Salesforce is building a library of pre-wired artificial intelligence agents to take over manual administrative tasks on behalf of payers, healthcare providers, and public health agencies.
The company has partnered with three health tech companies, HealthEx, Verily, and Viz.ai, to handle the heavy lifting for healthcare organizations by automating tasks ranging from clinical intake and electronic medical record updates to hospital bed management and monitoring of infectious disease outbreaks.
The company says its six new AI agents can act as a 24/7 management layer and automate risky tasks.
Salesforce introduced Agentforce for Health a year ago to further advance agent AI with a focus on tasks related to patient access, public health, and clinical research. The new library of AI agents will help speed closed-loop referrals, explain complex deductibles and copays for patients, manage facility logistics for hospitals, and analyze disease trends for public health agencies, according to a company press release.
“We can’t ask our healthcare heroes to operate in a system that continually fails due to fragmented data and soul-crushing administrative tasks,” Amit Khanna, senior vice president and general manager of health at Salesforce, said in a statement. “Salesforce is the only platform that makes every touchpoint in the patient journey feel like one continuous conversation, so clinicians can think about people instead of systems. Our trusted AI agents, built on a purpose-built platform, share the administrative load 24/7, giving customers the cognitive bandwidth to accelerate approvals, improve outcomes, and connect with patients at speeds not possible a year ago.”
HealthEx and Verily The partnership provides a master, unified health record by combining rich clinical and social intelligence from patient-managed digital health wallets and wearables.
Viz.ai is an AI-powered disease detection and care coordination platform. Salesforce says that by integrating with Agentforce for Health, the company can detect suspected illnesses directly from medical images and EHRs and automatically trigger workflows within the platform.
MIMIT Health, a multispecialty physician group, is an early adopter of Agentforce for Health and reports measurable results from using the autonomous tool.
“We’ve seen dramatic operational improvements, including a 459% ROI and $1.5 million in savings, along with increased patient satisfaction and reduced administrative burden,” said Paramjit “Romi” Chopra, MD, CEO and Founder of MIMIT Health.
HealthEx combines health records across healthcare organizations into one connected history, including diagnoses, medications, test results, procedures, and clinical records. The companies say the integration with Salesforce will help build a comprehensive health record for patients through TEFCA (Trusted Exchange Framework and Common Agreement) and FHIR endpoint access for consumers.
Verily, an Alphabet health tech company, ingests data from wearables, nutrition trackers, and lab blood tests to help predict and prevent health. Salesforce says its data integration with Verily will enable Agentforce for Health to leverage multimodal data to personalize the health experience, accelerate research, and deliver more customized care.
Three of the new AI agents are designed to streamline patient and member services. Referral and assessment agents can triage and route referrals to the appropriate specialist, suggest relevant health assessments, and schedule follow-up appointments. Organizations can also schedule follow-ups via self-service or voice AI calls with an agent.
EHR read/write agents within Agentforce for Health can facilitate bidirectional data exchange with EHRs such as athenahealth through MuleSoft connectors. Salesforce says this will allow contact center staff to submit medication refill requests and amend demographic and caregiver information.
Healthcare providers can deploy claims and coverage agents powered by Informatica and secure FHIR APIs to provide patients and members with an always-on, self-service assistant that can explain complex deductibles and copay estimates, check claim status, and find in-network providers.
Salesforce also built a HIPAA-compliant, AI-powered voice feature that allows patients and members to call and get answers to questions about copays, benefits, and eligibility, the company said.
New AI agents can also help coordinate operational processes and care.
Health systems can use local health agents to offer video visits and provider recruitment tools. Salesforce notes that this could help meet the goals of the Centers for Medicare & Medicaid Services’ Rural Health Transformation Initiative. To address rural healthcare needs, Salesforce also built an offline mobile app that provides patient records and assessments without connectivity.
For public health organizations, Agentforce for Health epidemiological analysis agents can help detect and investigate infection patterns faster by automating laboratory admissions, eliminating case duplication, performing root cause analysis, and developing response plans.
Operationally, Agent AI can serve as a command center for a hospital’s clinical operations, managing beds, equipment, and nursing staff from a central hub. Salesforce says this AI tool helps managers maximize employee capabilities and resource allocation.
Many of these AI tools are available today. Referral triage, root cause analysis, and engagement campaigns are expected to be available in June 2026. New hospital operations capabilities and data integrations for HealthEx, Verily, and Viz.ai will be generally available later this year, according to Salesforce.
