azlam-abdulsalam / my-org-butler

AI Agent for the Salesforce Utility Bar. Performs tasks for the user & answers questions about the org. As opposed to Salesforce native Einstein Copilot it uses OpenAI Assistants under the hood.

My Org Butler

...is a Salesforce app with a Utility Bar chat component that helps org users with their daily work. Using natural language it answers questions about data, metadata and configuration. It can also perform tasks on the user's behalf, like creating or modifying records, making configuration changes or notifying other people.

Highlight

• Answers questions about data and configuration
• Performs tasks/changes on the user's behalf
• Respects the permissions of the users
• Can explain what it does and self-correct errors
• Leverages OpenAI Assistant API (Knowledge Retrieval and State Management)
• Implements autonomous ReAct / AutoGPT agent
• Uses packageable Named Credentials for API Authentication

Demo Video

More Details

It behaves like a good Butler, in the sense that it does things in the background and only bugs the user when something is unclear. It also would not just do harmful things that are not in the permission of a user and could create potential harm.

This is made possible by Open AI's Assitant API, an Agent technology similar to AutoGPT or Salesforce upcoming Copilots. It uses LLM reasoning to understand a request and makes an action plan based on automations that were made available to the agent. Open AI calls them Functions or Plugins, Salesforce calls them Skills.

Those automation are not performed by the LLM but just delegated back to Salesforce, which then calls deterministic code.

This PoC shows that in the realm of Salesforce where there is a well-documented REST API for nearly everything a single Skill or Function is sufficient. The Org Butler does everything it does just by construting REST API request as shown in this PlantUML:

How can I use it?

Deploy as source or install as Unlocked Package to your Production or Sandbox org.

Unlocked Package Installation (Production)

Unlocked Package Installation (Sandbox)

Or build it yourself:

1. Clone the repo
2. Create Scratch org
   1. Adjust the DEV_HUB_ALIAS in /scripts/create-scratch.org.sh
   2. Run it via ./scripts/create-scratch.org.sh

How do set it up:

1. Add your OpenAI API Key to a new Principal Parameter called ApiKey in Setup > Named Credential > External Credential > OpenAiApi.ApiKey
2. Add the External Credential > OpenAiApi to the Permission Set MyOrgButler
3. Create an OpenAI Assistant using the Functions, Instructions and Knowledge files in openai-configs
4. Replace ASSISTANT_ID with your Id in force-app/main/default/classes/OpenAiApi.cls
5. Create a Managed or Unlocked package from it using /scripts/create-package.sh

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DISCLAIMER - Simple vs. sophisticated

This app was not written with a commercial career in mind. So we cut corners in a few places to keep the projects short and focused. So if you see some ugly parts here and there, let us know but be kind to us. This project is mainly about sharing results and excitement in "AI for Salesforce".

We also made some adjustments, and simplifications to the original code to better fit the Open Source purpose. To have less loose metadata parts, we:

• Skipped moving UI text to Custom Labels
• Merged classes to have the most related code in one place