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            Set Up Agentforce for Member Data Queries

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            Set Up Agentforce for Member Data Queries

            Configure Agentforce so that members can access their personal data from self-service portals. Agentforce for Member Data Queries helps members check their health plans and coverage, access their health and care history, and more.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses
            1. Enable Einstein from Einstein Setup and then, Einstein for Health Cloud.
              1. From Setup, in the Quick Find box, enter Einstein Setup and then select Einstein Setup.
              2. Enable the Turn on Einstein setting.
              3. From Setup, in the Quick Find box, enter Health Cloud and then select Health Cloud.
              4. Enable the Einstein for Health Cloud setting.
            2. Create an agent based on the Agentforce Service Agent template and add the Member Data Queries subagent to the agent you created.
            3. Give users access to the prompt template by assigning the Prompt Template User and Member Self Service Agent Access permission sets.
            4. Set the welcome message for the agent you created to display when a patient or member starts a new messaging session.
            5. Set up escalation routing to transfer escalations to a human rep.
            6. Deploy the FHIR System Integration in Real Time Using Generic FHIR Client integration app to integrate your system using FHIR APIs and retrieve patient data.
            7. Select the named credential generated after the MuleSoft Direct Integration setup. This credential is used by the agent to call the deployed prebuilt integration, ensuring secure data exchange.
              1. From Setup, in the Quick Find box, enter Health Engagement Settings and then select Health Engagement Settings.
              2. In the Patient and Member Self-Service setup tab, expand Agentforce for Member Data Queries.
              3. Click Select Named Credentials next to the Select Named Credentials for Member Data Queries step.
              4. Select the appropriate named credential.
              5. Save your changes.
            8. Add a trusted URL and add an authorization server and callback endpoints.
            9. Add a SessionKey variable to the context of the agent you created to track the patient or member's active messaging session.
            10. Finally, deploy your agent on self-service portals so that members can complete tasks on their own.
             
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