REFERENCE ARCHITECTURE
The platform behind the process.
Business actions sit within a larger architecture of models, state, connectivity, memory and controls.
One case.
One connected process.
Wait · resume · branch · hand off
INSPECT / ORCHESTRATION
State carries the workflow.
The blueprint defines conversation paths, tool actions, waiting steps and escalation. Workflow, RAG, QA and analyzer agents have different responsibilities around the same case.
Keep runtime placement separate from the choice of hosted or local models.
The technology inventory
Reach the customer
Calls, messages and application surfaces enter the same workflow.
SMS / RCS · email · web chat · mobile · APIs / SDKs
Choose the intelligence
Choose speech recognition, reasoning and voice providers around the workflow, language and deployment you need.
Speech recognition → reasoning → voice · realtime speech · provider options · hosted or local inference by configuration
Connect the enterprise
Use permitted APIs and events to read context and carry out business actions.
MCP servers · A2A · OpenAPI · API gateway · webhooks
CRM / helpdesk / calendars / core banking / LOS / HIS & EMR / FHIR / LMS & SIS / payments
Keep the right context
Give workflow state, cache and retrieved knowledge distinct roles.
pgvector · object storage · knowledge graph · organizational memory
Operate the platform
Place the runtime, manage releases and inspect the operation.
Customer keys · OIDC / roles · consent · audit / versioning · ELK
Technology ecosystem and AI provider options. Availability, connector actions and data handling depend on the configured workflow and deployment. Provider names do not imply a partnership or that every service runs locally.
Map your systemsSECURITY THROUGH THE STACK
Identity at entry
OAuth2 / OIDC · RBAC · tenancy
Keys under your control
Customer keys · Vault · scoped credentials
Rules around each action
Consent · PII guardrails · permitted tools
A record of the operation
Audit · agent versions · human decisions
Orchestration · state · campaign engine
Permitted enterprise actions
Network routes, identity, data placement and provider connections must be agreed for the chosen cloud configuration. Controls shown here are from the reference architecture; implementation and security evidence are reviewed for your deployment.
START WITH ONE WORKFLOW
Bring your SOP. Let’s map the first process.
Define the task, connect the systems and agree what a useful pilot should prove.