Action library

Tools and actions available to all agents and flows in this workspace.

Action	Type	Auth	Success	Latency	Used by	Status
lookupCustomer Returns full customer profile with identifiers, segments, and consents.	Internal	Service token	99.8%	42ms	14a · 22f	Active
getCustomerCards Returns active cards for a customer.	REST	OAuth 2.0	99.4%	180ms	6a · 9f	Active
getCardDetails Returns card details with masked PAN, limits, and status.	REST	OAuth 2.0	99.1%	220ms	5a · 8f	Active
getStatementUrl Generates a short-lived signed URL for a card statement PDF.	REST	OAuth 2.0	98.7%	410ms	4a · 5f	Active
getRecentTransactions Last N days of transactions for an account.	REST	OAuth 2.0	99.6%	320ms	7a · 11f	Active
initiateCardBlock Immediately blocks a card and writes audit row.	REST	mTLS	100%	180ms	3a · 4f	Active
requestCardReplacement Initiates replacement card dispatch.	REST	OAuth 2.0	98.2%	440ms	2a · 3f	Active Approval
checkLateFeeWaiverEligibility Returns waiver eligibility decision per credit policy.	Internal	Service token	99.9%	60ms	2a · 2f	Active
applyLateFeeWaiver Applies a late fee waiver. Requires approval gate.	REST	OAuth 2.0	96.4%	520ms	1a · 1f	Active Approval
lookupUpiTransaction Finds UPI transaction status by NPCI reference.	REST	mTLS	99.2%	280ms	4a · 5f	Active
initiateUpiDispute Files an NPCI dispute on a failed UPI transaction.	REST	mTLS	97.5%	610ms	3a · 3f	Active
getEmiSchedule Returns EMI schedule for a loan account.	REST	OAuth 2.0	99.7%	200ms	3a · 4f	Active
calculateEmi Pure-function EMI calculator.	Code	None	100%	8ms	2a · 2f	Active
checkLoanTopUpEligibility Returns top-up eligibility from credit decision engine.	REST	OAuth 2.0	98.8%	340ms	2a · 2f	Active
getKycStatus Returns KYC status and pending document items.	REST	OAuth 2.0	99.3%	240ms	5a · 6f	Active
submitKycDocument Stores an uploaded KYC document and queues verification.	REST	OAuth 2.0	97.1%	680ms	2a · 3f	Active
verifyOtp Verifies a customer OTP for a given purpose.	REST	Service token	99.5%	110ms	8a · 14f	Active
sendOtp Sends an OTP via the registered channel.	REST	Service token	99.8%	150ms	8a · 14f	Active
recordConsent Writes a DPDP-aligned consent record.	Internal	Service token	100%	30ms	4a · 9f	Active
withdrawConsent Withdraws a previously granted consent.	Internal	Service token	100%	28ms	2a · 3f	Active
escalateToHuman Triggers handoff to a human agent with priority.	Internal	Service token	100%	40ms	14a · 18f	Active
bridgeToContactFlow SIP REFER bridge from voice agent to contact flow.	Internal	Service token	99.6%	220ms	2a · 2f	Active
bookCallback Schedules an outbound callback to the customer.	REST	OAuth 2.0	98.4%	240ms	3a · 5f	Active
addNoteToCrm Appends a note to the Salesforce contact record.	REST	OAuth 2.0	99.5%	280ms	9a · 12f	Active
createSalesforceCase Opens a service case in Salesforce.	REST	OAuth 2.0	98.9%	380ms	6a · 9f	Active
getOpenCases Returns open Salesforce cases for a customer.	REST	OAuth 2.0	99.7%	230ms	5a · 7f	Active
triggerWhatsappTemplate Sends an approved WhatsApp template with variables.	REST	API Key	99.4%	240ms	5a · 11f	Active
getBranchInfo Returns branch metadata.	REST	API Key	99.9%	90ms	1a · 2f	Active
findNearestBranch Finds nearest branch for given coordinates.	REST	API Key	99.7%	140ms	2a · 2f	Active
bookBranchAppointment Books an in-branch appointment.	REST	OAuth 2.0	97.8%	360ms	1a · 1f	Active
analyzeCardImage Vision: detects card damage, type, and printed identifiers.	Code	Service token	96.2%	1240ms	2a · 2f	Active
analyzeChequeImage Vision: extracts MICR, payee, amount from cheque image.	Code	Service token	94.7%	1480ms	2a · 2f	Active
analyzeKycDocument Vision OCR + verification for KYC documents.	Code	Service token	95.4%	1620ms	1a · 2f	Active
getCustomerHealthScore Composite customer health score (0–100).	Code	Service token	99.9%	70ms	4a · 6f	Active
triggerFraudAlert Notifies fraud team and freezes account if signal is high.	Internal	Service token	100%	60ms	3a · 2f	Active