AI-Powered Voice Operations for CRM

Transform your CRM with intelligent voice operations that combine existing Twilio infrastructure with AI-powered call handling. This solution enables automated outbound calling, real-time conversation management, and intelligent follow-up generation while maintaining full integration with your existing CRM data and workflows.

Telecommunications

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Core Capabilities

Automated outbound calling through existing Twilio infrastructure

AI-powered conversation handling with Vapi voice agents

Real-time call monitoring and analytics dashboard

Automatic transcript processing and CRM note creation

Intelligent follow-up task generation

Safety controls with sandbox mode and whitelisted numbers

Solution Architecture

The Voice MVP leverages 80% existing CRM Twilio infrastructure and adds only 20% new orchestration code. Farfalle acts as a thin orchestration layer that calls existing CRM APIs, while the Voice Dashboard provides real-time monitoring. All call data is stored in existing CRM DocTypes, ensuring seamless integration with current workflows.

Implementation Flow

Step 1:Voice Call Initiation

User requests call through Farfalle chat or CRM interface. Farfalle orchestrates call via CRM Twilio API using existing infrastructure. Call is logged in CRM Call Log DocType.

Step 2:AI Agent Processing

Vapi AI agent handles the call conversation. Real-time transcript chunks are processed and buffered. AI provides intelligent responses based on call context and CRM data.

Step 3:Call Completion & Logging

Twilio webhooks update call status in CRM. Vapi webhooks create FCRM Notes with call summaries and transcripts. Follow-up ToDo tasks are automatically generated.

Step 4:Dashboard Monitoring

Voice Dashboard displays real-time call analytics, active calls, and system health. Safety controls prevent unauthorized calls. Debug console provides operational insights.

React Flow

System Components

CRM Twilio Integration

Existing production-ready Twilio infrastructure for voice calls and call logging.

Farfalle Voice Orchestration

FastAPI server that orchestrates voice operations through CRM APIs.

Vapi AI Integration

AI voice agent integration for intelligent call handling and transcript processing.

Voice Dashboard UI

Vue.js dashboard component integrated into CRM SPA for voice operations monitoring.

Technology Ecosystem

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Telecommunications

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