> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Cdr Platform

> Connect DialNexa calls to Cdr Platform for file, document, folder, form submission, PDF, extracted field, signature request, or review task workflows.

CDR Platform provides an API for purchasing carbon dioxide removal services.

<Note>
  Use Cdr Platform with DialNexa when the call depends on a file, form, PDF, signature, contract, storage folder, or document review.
</Note>

## Where Cdr Platform fits in a DialNexa workflow

Cdr Platform should receive DialNexa output when the conversation affects a file, document, folder, form submission, PDF, extracted field, signature request, or review task. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

<CardGroup cols={2}>
  <Card title="Store evidence correctly" icon="check-circle">
    Keep recordings, transcripts, generated PDFs, and signed documents beside the customer or case record.
  </Card>

  <Card title="Prepare document handoffs" icon="check-circle">
    Capture document type, owner, missing fields, requested change, deadline, and approval path.
  </Card>

  <Card title="Extract or verify fields" icon="check-circle">
    Compare caller statements with parsed invoice, ID, contract, form, or PDF data before approval.
  </Card>

  <Card title="Route signature blockers" icon="check-circle">
    Record who needs to sign, what term is disputed, what changed, and whether legal or finance must review.
  </Card>
</CardGroup>

## What DialNexa should capture for Cdr Platform

* Caller, account, document type, file link, folder path, submission ID, signer, and permission level
* Requested change, extracted fields, missing fields, signer details, deadline, and approval owner
* Exception reason, document version, customer expectation, and promised next step
* Transcript link, recording link, DialNexa call ID, CRM link, ticket link, and storage folder link
* Redaction, retention, access, and sensitive-document flags

## High-value Cdr Platform workflows

<AccordionGroup>
  <Accordion title="Reviewer needs a structured exception note">
    For this workflow, DialNexa should send Cdr Platform a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Caller asks for a document resend">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Cdr Platform. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Contract term is disputed on a call">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Cdr Platform. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Form submission needs missing fields">
    For this workflow, DialNexa should confirm location details, access notes, timing constraints, and the operational owner before updating Cdr Platform. Low-confidence addresses or risky visits should go to review.
  </Accordion>

  <Accordion title="Invoice or ID text must be extracted">
    Use Cdr Platform to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
  </Accordion>

  <Accordion title="Signature request is blocked">
    DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Cdr Platform. Sensitive files should stay behind restricted links.
  </Accordion>

  <Accordion title="Use post cdr purchase">
    Use post cdr purchase when the call outcome maps clearly to that operation and the required fields, owner, review state, and evidence links are known.
  </Accordion>

  <Accordion title="Use get cdr price">
    Use get cdr price before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.
  </Accordion>
</AccordionGroup>

## Workflows that pair Cdr Platform with other integrations

* [Cdr Platform](/integrations/cdr_platform) + [QuickBooks](/integrations/quickbooks): QuickBooks for invoice-related documents.
* [Cdr Platform](/integrations/cdr_platform) + [Google Drive](/integrations/googledrive): Google Drive for storing files and evidence.
* [Cdr Platform](/integrations/cdr_platform) + [DocuSign](/integrations/docusign): DocuSign for signature requests.
* [Cdr Platform](/integrations/cdr_platform) + [HubSpot](/integrations/hubspot): HubSpot for account and deal context.
* [Cdr Platform](/integrations/cdr_platform) + [Slack](/integrations/slack): Slack for approval alerts.
* [Cdr Platform](/integrations/cdr_platform) + [Gmail](/integrations/gmail): Gmail for approved document delivery.
* [Cdr Platform](/integrations/cdr_platform) + [Zendesk](/integrations/zendesk): Zendesk for support cases tied to documents.
* [Cdr Platform](/integrations/cdr_platform) + [Google Sheets](/integrations/googlesheets): Google Sheets for extracted-field review.

## Implementation notes

* Use the DialNexa call ID as the idempotency key before running Cdr Platform actions.
* Write a short operational summary into Cdr Platform and link to the full transcript or recording for audit.
* Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
* Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

## FAQs

<AccordionGroup>
  <Accordion title="Should DialNexa paste full documents into notes?">
    No. Store links, extracted fields, and why the document matters. Keep sensitive files in controlled storage.
  </Accordion>

  <Accordion title="When should a document go to review?">
    Missing fields, low-confidence extraction, signature blockers, legal language, identity files, and money-related changes should go to review.
  </Accordion>

  <Accordion title="What should be captured for signatures?">
    Signer, role, email, agreed terms, disputed terms, deadline, approval owner, and transcript link.
  </Accordion>

  <Accordion title="How are duplicate documents avoided?">
    Match by customer, file ID, document type, version, case, destination folder, and call ID.
  </Accordion>

  <Accordion title="Can DialNexa generate PDFs after calls?">
    Yes for approved templates such as confirmations, quotes, or summaries. Use review for legal, billing, or high-value documents.
  </Accordion>

  <Accordion title="What stays private?">
    IDs, contracts, tax documents, payment images, private health or HR files, and full recordings.
  </Accordion>
</AccordionGroup>