Omnichannel Contact Center

Simplify the most complex transactions with an intuitive user interface to lower handle times and expedite agent training.

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The Vlocity Health platform enables you to elegantly manage the complexities of an insurance contact center in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage customer service with ease.

Key Features

  • Pre-built interactions with an included drag-and-drop designer to build custom additions and enforce business rules
  • Guided service interactions to simplify the most complex transactions with a modern step-by-step interface
  • Dynamic caller console to tailor customer experiences based on their policy type and authorization information required from them
  • Seamless microservices integration to process transactions across systems from a single engagement layer
  • Clickstream analytics to analyze usage patterns across channels with click-level precision and make service improvement
  • Vlocity Intelligence to progressively enhance customer interactions and the value delivered in every call


Vlocity Health consolidates disparate systems into a single platform and creates step-by-step workflows for agents to easily understand the actions required for each transaction. Agents also have all the customer information they need in one place so they don’t have to toggle between applications and save time resolving customer inquiries.

Vlocity Health provides a 360-degree customer view to offer relevant customer interactions from the start. Then, Vlocity Intelligence continues to maximize personalization with algorithm-driven offers and content learned from previous interactions.

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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