---
schema_version: "1"
id: 41124db60b5a6b53382f9b8af9bf9867f7dfcfb6c9dc4b0fa55c8fa62e9c8ac9
title: GenAiPlanner
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/api_meta/meta_genaiplanner.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_genaiplanner.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 07df3f7509e4715c3f43dede73bbb2a162bbb900442dafbda3b972182310f785
description: Represents a planner for an agent. It’s a container for all the topics and actions used to interact with a large language model (LLM).
---
# GenAiPlanner

Represents a planner for an agent. It’s a container for all the topics and actions used to interact with a large language model (LLM).

## Parent Type

This type extends the [Metadata](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/metadata.htm "The base class for all metadata types. You can’t edit this object. A component is an instance of a metadata type.") metadata type and inherits its fullName field.

## File Suffix and Directory Location

GenAiPlanner components have the suffix .genAiPlanner and are stored in the genAiPlanners folder.

## Version

GenAiPlanner components are available in API version 60.0 to 63.0. GenAiPlannerBundle replaces GenAiPlanner in API version 64.0 and later.

## Special Access Rules

GenAiPlanner is available only if Agents is enabled in your org.

## Fields

| Field Name | Description |
| --- | --- |
| attributeMappings | 
Field Type

[GenAiPlannerAttrMapping](#section_GenAiPlannerAttrMapping)\[\]

Description

A list of action attribute mappings.





 |
| capabilities | 

Field Type

string

Description

A set of tags associated with the agent.





 |
| description | 

Field Type

string

Description

A description explaining the general purpose and domain of the agent.



 |
| genAiFunctions | 

Field Type

[GenAiPlannerFunctionDef](#GenAiPlannerFunctionDef)\[\]

Description

A list of agent action definitions, such as a knowledge action, that are not contained in a topic.



 |
| genAiPlannerRuleExpressions | 

Field Type

GenAiPlannerRuleExpr\[\]

Description

Deprecated. Use ruleExpressions instead.



 |
| genAiPlugins | 

Field Type

[GenAiPlannerFunctionDef](#GenAiPlannerFunctionDef)\[\]

Description

A list of agent topic definitions.



 |
| masterLabel | 

Field Type

string

Description

Required. The master label for the planner.





 |
| plannerType | 

Field Type

PlannerType (enumeration of type string)

Description

Required. A particular approach to problem solving that is given as prompt instructions to a large language model (LLM).

The only supported value is:

- AiCopilot\_\_ReAct—Uses a reactive reasoning strategy to solve problems with the LLM. This strategy consists of prompting the LLM to generate the next step in response to an event and the current context. It differs from a sequential reasoning engine in that it doesn’t plan more than one step ahead of time.





 |
| ruleExpressionAssignments | 

Field Type

[GenAiPlannerRuleExprAsgn](#section_GenAiPlannerRuleExprAsgn)\[\]

Description

A list of rule expression assignments.



 |
| ruleExpressions | 

Field Type

[GenAiPlannerRuleExprDef](#section_GenAiPlannerRuleExprDef)\[\]

Description

A list of rule expressions.



 |

## GenAiPlannerAttrMapping

Represents an attribute mapping, which enables you to map the output of one action attribute to the input of another attribute. This mapping enables you to propagate sensitive data safely without relying on untrusted user input.

| Field Name | Description |
| --- | --- |
| attributeName | 
Field Type

string

Description

Required. The attribute name in the format: Namespace.TopicName.ActionName.AttributeName.





 |
| attributeType | 

Field Type

AttributeType (enumeration of type string)

Description

Required. The attribute type. Values are:

- CustomPluginFunctionAttribute—Map to a custom action input or output
- StandardPluginFunctionInput—Map to a standard action input
- StandardPluginFunctionOutput—Map output to a variable





 |
| constantValue | 

Field Type

string

Description

Reserved for future use.





 |
| mappingTargetName | 

Field Type

string

Description

The target name for the attribute mapping.





 |
| mappingType | 

Field Type

AttributeMappingType (enumeration of type string)

Description

Required. The target type. Values are:

- ActionAttribute
- Constant
- Variable
- ContextVariable





 |

## GenAiPlannerFunctionDef

Represents an agent topic or action definition.

| Field Name | Description |
| --- | --- |
| genAiCustomizedPlugin | 
Field Type

[GenAiLocalPlugin](#section_GenAiLocalPlugin)\[\]

Description

A list of custom agent topics.





 |
| genAiFunctionName | 

Field Type

string

Description

The name of the agent action.





 |
| genAiPluginName | 

Field Type

string

Description

The name of the agent topic.





 |

## GenAiLocalPlugin

Represents a custom agent topic.

| Field Name | Description |
| --- | --- |
| aiPluginUtterances | 
Field Type

[AiPluginUtteranceDef](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_aipluginutterancedef.htm "Represents an utterance that can be used to pick a topic during runtime.")\[\]

Description

A list of utterances that can be used to pick a topic during runtime.



 |
| description | 

Field Type

string

Description

The description of the topic.



 |
| genAiFunctions | 

Field Type

[GenAiPluginFunctionDef](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_genaiplugin.htm#GenAiPluginFunctionDef)\[\]

Description

A list of functions in the topic.



 |
| genAiPluginInstructions | 

Field Type

[GenAiPluginInstructionDef](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_genaiplugininstructiondef.htm "Represents a topic instruction.")\[\]

Description

A list of instructions in the topic.



 |
| language | 

Field Type

string

Description

Required.

The language of the topic.



 |
| masterLabel | 

Field Type

string

Description

Required.

The master label for the topic.



 |
| name | 

Field Type

string

Description

Required.

Represents the API name of the topic. This name must be unique across all custom and customized topics. Can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.



 |
| pluginType | 

Field Type

PluginType (enumeration of type string)

Description

Required.

Values are:

- Topic





 |
| scope | 

Field Type

string

Description

A specific job description for a topic.



 |

## GenAiPlannerRuleExprAsgn

Represents a rule-expression assignment to either a topic or an action.

| Field Name | Description |
| --- | --- |
| ruleExpressionName | 
Field Type

string

Description

Required. The name of the rule expression.





 |
| targetName | 

Field Type

string

Description

Required. The target of the assignment, which is a Namespace.TopicName.ActionName or a TopicName.





 |
| targetType | 

Field Type

string

Description

Required. The type of the target. Values are:

- Function—A knowledge action
- Plugin—A topic
- PluginFunction—An action in a topic





 |

## GenAiPlannerRuleExprDef

Represents a rule expression, which conditionally locks or unlocks topics and actions based on defined security criteria.

| Field Name | Description |
| --- | --- |
| conditions | 
Field Type

[GenAiPlannerRuleExprCondition](#section_GenAiPlannerRuleExprCondition)\[\]

Description

A list of conditions for a rule expression.





 |
| expression | 

Field Type

string

Description

An expression with the combined conditions.





 |
| expressionLabel | 

Field Type

string

Description

Required. The expression label.



 |
| expressionName | 

Field Type

string

Description

Required. The expression name.



 |
| expressionType | 

Field Type

string

Description

The expression type. Values are:

- handlebars—Reserved for future use
- sel—Salesforce Expression Language, as used in formula fields





 |

## GenAiPlannerRuleExprCondition

Represents a condition for a rule expression.

| Field Name | Description |
| --- | --- |
| leftOperand | 
Field Type

string

Description

Required. The left operand in the expression.





 |
| leftOperandType | 

Field Type

GenAiAgentVariableType (enumeration of type string)

Description

Required. The type for the left operand. Values are:

- Variable
- ContextVariable
- Attribute





 |
| operator | 

Field Type

GenAiRuleExpressionOperator (enumeration of type string)

Description

Required. The operator in the expression. Values are:

- equal
- greaterThan
- greaterThanOrEqual
- lessThan
- lessThanOrEqual
- notEqual
- isEmpty
- isNotEmpty





 |
| rightOperandValue | 

Field Type

string

Description

The value for the right operand.



 |

## Declarative Metadata Sample Definition

The following is an example of a GenAiPlanner component.

<?xml version="1.0" encoding="UTF-8"?>
<GenAiPlanner xmlns="http://soap.sforce.com/2006/04/metadata">
    <description\>Copilot reasoning engine description</description\>
    <masterLabel\>EmployeeCopilotPlanner</masterLabel\>
    <plannerType\>AiCopilot\_\_SequentialPlannerIntentClassifier</plannerType\>
</GenAiPlanner\>

The following is an example package.xml that references the previous definition.

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <types\>
      <members\>\*</members\>
      <name\>GenAiPlanner</name\>
   </types\>
   <version\>60.0</version\>
</Package\>

## Wildcard Support in the Manifest File

This metadata type supports the wildcard character \* (asterisk) in the package.xml manifest file. For information about using the manifest file, see [Deploying and Retrieving Metadata with the Zip File](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/file_based_zip_file.htm "The deploy() and retrieve() calls are used to deploy and retrieve a .zip file. Within the .zip file is a project manifest (package.xml) that lists what to retrieve or deploy, and one or more XML components that are organized into folders.").