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HDFC Smart Banking
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AI Copilot
3
Active
v5.4
conversation.closed · 7 steps · 8,400 runs (7d)
Test run
Deploy
Editor
Tests
Versions
Analytics
Triggers
Intent matched
Start when an intent is detected
Keyword detected
Match a literal keyword
Webhook received
External HTTP trigger
Schedule (cron)
Time-based
Customer attribute change
On profile update
Customer event
Signup, transaction, churn
Manual trigger
Operator initiated
Inbound call
Voice channel start
Inbound message
Channel-specific message
Conversation
Send message
Text with variables
Send WhatsApp template
Approved template
Send rich media
Image, video, doc, location
Send carousel/list
Interactive list
Ask question
Slot fill with validation
Ask for image
Vision input
Ask for location
Live or pinned
Capture variable
Set slot from message
Translate message
On-the-fly translation
Typing delay
Humanize cadence
Logic
If/else
Boolean branch
Switch
Multi-branch
Loop
Iterate over a list
Wait (delay)
Time-based pause
Wait for event
Pause until event
Set variable
Assign value
Math / calculation
Numeric ops
String manipulation
Format, parse
Date / time
Add, diff, format
Action
Call tool / API
Invoke registered action
Database query
SQL with parameter binding
LLM call
Custom prompt
Vision analysis
Image understanding
Send email
Transactional email
Send SMS
DLT-registered
Schedule callback
Outbound voice
Trigger another flow
Sub-flow invocation
CRM
Salesforce upsert
Create / update record
Zoho upsert
Create / update record
Create case/ticket
Open service case
Lookup customer
Fetch profile
Add note
Append note to record
Add tag
Apply tag to customer
Update consent
DPDP consent state
Routing
Assign to agent
Specific or rule-based
Assign to team
Skill-based queue
Hand off to human
Escalation
Transfer to voice
SIP REFER bridge
Transfer to AI agent
Sub-agent handoff
Compliance
Verify identity
OTP / KBA challenge
Record consent
DPDP-aligned log
PII redaction
Mask sensitive fields
Log audit event
Immutable audit row
Apply retention policy
Schedule deletion
Code
Run TypeScript
Sandboxed code step
Run Python
Sandboxed code step
Custom transform
JSONata / JMESPath
End
End: Success
Resolved
End: Failure
Unrecoverable
End: Handoff
To human
End: Abandoned
Customer dropped
Yes
No
Yes
Triggers
Intent: card.late_fee.waiver
Compliance
Verify identity (OTP)
Action
lookupCustomer
Action
checkLateFeeWaiverEligibility
Logic
Eligible?
Conversation
Explain ineligibility + alternatives
Conversation
Confirm waiver request
Code
Build approval payload (TS)
Compliance
Audit: waiver_requested
Action
applyLateFeeWaiver (approval)
Conversation
Confirmation + reference #
End
End: Success
End
Handoff: human review
Routing
Hand off — billing team
Conversation
Want to talk to a human?
Mini-map
＋
－
Auto-layout · vertical
Logic
Eligible?
Config
Errors
Audit
Condition
eligibility.decision == "approved" && customer.tenureMonths >= 12
2 outgoing branches:
Yes
·
No