Custom workflows

Voice AI built around your workflow

A template can be a useful starting point, but it cannot describe every business rule. With OMO, workflow design starts from the outcome: what the agent needs to understand, which data it must check, which systems it can use, and when a person should take over.

Discuss your workflow
Three people discussing a workflow with a laptop and planning cards.
AI-generated illustrative scene. Fictional people, not OMO staff or customers.

Four products are starting points, not the ceiling

Your workflow. Voice AI built around your business. Appointment booking, outbound sales, surveys and conversational routing are four useful starting points. If your process does not fit one of them, we start with the result you need and assess a suitable implementation.

A location choice might lead to an eligibility check; a proposed action might require an employee’s approval. Complexity is not simply the number of questions. It also depends on trusted data, permissions and how the process recovers after a disruption.

What can be adapted to your business rules?

During discovery we agree wording and question order, language, operating hours, required fields, conditional branches and the responsible team. Flexible dialogue does not remove mandatory checks: the agent can use information already supplied without skipping an approval or authorization step.

A caller might ask about price first or provide several details in one sentence. The design should explain how to answer that question, retain confirmed information and continue with the missing step. Each proposed change needs representative acceptance tests, not just a revised prompt.

  • Dialogue: questions, corrections, explanations and returning to the task.
  • Systems: which records may be read or changed, for which customer.
  • Control: who approves an action and what proves it completed.

Three levels, with different prerequisites

Start with a scope you can test in your actual operation. Additional systems and exception paths need their own assessment. We do not promise unlimited complexity or invent a price before the requirements are known.

Choosing an implementation scope
LevelExampleRequired preparation
Information and routingExplain a service and identify the receiving teamApproved information, an update owner and operating hours
Conditional checks and an actionFind an available time and create a confirmed bookingAuthoritative data, access, confirmation rules and a failure path
Multiple systems and stagesValidate a request, obtain approval, record it and notifyCross-system sequencing, partial-failure recovery and a human owner

A complete example: enquiry to verified booking

This is an illustrative design, not a documented customer deployment. A caller requests a service. The agent clarifies the service and location when necessary, asks the availability system and offers only options returned by that source.

If the caller corrects the time, only that field changes; the name and service are retained. An occupied time does not produce a booking: an alternative must first be checked. The agent restates the service, location, exact date and local time before asking for confirmation.

After confirmation, the server validates authorization and current availability and submits an idempotent request. Success is announced only after backend confirmation. If the response is delayed, the system checks the status of the original request before retrying; an uncertain response must not create a duplicate appointment.

Conversation path and recovery points
  1. Understand the goal
  2. Validate the data
  3. Obtain approval
  4. Execute a permitted action
  5. Verify the result

Correction → update and revalidate the relevant field. Refusal → do not act. Failure → reconcile the status or involve a person.

What happens between discovery and a pilot?

The deliverable is more than a prompt. The team agrees the process map, data fields, permitted actions, example conversations and acceptance criteria. Pilot scope and operational responsibility must be clear before launch.

  1. Discover the requirement

    You describe the outcome, current process and exceptions. OMO identifies what can be configured and what needs bespoke engineering.

  2. Assess feasibility

    Review documentation, trusted data and the availability of test access. Do not provide passwords or actual customer records through the public contact form.

  3. Build and verify

    Test ordinary answers, corrections, refusal and unavailable systems. The reported result must agree with the authoritative backend state.

  4. Run a bounded pilot

    Measure outcomes and failures within an agreed volume. Move to the next stage only with the responsible team’s approval.

Flexible conversation, defined authority

The model interprets and proposes. Deterministic application logic validates and authorizes. The business backend confirms the final state. These responsibilities stay separate in a simple enquiry and in a multi-stage workflow.

An integration depends on documented access, data quality and agreed scope. We do not claim every connector is prebuilt or that a verified self-service no-code builder lets customers assemble any workflow independently. Decisions needing human judgment have a designated human owner.

Common questions

Can we change the wording and order?

Yes, within the agreed implementation scope. We also test branches, required fields and confirmation rules so a wording change does not silently change the business outcome.

Can an unlisted process be implemented?

Describe its goal and exceptions. We assess technical feasibility, system access and scope; being unlisted is neither an automatic rejection nor a guarantee that the integration is possible.

Is this a no-code builder?

This page offers workflow design and implementation with OMO. It does not announce a verified self-service visual workflow builder.

Can it connect to our system?

We first review the documented API, webhook or approved connector, the required data and read/write permissions. A specific connection belongs in the offer only after technical assessment.

Who approves critical actions?

Your agreed rules determine whether fresh caller confirmation, approval by an authorized employee, or both are required. A model proposal cannot replace those controls.

Primary sources and scope

Checked on September 17, 2026. These sources explain technical mechanisms, not the availability of every capability in an OMO implementation. Proposed connections and examples require a separate assessment.

  1. Google AI — function calling

    Model-proposed tool calls and application-side execution.

  2. LiveKit — call transfers

    Transfer mechanisms require compatible, configured telephony.

  3. OWASP — prompt injection

    Untrusted input, least privilege and controls for high-risk actions.

Discuss your workflow

Describe the outcome and systems you use. Start with an assessment, not credentials or customer records.