Platform ยท AI

Conversational workflow automation.

Don't just ask questions. Execute system actions instantly.

Four agents shipped with Pulse.

  • Intake Automation . Inbound referrals routed, qualified, and authorized in minutes. The agent reads the referral, checks payor and geography, scores authorization probability, and routes to the right intake coordinator.
  • Field Marketer Mobile Routing . Daily routes optimized for outreach reps based on referral source ROI and proximity. Your reps stop guessing which hospital to visit next.
  • Proactive Risk Monitoring . Stalled authorizations, missed visits, and at-risk hours flagged before they hit revenue. The agent watches the operational seams between systems.
  • AI Staffing & Scheduling . Credentialed caregivers matched to authorized hours across locations. Coverage gaps and supervision shortfalls surfaced before they become next week problem.

Why conversational matters.

Your intake coordinator does not need a dashboard. She needs an answer. Agentforce lets your team ask "which referrals are stuck on Aetna auth this week" and get a response that includes the action to escalate them.

See Agentforce in your workflow.

Book a working session with our AI team.