Plative’s Program Eligibility Agent simplifies and streamlines your program application process, ensuring a seamless experience for both customers and service agents.
Designed to work across industries—whether you’re a solar energy company promoting solar incentives, a financial services provider offering new credit cards, or a nonprofit delivering vital human services—this solution uses advanced AI to qualify applicants in real time.
By asking tailored questions, it determines program eligibility, creates cases automatically in Salesforce (Service Cloud, Nonprofit Cloud, or Financial Services Cloud), and leverages Einstein AI to recommend the next best actions. This efficient process reduces manual work for service agents, ensures faster follow-ups, and improves customer satisfaction by matching them with the right program.