Access Member Plans and Eligibility Data by Using Agent Actions

Help your payer contact center reps quickly address member and provider questions about coverage, eligibility, and cost shares. New member coverage actions use structured data from Data 360 to summarize and query coverage details, so your reps can accurately address common member concerns about plan details and covered services.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses. To access the agent action, users also need the Agentforce for Health Cloud add-on.

When: This feature is available starting Feb 13, 2026.

Who: This feature is available to users with the Contact Center for Health Cloud permission set, the Contact Center Agent for Health Cloud permission set, and the Use Contact Center AI Assistive Agent user permission.

How: On the Contact Center Settings page in Setup, turn on Contact Center for Health Cloud. Then, follow the guided setup in the Agentforce for Payer Contact Center section.