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 .agent file, 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