We’re excited to kick off our new blog series The Agentforce Advantage: Unlocking AI in Salesforce showcasing innovative use cases built on Salesforce’s AI platform, Agentforce. In this first post, we’ll demonstrate how Agentforce can streamline routine business processes like customer and patient intake, providing an exceptional customer experience and freeing employees to work on other high-value tasks.
AI-Powered Patient Intake
AI excels at automating mundane tasks, like collecting customer information, researching customer background, answering FAQs, and reviewing/approving expense reports (to name a few), all while improving customer experience. To demonstrate this capability, we developed a Patient Intake Agent using Agentforce to manage the process of collecting new patient information and sending the required legal disclosures at a healthcare provider. The agent interacts with patients through a website chatbot, securely collecting personal information, coordinating the legal disclosure agreement, and scheduling an initial appointment.
What a difference!
Check out this use case demo here:
https://www.loom.com/share/2b2b7f6d0c4e4cfdaec54ce128990d8a?t=5
Business Impact: Reducing Costs and Improving Experiences
The benefits of this solution are significant:
- Reduced Manual Data Entry: With AI handling the intake process, human error is minimized, and administrative staff can focus on more complex tasks.
- Improved Patient Experience: The process is quicker, more accurate, and entirely digital, reducing friction and streamlining patient onboarding.
- Ensured Compliance: Digital signatures ensure that all necessary forms are completed and signed, which is vital for regulatory compliance in industries like healthcare and insurance.
But it doesn’t stop at healthcare. This use case is broadly applicable to any business that requires customer intake and document generation. Whether you’re in insurance, finance, or other sectors, this digital agent can be leveraged to improve both customer experience and operational efficiency.
Tech Behind the Magic: A Seamless Integration
To build this solution, we’ve leveraged Salesforce Health Cloud, Agentforce Service Agent, and integrated with Formstack Documents & Sign for document management. The combination of these tools provides a robust platform for engaging new customers, collecting data, while ensuring smooth workflows and regulatory compliance.
This powerful integration means that businesses can easily scale this solution to suit their unique needs, from patient onboarding to customer intake for sales, insurance, and more. Plus, if AppExchange solutions are part of your tech stack, Agentforce can leverage those existing investments in incredible ways.
How to Get Started
Are you contemplating AI use cases that can improve outcomes for your business? 10K has you covered with our Agentforce Activator program. As an early member of the Agentforce Partner Network, we have the expertise and a trusted framework to guide you through the process. The Activator program offers three service levels to meet you where you are in your journey.
Learn more about 10K’s Agentforce Activator program and start your AI journey today.
Suppose you’re not sure where to start and need some help understanding where Agentforce can help you. In that case, 10K offers a free Agentforce discovery workshop. We’ll brainstorm valuable use cases and provide an interactive demo to get the creative juices flowing. Click here to get started.
Wherever you stand, consider us your expert guide to AI success!
Stay Tuned: More Use Cases Coming Soon
This article is the first in a series where we’ll explore more use cases and how Agentforce is reshaping industries. From automating quote generation to improving customer service workflows, we’ll show you how AI is driving innovation across various sectors.
