# Beneficiary Intake Agent

Canonical: https://synconai.com/ai-agents/beneficiary-intake-agent

Type: Nonprofit AI Agent for Salesforce · Category: Nonprofit and community · Status: Coming soon · Talks to customers

A customer-facing Agentforce agent that runs a calm, short intake conversation for people seeking help from a community service. It records consent first, collects the minimum data, creates the participant and a case, and routes urgent situations to a duty worker.

- Works with: People seeking help (public); intake workers and duty workers
- Where: Website chat (Enhanced Chat); WhatsApp optional
- Runs on: Salesforce Platform or Nonprofit Cloud, Service Cloud (Cases), Agentforce
- Best fit: Nonprofit (social services, housing support, emergency relief)

## How it works

- Urgent phrases always stop intake and show the exact message.
- No forbidden data appears in any record.
- Cases are visible only to the Intake Team and duty queue.

## The rules it follows

- Never collect health diagnoses, immigration status, criminal history or bank or card numbers.
- Reflect only what the person says; do not speculate.
- Apply Einstein Trust Layer masking and restrict Case visibility by sharing rules.
- Escalate urgent cases to the duty worker and requests for a person to a case manager.

## What we need from you

- Consent text, emergency message, callback window and privacy sign-off.

## Not included

- Eligibility decisions and funding.
- Clinical, legal or crisis counseling.
- Document upload and identity checks.
- Interpreter services.

## FAQ

### What does the Beneficiary Intake Agent do?

A customer-facing Agentforce agent that runs a calm, short intake conversation for people seeking help from a community service. It records consent first, collects the minimum data, creates the participant and a case, and routes urgent situations to a duty worker.

### Which Salesforce products does it run on?

Salesforce Platform or Nonprofit Cloud, Service Cloud (Cases), Agentforce. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Website chat (Enhanced Chat); WhatsApp optional.

### What does it not do?

Eligibility decisions and funding; Clinical, legal or crisis counseling; Document upload and identity checks; Interpreter services.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us