--- schema_version: "1" id: 9ec9721315453429cba1b55484f7dd723b19be1ec35cb90e5fdd20cd99d2474c title: AI Agents Catalog for Agentforce Operations collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_ai_agents_catalog.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_catalog.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 49e4214e35989219c30a05f694405f5c0562759a1aa89949834bdf5a4ba24f13 description: Use this catalog to select the right AI agent for each type of task in Agentforce Operations. products: - Cross Cloud release: "264" --- # AI Agents Catalog for Agentforce Operations Use this catalog to select the right AI agent for each type of task in Agentforce Operations. ### Required Editions
License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

To purchase an Agentforce Operations license, contact your Salesforce account executive.
## How to Choose an Agent Choose the agent whose purpose aligns with the expected output and required source data. If a task spans multiple domains, break it into separate tasks and assign each to the most appropriate agent. ## Agent Comparison Use this table to compare agents and find the right one for your task. | Agent | Best For | Key Capabilities | Learn More | | --- | --- | --- | --- | | Generalist (Beta) | Complex, multi-step tasks that span multiple domains | Logic-based routing, rule-based decisions, document classification and generation, table operations, calculations, and data source queries. Uses Python for accuracy with large datasets. | [Generalist Agent (Beta)](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_generalist.htm&release=264.0.0&type=5 "Use the Generalist Agent (beta) to automate a broad range of tasks in Agentforce Operations. Supported tasks include routing decisions, calculations, data source queries, table operations, and document processing.") | | Flash | Quick, simple decision-making tasks optimized for speed | Rules-based routing, document classification, task approval or rejection, data extraction from text fields, and large form prefill. | [Flash Agent](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_flash.htm&release=264.0.0&type=5 "Use the Agentforce Operations Flash Agent to route and triage work, approve or reject tasks, extract simple information from documents, and fill out forms.") | | Document | Document generation, summarization, comparison, and structured extraction | Extract data from PDFs, images, CSV, .docx, .pptx, and .xlsx files. Summarize documents, fill .docx templates, compare .docx files, and extract tables from consistently formatted files. | [Document Agent](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_document.htm&release=264.0.0&type=5 "Use the Document Agent to extract more complicated information from documents, such as images and tables, in Agentforce Operations.") | | Document Reader (Beta) | Extracting fields and tables from unstructured or variable-format documents | Field value extraction with keyword search, per-field instructions, multi-value support, and tabular data extraction from PDFs and images. | [Document Reader Agent (Beta)](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_document_reader.htm&release=264.0.0&type=5 "Understand the capabilities, inputs, and limitations of the Document Reader agent (Beta) in Agentforce Operations.") | | Tabular | Manipulating tables, line items, and spreadsheet data by using SQL | Filter tables, add calculated columns, sum columns, combine tables with joins, compare tables, and aggregate data by groups. | [Tabular Agent](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_tabular.htm&release=264.0.0&type=5 "Use the Tabular agent to work with tables, line items, and spreadsheets in Agentforce Operations.") | | Excel (Beta) | Tasks that use existing Excel spreadsheets or CSV files | Run Excel spreadsheet formulas on task data (formula-based), or process CSV files with row-level filtering and calculated columns (tabular data). Generates an audit workbook. | [Excel Agent (Beta)](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_excel.htm&release=264.0.0&type=5 "Use the Excel Agent (beta) as an automation engine in Agentforce Operations. Upload a spreadsheet to drive formula-based calculations, or pass CSV files for row-level operations across tabular data.") | | Regrello | General tasks including data source searches and calculations | Data source search by column or keyword, simple multi-step calculations, date difference calculations, and date offset calculations. | [Regrello Agent](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_regrello.htm&release=264.0.0&type=5 "Use the Regrello Agent to search for information and perform calculations in Agentforce Operations.") | To learn more, explore these links. - **[Excel Agent (Beta) in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_excel.htm&release=264.0.0&type=5)** Use the Excel Agent (beta) as an automation engine in Agentforce Operations. Upload a spreadsheet to drive formula-based calculations, or pass CSV files for row-level operations across tabular data. - **[Generalist Agent (Beta) in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_generalist.htm&release=264.0.0&type=5)** Use the Generalist Agent (beta) to automate a broad range of tasks in Agentforce Operations. Supported tasks include routing decisions, calculations, data source queries, table operations, and document processing. - **[Flash Agent in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_flash.htm&release=264.0.0&type=5)** Use the Agentforce Operations Flash Agent to route and triage work, approve or reject tasks, extract simple information from documents, and fill out forms. - **[Document Agents in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_document_compare.htm&release=264.0.0&type=5)** Agentforce Operations has two document agents. Understand the differences to choose the right one for your task. - **[Tabular Agent in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_tabular.htm&release=264.0.0&type=5)** Use the Tabular agent to work with tables, line items, and spreadsheets in Agentforce Operations. - **[Regrello Agent in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_regrello.htm&release=264.0.0&type=5)** Use the Regrello Agent to search for information and perform calculations in Agentforce Operations. #### See Also - [AI Agent Limits and Considerations in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_limits.htm&release=264.0.0&type=5 "Review AI agent limitations and considerations before assigning a task to an agent.") - [Assign a Task to an AI Agent in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_assign_task_to_ai_agent.htm&release=264.0.0&type=5 "Assign a task to an AI agent in Agentforce Operations and provide the inputs needed for reliable completion.")