Agentic Workflows: Orchestrating Voice AI with RPA, Calendars, and CRMs in 2025
Gabbee Team•
Design voice-led, multi-step workflows that schedule, fetch data, and update systems—reliably and auditable—using LLM planning plus deterministic guards.
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Why Agentic Orchestration
Simple IVR is dead. Modern voice agents plan multi-step tasks, call tools, and verify outcomes—like a virtual operations assistant.
Pattern: Plan → Act → Verify
- Plan: derive a task graph from caller intent
- Act: call tools (calendar, CRM, ticketing, payments)
- Verify: confirm success, roll back or retry on failure
Guardrails
- Strong schemas for tool inputs/outputs
- Pre/post-conditions for each step
- Rate limits and circuit breakers
- Safety checks for high-risk actions (refunds, PHI)
Examples
- Book appointment: check calendar, propose times, create event, send confirmation
- Update CRM: validate account, update fields, log transcript link
- Support ticket: reproduce steps, attach logs, schedule follow-up
Observability
- Trace each tool call with inputs/outputs
- Save intermediate states for audits
- Summarize the plan and result back to the user
Related reading
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