When to use the Razorpay voice AI integration
Use Razorpay when:- Customers call about UPI, card, netbanking, payment-link, or invoice status.
- Collections teams need a safe way to send a fresh payment link after a call.
- Failed or pending payments should create a traceable follow-up.
- Refunds, disputes, and suspicious payments must reach a trained person.
Before you begin
Prepare the following:- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A Razorpay account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect Razorpay
Build the Razorpay voice AI workflow
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and Razorpay
- Internal customer or order ID plus the matching Razorpay customer, payment, invoice, or payment-link ID
- Amount, currency, payment status, created time, and safe failure reason
- Call ID, verification result, caller request, summary, and follow-up owner
- Payment-link expiry and delivery channel when a new link is sent
High-value Razorpay voice AI workflows
Verify the Razorpay integration
Run a test call and confirm that:- The payment, invoice, or link belongs to the verified internal customer or order.
- The agent reads only safe status fields and never requests an OTP, PIN, CVV, or card number.
- A sent payment link has the correct amount, recipient, expiry, and trusted domain.
- The DialNexa call ID prevents duplicate links or follow-up actions.
- Failed, disputed, suspicious, and refund requests create a visible human-owned task.