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Voice & CRM agents · Project 06

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

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

Project impact

The problem, what we built, and what changes for the business.

01The problem
Voice-agent demos broke down at the point where calls needed to create accurate, accountable work inside the CRM.
02What we built
Phone, knowledge, reusable agent blueprints, and CRM-aware actions were designed as one production platform.
03The result
Calls can progress customer work instead of ending as isolated transcripts that someone must process later.

The brief

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.

The deliverables

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.