Voice AI as an Operating System

June 30, 2025

There’s a growing gap between where voice AI has made the most noise, and where it’s quietly creating value.

Many of the early bets in voice focused on broad, generalized agents: AI concierges, synthetic sales reps, ambient assistants. But over the past year, the more notable traction seems to be happening elsewhere. Specifically: in high-stakes, verticalized, operational workflows where voice is at the core of the critical workflows. The future of voice will continue to be rooted in workflows that are transactional, messy, and deeply vertical. We’re seeing early signs that the companies that will break out can get the job done in the dirtiest corners of complex industries, where latency still costs real money.

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What’s Working in Voice AI

The most durable use cases for voice AI are surfacing in sectors where voice is  the system of record. These are environments where critical operations still run on phones and where every minute on a call is a cost center.

In insurance, companies like Strada are automating inbound calls for quotes and servicing, freeing up licensed agents to focus on higher-value work. In the trades, platforms like Avoca and Netic turn messy scheduling and quoting calls into structured, AI-driven workflows. And in healthcare - where voice already dominates front desks, billing, and admin - companies like Assort and Squad Health are building deeply integrated agents that handle everything from patient intake to prior auths.

There’s also a broader universe of voice-native workflows still waiting to be touched. In sectors like utilities dispatch, heavy equipment parts ordering, and 311 intake, the phone is still the operating system. These are high-friction, high-volume, high-stakes environments where a single call can reroute a technician, delay a shipment, or escalate a safety issue. As models improve and voice AI becomes increasingly mainstream, we expect to see a new wave of verticalized voice platforms.

Patterns in Effective Voice AI Strategies

We’ve consistently seen a few patterns and similarities across voice products that show strong momentum:

  1. Workflow Immediacy
    Voice drives something that can’t wait: a dispatch, an authorization, a revenue event. If it can be handled later over email or a portal, it often is.
  2. Fragmented Buyer with Analog Status Quo
    Think 1,000+ potential customers, all operating with analog systems. Fax machines. Clipboards. Processes no one wants to maintain, but no one’s had reason to replace (e.g., prior auths in specialty medical clinics)
  3. Context Complexity & Flywheel
    These are workflows that involve jargon, codes, and messy inputs. Each call creates labeled, domain-specific data that improves model accuracy, enabling the product to compound in value from a critical mass of conversations 
  4. Monetizable Latency Reduction
    If shaving 90 seconds off a call saves real money, that time becomes revenue. The best products here can pay for themselves.

How the Best Voice AI Products Expand

Across the strongest teams, we’ve seen a consistent arc: They start narrow (usually with intake) and gradually earn the right to move deeper into the stack. That often looks like:

  • Integrating with CRMs or ERPs
  • Triggering ticketing or RPA
  • Enabling downstream analytics or compliance workflows

Over time, these products stop being “the voice layer” and become a core part of the operating system inside a company’s operational workflows.

In these cases, models can steadily improve with every call, accumulating domain-specific context that make them meaningfully smarter and more accurate than general-purpose tools. And the products that do this best don’t go to market alone - they embed inside the software their customers already live in, unlocking distribution through existing systems of record. 

This isn’t to say every winning voice AI product must follow this path. But for now, the clearest traction seems to come from replacing workflows that already rely on voice - and making them faster, cheaper, and more scalable.

Voice doesn’t need to sound magical, but it does need to get the job done.