Session objective

Stand up a dedicated Agentforce workspace for Litify, retrieve the current org assets into source control, turn Sam_s_Agent into a real internal copilot, and leave the work in a clean handoff state once compile-dependent Agentforce commands stalled.

What was accomplished

• Created a dedicated Agentforce workspace at C:\Users\SAguiar\Documents\Projects\Litify_AI_Integration_Project\agentforce.
• Authenticated the Litify org locally as litify-agentforce-dev and retrieved the current Agentforce assets into the DX workspace.
• Pulled the existing published agents and authoring bundle into source:
  • Litify_Conflict_Check_Agent
  • Litify_Matter_Summary_Agent
  • Sam_s_Agent
• Added the local DX scaffold, design docs, retrieval manifest, environment helpers, login script, and retrieval script for Agentforce work.
• Rewrote Sam_s_Agent locally into Litify Copilot with focused behavior for:
  • matter and intake summary
  • recent activity review
  • stale communication checks
  • demand-prep gap spotting
  • next-step guidance
  • draft follow-up email support
• Updated the Agentforce workspace docs, root start file, session log, and pending handoff so the work is now documented in-repo rather than only in chat.
• Added a repeatable connectivity check script for the Agentforce compile path.

What is still pending

• sf agent validate authoring-bundle --api-name Sam_s_Agent --target-org litify-agentforce-dev --api-version 66.0
• sf agent preview start --authoring-bundle Sam_s_Agent --target-org litify-agentforce-dev
• Publish and activate the rewritten copilot once validate and preview succeed.
• Confirm whether the remaining blocker is network reachability, org-side Agentforce endpoint behavior, or missing permissions on the connected Salesforce user.

Key decisions

• Keep Litify_Conflict_Check_Agent as the specialist workflow agent.
• Fold matter-summary behavior into the main internal copilot instead of keeping a separate summary-only agent.
• Leave the rewritten Sam_s_Agent in source rather than reverting it, because the blocker appears to be outside the authoring bundle itself.
• Do not try to clean the entire Projects root blindly, because the repo has a very large unrelated dirty worktree across multiple project areas.