Configuring Channel Settings

What this skill does

Configures settings on an already-existing Enhanced MessagingChannel (identified by {CHANNEL_ID}), for any message type. It groups five facets; you only run the ones the caller asks for.

#	Facet	Write surface	Applies to
1	Consent — ConsentType + OptInPrompt/DoubleOptInPrompt on the channel, plus per-language MsgChannelLanguageKeyword records	Data/SObjects API (sf data update/create record)	all Enhanced types
2	Automated responses — <automatedResponses> (initial, agent-engaged/-ended, opt-in prompt/confirmation, help, opt-out, inactive/idle)	Metadata API deploy	all Enhanced types
3	Messaging keywords — <messagingKeywords> (OptIn/OptOut/Help keyword groups per language)	Metadata API deploy	all Enhanced types
4	Session inactivity — endUserIdleTimeOut, endUserIdleAction, endInactiveSessionTimeOut, isAgentMessageResetInactivityEnabled	Metadata API deploy	MIAW-only (reset-flag also Apple/Facebook)
5	Pre-chat parameters — <customParameters> / <standardParameters>	Metadata API deploy	MIAW pre-chat only (rare)

This skill is mixed-surface. Consent (facet 1) is written with the Data API on the live record. Facets 2–5 live only in the channel's metadata and are configured by retrieving the channel's .messagingChannel-meta.xml, editing it, and deploying it back. Verified live on sdb6 (2026-09): every Data/Connect/Tooling read of the facet-2–5 fields fails INVALID_TYPE/"No such column" — they are Metadata-API-only.

Per-type applicability is verified, not assumed (from a live retrieve of real channels of each type). Facets 2 and 3 are genuinely type-agnostic. Facet 4's four timeout fields appear only on MIAW; only isAgentMessageResetInactivityEnabled extends to Apple/Facebook, and SMS/WhatsApp/LINE carry no inactivity fields at all. Facet 5 appears only on MIAW channels that use pre-chat. Scope per-type accordingly — do not deploy a facet a type doesn't support.

When to use (TRIGGER)

Trigger this skill when the user wants to configure or change settings on a channel that already exists, e.g.:

• "set the opt-out keyword / consent type on my WhatsApp channel"
• "add a double opt-in confirmation to this messaging channel"
• "configure the initial / agent-engaged / help auto-response on my Apple channel"
• "add OptIn/OptOut/Help keywords to my Text channel"
• "set the session inactivity timeout / idle action on my MIAW channel"
• "change the auto-responses on channel 0MjXXXXXXXXXXXX"

DO NOT TRIGGER — hand off instead:

• Creating or deploying a new channel from a metadata XML file (MIAW / EmbeddedMessaging) → service-digital-engagement-channel-configure. That skill creates an Embedded Messaging channel from XML; this skill only configures a channel that already exists (it needs a live {CHANNEL_ID}, prefix 0Mj).
• Inserting a brand-new channel of any type → service-de-channel-create.
• Setting routing / queue / SessionHandler → service-de-channel-routing-configure.
• Flipping a channel live → service-de-channel-activate.

Where this fits

Part of the Enhanced-channel headless pipeline: service-de-channel-create → service-de-channel-routing-configure → this skill → service-de-channel-activate. Activation's readiness check requires both routing and consent, so at minimum run facet 1 before activating. The service-de-headless-channel-configure orchestrator sequences the pipeline automatically; invoke this skill directly to configure settings on their own. For the MIAW-specific channel-creation-from-XML flow, see the sibling service-digital-engagement-channel-configure.

Reference File Index

Reference file	Load when
references/language-keywords.md	Facet 1: creating/updating MsgChannelLanguageKeyword records — field list, CSV keyword semantics, create-vs-update, Unified-SMS help/custom rules.
references/channel-settings-facets.md	Facets 2–5: the Metadata-API retrieve→edit→deploy flow, the full <automatedResponses> type/shape catalog (12 types, 2 content shapes), <messagingKeywords>, the inactivity fields, and per-type applicability.
references/gotchas.md	Troubleshooting an unexpected result, or before modifying this skill.
references/worked-examples.md	Reference runs of the ImplicitOptIn/ExplicitOptIn/DoubleOptIn consent paths.

When NOT to use this skill

• The channel isn't Enhanced. These settings apply to PlatformType=Enhanced channels only. Stage 1 confirms this and stops otherwise.
• The channel doesn't exist yet. Run service-de-channel-create first; this skill expects a real MessagingChannel.Id (prefix 0Mj).
• You're configuring consent on an outbound-only channel. Outbound-only channels pass the consent-readiness check automatically — nothing to configure for facet 1.

Inputs (from caller)

• {CHANNEL_ID} — a 15/18-char MessagingChannel.Id (prefix 0Mj). Must already exist and be Enhanced.
• {FACETS} — optional; which facets to configure (consent, auto-responses, keywords, inactivity, parameters). If omitted, infer from the request or ask.
• {CONSENT_TYPE} — optional (facet 1); ImplicitOptIn | ExplicitOptIn | DoubleOptIn.
• {LANGUAGE} — optional; locale for keyword/response records (e.g. en_US). Default en_US.
• {ORG_ALIAS} — optional; sf target-org alias. Default: sf config get target-org.

Facet-specific values (prompts, keyword lists, response text, timeout minutes) are collected interactively per facet, or accepted if pre-supplied.

Output (to caller)

Success:

{"ok": true, "channelId": "0Mj...", "messageType": "WhatsApp",
 "facetsConfigured": ["consent","auto-responses"],
 "consent": {"consentType": "ExplicitOptIn", "languageKeywordId": "3Or...", "activationReady": true},
 "metadataDeploy": {"status": "Succeeded", "facets": ["auto-responses","keywords"]}}

No change needed / precondition / failure:

{"ok": true, "noop": true, "message": "Requested settings already configured"}
{"ok": false, "kind": "not-enhanced", "hint": "settings apply to Enhanced channels only; this channel is PlatformType=<x>"}
{"ok": false, "kind": "facet-not-applicable", "hint": "<facet> is not supported on <messageType> channels"}
{"ok": false, "kind": "channel-patch-failed" | "keyword-record-failed" | "metadata-deploy-failed" | "verify-failed", "message": "..."}

---

Stage 1: Read the channel and decide facets

Read the channel; confirm it exists and is Enhanced; capture MessageType (drives per-type applicability).

sf data query --target-org '{ORG_ALIAS}' \
  --query "SELECT Id, DeveloperName, PlatformType, MessageType, MessagingPlatformKey, ConsentType, OptInPrompt, DoubleOptInPrompt, IsRequireDoubleOptIn FROM MessagingChannel WHERE Id = '{CHANNEL_ID}'" \
  --json > /tmp/cs-channel.json

• Channel missing → halt: Error: Channel {CHANNEL_ID} not found — check the id, or run service-de-channel-create first.
• PlatformType != 'Enhanced' → emit {ok:false, kind:"not-enhanced", ...} and stop.

Decide which facets to run from {FACETS} or the request. For each requested facet, check per-type applicability (table above / references/channel-settings-facets.md); if a facet doesn't apply to this MessageType, emit {ok:false, kind:"facet-not-applicable", ...} for that facet (or skip it and note it) rather than deploying an unsupported field.

sf CLI is slow, not broken. Calls to this org routinely take 2–4 minutes (heavy CLI startup + slow round-trip). Run each sf command with a generous timeout; a slow return is normal, not a hang.

---

Stage 2: Facet 1 — Consent (Data API)

Run when consent is requested (and always before activation). Read the existing keyword records:

sf data query --target-org '{ORG_ALIAS}' \
  --query "SELECT Id, MasterLanguage, OptInKeywords, DoubleOptInKeywords, OptInConfirmation, OptOutKeywords, OptOutConfirmation, HelpKeywords, HelpResponse, CustomKeywords, CustomResponse FROM MsgChannelLanguageKeyword WHERE MessagingChannelId = '{CHANNEL_ID}'" \
  --json > /tmp/cs-keywords.json

No-op check: if ConsentType is non-null AND an existing keyword record already satisfies the readiness matrix for that ConsentType, don't overwrite — this facet is already activation-ready.

Choose the ConsentType (prompt if {CONSENT_TYPE} absent — do not auto-pick), then satisfy this contract (the exact server-side activation-readiness rule — source in references/gotchas.md):

ConsentType	MessagingChannel fields	MsgChannelLanguageKeyword (≥1 record)
ImplicitOptIn	(none required)	OptOutKeywords + OptOutConfirmation
ExplicitOptIn	OptInPrompt¹	above + OptInKeywords
DoubleOptIn	OptInPrompt¹ + DoubleOptInPrompt + IsRequireDoubleOptIn=true	above + DoubleOptInKeywords

¹ OptInPrompt is optional for readiness on Unified SMS / WhatsApp / RCS (MessageType IN ('Text','WhatsApp','Rcs') on Enhanced); still recommend setting it. ImplicitOptIn is never a no-op — it still needs an opt-out keyword record.

Write the channel fields in one PATCH, then create/update the language-keyword record per references/language-keywords.md.

Quoting rule (load-bearing): sf data ... --values splits on spaces — wrap every multi-word value in single quotes inside the double-quoted string: OptInPrompt='Reply YES to receive messages'. Unquoted fails with Malformed key=value pair.

# ExplicitOptIn example
sf data update record --target-org '{ORG_ALIAS}' --sobject MessagingChannel \
  --record-id '{CHANNEL_ID}' --values "ConsentType=ExplicitOptIn OptInPrompt='{OPT_IN_PROMPT}'" --json > /tmp/cs-patch.json

On non-zero status: emit {ok:false, kind:"channel-patch-failed"|"keyword-record-failed", message: ...}. Then verify by re-reading (Stage 5).

WhatsApp rich content rejects ExplicitOptIn server-side — surface the message, don't retry (see references/gotchas.md).

---

Stage 3: Facets 2 & 3 — Automated responses + Messaging keywords (Metadata API)

Run when auto-responses and/or keywords are requested. These are type-agnostic (all Enhanced types). Load references/channel-settings-facets.md and follow it — it has the retrieve→edit→deploy flow, the 12 <automatedResponses> type values, the two content shapes (TextResponse vs MessageDefinition), the EndUserIdleResponse <responseTimeoutInMins> rule, XML escaping, and the <messagingKeywords> OptIn/OptOut/Help groups.

Outline:

1. Retrieve the channel's metadata into a scratch sfdx project (sf project retrieve start -m MessagingChannel:{DeveloperName}).
2. Edit <automatedResponses> / <messagingKeywords> blocks in the retrieved .messagingChannel-meta.xml (add/replace by <type> / <keywordType>+<language>; XML-escape response text).
3. Deploy it back (sf project deploy start -m MessagingChannel:{DeveloperName}).
4. On deploy failure: {ok:false, kind:"metadata-deploy-failed", message: <componentFailures>}.

Never emit <actionParameterMappings> (0 occurrences across a 191-channel scan — it's a Tooling-only mapping done in the UI post-deploy).

---

Stage 4: Facets 4 & 5 — Inactivity + Pre-chat parameters (Metadata API, scoped)

Run only when requested and applicable to this MessageType:

• Facet 4 (inactivity): the four timeout fields (endUserIdleTimeOut 5–30, endUserIdleAction = Inactivate|End|InactivateAndEnd, endInactiveSessionTimeOut, isAgentMessageResetInactivityEnabled) are top-level siblings of <embeddedConfig>, not inside it. Full four fields → MIAW only; isAgentMessageResetInactivityEnabled also valid on Apple/Facebook; not applicable on SMS/WhatsApp/LINE → emit facet-not-applicable. (On 262-line pods only endUserIdleTimeOut deploys — see references/gotchas.md.)
• Facet 5 (parameters): <customParameters> (name, masterLabel, externalParameterName, parameterDataType=String, optional maxLength) and <standardParameters> — MIAW pre-chat only, rare. Skip unless the caller explicitly configures pre-chat.

Both use the same retrieve→edit→deploy flow as Stage 3 (references/channel-settings-facets.md).

---

Stage 5: Verify and report

For facet 1, re-read the channel + keyword records and confirm every required field for the chosen ConsentType is non-null (channel and ≥1 language record); else {ok:false, kind:"verify-failed", hint:"..."}. For metadata facets, confirm the deploy status is Succeeded, then re-retrieve the channel metadata and confirm the edited <automatedResponses> / <messagingKeywords> / inactivity / parameter blocks are present; if a deploy reports Succeeded but the re-retrieved block is missing, emit {ok:false, kind:"verify-failed", hint:"..."}.

Emit the JSON envelope. If invoked directly (leaf), render a short summary:

• Success — configured {facets} on channel {CHANNEL_ID} ({MessageType}). (add Activation-ready. when consent passed)
• Info: requested settings already configured — no changes. (no-op)
• Warning: {facet} is not supported on {MessageType} channels — skipped. (facet-not-applicable)
• Warning: this channel is PlatformType={x}, not Enhanced — these settings don't apply. (not-enhanced)
• Error: {kind}: {message} (failures)