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ocs-agent-setup

Automate OCS chatbot provisioning by cloning templates, uploading documents, and publishing versions.

1|2|Updated Apr 1, 2026
Search Tags:#template#setup#chatbot#opportunity#ocs#knowledge-collection#embed-credentials
One-click install
npx skills add https://github.com/jjackson/ace --skill ocs-agent-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ocs-agent-setup
Source: https://github.com/jjackson/ace/tree/main/skills/ocs-agent-setup
Command: npx skills add https://github.com/jjackson/ace --skill ocs-agent-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates end-to-end OCS chatbot provisioning for a given opportunity by cloning the ACE golden template, building a per-opp knowledge base, and exposing embed credentials.

Core Features & Use Cases

  • Clone the ACE golden template for a new opportunity to create an ACE chatbot instance.
  • Create a per-opp knowledge collection, upload PDD/training materials/app summaries, and index the data locally.
  • Patch the chatbot system prompt with opp-specific framing, publish a version, and retrieve embed credentials for Connect.

Quick Start

Run the OCS agent setup to configure a new ACE chatbot for the current opportunity and return the embed credentials.

Frequently Asked Questions about ocs-agent-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate OCS chatbot provisioning for a new opportunity?▼

Automate OCS chatbot provisioning by cloning a golden template, creating a per-opp knowledge collection, uploading PDD and training docs, patching the system prompt, and retrieving embed credentials.

What do I need to set up an ACE chatbot instance from a template?▼

Setting up an ACE chatbot instance requires environment variables for OCS endpoints, a golden template ID, and per-opp context like PDD, training, and app summaries accessible via the ACE workflow.

Can I upload PDD and training materials to a per-opportunity knowledge collection?▼

Yes, you can upload PDD, training materials, and app summaries to a per-opportunity knowledge collection, which indexes the data locally for the cloned chatbot instance.

How does the OCS setup process expose embed credentials for Connect?▼

The OCS setup exposes embed credentials for Connect by patching the chatbot system prompt with opportunity-specific framing, publishing a version, and retrieving the credentials upon completion.

What are the limitations of one-click OCS chatbot setup?▼

One-click OCS chatbot setup is limited by its dependency on predefined environment variables for OCS endpoints, a golden template ID, and per-opp context accessible via the ACE workflow for MCP atom calls.

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