Case Study: Rectangle Health streamlines support with Agentforce and Plative

Rectangle Health handles thousands of support interactions per month with Plative

Rectangle Health, a healthcare technology company, faced a challenge in scaling its customer support after a series of acquisitions left teams fragmented and reliant on tribal knowledge. They needed a unified system to efficiently handle recurring inquiries. Partnering with Plative, they implemented the Agentforce solution to create an AI support agent named Rex, powered by their existing Salesforce knowledge base.

The solution by Plative involved deploying the intelligent Agentforce agent, Rex, to handle common questions and integrating custom features for seamless live agent escalation. This resulted in an improved customer and team experience, providing 24/7 real-time answers and reducing dependency on third-party vendors. Plative's implementation successfully met Rectangle Health's goals, allowing human agents to focus on more complex issues.

Rectangle Health