iDialogue Skills Catalog
iDialogue Agents are configured with Skills. Skills are tools or behaviors that agents can invoke, much like functions.
This human-readable catalog mirrors the supported-tool source of truth in src/main/resources/agents/skills/skill_types.json. Agent Studio uses the same catalog when administrators configure rooms__AISkill__c records, storing the primitive API name in rooms__ArchetypeFunction__c.
| Skill | Primitive API Name | Category | Summary |
|---|---|---|---|
| Global Describe | global_describe |
Salesforce | Fetch metadata for all Salesforce objects available to the user. |
| Describe SObjects | describe_sobjects |
Salesforce | Describe Salesforce object metadata for selected objects. |
| Query SObjects | query_sobjects |
Salesforce | Query Salesforce records using generated SOQL. |
| DML SObjects | dml_sobjects |
Salesforce | Insert, update, or upsert Salesforce records after the appropriate confirmation flow. |
| Invoke Flow | invoke_flow |
Salesforce | Invoke a Salesforce Flow with agent-provided inputs. |
| Invoke Apex | invoke_apex |
Salesforce | Invoke a custom Apex action through the Salesforce REST API. |
| Deploy Field | deploy_field |
Salesforce | Deploy a Salesforce field through metadata operations. |
| Deploy Metadata | deploy_metadata |
Salesforce | Deploy supported Salesforce metadata changes. |
| Add Note | add_note |
Salesforce | Create a Salesforce note on the current or selected record. |
| Create Task | create_task |
Salesforce | Create a Salesforce Task record for follow-up work. |
| Salesforce Send Email | salesforce_send_email |
Salesforce | Send an email through the Salesforce API connection. |
| Create Salesforce File | create_salesforce_file |
Files | Create a new text-like Salesforce File from agent-provided source content. |
| Read Salesforce File | read_salesforce_file |
Files | Read a Salesforce File as semantic markdown or exact text source. |
| Update Salesforce File | update_salesforce_file |
Files | Create a new ContentVersion for an existing Salesforce File. |
| Attach File | attach_file |
Files | Attach a dialogue-scoped artifact or inline text file to a Salesforce record as a File. |
| Generate PDF | generate_pdf |
Documents | Generate professional PDF documents from HTML or Markdown. |
| Generate Excel | generate_excel |
Documents | Generate workbook files with sheets, formulas, formatting, and tables. |
| Render Chart | render_chart |
Documents | Render a chart image for downstream HTML, PDF, attachment, and record workflows. |
| Render Image | render_image |
Documents | Render a generated image to a signed PNG artifact. |
| Update Canvas | update_canvas |
Canvas | Replace the active HTML, Markdown, or text canvas with complete updated content. |
| Search Knowledge | search_knowledge |
Knowledge | Search configured AI Knowledge sources. |
| Semantic Search | semantic_search |
Knowledge | Search and retrieve semantically similar files or records. |
| Save Memory | save_memory |
Memory | Save agent, record, or user memory for later retrieval. |
| Delete Memory | delete_memory |
Memory | Delete an agent, record, or user memory when requested. |
| Ask User Choice | ask_user_choice |
Assistant UX | Ask the user to choose from agent-provided options. |
| Ask User Form | ask_user_form |
Assistant UX | Collect structured user input with a generated form. |
| Search Web | search_web |
Web | Search the web for current information. |
| Google Search | google_search |
Web | Search the web through Google search. |
| Brave Search | brave_search |
Web | Search the web through Brave Search. |
| Crawl Web | crawl_web |
Web | Crawl and summarize a web page for use in the dialogue. |
| Send SMS | send_sms |
Messaging | Send an SMS text message to a recipient. |
| Create Express View | create_view |
Experience | Create a room or landing page experience with an optional one-time token. |
| Apollo Usage Stats | apollo_usage_stats |
Apollo | View Apollo.io API usage stats and rate limits for the configured key. |
| Apollo Search Organizations | apollo_search_organizations |
Apollo | Search Apollo.io for company prospects before enrichment. |
| Apollo Lookup Technologies | apollo_lookup_technologies |
Apollo | Resolve Apollo.io technology names to supported technology UIDs before technology-filtered search. |
| Apollo Get Organization | apollo_get_organization |
Apollo | Get complete Apollo.io organization details by Apollo organization id. |
| Apollo Enrich Organization | apollo_enrich_organization |
Apollo | Enrich a Salesforce Account candidate with Apollo.io organization data. |
| Apollo Enrich Organizations | apollo_enrich_organizations |
Apollo | Bulk enrich up to 10 organizations with Apollo.io organization data. |
| Apollo Search People | apollo_search_people |
Apollo | Search Apollo.io for partial person prospects before enrichment. |
| Apollo Enrich Person | apollo_enrich_person |
Apollo | Enrich a Salesforce Lead or Contact candidate with Apollo.io person data. |
| Apollo Enrich People | apollo_enrich_people |
Apollo | Bulk enrich up to 10 people with Apollo.io person data. |
| Raise Platform Event | platform_event |
Salesforce | Publish an iDialogue platform event in Salesforce. |
| Run Background | run_background |
Agent Operations | Start a long-running background prompt. |
| Transfer Agent | transfer_agent |
Agent Operations | Transfer work to another agent. |