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 user places it in the
```
TEAMS_ENTRA_CLIENT_SECRET
```
environment variable (or a gitignored secret file the agent is told the path to); the agent reads it from there and never prints, echoes, or logs it.
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 Application 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. Instruct the user to set it in the

TEAMS_ENTRA_CLIENT_SECRET

environment variable (or a gitignored secret file, and tell you the path); read it from there. Never print or echo it. The moment the identifiers are given and the secret is in the env/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). Reference the secret by its env var / file path in the API call — 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
Teams_Employee_ApiAccess
(the ECA- pre-authorized set that also grants API Enabled — 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 sets to the confirmed UEL user(s):
```
TeamsForEmployeeUser
```
+
```
MicrosoftGraphAccess
```
, plus the API Enabled + ECA-authorized access 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.

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

service-itsm-teams-coordinate

NPX Install

Tags

SKILL.md Content