Functional Agents

introduction we offer a suite of specialized ai agents, each designed to handle different document processing and querying needs these agents are categorized into three main types based on their functionality document querying agents allow you to upload documents and then query their content, enabling you to extract insights, ask questions, and analyze information from your uploaded files direct querying agents provide immediate ai assistance for general questions and tasks document processing agents for document operations such as splitting each agent has been optimized for specific use cases, allowing you to choose the most appropriate tool based on your document type and complexity requirements, maximize efficiency and achieve better results in your document workflows note these following agents are configured by default at the account level currently query cloudfiles searis v1 directquery cloudfiles revia v1 split cloudfiles divira v1 refer to https //help cloudfiles io/salesforce/settings to know how to change these default agents document querying agents these agents allow you to upload documents and query their content you can test out these agents in our playground, refer to https //help cloudfiles io/salesforce/document ai playground test drive article cloudfiles searis v1 best for basic document querying provides fundamental search and query capabilities on processed documents ideal for straightforward information retrieval tasks cloudfiles searis v2 best for advanced document querying with reasoning enhanced understanding of complex queries through advanced reasoning capabilities superior query interpretation compared to v1 better suited for nuanced questions that require context understanding cloudfiles searis aux v1 best for interactive documents with form elements specialized for documents containing checkboxes, radio buttons, forms, and interactive elements optimized to understand and work with structured document components direct querying agents these agents provide immediate ai assistance without requiring any document uploads cloudfiles revia v1 best for general ai assistance direct interaction with the ai agent without needing to upload documents ideal for general queries, and immediate ai assistance that don't require document analysis using ai for general queries not all queries need to be executed on a specific document if you want to run a general ai based query that does not require document data, you can simply omit the processed document id when executing the query this allows cloudfiles ai to process the query independently , focusing only on the text input you provide this can be useful in scenarios where you have pre extracted data from documents and need ai to structure or analyze it further you need ai to generate text based responses , summaries, or formatted outputs based on user defined parameters example use case generating an email from extracted data consider a scenario where you have processed an invoice document and extracted key details such as invoice number inv 20240319 001 invoice amount $2,500 00 primary contact name john doe due date march 25, 2025 now, instead of querying the document again, you want ai to generate a structured email using these extracted details how to configure this in salesforce flow you can create a flow text formula resource to format the extracted details into a structured prompt for ai processing 📌 query example "below are the identified details from an invoice invoice number = {invoice number query result}, invoice amount = {invoice amount query result}, primary contact = {client's primary contact name query result}, due date = {invoice due date query result} now, based on the provided details, compose a structured email to the primary contact the email should \ greet the contact by name \ inform them about the invoice details in a professional and concise manner \ politely request confirmation of the invoice details \ provide a closing statement expressing appreciation and offer support if needed " generated email output (expected result) subject invoice confirmation – inv 20240319 001 dear john doe , i hope you are doing well we would like to confirm the details of your latest invoice invoice number inv 20240319 001 invoice amount $2,500 00 due date march 25, 2025 please review the above details and let us know if everything is correct if there are any discrepancies, kindly reply to this email at your earliest convenience looking forward to your confirmation thank you for your time! best regards, \[your name] \[your company] document processing agents cloudfiles divira v1 best for document segmentation and organization intelligently splits large documents into smaller, manageable sections uses custom rules defined in your prompts to determine split points excellent for organizing lengthy documents or creating structured document hierarchies for more information on splitting action, you can refer to the https //help cloudfiles io/salesforce/split document using ai article choosing the right agent the table below provides a quick reference to help you match each agent with its most suitable use case agent use case cloudfiles searis v1 for basic queries on documents cloudfiles searis v2 for complex analysis on documents requiring reasoning cloudfiles searis aux v1 for querying documents with interactive elements such as checkboxes cloudfiles revia v1 for immediate ai assistance for general questions cloudfiles divira v1 for splitting and organizing large documents