Razorpay Voice AI Integration Guide

Connect DialNexa voice AI with Razorpay to answer payment-status questions, send safe payment links, and route failed-payment follow-up.

The Razorpay voice AI integration helps Indian businesses handle payment questions without asking callers to share sensitive payment credentials. Use it to look up an approved payment or invoice status, send a trusted payment link, and route disputes or refunds to a person.

A catalog page describes a possible workflow. It does not confirm that a native Razorpay connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If Razorpay is not listed, use a custom function, agent webhook, or external automation service.

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.

Best first workflow: Verify the customer using your own account data, read the status of one known payment or invoice, and send an official payment link when money is still due.

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

Connection method	Use it when	Important limit
Workspace connector	Razorpay appears in your DialNexa Integrations page	Available actions and authentication depend on your workspace
Custom function	The agent needs Razorpay data during the live conversation	Keep the request fast and return only the fields the agent needs
Agent webhook	Razorpay should receive a result after the call	Your endpoint must authenticate, retry safely, and prevent duplicate writes
External automation	The workflow spans Razorpay and several other systems	Monitor the external workflow separately from the DialNexa call

Build the Razorpay voice AI workflow

1. Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
2. Choose the connection method from the table above.
3. Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
4. Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
5. Store the destination record URL or ID with the call result so your team can trace the handoff.
6. 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

Call outcome	Razorpay result	Human control
Customer asks whether payment succeeded	Read the status of the matched payment	Never request an OTP, PIN, CVV, or full card number
Payment is still due	Send an official payment link through an approved channel	Confirm amount and recipient before sending
Payment failed or remains pending	Explain the safe status and create a follow-up	Do not promise settlement timing you cannot verify
Caller requests refund or reports fraud	Record the request and escalate with payment ID	Keep refunds and disputes human-approved

Verify the Razorpay integration

Run a test call and confirm that:

1. The payment, invoice, or link belongs to the verified internal customer or order.
2. The agent reads only safe status fields and never requests an OTP, PIN, CVV, or card number.
3. A sent payment link has the correct amount, recipient, expiry, and trusted domain.
4. The DialNexa call ID prevents duplicate links or follow-up actions.
5. Failed, disputed, suspicious, and refund requests create a visible human-owned task.

Troubleshoot Razorpay integration issues

Problem	What to check
Razorpay is not shown in the dashboard	Use a custom function, webhook, or external automation service, or request the integration
Authentication fails	Reconnect the account and verify scopes, workspace ownership, and token expiry
Payment or invoice is not found	Match using your internal order or customer reference plus the exact Razorpay ID
Duplicate links or actions appear	Use the DialNexa call ID as an idempotency key and make retries safe
The live call becomes slow	Move nonessential writes to a post-call webhook and keep live lookups small

Related pages

• DialNexa integrations overview
• Connect dashboard integrations
• Use integrations in agents
• Use integrations in workflows
• Integration workflow tutorials