action_list
ChatGPTUse this when the tenant admin asks for a weekly or monthly action list. Combines due dates, service-request due dates including overdue items, outstanding SOA balances, pending eSign requests, and open service requests for the linked tenant.
bulk_analysis_fetch_chunk
ChatGPTUse this only after bulk_analysis_verify_otp succeeds. Fetches tenant-scoped rows in bounded chunks for GPT analysis.
bulk_analysis_prepare
ChatGPTUse this when the tenant admin asks to analyze more records than the normal preview limit. Returns count, fields, and OTP requirements without returning bulk rows.
bulk_analysis_send_otp
ChatGPTUse this after bulk_analysis_prepare when the tenant admin confirms the dataset, fields, record count, and purpose. Sends OTP only to the linked tenant admin email. Do not call this repeatedly unless the tenant admin asks to resend the code.
bulk_analysis_verify_otp
ChatGPTUse this when the tenant admin enters the OTP for a bulk analysis request. This approves chunked analysis access for the confirmed dataset and purpose.
client_meeting_brief
ChatGPTUse this when the tenant admin is meeting a client or asks for a company brief. Returns a compact tenant-scoped summary of people, due dates, SOA balance, pending eSign, recent files, and open service requests.
company_file_email_delivery
ChatGPTUse this only after the tenant admin selects a file from company_files_list and explicitly confirms email delivery. Sends the file only to the linked tenant admin email.
company_files_list
ChatGPTUse this when the tenant admin asks what CorpVault or company file records exist for a tenant entity. Returns metadata only and never exposes storage locations or file bytes.
company_people_lookup
ChatGPTUse this when the tenant admin asks for directors, shareholders, officers, or company profile details for a company in their tenant.
copilot_capabilities
ChatGPTUse this when the tenant admin asks what IncorpFlow Copilot can currently do, whether a feature is available, or whether the connector appears stale. Takes no input; tenant scope comes from the OAuth-linked tenant admin account and returns user-safe live capability status for that linked tenant.
due_dates_export_fetch_chunk
ChatGPTUse this after due_dates_export_verify_otp succeeds. Fetch chunks until hasMore is false, then prepare the Excel/CSV from all fetched rows. Never create a partial Excel when hasMore is true.
due_dates_export_prepare
ChatGPTUse this when the tenant admin asks to export, download, analyze, or prepare Excel/CSV for all matching due dates. Do not use the 25-record preview for Excel exports.
due_dates_export_send_otp
ChatGPTUse this after due_dates_export_prepare when the tenant admin confirms the due-date export dataset, fields, count, and purpose. Sends OTP only to the linked tenant admin email. Do not call this repeatedly unless the tenant admin asks to resend the code.
due_dates_export_verify_otp
ChatGPTUse this when the tenant admin enters the OTP for a due-date Excel/CSV export. This approves chunked access for the confirmed due-date dataset.
due_dates_preview
ChatGPTUse this only for a quick due-date preview of up to 25 records. If the tenant admin asks for all records, Excel, CSV, download, export, or a full list, use due_dates_export_prepare instead.
esign_pending_list
ChatGPTUse this when the tenant admin asks what documents or signers are still pending eSign completion.
esign_preparation_brief
ChatGPTUse this when the tenant admin wants help preparing eSign work or asks what signing documents/signers are pending. Returns tenant-scoped request and signer summaries only.
guide_article_get
ChatGPTUse this when a guide search result should be opened for complete CSP-facing instructions.
guide_search
ChatGPTUse this when the tenant admin asks how to use IncorpFlow or where to find a feature. Searches CSP-facing guide content.
incorporation_ticket_create
ChatGPTUse this only after the tenant admin confirms the after-payment incorporation ticket draft. Creates one incorporation ticket from structured non-sensitive details, records quoted and paid amounts if provided, and returns a secure IncorpFlow completion link for required onboarding details and supporting documents. It does not create a sales lead or process checkout details.
incorporation_ticket_prepare_draft
ChatGPTUse this when the tenant admin asks Copilot to create an incorporation ticket after payment has already been handled outside Copilot. Structure non-sensitive company, director, shareholder, shareholding, and holding-structure facts from the conversation. Do not request restricted personal documents or full personal identifiers in ChatGPT; required onboarding details and supporting documents are submitted through IncorpFlow after confirmation.
outstanding_balances_list
ChatGPTUse this when the tenant admin asks which companies have the largest outstanding Statement of Account balance.
recent_incorporations_list
ChatGPTUse this when the tenant admin asks for new incorporation requests in a recent date range.
record_lookup
ChatGPTUse this when the tenant admin asks to find tenant records across companies, due dates, service requests, eSign requests, or company files. This is read-only, tenant-scoped, and returns user-facing summaries only.
service_request_create
ChatGPTUse this only after the tenant admin has reviewed and confirmed the service request draft. Creates one tenant-scoped backend service request without sending client email.
service_request_prepare_draft
ChatGPTUse this when the tenant admin asks Copilot to create a service request. It prepares the editable draft that must be shown before creation.
service_requests_list
ChatGPTUse this when the tenant admin asks for service requests by company, status, type, or due-date status. Use status='overdue' when they ask whether any service ticket is overdue.
singapore_public_source_lookup
ChatGPTUse this only when the tenant admin clearly asks for current Singapore public, statutory, regulatory, or agency information outside IncorpFlow and linked tenant data. Returns entries from the configured source list and does not search the open web.
soa_collection_email_prepare
ChatGPTUse this when the tenant admin asks to send SOA collection reminders. It previews one email per selected company/UEN and recipient before sending.
soa_collection_email_send
ChatGPTUse this only after the tenant admin confirms the SOA collection email preview. Sends separate emails per recipient and per UEN; never combines multiple UENs into one email.
support_diagnose_issue
ChatGPTUse this when a tenant admin asks why an IncorpFlow page, button, record, payment, file, or eSign action may not be working.
support_prepare_ticket_draft
ChatGPTUse this when an unresolved issue may need Quotech follow-up. It prepares the editable confirmation draft that must be shown to the tenant admin before creating a support ticket.
support_ticket_submit
ChatGPTUse this when the tenant admin has already confirmed the five-field support ticket draft and wants Quotech follow-up. This is the final ticket creation action.
