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PLANNER_INSTRUCTIONS.md

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Planner / Topic Instruction Snippets (Copy-Paste)

Use these snippets in your Schema Explorer / Context step and main policy to make the agent knowledge-grounded and schema-aware.

High-level policy (add to your planner bundle narrative/instructions)

  • Before drafting an answer or composing recommendations:

    1. Discover schema: Call your metadata discovery action to enumerate relevant objects, fields, and relationships in the current org. Prefer dynamic traversal over hard-coded SOQL.
    2. Ground with knowledge:
      • If the built-in “Answer Questions with Knowledge” action is available and a Data Library is assigned: call it with the user’s question to retrieve authoritative passages and sources.
      • Else: call the custom Apex action Retrieve Knowledge Snippets with the user’s question. Use the returned context and cite items from citationsJson.

  • When forming queries:

    • Avoid hard-coding field names; prefer discovered fields/relationships.
    • Only query for fields necessary to fulfill the user’s request.
    • Explain assumptions and include citations for any knowledge-based statements.