iDialogue Skills Catalog
iDialogue Agents are configured with Skills. Skills are tools or behaviors that agents can invoke, much like functions.
Status tags:
Common= default/high-frequency usageActive= currently wired in runtimePlatform= OpenAI-native tool typeLegacy= backward-compatibility alias/patternInternal= experimental, partially wired, or not currently wired
| Skill | Primitive / Tool Type | Category | Marketing Summary | Status | Source Signal |
|---|---|---|---|---|---|
| Describe SObjects | describe_sobjects |
Salesforce Data | Maps object schema, fields, and constraints before AI-driven data operations. | Common, Active | Manifests x14; FunctionFactory; prompts/skills |
| Query SObjects | query_sobjects |
Salesforce Data | Runs flexible SOQL to retrieve CRM records for answers, summaries, and actions. | Common, Active | Manifests x14; FunctionFactory; prompts/skills |
| Interpret Code | interpret_code |
Analytics and Automation | Unlocks code-interpreter workflows for advanced analysis, transformations, and artifacts. | Common, Platform | Manifests x13; code-interpreter injection in response runtime |
| Save Memory | save_memory |
Memory | Stores durable business rules and preferences for future conversations. | Common, Active | Manifests x11; FunctionFactory; prompts/skills |
| DML SObjects | dml_sobjects |
Salesforce Data | Performs create, update, upsert, and delete operations on Salesforce records. | Common, Active | Manifests x5; FunctionFactory; prompts/skills |
| Create Task | create_task |
Salesforce Productivity | Creates follow-up tasks directly on Salesforce records to move work forward. | Common, Active | Manifests x2; FunctionFactory; prompts/skills |
| Add Note | add_note |
Salesforce Productivity | Adds rich Salesforce notes linked to accounts, opportunities, cases, and other records. | Common, Active | Manifests x2; FunctionFactory; prompts/skills |
| Global Describe | global_describe |
Salesforce Data | Scans the full org object catalog to start schema-aware agent workflows. | Common, Active | Manifests x1; FunctionFactory; prompts/skills |
| Deploy Field | deploy_field |
Salesforce Metadata | Deploys production-ready custom fields without leaving the conversation flow. | Common, Active | Manifests x1; FunctionFactory; prompts/skills |
| Retrieve File Content | retrieve_file_content |
Retrieval | Pulls grounded answers from file content in record-centric workflows. | Common, Internal | Manifests x1; primitive declared; class exists |
| Delete Memory | delete_memory |
Memory | Removes obsolete agent memories so new policy and logic can take effect. | Active | FunctionFactory; prompts/skills |
| Deploy Metadata | deploy_metadata |
Salesforce Metadata | Deploys metadata snippets for rapid admin and developer iteration. | Active | FunctionFactory; primitive declared |
| Invoke Flow | invoke_flow |
Salesforce Automation | Calls auto-launched Salesforce Flows with agent-provided inputs. | Active | FunctionFactory; prompts/skills |
| Invoke Apex | invoke_apex |
Salesforce Automation | Calls Invocable Apex actions for governed, custom backend logic. | Active | FunctionFactory; prompts/skills |
| Platform Event | platform_event |
Salesforce Orchestration | Publishes Salesforce platform events to trigger downstream automations. | Active | FunctionFactory; prompts/skills |
| Salesforce Send Email | salesforce_send_email |
Communications | Sends outbound email through Salesforce-connected identity and governance. | Active | FunctionFactory; prompts/skills |
| Verify Address | verify_address |
Data Quality | Validates and standardizes U.S. addresses before record updates. | Active | FunctionFactory; prompts/skills |
| Run Background | run_background |
Agent Orchestration | Offloads long-running tasks to asynchronous background execution. | Active | FunctionFactory; prompts/skills |
| Transfer Agent | transfer_agent |
Agent Orchestration | Hands conversations to a specialized agent while preserving business context. | Active | FunctionFactory; primitive declared |
| Set Memory | set_memory |
Memory | Legacy alias for memory creation retained for compatibility. | Active, Legacy | FunctionFactory alias to save_memory; prompts/skills |
| Generate PDF | generate_pdf |
Document Automation | Converts HTML/Markdown outputs into polished business-ready PDF documents. | Active | FunctionFactory; prompts/skills; public skill doc |
| Search Knowledge | search_knowledge |
Retrieval | Queries org-specific vectorized knowledge for grounded responses. | Active | FunctionFactory; prompts/skills |
| Search Web | search_web |
Web Intelligence | Retrieves public web intelligence for account and market enrichment. | Active | FunctionFactory; prompts/skills |
| Google Search | google_search |
Web Intelligence | Runs Google-powered web lookups for external validation and enrichment. | Active | FunctionFactory; prompts/skills |
| Crawl Web | crawl_web |
Web Intelligence | Crawls target URLs and returns cleaned page text for downstream reasoning. | Active | FunctionFactory; prompts/skills |
| Geocode Address | geocode_address |
Geo Intelligence | Converts addresses into latitude/longitude for mapping and routing use cases. | Active | FunctionFactory; prompts/skills |
| Geo Route | geo_route |
Geo Intelligence | Calculates route distance, duration, and directions between coordinates. | Active | FunctionFactory; prompts/skills |
| Create View | create_view |
Experience and CMS | Creates landing/room experiences for agent-driven engagement flows. | Active | FunctionFactory; primitive declared |
| Send SMS | send_sms |
Communications | Sends SMS messages for reminders, outreach, and operational updates. | Active | FunctionFactory; prompts/skills |
| Dispatch Agent | dispatch_agent |
Agent Orchestration | Background handoff primitive for long tasks with ticket-style execution. | Internal | Primitive + class + prompt present; not in current FunctionFactory map |
| Search SObjects | search_sobjects |
Salesforce Data | Intended SOSL-style search across objects for broad record discovery. | Internal | Primitive + prompt present |
| Get Report | get_report |
Analytics | Report retrieval placeholder for analytics-centric assistant workflows. | Internal | Primitive declared |
| Generate Document | generate_document |
Document Automation | Planned document-generation primitive for templates and narrative outputs. | Internal | Primitive declared |
| Generate Excel | generate_excel |
Document Automation | Planned spreadsheet generation primitive for structured output delivery. | Internal | Primitive declared |
| Generate Image | generate_image |
Content Generation | Planned image-generation primitive for visual content workflows. | Internal | Primitive declared |
| E-Sign Document | esign_document |
Document Automation | Planned eSignature-oriented primitive for approval and signing flows. | Internal | Primitive declared |
| Read Document Page | read_document_page |
Document Intelligence | Planned OCR page-read primitive for document processing pipelines. | Internal | Primitive declared |
| Search Memory | search_memory |
Memory | Planned memory-retrieval primitive for historical preference lookups. | Internal | Primitive declared |
| Update TODO | update_todo |
Agent Orchestration | Internal TODO-recitation primitive for long-horizon background execution. | Internal | Primitive + class + prompt present |
| Reverse Geocode Address | reverse_geocode_address |
Geo Intelligence | Planned coordinate-to-address conversion primitive for geo enrichment. | Internal | Primitive declared |
| Geo Distance | geo_distance |
Geo Intelligence | Planned point-to-point distance primitive for routing and territory logic. | Internal | Primitive declared |
| Geo Nearby | geo_nearby |
Geo Intelligence | Planned nearby-places primitive for location-aware workflows. | Internal | Primitive declared |
| Geo Timezone | geo_timezone |
Geo Intelligence | Planned timezone lookup primitive for scheduling and SLA workflows. | Internal | Primitive declared |
| Run Code | run_code |
Analytics and Automation | Deprecated alias retained for compatibility; canonical primitive is interpret_code. |
Legacy, Platform | Primitive declared as deprecated alias |
| Query Records | query_records |
Salesforce Data | Deprecated legacy class-based query path from older function-calling model. | Legacy, Internal | QueryRecords class (deprecated) |
| Retrieve Metadata | retrieve_metadata |
Salesforce Metadata | Stubbed narrow metadata retrieval class reserved for future blocking metadata calls. | Internal | RetrieveMetadata class stub |
| Code Interpreter | code_interpreter |
OpenAI Platform | Native OpenAI tool for Python execution, analysis, and artifact generation. | Platform | ModelRequest.withCodeInterpreterTool; response runtime injection |
| File Search | file_search |
OpenAI Platform | Native OpenAI vector-store retrieval tool for file-grounded responses. | Platform | ModelRequest.withFileSearchTool; response tool deserializer |
| Computer Use Preview | computer_use_preview |
OpenAI Platform | Native OpenAI tool type for UI automation scenarios (available in schema layer). | Platform, Internal | ComputerUseResponseTool; deserializer support |