Introduced in DC2025.02a - Arnhem (Dialogue Cloud Neo)
Use AI nodes in Dialogue Studio to enrich, classify, summarize, generate, or route interactions by invoking Azure OpenAI services. This topic lists the available AI nodes and gives an overview of what each node does. Future releases will add more nodes to this family.
An AI-powered node that enables natural language conversations using Azure OpenAI's language models. This node allows you to create interactive chatbots, virtual assistants, or automated response systems by sending customized prompts to Azure OpenAI services.
Configuration
Azure OpenAI Config
A configuration node containing your Azure OpenAI API credentials. This is required and must be set up before using this node.
Select Source
Choose the input source for the message:
Payload: Uses msg.payload directly
Dialogue Cloud Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
Dialogue Cloud Text Transcript: Uses text messages from msg.payload.message
System Prompt
Defines the behavior and context for the AI. This sets the tone, purpose, and constraints for the AI assistant. If left empty, a default prompt will be used: "You are an AI assistant that helps people find information."
Include Diagnostics
When enabled, appends usage (token counts) and latencyMs (response time) keys to the output payload.
Debug Mode
When enabled, displays the complete request payload in the debug sidebar for troubleshooting purposes.
Inputs
payload
string | object
The input message to be processed. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
content - The AI-generated response text
originalMessage: The analyzed message
timestamp - ISO timestamp of when the response was generated
usage (optional) - Token usage information from the API; included only when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds; included only when Include diagnostics is enabled
Details
This node leverages Azure OpenAI's advanced language models to engage in natural conversations. It processes incoming messages and generates human-like responses that are contextually appropriate and meaningful.
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Error Handling
The node provides different status indicators based on operation:
Blue dot: Processing request
Green dot: Successful completion
Red ring: Error occurred (details in debug panel)
Yellow ring: Rate limited by Azure OpenAI
Integration with Dialogue Cloud
This node is designed to work seamlessly with Dialogue Cloud communication systems, particularly with transcript sources. It can process both text and transcribed audio inputs, making it ideal for creating intelligent voice and text-based interfaces.
Example Flow
A basic flow might include:
An input node (HTTP, WebSocket, etc.) that receives user queries
The AI Custom Prompt node configured with appropriate system prompt
An output node to deliver the AI response back to the user
An AI-powered node that identifies action items, tasks, and commitments from conversations or text content using Azure OpenAI's language models. This node analyzes text input to extract actionable information, making it ideal for project management, task tracking, and follow-up automation.
Overview
The AI Action Detector uses natural language processing to identify and extract structured information about tasks and commitments from unstructured text. It can detect:
Task descriptions and action items
Assigned individuals responsible for tasks
Due dates and deadlines
Priority levels
Current status of tasks
Configuration
Basic Settings
Name: Optional name for the node instance
Azure OpenAI Config: Connection to your Azure OpenAI service (required)
Select Source: Choose the input source format:
Payload: Direct text input in msg.payload
Dialogue Cloud Audio Transcript: Transcribed audio from (msg.payload.transcriptor.transcript)
Dialogue Cloud Text Transcript: Text messages from (msg.payload.message)
Detection Options
Detect Assignees: Identifies who is responsible for each action item
Detect Deadlines: Extracts due dates and timeframes in ISO 8601 format when possible
Detect Priority: Determines the urgency/importance level of tasks (high, medium, low)
Detect State: Determines the current status of tasks (pending, in progress, completed)
Advanced Settings
Include Diagnostics: Adds usage (token counts) and latencyMs (response time) to the output payload when enabled
Debug Mode: When enabled, shows detailed API request information in the Dialogue Studio debug panel
Inputs
payload
string
Direct text input to analyze (when Payload source is selected)
Input: "During the meeting, we agreed that marketing team will finalize the campaign strategy by end of month. Alex volunteered to coordinate with the design team on the new logo - this is high priority. CEO mentioned the budget review is already in progress."
Output:
Example output
{
"actions": [
{
"text": "Finalize the campaign strategy",
"confidence": 0.94,
"assignee": "marketing team",
"deadline": "2024-03-31T00:00:00Z",
"priority": "medium",
"state": "pending"
},
{
"text": "Coordinate with the design team on the new logo",
"confidence": 0.96,
"assignee": "Alex",
"deadline": null,
"priority": "high",
"state": "pending"
},
{
"text": "Budget review",
"confidence": 0.85,
"assignee": null,
"deadline": null,
"priority": null,
"state": "in progress"
}
]
}
Usage Tips
Confidence Scores: Consider filtering actions with low confidence scores in downstream nodes.
Context Awareness: The AI understands contextual information like implicit deadlines, implied priorities, and task states.
Integration Ideas:
Connect to a database to store extracted tasks
Send notifications when high-priority tasks are detected
Create calendar events for tasks with deadlines
Generate automatic meeting summaries with action items
Performance Considerations:
Processing longer texts may require more API tokens
Consider splitting very long inputs into smaller chunks
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Requirements
Requires a valid Azure OpenAI API configuration
Works best with clearly articulated text
Performs optimally with conversations that have explicit action items
An AI-powered node that analyzes incoming messages and assigns priority levels using Azure OpenAI's language models. Perfect for triaging customer inquiries, support tickets, or any text-based communication that requires priority-based routing.
Inputs
payload
string | object
The input message to be analyzed. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
The node returns an object containing:
priority - Numerical priority level (1 being highest priority, up to your configured maximum)
rationale - Detailed explanation of why this priority level was assigned
originalMessage: The analyzed message
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from the Azure OpenAI API when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds when Include diagnostics is enabled
error - Error message if processing fails
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly
Dialogue Cloud Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
Dialogue Cloud Text Transcript: Uses text messages from msg.payload.message
Priority Levels: Set the number of priority levels (default: 10)
Low Priority Example: Provide an example of a low priority message to guide the AI
High Priority Example: Provide an example of a high priority message to guide the AI
Include Diagnostics: Adds usage and latencyMs fields to the output payload when enabled
Debug Mode: Enable to get additional debugging information in the Dialogue Studio debug panel
How It Works
This node leverages Azure OpenAI's language models to analyze message content and determine appropriate priority levels. The process works as follows:
The node receives a message from the selected source
It sends the message content to Azure OpenAI with a specially crafted prompt
The AI model analyzes the content based on the provided examples and returns a priority level with justification
The node formats the result and forwards it to the next node in your flow
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Priority Scale
The priority scale ranges from 1 (highest priority) to your configured maximum (default: 10). The AI considers:
Message urgency and criticality
Customer needs and specific circumstances
Business impact and time sensitivity
Required response times
Error Handling
The node indicates its status visually:
Blue dot: Processing the message
Green dot: Successfully processed
Yellow dot: Invalid JSON response
Red ring: Error during processing
Error details are included in the payload output for troubleshooting.
Tips for Best Results
Provide clear and distinct examples for high and low priority cases
Consider using a consistent set of priority levels across your organization
Use this node early in your flow to enable priority-based routing
Combine with other nodes to create automated workflows based on priority
An AI-powered node that generates contextually appropriate responses using Azure OpenAI's language models. Perfect for customer service, automated replies, and consistent communication.
Inputs
payload
string | object
The input message to respond to. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
response - The generated response text
style - The style used for generation
wordCount - Number of words in the response
originalMessage: The analyzed message
timestamp - Generation timestamp
usage (optional) - Token usage information from Azure OpenAI when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds when Include diagnostics is enabled
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly
Dialogue Cloud Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
Dialogue Cloud Text Transcript: Uses text messages from msg.payload.message
Response Style: Select the tone and style of generated responses:
Max Length: Maximum length of generated responses (50-1000 words)
Options:
Include Greeting: Add appropriate greeting to responses
Include Signature: Add signature/closing to responses
Custom Templates: Define custom response templates in YAML format
Include Diagnostics: Adds usage and latencyMs metrics to the output payload when enabled
Debug Mode: Enable to get additional debugging information in the output
Custom Templates Format
Define custom response templates in YAML format:
Example YAML
greeting:
formal: "Dear {name},"
casual: "Hi {name}!"
closing:
formal: "Best regards,"
casual: "Thanks!"
templates:
support:
- "I understand your concern about {issue}..."
- "Let me help you with {problem}..."
Troubleshooting
Missing Configuration: Ensure Azure OpenAI Config node is properly configured with valid API key and endpoint
Invalid Message: Check that the selected source contains valid text data
API Error: Verify Azure OpenAI service is accessible and responding
Invalid JSON: Enable Debug Mode to view the raw API response for troubleshooting
Notes
Max Length parameter is specified in words, not characters
Response generation may take a few seconds depending on the Azure OpenAI service response time
For best results, ensure the input message contains clear context for the AI to generate an appropriate response
The node validates input and configuration before making API calls to prevent errors
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
An AI-powered node that identifies and extracts various types of entities from text content using Azure OpenAI's language models. Perfect for automated data extraction, form filling, and information gathering.
Inputs
payload
string | object
The input text to analyze for entities. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using Dialogue Cloud Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using Dialogue Cloud Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
entities - Object containing extracted entities by type with confidence scores
originalMessage: The analyzed message
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from the API, available when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds, available when Include diagnostics is enabled
Entity Output Format
The extracted entities are returned in the following format:
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Entity Types: Select which types of entities to extract:
Names: Extracts personal names
Emails: Extracts email addresses with associated names when possible
Phones: Extracts phone numbers with associated names when possible
Dates: Extracts dates in ISO format (YYYY-MM-DD)
Accounts: Extracts account numbers with associated names when possible
Products: Extracts product names or identifiers
Custom Entities: Define additional entity patterns to detect
Include Diagnostics: Adds usage and latencyMs fields to the output payload when enabled
Debug Mode: Enable to get additional debugging information in the output
Custom Entities
Define custom entities one per line. You can optionally add a description using a colon or dash. The name (left side) becomes the entity key in the JSON output; the description is used only as a hint to the model.
Example entities
order_id: internal order identifier (e.g. ABC-123-XYZ)
account_id - customer account number
plan_tier: subscription plan (basic, pro, enterprise)
product_sku: product stock keeping unit
case_id: support case identifier
addresses: physical addresses
Keys are normalized to lowercase snake_case (spaces and hyphens become underscores; other punctuation removed).
Important Notes
Only entities with confidence scores of 0.8 or higher are included in the output
If no built-in entity types are selected and no custom entities are defined, the node requests the default set (names, emails, phones, dates, accounts, products)
The node attempts to associate entities like emails and phone numbers with corresponding names when possible
Empty arrays are returned for entity types that weren't found in the input text
The node requires a valid Azure OpenAI service configuration with an API key and endpoint
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Error Handling
The node provides status feedback and error messages for common issues:
Missing configuration: Azure OpenAI configuration is incomplete or missing
Invalid message: The source text is missing or invalid
API error: An error occurred while communicating with the Azure OpenAI service
Invalid JSON: The API response contained invalid JSON
No entities found: No valid entities were found in the input text
An AI-powered node that generates concise summaries of incoming messages using Azure OpenAI's language models. Perfect for condensing long conversations, documents, or transcripts into brief, informative summaries while preserving key information.
Inputs
payload
string | object
The input message to be summarized. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
summary - The condensed version of the input text
keyPoints - Array of main points extracted from the text
wordCount - Number of words in the generated summary
originalMessage: The analyzed message
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from the API when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds when Include diagnostics is enabled
payload.error
string
Error message if the summarization process fails. Includes details about what went wrong.
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Number of Words: Target length for the generated summary (1-100 words)
Include Diagnostics: Adds usage and latencyMs fields to the payload when enabled
Debug Mode: Enable to see the full request payload sent to Azure OpenAI in the debug pane
Details
This node leverages Azure OpenAI's advanced language models to create concise summaries while maintaining the core message. The node:
Processes text input to extract key information
Generates summaries of specified length
Identifies and lists main discussion points
Maintains context and important details
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Status Indicators
Blue dot: Processing - Request is being sent to Azure OpenAI
Green dot: Success - Summary generated successfully
Yellow dot: Warning - JSON parsing issues with the API response
Red ring: Invalid message - Input validation failed
Red dot: API error - Failed to communicate with Azure OpenAI
Requirements
Valid Azure OpenAI service configuration (endpoint and API key)
Proper input formatting based on the selected source
Internet connectivity to reach the Azure OpenAI service
An AI-powered node that analyzes the sentiment and emotional tone of incoming messages using Azure OpenAI's language models. Perfect for understanding customer satisfaction, monitoring social media sentiment, or any scenario requiring emotional analysis of text content.
Inputs
payload
string | object
The input message to be analyzed. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
positive - Float value (0-1) indicating positive sentiment strength
neutral - Float value (0-1) indicating neutral sentiment strength
negative - Float value (0-1) indicating negative sentiment strength
rationale - Detailed explanation of the sentiment analysis
originalMessage: The analyzed message
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from the Azure OpenAI API when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds when Include diagnostics is enabled
error - Error message if analysis failed (only present in error cases)
details - Additional error details (only present in error cases)
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly as text input
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Include Diagnostics: Adds usage and latencyMs metrics to the payload when enabled
Debug Mode: Enable to get additional debugging information in the Dialogue Studio debug panel
Details
This node leverages Azure OpenAI's advanced language models to analyze the emotional content and sentiment of messages, providing normalized scores across three dimensions:
All sentiment scores (positive, neutral, negative) are on a 0-1 scale and sum to exactly 1.0
Each analysis includes a detailed rationale explaining the reasoning behind the assigned scores
The node handles various error conditions and provides status feedback directly in the Dialogue Studio interface
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Status Indicators
Blue dot (processing): Analysis request in progress
Green dot (success): Analysis completed successfully
Yellow dot: JSON parsing issue or unexpected response format
Red ring: Configuration error, invalid input, or API failure
Error Handling
The node will attempt to provide meaningful error messages when issues occur:
An AI-powered node that identifies the intent behind incoming messages using Azure OpenAI's language models. It analyzes text content and classifies it into predefined intent categories, making it ideal for automated message routing, customer service triage, and conversation flow management.
Inputs
payload
string | object
The input message to be analyzed. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
intent - The identified intent category based on configured intents
rationale - Explanation of why this intent was selected
confidence - Confidence score (0-1) for the intent classification
originalMessage: The analyzed message
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from the API, included when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds, included when Include diagnostics is enabled
error
string
Error message if JSON parsing fails or required fields are missing in the API response.
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Intents: Define your intent categories in YAML format. Each intent should include:
intent: The intent category name
description: Detailed description of what this intent represents
examples: Sample phrases or scenarios that match this intent
Include Diagnostics: Adds usage and latencyMs fields to the payload when enabled
Debug Mode: Enable to get additional debugging information in the Dialogue Studio debug panel
YAML Intent Format
Example YAML
- intent: Customer Support
description: Handles payment processing, order completion, and general customer inquiries
examples:
- How do I complete my payment?
- Where is my order?
- intent: Technical Support
description: Resolves hardware issues, technical problems, and system troubleshooting
examples:
- My device isn't working
- How do I fix this error?
Error Handling
The node handles several error conditions:
Missing or invalid configuration - Reports error to Dialogue Studio
Invalid message source - Sets node status to "invalid message"
API request failures - Sets node status to "API request failed"
JSON parsing errors - Sets node status to "invalid JSON" and includes error message in output
Details
This node leverages Azure OpenAI's advanced language models to analyze incoming messages and determine the most likely intent based on your configured categories. The node:
Processes text input against predefined intent categories
Provides confidence scoring for intent matching
Includes detailed rationale for intent selection
Handles various input formats including direct text and transcribed audio
Returns "Other" as the intent when no match is found
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Technical Notes
Uses Azure OpenAI with temperature = 0 for consistent results
Implements a 10-second timeout for API requests
Normalizes confidence scores to ensure they remain between 0-1
Includes token usage statistics and latency metrics when Include diagnostics is enabled
An AI-powered node that generates realistic conversation transcripts based on provided input using Azure OpenAI.
Inputs
payload
string | object
The input message or topic to generate a transcript from. Can be either plain text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
transcript - The generated conversation transcript with timestamps and speaker names
timestamp - ISO timestamp of when the transcript was generated
usage (optional) - Token usage information from the Azure OpenAI API when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds when Include diagnostics is enabled
Configuration
Name: Optional name for the node instance
Azure OpenAI Configuration: Required connection configuration for Azure OpenAI service
Select Source: Choose the input source:
Payload: Uses msg.payload directly as input
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Lines: Target number of lines for the generated transcript (1-200, default: 20)
Include Diagnostics: Adds usage and latencyMs metrics to the payload when enabled
Debug Mode: When enabled, shows additional debug information in the Dialogue Studio debug panel
Transcript Format
The generated transcript follows this format:
HH:MM:SS Speaker: [Dialogue]
For example:
12:01:05 Alex: Hey, did you finish the report for tomorrow?
12:01:09 Jamie: Almost there. I just need to double-check the charts.
Details
This node leverages Azure OpenAI's language models to generate realistic conversation transcripts. It provides:
Timestamped dialogue with speaker identification
Natural conversational flow with appropriate pacing
Configurable transcript length
Multiple input source options
Structured output with API usage tracking
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Error Handling
The node provides status indicators and error messages for common issues:
Missing config: Azure OpenAI configuration is incomplete
Invalid message: Input message is missing or in incorrect format
Failed: API request failed - check the debug panel for more information
Complex issues requiring human judgment or investigation
Multiple failed resolution attempts
Technical issues that can't be resolved through troubleshooting
Compliance or policy-related questions
Account-specific issues requiring verification
Status Indicators
Blue dot: Currently analyzing message
Green dot: No escalation needed
Yellow dot: Escalation recommended
Red ring: Error occurred
Error Handling
The node may produce errors for:
Missing or invalid Azure OpenAI configuration
Invalid message format or empty message
Failed API requests or timeouts (10 second limit)
Unexpected response format from Azure OpenAI
Usage Tips
Use with azure-openai-config node configured with appropriate model
For best results, provide complete conversation context rather than individual messages
Consider using a Join node to collect conversation history before analysis
The node is optimized for customer service scenarios but can be adapted for other use cases
Enable Debug Mode temporarily to see the complete API payload for troubleshooting
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
AI Pathfinder analyzes incoming text and intelligently routes messages to the appropriate department using Azure OpenAI services.
Overview
This node uses natural language processing to match customer inquiries or conversations to the most relevant department based on content analysis. It retrieves available departments from an AnywhereNow A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. (Universal Contact Center) and makes intelligent routing decisions.
Note
Fill in the Description field for each department (skill) that AI Pathfinder should evaluate, and set PathFinderEnabled to Yes for those skills. AI Pathfinder uses the description text as routing context. A good description is specific and customer-focused, for example: "Questions about invoices, refunds, failed payments, duplicate charges, and tax documentation."
Tip
Create an skill named Other in the UCC as a fallback for requests that do not clearly match an enabled department, and set PathFinderEnabled to No for that skill.
Inputs
payload
string | object
The input text to analyze. Can be direct text or a structured object containing transcript data.
payload.transcriptor.transcript
string
When using AnywhereNow Audio Transcript source - the transcribed text from audio input.
payload.message
string
When using AnywhereNow Text Transcript source - the message text content.
Outputs
payload
object
A JSON object containing:
department - The department name that best matches the content (or "Other" if no match)
rationale - (When enabled) Explanation of why this department was selected
originalMessage: The analyzed message
availableDepartments: Array of department names considered during routing
timestamp - ISO timestamp of when the analysis was performed
usage (optional) - Token usage information from Azure OpenAI, included when Include diagnostics is enabled
latencyMs (optional) - API round-trip time in milliseconds, included when Include diagnostics is enabled
Details
The node works by:
Reading the enabled departments from the global cc-settings cache (cc-settings:<UccName>) populated by the CC Settings Ingest node
Analyzing the input text using Azure OpenAI
Matching the content to the most appropriate department
Returning the department name and optional rationale
Large inputs are truncated from the oldest content to fit the configured token cap and the model's context window. Enable Include diagnostics to see whether truncation occurred.
Structured Output: The model is instructed with a JSON Schema enforcing a strict response. When Rationale is enabled, both department and rationale are required. Otherwise only department is required. Any invalid or non-JSON output sets msg.payload.error and attaches raw content for debugging if Debug Mode is enabled.
Configuration
Name: Optional name for the node instance
Azure OpenAI Config: Required connection to Azure OpenAI service (must be configured separately)
API Endpoint no longer required: Departments come from the ingested CC Settings global cache
UccName: The name of the Universal Contact Center (e.g., "ucc-support")
Can be a direct string or a value from msg, flow, or global context
Select Source: Choose where to extract the text from:
Payload: Uses msg.payload directly as text input
AnywhereNow Audio Transcript: Uses transcribed audio from msg.payload.transcriptor.transcript
AnywhereNow Text Transcript: Uses text messages from msg.payload.message
Add Rationale: When enabled, includes explanation text for why a particular department was selected. Note that enabling this increases token consumption.
Include Diagnostics: Adds usage and latencyMs metrics to the payload when enabled
Debug Mode: When enabled, logs additional information to the debug panel
Error Handling
The node will display status indicators and return error information in the following scenarios:
Missing configuration: Azure OpenAI or API endpoint not properly configured
UCC not available: No global cache found at cc-settings:<UccName>; node outputs { error: "UCC not available" }
No enabled departments: Global cache present but no departments have wsp_ucc_pathfinderenabled === true (node still runs and may return "Other")
Invalid message: The selected input source does not contain valid text
API error: Problem communicating with Azure OpenAI services
Example Flow
A basic workflow might include:
An HTTP input node or other message source
The AI Pathfinder node configured with your UCC name
A switch node to route based on the returned department
Department-specific processing nodes
Config nodes
Icon
Node and description
Azure OpenAI Config
Azure OpenAI Config stores connection details used by the AI nodes to call Azure OpenAI Responses API.
Fields
Name (optional) - Label to identify this config instance.
Azure OpenAI endpoint - Paste either the base resource URL https://<resource>.openai.azure.com/ or the full Responses API URL https://<resource>.openai.azure.com/openai/v1/responses. The node normalizes either form.
Model Name - Your Azure deployment/model (e.g. o1-mini, gpt-5-nano, gpt-4o-mini). Used as the model field.
Model Type - Reasoning (o1, GPT-5) adds reasoning: { effort: "low" } and text: { verbosity: "low" }. Standard (GPT-4o) omits those and uses classic parameters (top_p, penalties) as configured per node.
API Key - Your Azure OpenAI key (kept in credentials store).
Max Retries - Number of retry attempts for transient errors/timeouts (default 2, max 10) using exponential backoff.
Input Token Cap - Maximum estimated input tokens before truncation (default 20,000 ≈ 80k characters). Oldest content is dropped first when over the cap.
Behavior
All dependent AI nodes share these settings.
On timeout or recoverable network errors, the request is retried up to the configured Max Retries.
Enable per-node debug flag (where available) to see retry diagnostics.
Troubleshooting
If you receive frequent timeouts, raise the timeout a few seconds at a time.
Set Max Retries to 0 to disable retry behavior.
Verify the endpoint hostname is correct and your deployment name matches one provisioned in Azure AI Foundry.