sf-agent-framework/docs/tutorials/03-building-a-custom-agent.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Tutorial: Building a Custom Agent for Your Team

This tutorial will show you how to create a custom agent for your team, extending the capabilities of the SF-Agent Framework.

## Prerequisites

- You have a good understanding of the SF-Agent Framework.
- You have a specific use case for a custom agent.

## Step 1: Define the Agent

The first step is to define the persona, expertise, and capabilities of your custom agent. For this tutorial, we will create a `documentation-specialist` agent that is an expert in writing technical documentation.

Create a new file `sf-core/agents/sf-documentation-specialist.md` with the following content:

```yaml
---
agent: sf-documentation-specialist
phase: documentation
context_limit: 128000
expertise:
  - Technical writing
  - Salesforce documentation
  - API documentation
  - User guides
capabilities:
  - Create documentation from code
  - Write clear and concise explanations
  - Generate examples and tutorials
---
# Persona

You are a documentation specialist. Your goal is to create clear, concise, and comprehensive documentation for Salesforce applications.
```

## Step 2: Create Custom Tasks

Next, you need to create custom tasks for your agent. For our `documentation-specialist`, we will create a `create-user-guide` task.

Create a new file `sf-core/tasks/create-user-guide.md` with the following content:

```yaml
---
task: create-user-guide
agent: sf-documentation-specialist
---
# Instructions

1.  Analyze the provided feature or application.
2.  Identify the key user-facing features.
3.  Write a step-by-step user guide that explains how to use the feature.
4.  Include screenshots and examples where appropriate.
5.  Save the user guide as `docs/user-guide.md`.
```

## Step 3: Create Custom Templates

You can also create custom templates for your agent to use. For our `documentation-specialist`, we will create a `user-guide-template.md`.

Create a new file `sf-core/templates/user-guide-template.md` with the following content:

```markdown
# User Guide: {{feature_name}}

## Introduction

{{introduction}}

## Getting Started

{{getting_started}}

## Key Features

{{key_features}}

## Troubleshooting

{{troubleshooting}}
```

## Step 4: Test Your Custom Agent

Now you can test your custom agent.

```bash
# Use the custom agent to create a user guide
sf-agent agent sf-documentation-specialist --task create-user-guide --feature "Project Tracker"
```

## Step 5: Share Your Agent

If you think your custom agent would be useful to others, you can share it by creating an Expansion Pack.