Improve engagement and reduce contact center overhead by enabling members to complete self-service tasks. Agentforce helps members find in-network providers, check their health plan benefits, and access their health history. This agentic experience lowers operational costs while driving better health outcomes and higher satisfaction through an intelligent, personalized support.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses.
When: This feature is available starting June 5, 2026.
Who: This feature is available to users with the Health Cloud Foundation, Prompt Template User, Data Cloud Architect, Data Cloud User, Marketing Cloud Manager, and Member Self Service Agent Access permission sets.
How: From Setup, go to the Health Engagement Settings page, and turn on Patient and Member Self-Service. Then, navigate to the Patient and Member Self-Service tab and follow the guided setup.