Workflow automation uses AI voice agents to execute multi-step business processes triggered by or involving phone conversations. It connects voice interactions to broader operational workflows that may span multiple systems and time periods.
How does workflow automation work?
Voice conversations trigger workflow steps: creating records, sending notifications, scheduling tasks, or calling APIs. Workflows can span beyond the call itself, with post-call actions initiating processes that continue asynchronously. The AI agent becomes one participant in larger automated workflows.
Why does workflow automation matter?
Real business processes involve more than single conversations. A service request triggers scheduling, parts ordering, technician dispatch, and follow-up. Workflow automation ensures these connected steps happen reliably without manual intervention, turning voice AI into a driver of end-to-end process automation.
Workflow automation in practice
A caller reports a broken appliance. The AI creates a service ticket, checks parts inventory, schedules a technician based on availability and location, sends confirmation to the customer, notifies the technician, and creates a follow-up task to verify completion. Multiple systems coordinate automatically, triggered by a single phone call.
For configuration details, see the workflow automation documentation.