Verifies whether a patient appointment scheduling request can be handled by the AI
agent, or must be routed to a human representative based on EHR system integration and scheduling
policies. This action evaluates patient eligibility for automated scheduling in the context of
external EHR system workflows.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Health add-on or included in
Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health
add-on to access the action.
|
| User Permissions Needed |
|
| To use this action: |
Use Contact Center AI Assistive Agent
AND
Contact Center Agent for Health Cloud
permission set
AND
Prompt Template User
AND
Data Cloud User
|
| See Common User Access for Standard Agent Actions. |
