Help your reps quickly understand who they're speaking with and why they're calling. New AI-generated summaries pull data in parallel from Agentforce Health objects and Data 360 to create a unified view of member plan details, claims, clinical information, and provider data. Every conversation starts with full context, so reps spend their time helping, not hunting through tabs and systems.
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 October 2, 2026.
How: From Setup, go to the Health Generative AI Setup page and follow the guided setup.