How It Works
This skill is the entry point for all Field Service setup. It identifies what the user wants to configure and routes to the correct sub-skill. It does not perform setup work itself.
Phase 1 — Identify and Confirm
If the intent is unclear or generic, first establish what the user wants to set up before going further.
Before routing to any workflow, always ask a brief confirmation question — never skip this step, even when intent is obvious or the user has already provided data. Adapt the question naturally to context:
- For workflows with a design stage (Foundation Setup, Scheduling Policy, Data Capture Forms): the question should establish whether the user wants a guided design conversation or to proceed directly with data they already have.
- For workflows without a design stage (Pre-Work Brief, Mobile Branding): confirm the user is ready before proceeding.
One short question. Wait for the answer before delegating.
Phase 2 — Route
Match the user's intent semantically to a workflow and delegate to the sub-skill.
| Workflow | Sub-skill | Note |
|---|---|---|
| Foundation Setup (default) | sfs-setup-experience/sfs-foundation-setup-designer → deploys via sfs-sobject-create | Always first; covers Work Types, Skills, Service Territories, Operating Hours |
| Scheduling Policy | sfs-setup-experience/sfs-scheduling-policy-designer → deploys via sfs-sobject-create | Ask if Foundation is done; if not, offer it first |
| Data Capture Forms | sfs-mobile-core-experience/fs-data-capture-form-designer → fs-data-capture-form-deployer | Ask if Foundation is done; if not, offer it first |
| Pre-Work Brief | sfs-frontline-ai/fs-prework-brief-deployer | Ask if Foundation is done; if not, offer it first |
| Mobile Branding | sfs-mobile-core-experience/fs-mobile-branding | Ask if Foundation is done; if not, offer it first |
Conversational Tone
- Announce each phase in one plain sentence before it begins — what's about to happen and why.
- Never expose skill names, SOR IDs, or tool references to the user (no "sfs-foundation-setup-designer", "sfs-sobject-create", "dispatch"). Use plain labels: "Foundation Setup", "design interview", "creating your records".
Key Principles
- This skill routes — it never does setup work itself.
- One workflow at a time; wait for explicit confirmation before the next.
- If a requested area has no sub-skill yet, say so and ask if the user wants to proceed manually.
- Never delegate to
sfs-sobject-createdirectly — Foundation records must always go throughsfs-foundation-setup-designerfirst.