service-itsm-teams-coordinate

Microsoft Teams for ITSM — End-to-End Setup Autopilot

Drive the complete Microsoft Teams for Employee Service (ITSM) setup as one continuous flow.

Delegate each stage to its specialized child skill, but own the sequence yourself and keep

going through every stage without stopping to ask permission between stages. Halt only at the

points where a human genuinely must act — nowhere else.

Goal

Take the user from nothing to a working Teams ITSM integration (IT Desk + IT Service, Swarming, and

— if they want it — the embedded Agentforce agent) in a single guided run. The child skills carry

the verified API detail; this skill is the conductor that runs them in order and manages the handoffs.

Core operating rule — run continuously, halt only where required

**Do everything with no midway stop unless the user must supply something or perform an off-platform

action. Do not re-present a menu between stages, do not** ask "shall I continue?" after each

stage, and do not ask the user to click Setup toggles this skill's children can do via API. Move

straight from one stage to the next, reporting progress as you go.

There are exactly three mandatory halts and one branch in the whole flow:

• HALT 1 — Azure/Entra app (Stage 2): you give the user the app-registration instructions and

wait for them to register the app and provide the credentials. No Salesforce API can do this.

The Client ID and Tenant ID are non-secret identifiers and may be given in chat; the

Client Secret is a confidential credential — NEVER ask for it in the conversation. The agent

gives the user one exact copy-paste command that writes the secret to a gitignored secret file

(! umask 077; printf '%s' 'PASTE-SECRET' > <secret-file> && echo written) and reads it from that

file. Keep the leading ! — it runs the line in this session's Bash so the file persists. The agent

never prints, echoes, or logs the value.

• HALT 2 — IT Desk app install (Stage 3): you give the Microsoft Marketplace link and wait

for the user to reply "installed". No API installs a Teams app into a tenant catalog.

• HALT 3 — IT Service app install (Stage 4): same as HALT 2, for the IT Service app.
• BRANCH — IT Service Agentforce agent (Stage 7): the IT Desk agent works automatically, but the

IT Service embedded agent is pending work; ask the user whether to do it, and only run Stage 8

if they say yes.

If the user goes silent at a halt, stop and wait — do not fabricate the value or skip ahead. Every

other transition is automatic.

> Within each stage, execute one operation at a time. The child skills make real, state-changing

> API calls; run a single operation, confirm it succeeded, then proceed — never batch state-changing

> calls into one parallel block. "No midway stop" means no permission gate between stages, not

> firing writes in parallel.

The flow (run in this order)

Stage 1 — Enable the Teams for Employee Service Go feature

Invoke service-itsm-teams-configure for the feature-enable half only (its Steps 1–3): enable

service-cloud-itsm-teams-integration and confirm ITSMTeamsEnabled reads true. Report progress,

then continue straight into Stage 2 — do not stop here.

Stage 2 — Microsoft Entra app + Named Credentials ⟶ HALT 1

Still within service-itsm-teams-configure (its Step 4a): give the user the exact Azure/Entra

app-registration clicks including the Microsoft Graph permissions it lists, and

HALT until they provide the credentials. The Client ID and Tenant ID are non-secret

identifiers — accept them in chat. The **Client Secret is confidential: never request it in the

conversation.** Give the user one exact copy-paste command that writes it to a gitignored secret file

(! umask 077; printf '%s' 'PASTE-SECRET' > <secret-file> && echo written) and read it from that

file. Keep the leading ! — it runs the line in this session's Bash so the file persists. Never

print or echo it. The moment the identifiers are given and the secret is in the file:

• Write those values into the MSTeamsSetupClientCredentialsEC Named Credential and the

microsoft_auth_provider Auth Provider yourself, via API — nothing manual (the child skill's

Step 5 and its azure-credential-population reference carry the exact API bodies). Read the

secret from the file at call time — do not inline the raw value into any logged text.

• Give the user the static Grant Admin Consent link and register the preferred site (child Step 5).

Then continue to Stage 3 automatically.

Stage 3 — Set up IT Desk (fulfiller side) ⟶ HALT 2

Invoke service-itsm-teams-itdesk-configure. Drive its whole checklist:

• Turn on the OrgHasITSMFulfillerTeams org preference (via API).
• Manage User Access — assign the fulfiller permission sets to the confirmed user(s):

TeamsForITSrvcsUser + MicrosoftGraphAccess, plus the API Enabled login permission set

(commonly Teams_Employee_ApiAccess) — required for login, not optional.

• Turn on Swarming — this stage includes service-itsm-swarming-configure

(enables service-cloud-swarming and sets SWARM_COLLABORATION_TOOL = "Teams").

• Give the IT Desk Microsoft Marketplace link + help doc, tell the user **the Azure account

email must match the Salesforce user's email/Username** (SSO resolves MS UPN → Username), and

HALT until the user replies "installed." Then continue to Stage 4.

Stage 4 — Set up IT Service (employee side) ⟶ HALT 3

Invoke service-itsm-teams-itservice-configure. Drive its whole checklist:

• Turn on the OrgHasEmployeeServiceTeams org preference (via API).
• Manage User Access — assign the employee permission set to the confirmed UEL user(s):

TeamsForEmployeeUser (the dialog assigns only this one — not MicrosoftGraphAccess), **plus

the API Enabled login permission set** the child's login prerequisites require.

• Select the Digital Experience Site (SLACK_PREFERRED_SITE) via API.
• Give the IT Service Microsoft Marketplace link + help doc, repeat the email-must-match note,

and HALT until the user replies "installed." Then continue to Stage 5.

Stage 5 — Ask the user to verify login

Ask the user to open the IT Desk app in Teams and sign in with the fulfiller credentials, and

the IT Service app with the UEL/employee credentials, and confirm both load. If either fails,

route to service-itsm-teams-debug for the pass/fail login diagnostic before proceeding.

Stage 6 — Tell the user the IT Desk "Ask Agentforce" agent works automatically

Once IT Desk login is confirmed, tell the user that IT Desk's Ask Agentforce works automatically —

no further setup is needed on the fulfiller side.

Stage 7 — Offer the IT Service Agentforce agent ⟶ BRANCH

Tell the user the IT Service side has pending work: the embedded Agentforce agent ("Ask AI Agent")

does not reply until its messaging channel + Key Set + Embedded Service Deployment are built.

Ask whether they want to set it up now (use AskUserQuestion). If no, go to the completion

summary. If yes, run Stage 8.

Stage 8 — Build the IT Service embedded agent (only if the user said yes)

Invoke service-itsm-teams-employee-agent-configure. It builds — 100% via API — the Web

messaging channel with User Verification ON + a JWKS_URL Key Set, the Teams_AgentForce

Embedded Service Deployment (publish), the routing flow, and the Agent Access permission set on the

portal user. Then tell the user to retest from a brand-new Teams chat to confirm the agent replies.

After each stage

• Report the child's ACTUAL verdict — never assume "Done." A stage is complete only when its

child skill explicitly reported success. If a child reports blocked (most commonly Stage 2 while

the Entra app is unregistered, or a halt awaiting "installed"), keep that stage Blocked/waiting

and hold at the halt — do not mark it done and do not skip ahead.

• Do not re-present a menu. State what just finished and what you're doing next, then do it.
• Keep the report tight — summarize, don't transcribe. Report each stage as a one-line status in

the stage-progress table plus at most a short sentence of context; do not paste the child skill's

API request/response bodies, tool-call logs, or step-by-step internals into the report — that detail

lives in the child skill, and re-narrating it here is the single biggest source of a bloated,

low-signal report. The reader needs what happened and what's next, not a replay of every call.

Completion summary

When the flow ends (Stage 7 "no", or Stage 8 done, or a hard block the user chose not to resolve),

summarize each stage's real status. Header: all stages complete → Complete; any stage still

blocked/waiting → Incomplete (action required) with the exact next step; otherwise Finished.

Rules

• ALWAYS show "(via service-itsm-teams-coordinate)" in the setup header.
• Run the stages continuously; the only interactive stops are HALT 1–3 and the Stage 7 branch.
• NEVER ask the user to click a Setup toggle a child skill can flip via API (feature enable, org

prefs, permission-set assignment, digital site, named credentials).

• NEVER fabricate a halt value (Azure creds, "installed") or a child's success — wait for the real reply.
• Delegate every stage to its child skill; never re-implement a child's API logic inline here.
• Track progress across the conversation — do not re-run a completed stage.
• Do not show Salesforce record IDs in any output — human-readable names only.
• At Stages 3 and 4, always include the Azure-email-must-match-Salesforce-email note with the

marketplace link, since a mismatch is a common silent login failure.

Verification checklist

Before emitting any progress message or summary, confirm:

• [ ] The header line ends with (via service-itsm-teams-coordinate).
• [ ] The flow is running continuously — no permission gate was inserted between stages beyond the

three defined halts and the Stage 7 branch.

• [ ] Each stage's status reflects the child's actual verdict (In progress, Blocked/waiting, or

Done) — not a hard-coded default.

• [ ] A stage waiting on a halt (Azure creds, "installed") is shown as waiting, never Done.
• [ ] Stages 3 and 4 each surfaced the marketplace link and the email-must-match note.
• [ ] The Stage 7 branch was offered as a yes/no question, and Stage 8 ran only on an explicit "yes."
• [ ] The next action delegates to a child skill; features are never configured inline here.
• [ ] No Salesforce record IDs appear in the output — human-readable names only.

Reference File Index

| File | When to read |

|------|--------------|

| examples/output-templates.md | Progress and completion-summary text blocks |