{
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"sobject": "ASR_Order__c",
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"saveRefs": true,
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"resolveRefs": true,
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"files": ["advanced-reasoning-order.json"]
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},
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{
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"sobject": "Case",
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"saveRefs": true,
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"resolveRefs": true,
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"files": ["advanced-reasoning-case.json"]
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},
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{
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"sobject": "ASR_Agent_Event_Log__c",
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"saveRefs": false,

force-app/future_recipes/advancedReasoningPatterns/README.md renamed to force-app/main/04_architecturalPatterns/advancedReasoningPatterns/README.md

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@@ -320,9 +320,9 @@ This lets the LLM extract the user_id from conversation and store it.
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### Example: Customer Intelligence
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```text
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User: Show insights for my customer U001
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User: Show insights for my customer USER-12345
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[LLM calls set_user_id with user_id="U001"]
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[LLM calls set_user_id with user_id="USER-12345"]
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[before_reasoning triggers data loading:]
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- fetch_user_profile → profile data

force-app/future_recipes/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.agent renamed to force-app/main/04_architecturalPatterns/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.agent

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@@ -1,10 +1,14 @@
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# AdvancedReasoningPatterns
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# Demonstrates complex dynamic reasoning with multiple data sources
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system:
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messages:
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welcome: "Welcome! I provide personalized insights based on your complete customer profile."
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error: "I had trouble performing the action. Please try again."
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instructions: "You are an advanced agent that synthesizes multiple data sources for intelligent recommendations."
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config:
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agent_name: "AdvancedReasoningPatterns"
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agent_label: "AdvancedReasoningPatterns"
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description: "Demonstrates advanced reasoning with dynamic instructions and complex logic"
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agent_name: "AdvancedReasoningPatterns"
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agent_label: "AdvancedReasoningPatterns"
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description: "Demonstrates advanced reasoning with dynamic instructions and complex logic"
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variables:
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# User context
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recommended_actions: mutable object = {}
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description: "AI-generated list of recommended next actions for the customer"
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system:
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messages:
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welcome: "Welcome! I provide personalized insights based on your complete customer profile."
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error: "I had trouble performing the action. Please try again."
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instructions: "You are an advanced agent that synthesizes multiple data sources for intelligent recommendations."
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start_agent topic_selector:
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description: "Welcome users and begin providing intelligent insights"
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@@ -49,6 +47,88 @@ start_agent topic_selector:
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topic intelligent_insights:
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description: "Provides intelligent insights by synthesizing multiple data sources including your profile, account data, order history, and support tickets. Let me know your customer ID to load your complete customer intelligence dashboard."
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before_reasoning:
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# Fetch profile if we have user_id
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if @variables.user_id!="":
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run @actions.fetch_user_profile
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with [email protected]_id
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set @variables.user_profile = @outputs.profile
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# Chain additional data fetches
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run @actions.fetch_account_data
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with [email protected]_id
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set @variables.account_data = @outputs.account
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run @actions.fetch_order_history
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with [email protected]_id
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with limit=10
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set @variables.recent_orders = @outputs.orders
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run @actions.fetch_support_history
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with [email protected]_id
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set @variables.support_history = @outputs.tickets
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# Compute insights
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run @actions.calculate_customer_value
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with [email protected]_id
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with [email protected]_orders
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set @variables.customer_lifetime_value = @outputs.clv
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set @variables.loyalty_status = @outputs.loyalty_tier
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run @actions.assess_churn_risk
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with [email protected]_data
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with [email protected]_orders
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with [email protected]_history
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set @variables.churn_risk_score = @outputs.risk_score
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run @actions.generate_recommendations
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with [email protected]_profile
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with [email protected]_lifetime_value
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with [email protected]_risk_score
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set @variables.recommended_actions = @outputs.recommendations
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reasoning:
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# Build dynamic instructions based on loaded data
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instructions: ->
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| Customer Intelligence Dashboard
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if @variables.user_id=="":
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| Ask the user for customer ID to view personalized insights. Do not proceed until you have the customer ID.
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Use {[email protected]_user_id} to update the user_id variable and set context. Once you have the user Id use {[email protected]_customer_data} to refresh the dashboard.
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if @variables.user_id!="" and @variables.user_profile:
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| Customer Profile:
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if @variables.user_profile:
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| Name: {[email protected]_profile.name}
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- Loyalty Status: {[email protected]_status}
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- Lifetime Value: ${[email protected]_lifetime_value}
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else:
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| Name: "N/A"
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| Account Health:
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if @variables.churn_risk_score < 0.3:
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| ✅ Low churn risk ({[email protected]_risk_score}%)
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if @variables.churn_risk_score >= 0.3 and @variables.churn_risk_score < 0.7:
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| ⚠️ Moderate churn risk ({[email protected]_risk_score}%)
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if @variables.churn_risk_score >= 0.7:
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| 🚨 High churn risk ({[email protected]_risk_score}%)
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| Recent Activity:
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if @variables.recent_orders:
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| Orders (last 30 days):
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{[email protected]_orders}
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if @variables.support_history:
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| Support Tickets:
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{[email protected]_history}
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if @variables.recommended_actions:
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| Recommended Actions:
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{[email protected]_actions}
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| What would you like to know more about?
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actions:
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# Load all data sources before reasoning
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load_customer_data: @actions.fetch_user_profile
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with user_id=...
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set_user_id: @utils.setVariables
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description: "Set the user ID to load customer data"
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with user_id=...
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actions:
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fetch_user_profile:
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description: "Fetch complete user profile"
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description: "List of personalized action recommendations for engaging and retaining the customer"
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target: "flow://GenerateRecommendations"
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# Load all data sources before reasoning
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before_reasoning:
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# Fetch profile if we have user_id
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if @variables.user_id!="":
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run @actions.fetch_user_profile
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with [email protected]_id
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set @variables.user_profile = @outputs.profile
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# Chain additional data fetches
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run @actions.fetch_account_data
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with [email protected]_id
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set @variables.account_data = @outputs.account
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run @actions.fetch_order_history
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with [email protected]_id
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with limit=10
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set @variables.recent_orders = @outputs.orders
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run @actions.fetch_support_history
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with [email protected]_id
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set @variables.support_history = @outputs.tickets
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# Compute insights
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run @actions.calculate_customer_value
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with [email protected]_id
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with [email protected]_orders
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set @variables.customer_lifetime_value = @outputs.clv
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set @variables.loyalty_status = @outputs.loyalty_tier
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run @actions.assess_churn_risk
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with [email protected]_data
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with [email protected]_orders
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with [email protected]_history
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set @variables.churn_risk_score = @outputs.risk_score
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run @actions.generate_recommendations
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with [email protected]_profile
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with [email protected]_lifetime_value
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with [email protected]_risk_score
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set @variables.recommended_actions = @outputs.recommendations
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reasoning:
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# Build dynamic instructions based on loaded data
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instructions:->
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| Customer Intelligence Dashboard
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if @variables.user_id=="":
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| Ask the user for customer ID to view personalized insights. Do not proceed until you have the customer ID.
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Use {[email protected]_user_id} to update the context and {[email protected]_customer_data} to refresh the dashboard.
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if @variables.user_id!="" and @variables.user_profile:
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| Customer Profile:
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if @variables.user_profile:
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| Name: {[email protected]_profile.name}
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- Loyalty Status: {[email protected]_status}
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- Lifetime Value: ${[email protected]_lifetime_value}
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else:
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| Name: "N/A"
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| Account Health:
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if @variables.churn_risk_score < 0.3:
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| ✅ Low churn risk ({[email protected]_risk_score}%)
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if @variables.churn_risk_score >= 0.3 and @variables.churn_risk_score < 0.7:
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| ⚠️ Moderate churn risk ({[email protected]_risk_score}%)
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if @variables.churn_risk_score >= 0.7:
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| 🚨 High churn risk ({[email protected]_risk_score}%)
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| Recent Activity:
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if @variables.recent_orders:
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| Orders (last 30 days):
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{[email protected]_orders}
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if @variables.support_history:
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| Support Tickets:
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{[email protected]_history}
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if @variables.recommended_actions:
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| Recommended Actions:
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{[email protected]_actions}
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| What would you like to know more about?
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actions:
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load_customer_data: @actions.fetch_user_profile
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with user_id=...
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set_user_id: @utils.setVariables
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description: "Set the user ID to load customer data"
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with user_id=...
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force-app/future_recipes/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.bundle-meta.xml renamed to force-app/main/04_architecturalPatterns/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.bundle-meta.xml

File renamed without changes.

force-app/future_recipes/advancedReasoningPatterns/classes/AdvancedReasoningPatternsFlowTest.cls renamed to force-app/main/04_architecturalPatterns/advancedReasoningPatterns/classes/AdvancedReasoningPatternsFlowTest.cls

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force-app/future_recipes/advancedReasoningPatterns/classes/AdvancedReasoningPatternsFlowTest.cls-meta.xml renamed to force-app/main/04_architecturalPatterns/advancedReasoningPatterns/classes/AdvancedReasoningPatternsFlowTest.cls-meta.xml

File renamed without changes.

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