---
schema_version: "1"
id: a012250f22971f64ce817e8cde61946251109d9ee8b04efb9127f08c05d3fa64
title: Integrating AI into Your Service Catalog (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/svc_site_copilot_ov.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_ov.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 49aa47c384409d89f4c228c73203f5728df56b86b87f60bd82081b2f12510a8a
description: Drive self-serve case deflection in your Service Catalog site with Agent, your AI assistant for Service Catalog. Through a conversational interface, Agent uses an LLM to identify and execute relevant actions to resolve customer contact reasons without customers navigating your catalog or contacting support.
products:
  - Service Cloud
release: "264"
---
# Integrating AI into Your Service Catalog (Beta)

Drive self-serve case deflection in your Service Catalog site with Agent, your AI assistant for Service Catalog. Through a conversational interface, Agent uses an LLM to identify and execute relevant actions to resolve customer contact reasons without customers navigating your catalog or contacting support.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)

Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at [Agreements and Terms](https://www.salesforce.com/company/legal/agreements/).

Agent actions are specific tasks that Agent completes. In Service Catalog, if a customer asks for help updating their phone number or email, Agent initiates an action for each service and either opens a catalog item request for the customer or provides them a link to the catalog item in your site. To learn more about how Agent works, review [Agentforce Agents](https://help.salesforce.com/s/articleView?id=ai.copilot_intro.htm&type=5&language=en_US) and [Agent Actions](https://help.salesforce.com/s/articleView?id=ai.copilot_actions.htm&type=5&language=en_US).

Integrating Agent in Service Catalog requires several tasks in Setup. To get you started with Agent, we’ve provided you with three actions and catalog items. Before you can set up Agent in Service Catalog, you must:

- Have the required Service Catalog and Agent permissions and licensing.
- Build a Service Catalog that contains at least one active catalog category, catalog item, and catalog fulfillment.

To complete these prerequisites, see the Service Catalog and Service Catalog site setup documentation. To get started with your Service Catalog site setup, review the setup map for an overview of tasks and information.

![Agent in Service Catalog learning map](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/service_catalog/svc_site_copilot_banner.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Start Here"></span>
            </p>
            <p>
              <strong>Get Oriented</strong>
            </p>
            <p>Understand
              the basic features and necessary permissions.</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_learn.htm&amp;release=264.0.0&amp;type=5" title="Learn the feature fundamentals and important permissions information.">Service Catalog in
                Agent (Beta)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_learn.htm&amp;release=264.0.0&amp;type=5" title="Learn the feature fundamentals and important permissions information.">Permissions and Licensing
                (Beta)</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/resources-global/_corporate/images/learning_maps/lm_learn_1.png" alt="Develop"></span>
            </p>
            <p>
              <strong>Learn the Foundations</strong>
            </p>
            <p>Familiarize yourself with Service Catalog actions, Agent output types, and their
              relation to catalog items.</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_operation.htm&amp;release=264.0.0&amp;type=5" title="Familiarize yourself with the functionality of Service Catalog actions, Agent output types, and their relation to catalog items.">How Service Catalog Works in Agent (Beta)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_actions_ref.htm&amp;release=264.0.0&amp;type=5" title="Review the actions associated with Service Catalog.">Service Catalog Action Reference (Beta)</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/resources-global/_corporate/images/learning_maps/lm_build_end_1.png" alt="Build End"></span>
            </p>
            <p>
              <strong>Setup Agent in Service
                Catalog</strong>
            </p>
            <p>Take the necessary steps in Setup to launch Agent in your Service
              Catalog.</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_actions_setup_ov.htm&amp;release=264.0.0&amp;type=5" title="Set up and configure Service Catalog actions to resolve customer contact reasons with Agents.">Access the Sample Catalog Items (Beta)</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_actions_setup_ov.htm&amp;release=264.0.0&amp;type=5" title="Set up and configure Service Catalog actions to resolve customer contact reasons with Agents.">Set Up Standard Service Catalog Actions (Beta)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.svc_site_actions_setup_ov.htm&amp;release=264.0.0&amp;type=5" title="Set up and configure Service Catalog actions to resolve customer contact reasons with Agents.">Set Up Custom Service Catalog Actions (Beta)</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

## Limitations

Service Catalog Agent actions are available for setup and use in the Agent Actions Setup page. Setup of Agent in your self-service site isn’t available.

- **[Service Catalog in Agentforce (Beta)](https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_learn.htm&release=264.0.0&type=5)**  
    Learn the feature fundamentals and important permissions information.
- **[How Service Catalog Works in Agent (Beta)](https://help.salesforce.com/s/articleView?id=service.svc_site_copilot_operation.htm&release=264.0.0&type=5)**  
    Familiarize yourself with the functionality of Service Catalog actions, Agent output types, and their relation to catalog items.
- **[Service Catalog Action Reference (Beta)](https://help.salesforce.com/s/articleView?id=service.svc_site_actions_ref.htm&release=264.0.0&type=5)**  
    Review the actions associated with Service Catalog.
- **[Build Service Catalog Actions (Beta)](https://help.salesforce.com/s/articleView?id=service.svc_site_actions_setup_ov.htm&release=264.0.0&type=5)**  
    Set up and configure Service Catalog actions to resolve customer contact reasons with Agents.