Back to portfolioVoice & CRM agentsProject 06

MyAlex.ai

A production voice-agent platform with CRM-aware tool calling and reusable agent blueprints.

MyAlex.aiSelected work

Domain: Voice & CRM agents
Stack: Voice AI · CRM webhooks · prompt templates · phone

Visit the live experience

ROI

Project impact

What the work changes.

Constraint

Voice-agent demos broke down at the point where calls needed to create accurate, accountable work inside the CRM.

Intervention

Phone, knowledge, reusable agent blueprints, and CRM-aware actions were designed as one production platform.

Business effect

Calls can progress customer work instead of ending as isolated transcripts that someone must process later.

Context

The brief

Start with the tension, not the treatment.

Voice agents are easy to demo and hard to run. Taking one to production means owning the phone numbers, the CRM writes, the knowledge base, and the tools the agent can actually call.

System

The deliverables

What we delivered, layer by layer.

01
Operators configure CRM-aware tool calls: Contact, Schedule Meeting, Create Task, Upsert Opportunity, and Send Email.
02
Reusable agent blueprints assemble from prompt templates — Executive Assistant, Sales Dev, Customer Support, Technical Support, Educational Guide.
03
The platform owns the full surface: agents, tools, knowledge base, phone numbers, and CRM.

Recorded evidence

Only documented project facts appear here.