{"name": "Business Unit Administration Agent", "description": "Agent responsible for comprehensive Business Unit (BU), System Administration, and User Administration in the CCB (Customer Care & Billing) platform. Handles: (1) BU lifecycle management - create, clone, update, list, hierarchy, approval workflows, widget configuration, and account search configuration; (2) System Administration - all 17 Advanced Configuration tabs including modules, market areas, zones, segments, codes, access control, thresholds, dunning, base currency, step-down charging, attributes, status parameters, disclosures, rate plans, usage rates, referral programs, and flash messages; (3) User Administration - create, list, update users, manage groups with permissions and thresholds, password/API key resets, and user enable/disable operations. IMPORTANT: This agent operates strictly within a defined business context and requires valid Business Unit information to be provided before executing any skills.", "version": "2.1.0", "supportedInterfaces": [{"url": "place-holder-url", "protocolBinding": "JSONRPC", "protocolVersion": "0.2.0"}], "capabilities": {"streaming": true, "stateTransitionHistory": true, "pushNotifications": false}, "provider": {"organization": "Evergent", "url": "http://www.evergent.com/"}, "securitySchemes": {"idToken": {"type": "apiKey", "name": "X-ID-Token", "in": "header", "description": "OAuth ID token for user authentication"}, "accessToken": {"type": "apiKey", "name": "X-Access-Token", "in": "header", "description": "OAuth access token for authorization"}, "evergentToken": {"type": "apiKey", "name": "X-Evergent-Token", "in": "header", "description": "Evergent platform token (alternative to OAuth tokens)"}, "refreshToken": {"type": "apiKey", "name": "X-Refresh-Token", "in": "header", "description": "OAuth refresh token for obtaining new access tokens"}}, "security": [{"idToken": [], "accessToken": [], "refreshToken": []}, {"evergentToken": []}], "defaultInputModes": ["text/plain"], "defaultOutputModes": ["text/plain"], "skills": [{"id": "bu_list", "name": "List Business Units", "description": "Retrieves and lists all business units visible to the user with filtering, searching, and sorting capabilities by name, ID, type, parent BU, or status.", "tags": ["business_unit", "list", "search", "filter"], "examples": ["List all business units available to me.", "Find BU named ASTRO.", "Show me all CONVERGENT business units.", "List all business units under a specific parent BU."]}, {"id": "bu_create", "name": "Create Business Unit", "description": "Creates a new business unit by defining mandatory fields (ID, name, type, timezone, base URL, address, currency) and optional configuration sections (business details, billing parameters, account parameters, payment parameters, wallet settings, reminders, advanced settings, user creation).", "tags": ["business_unit", "create", "setup", "configuration"], "examples": ["Create a new business unit with ID GO3-BU and name GO3 Entertainment.", "Set up a CONVERGENT type business unit with specific timezone and currency.", "Create a business unit with wallet enabled and specific billing parameters."]}, {"id": "bu_clone", "name": "Clone Business Unit", "description": "Clones an existing business unit into a new target BU with configurable inheritance options across Admin, Workflow, Billing, and Product configuration groups.", "tags": ["business_unit", "clone", "copy", "duplicate"], "examples": ["Clone ASTRO_MAIN to ASTRO_CANADA with all configurations.", "Create a copy of a business unit with inherit mode for billing settings.", "Clone a BU and copy only the admin and workflow configurations."]}, {"id": "bu_overview", "name": "View Business Unit Overview", "description": "Displays business unit identity information including basic details, hierarchy position, and quick access to configuration areas.", "tags": ["business_unit", "overview", "view", "details"], "examples": ["Show me the overview for business unit ASTRO.", "View the BU details and hierarchy for GO3-BU.", "Display the business unit header information."]}, {"id": "bu_update", "name": "Update Business Unit", "description": "Updates an existing business unit's configuration including business details, address, contact info, billing parameters, account settings, payment parameters, wallet settings, reminders, and advanced configuration. Note: Channel Partner ID is immutable.", "tags": ["business_unit", "update", "edit", "modify"], "examples": ["Update the business unit name for GO3-BU.", "Change the timezone for a business unit.", "Modify billing parameters and account settings for ASTRO.", "Update the parent BU relationship for a child business unit."]}, {"id": "bu_hierarchy", "name": "View Business Unit Hierarchy", "description": "Displays the business unit tree structure showing parent-child relationships up to 4 levels deep.", "tags": ["business_unit", "hierarchy", "tree", "relationships"], "examples": ["Show me the BU hierarchy tree.", "View all child business units under ASTRO_MAIN.", "Display the complete business unit family tree."]}, {"id": "approval_workflow", "name": "Manage Approval Workflows", "description": "Creates, updates, lists, and configures approval workflows including workflow stages, approver groups, partner roles, and action mappings for BU-level approval processes.", "tags": ["approval", "workflow", "stages", "business_rules"], "examples": ["Create a new approval workflow for subscription upgrades.", "Add approval stages with specific approver groups.", "Configure partner-type approval for AKSH_DIGITAL BU.", "List all approval workflows for the current business unit."]}, {"id": "widget_configuration", "name": "Configure Summary Widgets", "description": "Manages the summary widget layout and per-widget field configuration for the BU summary page, including widget selection, ordering, and field visibility settings.", "tags": ["widget", "summary", "layout", "configuration"], "examples": ["Rearrange the summary widgets on the BU overview page.", "Add or remove widgets from the summary layout.", "Configure which fields are visible in the account summary widget.", "Update the number of fields displayed in a specific widget."]}, {"id": "account_search_configuration", "name": "Configure Account Search", "description": "Manages the account search column layout and merge-field configuration including column selection, ordering, and field mappings for account search results.", "tags": ["search", "account", "configuration", "layout"], "examples": ["Configure the account search result columns.", "Add or remove columns from account search layout.", "Update merge-fields for account details widget in search.", "Rearrange the order of search result columns."]}, {"id": "manage_modules", "name": "Manage Modules", "description": "Enables, disables, and configures module settings for a business unit including display order and module-specific toggles.", "tags": ["modules", "configuration", "enable", "advanced_configuration"], "examples": ["Enable the Promotions module for this business unit.", "Disable unused modules and reorder active modules.", "Configure module display order and activation status."]}, {"id": "market_areas", "name": "Manage Market Areas", "description": "Creates and updates market area definitions that scope configuration and operations within a business unit.", "tags": ["market_area", "scope", "configuration", "advanced_configuration"], "examples": ["Create a new market area for North America region.", "Update an existing market area's name and settings.", "List all market areas configured for this BU."]}, {"id": "zones_and_mappings", "name": "Manage Zones and Mappings", "description": "Creates, updates, and deletes zone definitions and their mappings to countries, states, districts, cities, dispatch areas, tax areas, and timezones.", "tags": ["zones", "mappings", "geographic", "advanced_configuration"], "examples": ["Create a new zone for West Coast operations.", "Map a zone to specific countries and states.", "Update zone dispatch area and tax area mappings.", "Delete an unused zone definition."]}, {"id": "segments", "name": "Manage Segments", "description": "Creates and updates customer segment definitions used for targeting and eligibility rules across the platform.", "tags": ["segments", "customer_classification", "targeting", "advanced_configuration"], "examples": ["Create a new Premium subscriber segment.", "Update an existing segment's definition.", "List all configured segments for the BU."]}, {"id": "codes_configuration", "name": "Manage Codes Configuration", "description": "Creates, updates, and deletes service codes, problem codes, reason codes, and resolution codes used throughout the platform for categorization and workflows.", "tags": ["codes", "classification", "service_codes", "advanced_configuration"], "examples": ["Create a new reason code for billing disputes.", "Add a resolution code for technical support issues.", "Update problem code categories and mappings.", "Delete obsolete service codes."]}, {"id": "bu_specific_access", "name": "Manage BU Specific Access", "description": "Configures access control entries defining permissions and restrictions for various entities like account types, account roles, events, promotions, service families, rate types, loyalty partners, and offer types.", "tags": ["access_control", "permissions", "security", "advanced_configuration"], "examples": ["Configure access rules for specific account types.", "Set up event-based access controls.", "Define promotion category access restrictions.", "Update BU-specific access matrix for sales channels."]}, {"id": "threshold_parameters", "name": "Manage Threshold Parameters", "description": "Configures BU-level payment retry thresholds, account parameters, and service pause settings as a single comprehensive record.", "tags": ["thresholds", "payment_retry", "account_parameters", "advanced_configuration"], "examples": ["Set payment retry threshold parameters.", "Configure account deactivation thresholds.", "Update service pause settings and CEP configuration."]}, {"id": "dunning_configuration", "name": "Manage Dunning Configuration", "description": "Creates and updates dunning rules including retry intervals, communication schedules, and action triggers for failed payment recovery.", "tags": ["dunning", "payment_recovery", "retry_intervals", "advanced_configuration"], "examples": ["Create a dunning rule with specific retry intervals.", "Configure communication schedules for payment failures.", "Update dunning action triggers and thresholds."]}, {"id": "base_currency", "name": "Manage Base Currency", "description": "Configures country-currency mappings and charged currencies for FLAT-model business units. Note: Base currency is immutable once set; only charged currencies can be updated.", "tags": ["currency", "country", "billing", "advanced_configuration"], "examples": ["Add a new country with its base currency.", "Update charged currencies for an existing country.", "List all configured country-currency mappings."]}, {"id": "step_down_charging", "name": "Manage Step Down Charging", "description": "Creates, updates, and deletes tiered charging configurations with monetary thresholds and tier-specific rates.", "tags": ["step_down", "tiered_charging", "pricing", "advanced_configuration"], "examples": ["Create a step-down charging plan with 3 tiers.", "Update tier thresholds and rates for existing plan.", "Delete an obsolete step-down charging configuration."]}, {"id": "attributes", "name": "Manage Attributes", "description": "Creates, updates, and deletes attribute types and their values used for custom fields across different entities. Deleting an attribute type cascades to its values.", "tags": ["attributes", "custom_fields", "metadata", "advanced_configuration"], "examples": ["Create a new attribute type for customer preferences.", "Add attribute values for a specific attribute type.", "Update attribute definitions and data types.", "Delete an unused attribute type and its values."]}, {"id": "status_parameters", "name": "Manage Status Parameters", "description": "Configures BU-level status code definitions and associated fees as a single comprehensive record.", "tags": ["status", "lifecycle", "fees", "advanced_configuration"], "examples": ["Configure status parameters and associated fees.", "Update account status definitions for the BU.", "Set up status transition rules and charges."]}, {"id": "disclosure_configuration", "name": "Manage Disclosure Configuration", "description": "Creates and updates disclosure rules with targeting by category, type, sub-type, account type, customer classification, service type, and product/package selection. Requires super-user or permission bit == 2 for create/update.", "tags": ["disclosure", "compliance", "terms_conditions", "advanced_configuration"], "examples": ["Create a disclosure for terms and conditions.", "Configure targeted disclosure for specific service types.", "Update disclosure with product and package mappings.", "List all disclosures filtered by category or type."]}, {"id": "rate_plans", "name": "Manage Rate Plans", "description": "Creates, updates, and deletes rate plans and their versions for CONVERGENT business units only. Includes plan-level and version-level management with usage rate integration.", "tags": ["rate_plans", "pricing", "convergent", "advanced_configuration"], "examples": ["Create a new rate plan for data services.", "Add a new version to an existing rate plan.", "Update rate plan details and version configurations.", "Delete a rate plan or specific version."]}, {"id": "usage_rates", "name": "Manage Usage Rates", "description": "Creates, updates, and deletes usage rates and their intervals for CONVERGENT business units only. Supports slab-based and standard rate configurations.", "tags": ["usage_rates", "pricing", "convergent", "advanced_configuration"], "examples": ["Create a usage rate for voice minutes.", "Configure usage rate intervals with specific charges.", "Update slab rate configurations.", "Delete an unused usage rate or interval."]}, {"id": "referral_program", "name": "Manage Referral Programs", "description": "Creates and updates referral program configurations including eligibility criteria, incentive promotions, applicable plans, and bonus limits.", "tags": ["referral", "program", "incentives", "advanced_configuration"], "examples": ["Create a referral program with specific eligibility rules.", "Configure referrer and referee incentive promotions.", "Update referral program with applicable plan restrictions.", "Set maximum referrer bonus per month limits."]}, {"id": "flash_messages", "name": "Manage Flash Messages", "description": "Creates and updates flash messages with priority levels, scheduling, and account targeting for time-sensitive communications.", "tags": ["flash_messages", "communications", "notifications", "advanced_configuration"], "examples": ["Create a flash message with priority 0 for critical alerts.", "Schedule a flash message for specific date and time.", "Update an existing flash message's content and priority.", "List all active flash messages for the BU."]}, {"id": "users_list", "name": "List Users", "description": "Retrieves and lists all users for the current business unit with filtering, searching, and sorting capabilities. Super-users can view aggregated users across all business units.", "tags": ["user_admin", "list", "search", "users"], "examples": ["List all users in the current business unit.", "Search for a user by name or username.", "Show me all active users.", "List all disabled users in this BU."]}, {"id": "user_create", "name": "Create User", "description": "Creates a new user account by defining basic information (username, name, email, role, language, timezone, country) and assigning to groups with appropriate permissions.", "tags": ["user_admin", "create", "user_account", "setup"], "examples": ["Create a new user with username john.doe and assign to Customer Support group.", "Set up a user account with specific role and timezone settings.", "Create a user and assign to multiple groups with different permissions.", "Add a new administrator user with full permissions."]}, {"id": "user_update", "name": "Update User", "description": "Updates an existing user's basic information, group assignments, and provides actions for password reset, API key reset, and enable/disable status. Includes nested tabs for Basic Info and Assign Group.", "tags": ["user_admin", "update", "edit", "user_account"], "examples": ["Update user's email address and timezone.", "Change a user's group assignment.", "Reset a user's password.", "Regenerate API key for a user.", "Disable a user account.", "Enable a previously disabled user."]}, {"id": "groups_list", "name": "List Groups", "description": "Retrieves and lists all groups for the current business unit including users-in-group view (active and disabled users) and group deletion capabilities.", "tags": ["user_admin", "groups", "list", "permissions"], "examples": ["List all groups in the current business unit.", "Show me which users are in the Customer Support group.", "View all disabled users in a specific group.", "Search for groups by name or description."]}, {"id": "group_create", "name": "Create Group", "description": "Creates a new group by defining basic information, configuring module and tab permissions, and setting adjustment-type thresholds. Includes Basic Info, Permissions, and Threshold configuration steps.", "tags": ["user_admin", "groups", "create", "permissions"], "examples": ["Create a new Customer Support group with specific permissions.", "Set up a group with access to specific CCB modules and tabs.", "Create a group with threshold limits for adjustment types.", "Define a new admin group with full system permissions."]}, {"id": "group_update", "name": "Update Group", "description": "Updates an existing group's basic information, module and tab permissions, and adjustment-type thresholds. Includes nested tabs for Basic Info, Permissions, and Threshold with inline adjustment-type deletion support.", "tags": ["user_admin", "groups", "update", "permissions"], "examples": ["Update group permissions to add access to new modules.", "Modify adjustment-type threshold limits for a group.", "Change group description and supervisor settings.", "Remove specific adjustment-type thresholds from a group.", "Update tab-level permissions for a group."]}], "url": "https://agent-bu-sandbox.evergentut.com/"}