kmavrodis/kratos-agent - Page 2

ticket-actions

Update a ticket — change state, assign, or add a work note — with explicit confirmation before any write

ticket-triage

Triage one ticket end-to-end — gather context, search the KB for known fixes, propose the next action

vip-watchlist

Brief the agent on all open VIP tickets — what's blocking each, who's working it, SLA status

new-hire-onboarding

Drive the new-hire onboarding workflow — find the right open position, draft the pre-hire record, confirm with the user, and create the Workday employee

open-requisitions

List, filter, and assess open positions across the company — by org, manager, or how stale they are

team-briefing

Brief a manager on their team — direct reports, who's on leave, upcoming time-off, open requisitions

time-off-approvals

List and decide on pending PTO requests with explicit confirmation before approving or denying

account-briefing

Produce a single-account briefing — snapshot, pipeline, contacts, recent activity, and risks — by stitching together multiple Salesforce tool calls

activity-timeline

Summarise recent activities (calls, meetings, emails) logged against an account

at-risk-signals

Identify accounts that need attention — Red health, slipping renewals, open P1 cases, competitive losses

contact-rolodex

Look up the contact map for an account — who's who, primary contact, roles (Economic Buyer / Champion / etc.)

opportunity-pipeline

List and filter opportunities — by rep, stage, account, or close window — to answer pipeline-review questions

crm

Search and retrieve insurance customer profiles and policy details from the CRM system

claims-mgmt

End-to-end claims intake and processing pipeline — triage, damage assessment, fraud scoring, and pre-assessment for human adjuster review

docx-editor

Create, read, edit, and manipulate Word documents (.docx) with full formatting, tables, images, headers, footers, and template support

pptx-editor

Create, read, edit, and manipulate PowerPoint presentations (.pptx) with full formatting, layouts, charts, images, speaker notes, and template support

code-interpreter

Sandboxed Python execution for computation, data analysis, and code generation

data-analysis

Analyze data with pandas, generate visualizations with matplotlib, and return results as downloadable files

document-summary

Summarize long documents, articles, or retrieved knowledge base content into concise briefs

rag-search

Azure AI Search knowledge base

web-search

Real-time internet search

code-interpreter

Sandboxed Python execution for computation, data analysis, and code generation

data-analysis

Analyze insurance data — claims trends, loss ratios, premium comparisons, coverage utilization, and risk metrics

document-summary

Summarize insurance documents — policy wordings, claims reports, regulatory filings, and coverage comparisons into concise briefs

email-draft

Compose professional insurance emails — claim acknowledgments, coverage confirmations, escalation notices, and policyholder correspondence

file-sharing

Share files with the user by writing them to a downloadable location

rag-search

Search the internal insurance knowledge base for policy wording, terms and conditions, coverage details, exclusions, claims guidance, billing procedures, underwriting rules, and servicing procedures

web-search

Real-time internet search for weather events, regulatory notices, carrier news, and insurance industry updates

card-services

Manage debit and credit cards — activation, blocking, limit changes, PIN resets, dispute filing, and card details

code-interpreter

Sandboxed Python execution for computation, data analysis, and code generation

data-analysis

Analyze banking data — spending patterns, income vs expenses, savings projections, and financial health metrics

loan-calculator

Calculate loan payments, amortization schedules, and eligibility estimates for personal loans, auto loans, and mortgages

transaction-history

Retrieve recent transaction history for a customer account with filtering, search, and export — uses Faker for simulated data

web-search

Real-time internet search for banking rates, financial news, and regulatory updates

data-analysis

Analyze data with pandas, generate visualizations with matplotlib, and return results as downloadable files

document-summary

Summarize long documents, articles, or retrieved knowledge base content into concise briefs

email-draft

Compose professional emails from brief instructions, bullet points, or context

file-sharing

Share files with the user by writing them to a downloadable location

pdf-wealth-report

Create polished PDF reports for private banking and wealth management — portfolio reviews, market outlooks, investment proposals, risk assessments, and CIO publications. Uses a navy-and-gold theme with serif typography, KPI cards, risk badges, and inline SVG…

portfolio-review

Analyze investment portfolios with performance metrics, risk assessment, and allocation breakdowns — integrates with CRM client data