Action Items

Action Items Ledger

Aggregated from all customer meetings. Most recent first per account.

pipeline-success — Pipeline Success / Homecare

2026-05-04 — OneAI - Pipeline success - weekly meeting. Daniella Block Investigate current use of phone numbers per agent and assess technical tools for tracking and monitoring spam numbers; report findings and potential improvements within 1-2 days (06:00) Push internal team to respond promptly to Chris’s messages about call handling and voicemail issues, ensuring improvements and feedback are provided (07:50) Relay updates and keep Jason and Chris posted on progress and solutions being developed (10:40)

Jason O’Neill Continue to monitor and identify call handling anomalies and agent behavior alongside Chris during travel (09:50)

Chris Branum Continue recording and reporting agent voicemail/contact issues and contribute to identifying minor call handling improvements (10:45)

2026-04-06 — OneAI - Pipeline success - weekly meeting. Amit Ben Continue investigating and resolving the sporadic transcript storage bug affecting rare calls (06:12) Communicate proactively via chat about fixes and rollout plans to keep partner teams informed between meetings (10:02) Monitor and improve work speed to overcome current temporary slowdown (09:12)

Jason O’Neill Resume quality assurance review post-fix rollout to confirm if issues remain or are resolved (10:46)

Unassigned Complete adjustments for inbound call handling, targeting completion by end of April due to current queue backlog (07:11)

2026-03-23 — OneAI - Pipeline success - weekly meeting. Daniella Block Verify which numbers have been recently flagged and provide specifics to Jason O’Neill and team (03:18) Collect examples of the transcript-script discrepancy from Chris Branum and forward to the development team for resolution (13:44) Update meeting invitation to reflect move from weekly to biweekly cadence, with flexibility to schedule additional meetings as needed (11:35)

Chris Branum Send Daniella specific examples of the call transcript where the script does not reflect spoken content for further analysis (13:52)

Nahuel Cuesta Luengo Provide update on the inbound call API development by midweek, prioritizing this alongside other projects (08:21)

Amit Ben Coordinate deployment of API features in sync with Jason O’Neill’s team and be prepared to enable/disable feature as requested (08:36)

2026-03-16 — OneAI - Pipeline success - weekly meeting. Amit Ben Open a ticket with the Oasagis team to evaluate and confirm the complexity and timeline for implementing new contact creation per inbound call without matching (10:10) Confirm the timeline and coordinate the release aiming for deployment on a Monday (13:59) Provide updates on the AI agent roadmap and planned improvements in the coming months (18:40)

Nahuel Cuesta Luengo / Amit Ben Develop and share specifications for a new endpoint and webhook triggered at inbound call start to provide existing contact info when relevant (14:13)

Jason O’Neill Internally explore and decide on the feasibility and priority of integrating Ellie as a chat option on landing pages, and provide feedback in future meetings (14:35)

2026-03-09 — OneAI - Pipeline success - weekly meeting. Roy Lahav Coordinate rescheduling the meeting to approximately 00:45 due to the external situation (02:37)

Amit Join the meeting as soon as he is available (00:00)

2026-03-02 — OneAI - Pipeline success - weekly meeting. Daniella Block Follow up with the team on the API dispositions issue and provide updates to Chris Branum regarding the disposition timing and the call center disconnect question (03:56) Investigate the unusual call from August 5th where the zip code was read as a date and report findings back to the group (04:50)

Chris Branum Ping Daniella or the team on Slack if any further issues arise or clarifications are needed regarding dispositions or API responses (03:56)

Daniella Block and Team Continue monitoring API and disposition issues and maintain communication with Jason O’Neill and Chris Branum for any updates (02:48)

All participants Maintain current system stability by limiting changes to avoid jeopardizing agent consistency and reporting (05:57)

2026-02-23 — OneAI - Pipeline success - weekly meeting. Daniella Block Investigate and confirm user experience on blocked calls and busy line notification (06:55) Follow up on failed call transfer and audio issues; share findings (05:20)

Amit Ben Coordinate technical team to analyze the audio bug on call transfer and disposition errors (05:45) Confirm default telephony delay parameters with the team and apply agreed inbound call answer delay of 3 seconds (08:00) Investigate dialer scheduling issue that caused calls on Sunday despite no scheduled hours (12:40) Look into the reported double disposition API calls and share findings with the internal group (20:00) Check call reporting discrepancies and collaborate with reporting team on missing call data (22:30)

Jason O’Neill Provide examples and timestamps of calls outside scheduled hours for Amit’s review (12:12) Share failed disposition issue context with Amit for investigation (16:30) Continue monitoring outbound call reporting and follow up on reporting inconsistencies (22:20)

Royl Assist with deep investigation of error cases involving dispositions and call transfers as assigned by Amit (19:50)

2026-02-16 — OneAI - Pipeline success - weekly meeting. Amit Ben Investigate offline why last name capture in true inbound calls is failing and report findings (09:57)

Daniella Block Verify and confirm availability of the newly deployed feature control update in the studio UI (13:04) Open a bug ticket regarding voicemail message scripts that incorrectly hardcode agent name ‘Ellie’ instead of dynamically using the expected agent name ‘Harmony.’ (18:59)

Jason O’Neill Monitor transferred call recordings particularly calls transferring from Harmony to Ellie for consistent agent naming (17:50)

Noel Resume work on true inbound call reporting and respond to pending requests by Wednesday (11:21)

2026-02-09 — OneAI - Pipeline success - weekly meeting. Amit Review the issues related to adding email in post body and mapping pipeline success contact IDs causing call failures (02:56) Investigate browser compatibility issues, specifically Chrome errors reported by Jason (05:02) Examine the truncation of the initial greeting word in inbound call recordings once Chris sends examples (07:08)

Daniella Block Relay all technical issues and improvement requests from Jason, Nahuel, and Chris to Amit and the technical team (00:50) Communicate updates and status back to the team over Slack (07:19) Make note and track the request to revisit the secondary transfer and voicemail fallback feature for client calls (06:12)

Chris Branum Send examples of inbound call recordings where the first greeting word is cut off for technical investigation (06:12)

2026-02-02 — OneAI - Pipeline success - weekly meeting. Jason O’Neill Continue monitoring call quality and junk call filtering, work on eliminating junk callers (04:35) Respond to Simon and help facilitate his contact with David (12:59)

Amit Ben Disable current voice model experiments immediately and revert to Raquel as default voice model (11:29) Provide support for any questions or direct huddle regarding API priority and timeout flagging issues raised by Chris and Noel (12:18)

Chris Branum Follow up on API priority and timeout flagging issue with input from Amit and Noel (11:51)

2026-01-26 — OneAI - Pipeline success - weekly meeting. Amit Ben Copy latest production environment to test environment to ensure feature consistency (05:59) Fix first name missing mapping issue in inbound calls (29:53) Implement API feature to block phone numbers based on provided phone number list (14:03) Add carrier side filtering and flagging checks for phone numbers and notify team when cycling is needed (25:44) Implement rule for Ellie to hang up on identified robocall phrases to reduce resource wastage (34:43)

Nahuel Cuesta Luengo Test and monitor inbound calls to ensure first and last name fields are populated correctly post-fix (28:04) Finalize backend discussion on email presence signaling for inbound calls and provide updates (37:24)

Jason O’Neill Perform real-world test calls from regular phones to capture raw audio and diagnose first word cut-off issue (10:23) Monitor phone number performance metrics and collaborate with Amit on filtering and data analysis (15:45) Track robocall patterns and report new repetitive junk calls for creating hang-up triggers (34:54)

Daniela Block Take notes on the blocking feature and email collection items for tracking (14:15)

2026-01-19 — OneAI - Pipeline success - weekly meeting. Jason O’Neill Provide Chris with specific lead and date examples where disposition issues were observed to investigate impact and ensure no revenue loss (16:20) Start identifying and updating syndicated sources to point to the new incoming phone number(s) following number forwarding or porting (25:40) Work with David Armstrong to guide him through signing porting documents for number transfers (29:40)

Roey Sagie Investigate disposition webhook data and confirm logs for specific calls to ensure correct status updates (18:25) Provide Jason the dedicated Twilio phone number for forwarding inbound calls immediately (28:00) Send necessary porting documentation and instructions to Jason and David for phone number transfer process (29:10)

Chris Branum Confirm call disposition concerns and coordinate with Jason and Amit on verifying fixes and reporting updates (06:00) Plan to coordinate with Daniela on holiday schedule and operational planning for Q2 (30:43)

Amit Ben Implement system fix to default transfer disposition to ‘converted’ and adjust reporting accordingly (11:30) Monitor any new reports of disposition or transfer status anomalies; update team accordingly (15:00) Facilitate smooth transition and porting of phone numbers with Roy and Jason (27:00)

Daniella Block Coordinate follow-up with Chris and team on holiday schedule during Q1 and Q2 timeframe (30:40)

2026-01-12 — OneAI - Pipeline success - weekly meeting. Daniela Provide finalized 2026 holiday schedule including options for shortened hours for backend configuration (03:20) Investigate and update broken help page link for Google Sheets plugin (08:00)

Chris Branum & Jason O’Neill Complete final review and scrub of phone numbers pending porting, decide on porting vs provisioning for web inbound numbers; deliver list by end of next day (04:31)

Eran Coordinate with Nahuel to confirm documentation and deployment of priority assignment feature in data (06:45)

Nahuel Cuesta Luengo Deploy code changes for priority feature once documentation and deployment confirmation received; begin testing priority in data (06:50)

Amit Ben Create and share a sample Google Sheets template demonstrating plugin usage and API key setup for team’s immediate use; provide related documentation and support (07:20)

Jason O’Neill Explore and experiment with Google Sheets plugin analytics; escalate any issues or requests back to Amit for support (28:30)

2026-01-05 — OneAI - Pipeline success - weekly meeting. Daniella Block Investigate and confirm procedures for removing contacts from the blocked and DNC lists manually and online (03:00) Follow up with Amit Ben and Roy Lahav to validate US DNC list applicability and changes to contact statuses (04:00) Demonstrate unblocking example to Chris Branum using live system for blocked contacts (29:10)

Amit Ben Double-check the status change process for contacts to ensure calls resume properly after unblocking (05:06) Verify US DNC list usage and ensure correct settings for Pipeline Success and Home Care Leads agent environments (06:04) Provide technical insight and support regarding call disposition handling, API behaviors, and default disposition settings (07:20) Share advanced reporting tools demonstration and Google Sheets integration instructions; assist with setup and customization for client use (16:37) Suggest disabling ‘do not call me’ detection at call center side if blocking causes issues for transfer agent calls (31:10) Share reporting dashboard in Slack for client business analysis and experiments (25:50)

Jason O’Neill Test dialer redial cadence adjustments and overnight lead verification processes to improve calling efficiency (15:30) Incorporate advanced reporting tools into team workflows and schedule internal setup by month’s end (24:00) Monitor for improperly blocked client numbers and communicate any issues to OneAI team (31:40)

Chris Branum Confirm transfer call continuity for clients on blocked or paused status lists and coordinate as needed (02:57)

2025-12-29 — OneAI - Pipeline success - weekly meeting. Amit Ben Check feasibility of importing existing toll-free numbers or purchasing new ones for Pipeline Success Agent and report options (06:00) Continue monitoring AI ticket creation post update and make adjustments as needed (04:00) Coordinate with client team to discuss interim technical solutions for Home Care Inbound Agent API integration or low-effort fixes (12:00) Gather client input on preferred language expansions for 2026 roadmap planning (17:50) Arrange a dedicated follow-up meeting post-New Year to discuss expanded AI platform opportunities and use cases (34:50)

Jason O’Neill Provide the existing toll-free phone number details via Slack for feasibility check (06:30) Continue making minor adjustments and monitor Pipeline Success Agent performance (16:20) Engage internally over the next weeks to clarify priorities and resource decisions for 2026 development (34:00)

David Armstrong Confirm pause of Home Care Inbound Agent by end of month and communicate impact (09:00) Support evaluation of pilot programs with franchise and independent agencies to identify value propositions (32:45) Follow up to schedule and take ownership of next steps after planned session on AI use cases and partnerships (35:00)

Chris Branum Coordinate disposition mapping feedback and continue reporting issues as necessary (07:20)

honeycomb — Honeycomb Insurance

2026-04-28 — Honeycomb <> OneAI: Weekly Sync Daniella Block Follow up with Jon to confirm his availability for the meeting and remind Amit to participate as planned (01:14) Update the call script intros to include clearer questions for agent clarity and remove redundant greeting phrases to improve natural conversation flow, as agreed with Michael (05:08)

Amit Ben Provide exact metadata field names related to contact discovery and gatekeeper logic to assist Michael with prompt editing and configuration (11:28)

Michael Gur Test the updated ADR setup and the revised call copy changes, then communicate the testing results to the group chat once complete (17:16) Continue exploring practical implementation details regarding Apple Date functionality and gatekeeper scenarios, clarifying configuration requirements within the UBS system (10:21) Message Jon on Slack to confirm his meeting join status and participation (10:42)

2026-03-24 — Honeycomb <> OneAI: Weekly Sync Jon Repka Send updated script with highlighted changes or annotations in a new duplicate Word document labeled ‘draft two’ (12:02) Continue running tests on the agent and provide further feedback on script tweaks and call-to-action messaging (06:58)

Daniella Block Confirm and apply platform updates to the current agent to ensure the latest improvements are integrated (09:29) Set up and run A/B tests with three different voices (‘Talia’, main voice, ‘Becker’) adjusting speed and cadence as needed (08:43) Monitor live recordings during the controlled rollout and optimize agent performance accordingly (10:50) Coordinate with Roy to check and resolve integration issues Jon flagged (09:50)

Roy Investigate integration issue mentioned in group message by Jon (09:50)

Amit Implement script and agent improvements as per feedback once final script and notes are received

2026-03-17 — Honeycomb <> OneAI: Weekly Sync Amit Ben Send example calls for script review and feedback (10:30) Coordinate with Jan and Louis to verify and finalize API connections (11:30)

Jon Repka Review script and call examples and provide feedback for improvements (10:30)

Rafael Mintz Review example calls and script updates; work with Amit and Jan for backend API integration and testing (10:30)

Daniella Block Coordinate with analysts to gather poll data and call recordings for review (10:45)

Jan Jablonski Verify existing API setup and reconnect as needed for the script integration (11:25) Collaborate with Louis to ensure seamless data flow for test calls (11:30)

2026-03-10 — Honeycomb <> OneAI: Weekly Sync Rafael Mintz Provide list of questions to be removed from AI script for Amit to update (14:04) Hand over access to AI audit layer API and coordinate script optimization and validation updates with John and Amit (11:30)

John Repka Collaborate with Rafael on deduplication logic to remove duplicate producer conflicts before AI call dispatch (12:09) Review AI scripts and prepare to test second agent use case with limited volume after core question reduction (09:26) Provide data on response rates to insurance coverage questions to validate script pruning (15:48) Align with Rafael on final script version and schedule next steps for script refinement (29:39)

Amit Ben Update AI script live or based on Rafael’s input to remove low-value questions (14:12) Update validation layer to reduce false positives and implement transfer logic for callers requesting a human representative (28:56) Incorporate combined timeline question and remove policy expiration date question from AI flow (21:39) Support integrating scripted baseline knowledge base for AI agent product refresher answers (30:47)

Daniella Confirm upcoming meeting scheduling and assist with coordination (29:46)

2026-02-17 — Honeycomb <> OneAI: Weekly Sync Jan Jablonski Continue monitoring and send any new examples of false positives or AI mistakes during the week (05:30)

Amit Ben Remain available for ad hoc meetings or calls to assist with issues as they arise (05:41)

Daniella Block Follow up with John to confirm his participation in future meetings (00:55)

2026-02-10 — Honeycomb <> OneAI: Weekly Sync Rafael Mintz Review and finalize producer flow webhook and infrastructure setup; communicate readiness for end-to-end tests after returning from leave (10:30) Collaborate with team on finalizing script feedback and share any needed tweaks asynchronously (18:07)

Jon Repka Revisit and review the producer AI script asynchronously; provide feedback or approval for rollout prep (18:19) Prepare lead segmentation lists for initial testing of the producer flow (11:51) Coordinate with Daniella and others on logic and triggers for leads sent to OneAI calls (10:50)

Amit Ben Share report with analysis of the six new contacts sent by Honeycomb (06:55) Provide Slack link and re-share details on current call contact status data points for auditing (08:00) Conduct end-to-end testing support once Rafael is back and Honeycomb is ready; monitor pilot rollout (12:40)

Daniella Block Locate and share the correct producer script file link in the proper Slack channel for review to avoid confusion (15:00) Coordinate communication between Honeycomb and OneAI teams for script and rollout updates (14:54) Prepare to test the simplified transfer-focused call script, coordinating feedback and group discussion (20:50)

2026-02-03 — Honeycomb <> OneAI: Weekly Sync Amit Ben Provide Honeycomb a flag for previous call status to enable ignoring or special handling of repeat or non-regression updates (10:28) Investigate and implement technical solution to send previous call results via webhook or API for newer contacts (10:54) Share spreadsheet detailing audited call analysis and flagged false positives for continued review (13:37) Implement HOA insurance follow-up question to differentiate eligibility per Rafael’s phrasing (19:23) Add optional flag to mark contacts qualified through the not-competitive price fallback script for Honeycomb’s logic (23:56)

Rafael Mintz Develop internal logic to ignore status updates where contact is already in a qualified, disqualified, or converted state to reduce funnel errors (11:47) Continue forward flagging and sharing of suspicious or questionable call transcripts for Honeycomb AI audit review (14:24) Update qualification logic to handle “not competitive” but still qualified scenarios as per new AI script and flag from Amit (23:31) Coordinate with John to potentially lead next weekly sync or confirm cancellation based on agenda and travel plans (24:57)

Daniella Block Support communication and scheduling coordination during upcoming meetings and follow-ups (00:02)

2026-01-27 — Honeycomb <> OneAI: Weekly Sync Amit Ben Complete thorough review of disqualification calls and create benchmark tests to simulate edge cases and verify fixes (03:33) Develop explicit categorization for disqualification outcomes and calibrate auditing system (11:15) Suggest and provide precise phrasing for call flow language clarifying ‘non-binding price indication’ vs ‘quote’ before deployment (18:28) Incorporate a ‘read back’ confirmation step after disqualification to reduce false positives (22:18)

Jon Repka Provide example language clarifying ‘indication’ vs ‘quote’ to OneAI for call flow refinement (13:47) Resume lead transfer but disable Honeycomb-side disqualification closing actions until updated logic is validated (18:38)

Rafael Mintz Stop triggering closing actions on disqualifications internally pending resolution to prevent churn and business disruption (17:00) Review specific pricing indication cases and prepare to discuss solutions with OneAI (18:50) Collaborate with Jon and Amit on finalizing language clarifications and logic flows related to pricing and quotes (18:50)

2026-01-20 — Honeycomb <> OneAI: Weekly Sync Amit Ben Review and update triage prompt to reduce false positives and ensure clear triage logic (05:05) Document and explicitly include “habitational” and “commercial apartment” insurance in AI knowledge base and FAQ for Tyler (17:14) Investigate causes of repeated calls after disqualification and why qualification flow was interrupted in specific call cases (30:00) Disable “Becca” voice persona and ensure “Raquel” is the default Tyler voice (26:54) Monitor and track triage flags from current day onwards, prioritize new triage alerts and close out stale issues (34:24) Note the need to make Tyler AI’s responses more human-like by shortening the reading of full names at caller greetings (27:08)

Rafael Mintz Continue sending daily triage reports to Amit and perform detailed triage reviews (34:20) Provide feedback on AI behavior and triage interaction nuances, especially around ambiguous disqualification leads (28:14) Evaluate transitions in conversation flow and qualification process in Tyler AI to ensure smooth lead conversion paths (19:48)

Daniella Block Assist in integrating step count tracking and reintroduce daily meeting treadmill walking exercise for wellbeing focus (03:00)

2026-01-06 — Honeycomb <> OneAI: Weekly Sync Daniella Block Follow up with Rafael Mintz to confirm his response to recent tests and ensure tests progress smoothly (02:01) Coordinate with Jan and Rafael to close technical loops and facilitate integration and testing (05:54)

Rafael Mintz Continue providing audit feedback and edge case insights on the producer agent flow (03:08) Review and finalize unresolved examples of misaligned cases to share with team (03:08)

Jan Jablonski Create and provide HubSpot webhook URL for sending back AI call results (06:18) Share sample input data for end-to-end testing of the AI call handling (05:54)

Amit Ben Lead the effort on integrating feedback and updating AI processes based on Rafael’s audits (03:21) Coordinate test call scheduling and iterating based on feedback from calls next week (04:59) Provide any necessary support for technical and process coordination for deploying the new producer flow (08:06)

2025-12-16 — Honeycomb <> OneAI: Weekly Sync Daniella Block Cancel meetings scheduled for December 23 and 30; set up dedicated Slack channel for Honeycomb producer integration (05:40)

Amit Ben Lead creation and management of dedicated Slack channel; coordinate with Yan, Roy, and relevant engineers for API and webhook integration discussions (26:42)

Jon Repka Provide sample contacts to assist in testing IVRs and integration; confirm timeline for early January rollout (26:42)

Rafael Mintz Collaborate on defining required data fields for two-way API integration and oversee flow logic related to new vs legacy producers (26:00)

Team Conduct live optimization session of the current script (04:13) In January, initiate internal testing of two-way communication system using shared sample contacts (27:16)

2025-12-09 — Honeycomb <> OneAI: Weekly Sync Rafael Mintz Summarize and finalize the agent script details and add objectives and key data properties to the shared document (11:54)

Daniella Block Ping Amit Ben and coordinate calendar cleanup actions, keeping the 23rd meeting and canceling the 30th (03:31) Update script documents with latest modifications such as extension capturing next to phone number fields and email confirmation prompts (20:22)

Amit Ben Build out AI calling agent workflows including IVR navigation, objection handling, voicemail scripts, and incorporate new properties for phone extensions and email confirmation; also implement call cadence/throttling and uniqueness logic for contacts (20:50)

Rafael Mintz and Amit Ben Coordinate on integration aspects to ensure passing of contact data including extensions and agency names through API with Yan’s assistance (30:33)

Team Review and test the initial AI calling agent flow for new producers and provide feedback for refinements or deployment readiness (38:59)

Unassigned Consider and plan to include onboarding scheduling self-service or content delivery to new agents post-call (22:21)

2025-12-02 — Honeycomb <> OneAI: Weekly Sync Rafael Mintz Provide OneAI with the use case overview and script for the second agent by next week (07:10) Update AI supervisor to flag instances when AI references the knowledge base during calls (05:29)

Daniella Block Notify Honeycomb team when the knowledge base updates are implemented and operational (07:30) Coordinate with analysts to monitor calls utilizing the knowledge base and share relevant examples with Honeycomb (06:11)

2025-11-25 — Honeycomb <> OneAI: Weekly Sync Rafael Mintz Provide a document outlining all coverage types and send reminder email with related info (06:45) Wrap and share performance metric data (quote and bind rate improvements) in a detailed email (10:14)

Jon Repka & Rafael Mintz Collaborate to develop a simple script flow for the new producer welcome call, using GPT to create the initial draft and share with the team for refinement (17:08)

Amit Ben Build out the initial agent script based on draft and start the new campaign independently; coordinate any necessary changes post-review (23:09)

Daniella Block Send email reminders and Slack messages summarizing requested deliverables for Tyler agent knowledge base and the new producer call use case (24:07)

Amit Ben & Jon Repka Coordinate on implementation details for API/webhook integration for contact push/pull and agent confirmation flows (16:20)

Rafael Mintz & Jon Repka Confirm final script details, including possible scheduling component and introduction of deal champions during the call (18:47)

Jon Repka Add producer onboarding flows and direct follow-ups on incomplete submissions to sales leadership agenda (20:57)

2025-11-11 — Honeycomb <> OneAI: Weekly Sync Daniella Block Send the confirmed holiday pause schedule for agent to the team and ensure agent is paused on designated federal holidays (01:28) Manage training updates and relay approved coverage wording examples and tone guidance to the engineering team for agent knowledge base integration (24:30)

Rafael Mintz Provide a concise write-up detailing coverage offerings including commercial property and general liability for the AI agent knowledge base, along with examples for appropriate conversation tone (23:47) Compile and send examples of calls with “unanswered” status and associated transcripts to OneAI for analysis and cleanup of false positive transcript generation (24:22) Adjust filtering on analytics side to exclude calls with no live human answer (voicemail, IVR) to improve status accuracy (26:20)

Amit Ben Incorporate the approved coverage explanations and objection handling scripting into agent responses and knowledge base once received (21:05) Analyze and correct handling of “contact verified” leads that drop off prematurely, implement automation to trigger follow-up emails from licensed advisors (10:38)

Jon Repka Review and confirm holiday schedule with team for agent pause days (01:28) Provide documentation and any existing formal knowledge base relevant to insurance coverage packages for AI ingestion (29:20) Collaborate with Rafael and Amit to finalize wording and tone for AI agent communications on coverage and qualification status (31:37)

vantage-point — Vantage Point Software

2025-09-25 — Vantage <> OneAI: Weekly Sync Daniella Block Review and fix AI call flow bug causing repetition of entire name in calls (15:41) Investigate and resolve scheduling loop issue when callback time is not provided (18:55) Improve voicemail message clarity and format; ensure voicemails are properly left or adjust system to disable if preferred (24:40) Confirm webhook callback logging and coordinated functionality with AI handling callbacks automatically (19:36)

Roman Conduct further testing of call initiation features and intermittent bugs; report findings on Slack for next steps (18:01)

Brittany Confirm no additional questions on callback logging and ensure readiness for full go-live of webhook integration (19:03)

2025-09-17 — Vantage <> OneAI: Weekly Sync Michael Gur Deploy Call Transferred true/false field to webhook (completed during meeting) (22:26) Apply Daniella voice for testing this afternoon (21:12) Switch voice to Becca when requested by Daniel for comparison testing (21:12)

Daniel Santiago Test new Daniella and Becca voices this afternoon (21:02) Test webhook fields including new Call Transferred field this afternoon (18:51) Conduct voicemail testing to understand audio content (25:49)

Roman Push several contact records to test checkbox functionality in Salesforce integration (19:45) Test different phone numbers to verify status field accuracy with fresh contacts (19:52)

Brittany Verify checkbox checking/unchecking functionality by testing contact record flow (19:45) Confirm availability for Thursday 10:00am meeting on January 25th (31:48)

Daniella Block Provide status field diagram/documentation to team (27:35) Send call status value definitions and workflow diagram (28:52) Move next week’s meeting to Thursday January 25th (32:11)

2025-09-10 — Vantage <> OneAI: Weekly Sync Daniel Santiago Test different AI voices (Raquel, Aria, Brian, Matilda) to evaluate performance across male/female options (34:24) Set up Ring Central transfer queue and assign agents for call handling (35:00) Conduct internal testing of transfer queue functionality with team members (35:00) Coordinate with Brittany and Roman on final go-live approval process (35:15)

Brittany Review and approve final script for AI agent before go-live (02:02) Coordinate with Roman on checkbox management strategy and internal processes (27:06) Finalize internal discussions on sequence interruption protocols (28:13)

Roman Verify webhook data fields include all necessary callback and sequence information (11:35) Review integration approach with Brittany for checkbox management (27:06) Test concurrent call batch processing capabilities (35:29)

Amit Ben Keep voice experiment disabled and reset to original A/B testing configuration after voice testing complete (08:07) Monitor fresh contact percentage setting at 75% as requested (38:02) Provide support during testing phase and be ready for go-live launch (34:07)

Michael Gur Verify callback requested field is properly included in webhook data (13:04) Ensure sequence and attempt number fields are correctly transmitted (32:47)

2025-09-03 — Vantage <> OneAI: Weekly Sync Michael Gur Check technical feasibility of checkbox unchecking/rechecking functionality and potential timing issues (08:48) Implement checkbox integration allowing start/stop sequence control (16:32)

Daniella Block Add ‘few months’ category to agent response buckets between ‘a day’ and ‘up to a year’ (14:03) Coordinate with Amit on implementing the new time categorization structure (14:08) Have analyst conduct additional internal testing on updated features (16:32)

Brittany Test checkbox functionality once implementation is complete (16:49) Verify sequence stopping mechanism works as expected in OneAI system (17:33)

Brittany & Roman Conduct final agent verbal testing before go-live (16:49)

All Participants Continue communication through Slack group for any additional issues or updates (17:52)

2025-08-20 — Vantage <> OneAI: Weekly Sync Amit Ben Research password change functionality for studio.1ai.com platform and provide instructions to Roman (48:16) Investigate voice inflection settings and provide feedback on adjustability options (42:25) Add Raquel voice to experiments configuration at 25% split with other three voices (17:39)

Daniella Block Remove ‘are you still interested in learning’ line from script and update to direct market question (08:33) Increase speed settings for Aria voice to reduce robotic sound quality (41:37) Complete final script updates and market list configuration for 100% readiness (39:52) Notify team when configuration is fully ready for comprehensive testing (39:52)

Daniel Santiago Consult with legal counsel regarding purchasing phone numbers in different states for local presence (12:27) Provide final transfer queue phone number for integration into system (25:00)

Michael Gur Update webhook configuration to use ‘Lead ID assigned to AI Agent’ field instead of Salesforce ID (08:10) Consider adding functionality to support retesting same leads without requiring new lead creation (29:26)

Roman Map webhook data fields to appropriate Salesforce lead form fields (34:20) Conduct end-to-end testing of Salesforce integration and transfer functionality (38:28) Update human agent phone number in AI call script variables for transfer testing (26:17)

2025-08-12 — Vantage <> OneAI: Tech Sync Daniella Block Add call metadata fields to webhook (phone number dialed, call duration, etc.) (29:18) Include all previously discussed fields in webhook data transmission (30:07) Notify team when testing phase is complete for final testing (31:18) Cancel tomorrow’s meeting if testing not ready (31:36) Update transfer phone number when provided by Vantage (32:21)

Brittany/Vantage Team Send RingCentral call center phone number for transfer testing (32:06) Conduct testing once OneAI implementation is ready (31:36)

2025-07-22 — Vantage <> OneAI: Call flow (Configuration) Daniella Block Upgrade Roman’s OneAI account from free to paid plan with full privileges (22:53) Update organization name from ‘Brittany Brick’ to ‘Vantage Point AI’ in OneAI platform (23:35) Set up Slack channel for team communication and quick Q&A during implementation process (47:57)

Brittany Review and finalize call script responses for ‘Why are you calling?’ and ‘How did you get my number?’ questions (21:44) Define qualification criteria and thresholds for capital questions that should disqualify prospects from transfer (29:52) Confirm transfer criteria and any additional qualification requirements for lead disposition (29:52) Coordinate with Daniel to gather his input on call flow and qualification process specifics (12:17)

Roman Add all team members as users in OneAI platform with appropriate permissions through interface (19:25) Define control framework for how Vantage wants to manage lead delivery timing and dialing schedule vs. automated system (35:07) Review technical integration requirements email from Michael prior to Thursday technical meeting (47:29)

Vantage Team Explore OneAI platform interface and provide feedback on call script and agent configuration (34:49) Map out preferred lead control process and scheduling requirements for OneAI team review (35:07)

2025-07-17 — Vantage Point <> OneAI: Kick Off Daniella Block Send technical integration questions from Michael to Roman via separate email (12:42) Schedule business meeting with Brittany for detailed configuration and call flow discussion (14:55) Set up technical meeting with Michael for next week on Salesforce and Ringcentral integrations (12:42) Send meeting summary and next steps email to Brittany (01:01:36) Create Slack channel and send invites to all Vantage Point team members (01:02:02)

Brittany Serve as primary point of contact for project management and internal coordination (09:27) Coordinate with Daniel and Roman on weekly project progress reviews (10:06)

Roman Set up dedicated Salesforce integration user account for OneAI (13:38) Work with Daniel and Brittany to determine optimal lead delivery method (API batches vs. real-time) (47:33) Provide call center phone number for hot transfers (52:42)

Daniel Santiago Collaborate with Roman and Brittany on lead delivery scheduling and mix configuration (47:33) Provide detailed qualification scripts and objection handling responses for AI training (27:01)

Michael Lead technical integration meeting for Salesforce and Ringcentral setup (12:42)

prageru — PragerU

2026-03-17 — PragerU <> OneAI: Jess Training Jessica Wilson Provide personal phone number for call transfers to the team via Slack (24:45) Regularly check the Airtable for missed call transfers and callback requests, and follow up on them (19:11)

Daniella Block Follow up and chase Patrick for the updated donor contact list to upload into the AI calling system (24:47) Support Jessica and the team with troubleshooting, guidance, and assistance once calling begins (22:52)

2026-03-11 — PragerU <> OneAI: Integrations Daniella Block Resend the full set of API URLs (answered, transferred, all contacts) and instructions to Patrick and Travis (08:48) Confirm with Roy Sagi whether contact IDs are included in historical data uploads and coordinate adding them if missing (17:26) Develop an API providing a running log of every call attempt as separate entries ordered by call time (20:49) Retrieve information about PragerU’s telephony system from Emily Rachel and share with OneAI team (22:31) Add Travis Gordon to the PragerU Slack channel for communications (22:40)

Patrick Morrow Share API key for Cassandra agent with Travis via Slack (12:04) Clarify internally with Roy Sagi on historic inclusion of contact ID data (17:26)

Michael Gur Work with Roy on creating the enhanced API supporting granular call attempt logs and notify the team when ready (20:57)

Travis Gordon Begin manual downloads and reviews of data via API URLs for initial analysis and mapping (05:00) Test and validate data format and fields with OneAI team (16:15) Share screen and collaborate during data testing sessions (13:28)

2026-03-03 — OneAI <> PragerU: Studio Daniella Block Send the API keys for Cassandra and Katie agents to Patrick securely and remove them after sharing (40:29) Set up a new AI agent for Jessica and arrange a training/introduction meeting with her and Emily’s team (08:18) Coordinate scheduling a technical integration meeting between Patrick, Michael (OneAI developer), and Travis Gordon (CRM manager) (24:36) Monitor agent contact exhaustion and notify Patrick for new lists accordingly (37:41)

Patrick Morrow Share Travis Gordon’s contact details for including him in technical discussions and platform access (25:04) Send fresh contact lists for Cassandra and Jessica agents as soon as available (49:51) Review and experiment with API data downloads and links provided by Daniella, coordinate internal data modeling and decide on note types/statuses for CRM import (22:55) Troubleshoot login and platform access issues, trying Chrome as recommended; notify OneAI for further support if problems persist (26:36) Provide campaign timelines and expected call volumes to OneAI for planning round robin or other custom solutions (51:00)

Emily Nolan Set up Jessica’s in-person training and coordinate schedules for onboarding meetings with OneAI (34:34) Add Jessica to OneAI platform as teammate when access issues are resolved (36:37)

Daniella Block and Yochai Levi Consult tech team to diagnose UI loading issues with Patrick’s browser environment and arrange a troubleshooting session (48:52)

2026-01-20 — PragerU <> OneAI: Meet & Greet Daniella Block Send the current best-performing donation call scripts to Rachel and team for review (50:50) Extract and share all script versions and formats previously used for reference with PragerU team (46:20) Add Katie Patrykus to the Slack channel for smooth communication and updates (51:40)

Rachel Ochoa Provide the base script and FAQs for the Nashville event outreach campaign to OneAI via Slack or email (51:25)

Daniella Block & Yochai Levi Integrate event FAQ documents and any materials received into the AI platform for agent use (52:50)

PragerU team (Katie Patrykus, Rachel Ochoa, Emily Nolan) Determine and communicate preferred and consistent hot transfer hours for live agents to optimize call flow and AI scheduling (14:00)

PragerU team Continue running current donation call campaigns and testing script optimization in parallel with event campaign preparation (35:20)

OneAI (Daniella & Yochai) Adjust AI agents and transfer systems to accommodate defined agent working hours and optimize call handling accordingly (24:00)

OneAI Prepare for event campaign launch with a target timeline enabling two weeks of calling before the February 21 event (52:20)

PragerU (Rachel & Katie) Collect and share all necessary campaign materials including fundraising scripts, FAQs, and website links to assist in AI campaign setup (53:00)

2025-12-17 — OneAI <>PragerU: Agent Updates Daniella Block Prepare a concise 3-4 page summary report highlighting tests completed, what works, what doesn’t, and recommended next steps by tomorrow for Evan’s review (36:00)

Yochai Levi Assist with preparing the summary presentation, including analytical insights and estimations of conversion impact (32:30) Analyze call answer rates by day and hour to help optimize agent availability scheduling (35:40)

Evan Belfi Instruct call center agents to prioritize availability during AI agent live hours to ensure prompt call handoffs and avoid distractions from managing other call lists (19:00) Review and present the summary report to Craig on Friday, briefing him on project status and next steps (36:00) Facilitate coordination and communication with Mark to maintain project continuity during his vacation (36:40)

2025-12-10 — OneAI <>PragerU: Agent Updates Daniella Block Provide Cassandra and Katie with a clearer summary of AI agent scripts and call messages in the Slack channel (44:05) Add Mark Kawamoto to the Slack channel and brief him on project details (53:30) Schedule next check-in meeting for next week including Mark and remaining attendees to ensure smooth transition and ongoing optimization (54:00)

Yochai Levi and Daniella Block Test alternate call introduction scripts offering clear donation and support options to reduce donor confusion (22:50)

Unassigned Continue optimizing AI agent dialing time limits, voicemail settings, and call transfer scripts to improve transfer rate and donor engagement (30:35) Incorporate triple match campaign messaging from PragerU website into AI agent calls before December 31 deadline (52:10)

Evan Belfi, Katie Maxwell, Cassandra Gould Provide feedback on impact of new scripts and transfer processes (00:00)

Daniella and Yochai Review and investigate list splitting methodology to ensure fair and effective distribution of contacts between Katie and Cassandra (23:10)

Mark Kawamoto Familiarize with current call workflows and raise any questions for follow-up discussions once onboarded (50:15)

2025-09-18 — PragerU <> OneAI: Status update Evan Belfi Confirm AI implementation capability to internal stakeholder with positive response (05:34) Request finalized script from internal stakeholders for implementation (05:41) Offer direct connection between Yochai and internal team for technical discussion (06:28) Send implementation confirmation and connection offer to stakeholder (07:28) Provide status update to Yochai by following day regardless of stakeholder response (07:40)

Yochai Levi Complete technical modifications to implement simplified robocall system once script is received (05:41) Prepare for potential direct consultation call with PragerU internal stakeholders (06:28)

2025-09-03 — OneAI <> PragerU: weekly launch sync Daniella Block Consult with team on best implementation approach for new script - third agent vs integration method (05:37)

Evan Belfi Contact Garrett regarding invoice payment status for previous period (08:38)

Yochai Levi Implement Marissa’s script exactly as provided without modifications (03:47) Proceed with fastest possible implementation timeline (10:11)

2025-08-13 — OneAI <> PragerU: weekly launch sync Evan Belfi Add Katie and Cassandra to manage accounts system for agent access (19:22) Provide updated CEO feedback/script changes for implementation (02:11) Supply additional supporter lists for Cassandra who is currently low on contacts (27:04)

Daniella Block Update dialer schedule for Cassandra (9:00 AM - 3:30 PM Central) and Katie (9:00-10:00 AM, 12:00-3:00 PM Mountain) (13:54) Document system status definitions and navigation instructions in Slack channel (25:27) Implement CEO feedback changes once received from Evan (02:11) Monitor and email lists of failed transfers during first days of operation (32:33)

Yochai Levi Investigate Altitel system integration possibilities for future enhancement (33:55)

2025-08-06 — OneAI <> PragerU: weekly launch sync Daniella Block Create login access for Craig in the OneAI studio system (09:06) Update AI configuration with new script variations received from Evan tomorrow (09:44) Remove AI knowledge base to prevent inaccurate responses (14:31) Change all ‘campaign specialist’ references to ‘live agent’ throughout configuration (17:25) Research technical solutions for individual agent call control and routing preferences (34:03) Provide answers on call routing methodology and caller availability management (36:19)

Evan Belfi Send new script variations and prompt updates to Daniella for implementation (09:44) Create Google Doc with all current AI responses/prompts for team review (42:26) Discuss part-time work arrangement with Craig during Friday one-on-one meeting (54:33)

Craig Strazzeri Begin internal testing using current system configuration (36:48) Coordinate with team on final transfer language terminology via Slack (19:28) Review and approve updated AI responses once documented (42:26)

Katie Maxwell Add ‘Are you calling to ask for money?’ to AI response prompts (41:49)

2025-07-30 — OneAI <> PragerU: weekly launch sync Daniella Block Verify if AI response questions can trigger call transfers or must be statements (07:47) Update AI responses with approved language changes for human transfers (08:10) Set up 50+ local phone numbers for state-specific calling, with 2-3 numbers for top 5 states (26:08) Conduct call center connectivity test tomorrow at 9:00am Central Time (38:11) Send meeting notes to Slack channel with to-do lists (36:06) Provide secure upload method for contact list (36:43)

Evan Belfi Resolve duplicate timezone entries in contact sample list by selecting primary phone numbers (16:19) Deliver complete contact list with timezone issues resolved (36:35) Coordinate CEO/executive approval process with Marissa for system testing (35:01) Schedule executive team availability after August 5th return from Hungary (32:23) Brief call center team about tomorrow’s 9:00am Central test call (38:03)

Yochai Levi Monitor Dennis Prager health updates for AI response accuracy as news develops (18:09)

ubs-mailing — UBS Mailing

2026-03-24 — UBS <> OneAI: Touch Base Marc Morgan Provide an updated list of approximately 2,000 accounts with accurate or appended contacts for test calls (16:41) Inform OneAI team when the updated contact list is ready to proceed with agent activation (17:09) Send 10-15 sample recorded calls of gatekeeper interactions to OneAI team to assist in AI training (20:50)

Daniella Block Coordinate with Michael to verify and finalize the updated test contact list for the 2,000 accounts (14:50) Activate the agent to commence test calls once client confirms contact list readiness (17:00) Provide ongoing updates on development progress, expected launch date, and details of the new contact discovery AI model (17:30)

Yochai Levi Continue supervising AI research and development focused on building the new contact discovery model tailored to handle complex gatekeeper and decision-maker identification (19:50) Support integration of client-provided recorded calls into the AI training dataset for improved model performance (20:50)

2026-03-10 — UBS <> OneAI: Touch Base Daniella Block Implement script update to have the AI agent ask for someone in charge of IT or Operations when the gatekeeper does not know who manages copier leases (13:30) Switch off DNC block status on the 2,000 contacts once UBS provides written confirmation they can be called (33:36) Continue calling the additional 2,000 contacts after clearance is received (33:36) Provide UBS with clear written explanation and status legend of call outcomes for easier filtering and decision-making (21:36)

Nancy Johnson Review how best to utilize call notes and data received to identify high-value leads or needed follow-ups among 6,000+ call records (26:22) Provide confirmation in writing regarding permission to call the extra 2,000 contacts currently blocked on AI’s end (33:36) Vet and narrow UBS contact list to 1-2 primary contacts per account (e.g., Director of IT, Operations Manager) for future campaigns (14:08)

Michael Gur Confirm details about call statuses and how the ‘contact verified’ status relates to reaching the correct contact for lease discussions (31:34) Clarify whether email addresses and names should be suppressed or displayed in call data reports in alignment with privacy and data quality policies (28:30) Advise on dialing strategy whether to call multiple contacts per account or just one phone number (36:49)

Roy Lahav Continue reviewing and optimizing call scripts and agent interaction approaches to improve connection rate and conversion (04:07) Share feedback on AI call introductions to reduce confusion about who manages current leases (06:38)

2026-02-16 — UBS <> OneAI: Pre Go Live Touch Base Michael Gur Import all leads from the integration to enable the controlled rollout (07:14)

Daniella Block Monitor call progress post-import; pause and resume agent as needed; communicate rollout status and findings to UBS team (09:05) Follow up on enhancing system to capture when a contact no longer works at a company and provide notifications or updates in CRM (14:24)

Vance M & Nancy Johnson Manage contact inactive status for people no longer at the company in their CRM to prevent unwanted calls (15:33)

UBS IT Team Resolve DNS and email outage to restore notifications for calls and meetings (09:56)

Daniella Block & Team After completing analysis and optimizations from the controlled rollout, prepare for subsequent rollout rounds within the next 1-2 days (09:05)

2026-02-11 — UBS <> OneAI: Pre Go Live Touch Base Nancy Johnson Share screen to verify meeting details in Zoho during end-to-end test (28:36)

Daniella Block Implement script changes to replace ‘I am from Universal’ with ‘Hi, it’s Jamie from Universal’ and add concise AI objection response regarding lease expiration knowledge (06:39) Complete updates to AI script and send updated recording post-meeting; monitor and optimize after rollout (24:04) Follow up with accounting and client to clarify and confirm deposit payment status to prevent fraud concerns (35:46)

Michael Gur Conduct test AI calls booking discovery video appointments and monitor Zoho calendar invite syncing and notification issues (26:10)

Vance M Assist in troubleshooting calendar invite email not sent issue and verify correct workflows between booking and email notifications (38:43)

All Await final confirmation from client on script approval and readiness for controlled rollout and adjustment process (24:57)

2026-02-05 — UBS <> OneAI: Pre Go Live Touch Base Michael Gur Troubleshoot and fix bug causing duplicate contact creation and lack of account linking for new meetings in Zoho CRM (18:21) Investigate and correct issue causing meeting venue field to default incorrectly to client location instead of ‘online’ in API-created meetings (59:00) Ensure calendar invites are sent correctly by verifying participant inclusion; test invite receipt with updated contact email (01:05:31) Deploy updated agent backend version with fixes and report progress to team (01:04:44) Confirm last name confirmation and spelling verification are implemented in agent call scripts (51:37)

Roy Lahav Continue producing and sharing updated call recordings demonstrating agent improvements for team review (29:00) Assist Michael with technical discussions on backend fixes and post-deployment testing (01:04:47)

Daniella Block Coordinate meeting scheduling for follow-ups as needed to finalize tech fixes and agent readiness (01:04:26) Update call script copy to reflect agreed language changes: ‘meeting’ to ‘video call,’ full corporate name usage, and clarification of meeting format (53:25) Communicate with all parties about updates, send recordings, and confirm readiness for controlled go-live next week (01:07:41)

Vance M Support testing by sharing screens during live test calls and Zoho CRM interactions (04:09) Verify meeting invite reception and field default behaviors in Zoho during testing phases (01:05:28) Adjust test contact emails per Michael’s request to assist invite testing (01:06:10)

Nancy Johnson Monitor calendar invite receipt and meeting association issues from CRM emails (01:04:47) Provide feedback on scheduling and invite email receipt during tests (24:26)

2026-01-29 — UBS <> OneAI: Tech update Nancy Johnson Click the link to retrieve client ID and client secret from her calendar and share with the team for integration (01:00) Confirm understanding and feedback on meeting scheduling process and workflow after demonstration (23:23)

Michael Gur Provide questions and clarification requests regarding new meeting workflow and scheduling with new contacts (05:50) Use the demonstrated process to create new contacts and schedule meetings accordingly (20:33) Communicate any further questions or issues post-meeting to the team (23:30)

Daniella Block Send Nancy the link for calendar integration and follow up as needed (02:33) Coordinate with internal team (‘little worker bees’) to work offline on calendar integration and workflow refinements (23:30) Provide updates and schedule final end-to-end tests next week prior to go-live (23:30)

Vance M Demonstrate live scheduling process and workflow within Zoho to stakeholders (06:48) Test adding new contacts and scheduling meetings, troubleshoot any system workflow issues with invites and reminders (14:40)

2026-01-27 — UBS <> OneAI: Agent Optimization and Tech update Daniella Block Introduce meeting agenda and coordinate client updates (00:17) Ping Roy Lahav and assist with getting necessary participants on call (00:56) Facilitate tech walk-through with Nancy Johnson and relay chat information during calendar integration setup (30:50) Capture meeting notes and feedback, communicate testing plan and rollout procedures to client (59:44) Confirm details on CRM data integration especially about new contacts and share update with client (59:42)

Roey Sagie / Michael Provide CRM integration update and explain needed calendar integration details (08:06) Guide Nancy Johnson through calendar UID retrieval and API client creation process (16:29) Implement calendar integration backend setup upon receipt of calendar UID, client ID, and client secret (36:16) Verify calendar syncing between Zoho calendar and Vance’s calendar post-setup (35:35) Ensure call prioritization logic accommodates both contacts and account-level phone numbers equally with specified priority rules (10:04) Follow up on CRM system handling new contacts identified by the AI agent and passing that data in a dedicated field (57:00)

Nancy Johnson Participate in screen sharing to locate calendar settings and create necessary API clients for Zoho calendar integration (16:29) Provide calendar UID and API credentials during meeting via chat/email (30:00) Coordinate with Vance to ensure proper calendar selection and syncing for scheduling (20:48)

Vance M Assist Nancy in locating correct calendars and provide calendar UID and API credentials (26:01) Confirm that scheduling will use his personal calendar for appointment setting (25:48) Help clarify CRM contact prioritization and phone numbers during discussion (10:04) Participate in script review and provide feedback on agent call recordings (41:03)

Roy Lahav Present updated agent call scripts and play test call recordings for client feedback (37:49) Incorporate client’s feedback regarding script language, filler words, and meeting booking flow (48:15) Support tech team in confirming functionality for new contact creation and CRM data flow (57:50) Continue updates on agent conversations and coordinate testing and rollout plan (54:20)

2026-01-14 — UBS <> OneAI: Tech & Script Optimization Michael Gur Proceed with setting up all automations and integration on backend using obtained API access and client credentials (15:18) Coordinate with UBS on creating specific Zoho CRM fields to receive call data and confirm field setup before finalizing (45:29)

Roy Lahav Continue rigorous call testing including different call scenarios and making notes for necessary script improvements (36:16)

Daniella Block Compile feedback from today’s meeting and reports; update scripts and agent responses accordingly; schedule follow-up meeting for further optimization (54:06) Support UBS team with understanding of studio platform and deliver periodic update reports including call metrics and experiment results (40:00)

Nancy Johnson and Vance Provide additional objection questions or FAQs as needed; review and confirm fields and integration details with Michael once proposed (46:10)

2026-01-12 — UBS <> OneAI: Tech meeting Michael Gur Conduct technical research on CRM integration capabilities, focusing on statuses for call progress, meeting booking, and account management; send a summary document to UBS for review before next meeting (33:00)

Daniella Block Schedule and coordinate optimization meeting on Wednesday 9am with UBS team; prepare script review and share testing recordings during that meeting; follow up with UBS on script updates and data formatting details (39:50)

Nancy Johnson Provide sample contact list and relevant data fields from Zoho for OneAI’s script and integration review; assist in screen-sharing sessions to demonstrate Zoho CRM structure and processes; discuss with internal leadership about enabling limited user/API access for OneAI (06:20)

Vance M Provide data on departments and decision makers for AI call routing; support demonstration of CRM contact and calendar modules during meetings; manage calendar availabilities and distribute scheduled meetings internally after AI booking (53:30)

All (OneAI and UBS) Participate in follow-up technical screen-sharing session to finalize Zoho integration plans and workflow setups after script optimization meeting (56:10)

2026-01-05 — UBS <> OneAI: Kickoff Daniella Block Send API documentation and sample contact list template to UBS (00:31) Schedule technical integration meeting with UBS team and engineering lead Roy Lahav (00:31) Schedule optimization workshop after initial scripts and tests are ready (01:05) Provide UBS with studio platform navigation guide and studio account access support (01:05) Confirm calling hours, holidays, and any other restrictions with UBS for scheduling AI calls (00:43) Coordinate with engineering and UBS on handling duplicate phone numbers, extensions, and multiple contacts per account during calls (01:26) Follow up on do-not-call list sync and unreachable number reporting integration with UBS (01:12) Manage AI script construction using UBS documents and prepare initial version for review (00:58)

Nancy Participate in tech integration meeting to discuss Zoho CRM API setup for contact passing and scheduling (00:30)

Vance m Provide UBS CRM sample data with contact details and flags to One AI for setup (00:30) Share cell phone number(s) for urgent communication with One AI (01:07) Compile internal questions and documents for review with One AI during technical meetings (00:27) Coordinate internally with team to finalize call scripts and objections for One AI to build from (00:58)

Mark Morgan Lead input on business use case and goals, confirm strategic directions and priorities during discussions (00:07)

Yochai Levi Lead marketing alignment and assist in clarifying AI features and business logic integration (00:00)

warranty-first — Warranty First

2026-04-28 — Warranty First <> OneAI: Status update and next steps Daniella Block Send the presentation and updated call scripts for both lapsed and main agents to Warranty First for review and approval (28:30) Coordinate with Michael and Warranty First to potentially schedule a meeting to revise and improve the reporting on handoffs and sales funnel tracking (28:30) Follow up via email with Leo Nelson summarizing meeting details and next steps (31:10)

Leo Nelson Discuss pushback and concerns with Graham to gain approval for a ring-fenced pilot project involving 2-3 agents focusing on subset of leads using shorter call scripts (25:50) Provide feedback and approval on the updated call scripts for the lapsed agent and main warranty agent (28:30) Coordinate with Michael on refining reports for transfer outcomes and sales funnel tracking (27:50) Determine timing and resources for resuming the main agent with live reps as per OneAI’s setup needs (28:40)

Yochai Levi Support discussions and help advocate benefits of OneAI’s approach focusing on short qualification calls transferring to human agents, helping overcome sales team resistance (23:20)

2026-03-16 — Warranty First <> OneAI: HS Outcomes Report Michael Gur Review and verify the data sent to Warranty First to ensure it includes all necessary fields for reporting (02:00) Create and set up a new field in the CRM that mirrors Warranty First’s action history and automates updates based on call outcomes to track renewals, quotes, declines (12:00) Configure workflow automation to link AI calls with CRM action history events and produce clearer reports on outcomes related to AI contacts (08:00) Explore integration options for triggering AI calls within HubSpot workflows based on customer email engagement (16:30) Notify Warranty First if additional access is needed to implement these changes (13:30)

Leo Nelson Provide input and necessary access for Michael to implement field and workflow updates (13:30) Review HubSpot workflow to possibly incorporate AI call triggers tied to marketing email engagement and share feedback with Michael (17:10) Continue monitoring and assessing the renewed reporting capabilities once implemented to build trust internally and support scaling AI agent usage (14:40)

Daniella Block Coordinate and communicate timeline expectations for report setup and deployment to the team (13:45) Inform Warranty First team when new reporting infrastructure is ready for testing and implementation (19:30)

2026-02-17 — Warranty First <> OneAI: Agent Next Steps Bethany Cobley Email Leo to request approval to start the controlled rollout of the lapsed agent AI on or before Monday (18:15) Document and pass along any questions or feedback on the AI system and rollout to Leo and the OneAI team as she gains more experience in her role (25:00)

Daniella Block Wait for Leo’s green light to initiate the controlled rollout of the lapsed warranty plan agent, aiming to begin next Monday if approved (18:40) Provide Bethany with a user guide and overview of the AI platform features once Leo invites her to the system (19:30) Maintain monitoring and optimization of AI agent during controlled rollout phase and keep Warranty First updated with call reports and transcripts (05:45) Follow up with Leo about possible integration tests with Air Core CRM after his return (23:15)

Yochai Levi Support Daniella and Bethany in pushing the AI project forward, especially regarding quality and operational enhancements (00:00)

2026-02-03 — Warranty First <> OneAI: Feb plan Leo Nelson Collaborate with Graeme Edgar to adjust and finalize workflow for duplicated AI agent targeting lapsed leads (16:32) Review and approve script amendments shared by Graeme Edgar for the duplicated agent (17:35) Provide examples of leads/contact records reportedly contacted multiple times to assist investigation (06:59)

Graeme Edgar Share specific workflow framework details for prioritizing AI agent leads and send post-call (08:43) Refine AI agent scripts based on training and call feedback, customize the introduction for lapsed leads agent, and share updates with Leo and the team (17:26) Inform Daniella of any planned phone downtime to properly pause AI agents (19:38)

Daniella Block Send the initial AI agent script and incorporate Graeme’s amendments before duplication (17:44) Duplicate AI agent with adjusted triggers for lapsed leads and name agents distinctly to reflect expiry status groupings (18:00) Coordinate HubSpot integration for the duplicated AI agent with Michael (16:56) Implement status update fields in HubSpot to make AI agent callbacks and call attempts visible to human agents (24:57) Communicate all agreed next steps, scripts, timelines, and schedules via email to all stakeholders (28:03)

Michael Gur Add control field in HubSpot integration to route leads to duplicated AI agent (17:01) Confirm status update capabilities and coordinate with Daniella and team to enable visibility of AI callbacks in HubSpot (23:51) Await notification from Daniella and Leo to implement HubSpot integration changes for new workflow and report progress (20:53)

Yochai Levi Support workflow adjustment discussions and ensure AI functions as “hunter,” aligning with human agents’ closing role (11:43) Work with Michael and Leo on optimal lead volumes and timeline to scale once agent quality and confidence are achieved (13:34) Emphasize urgency to complete script updates, duplication, and integrations within the week aiming for next-week live testing (18:11)

2026-01-22 — Warranty First <> OneAI: Agent Check In Daniella Block Oversee creation and deployment of a script to update the 600 existing contacts in the system with the new car description format (04:27) Provide Leo Nelson with recordings of recent test calls to build internal confidence on quality improvements (07:11) Coordinate with Michael and the team to implement updates following Saturday/Sunday if applicable and ensure readiness for Monday’s test calls (11:02) Notify Leo once the team completes all updates and the system is ready for full production use (09:39)

Unassigned Perform additional tweaks for refusal handling, callback/rescheduling improvement, and minimizing call repetition before Monday’s controlled rollout (06:18)

Daniella Block and Yochai Levi Monitor and supervise the go-live phases starting Monday, including initial one-hour agent session and full schedule rollout Tuesday, with follow-up evaluation (11:49)

Leo Nelson Share test call recordings internally with Graham and other stakeholders for feedback and confidence building (07:11)

Yochai Levi Confirm with Michael completion of necessary updates and address any unresolved technical issues related to CloudTalk/Cloudflare (11:05)

2026-01-19 — Warranty First <> OneAI: Agent Update Daniella Block Schedule an optimization meeting for the client, proposed for Thursday (00:15) Coordinate with Michael Gur to get permissions needed for HubSpot report access and relay information to Leo Nelson (07:59) Ensure the tech team continues daily call reviews and implements script refinements, including transcription, interruption handling, ‘not interested’ handling, and agent latency improvements (11:45) Advise Leo Nelson to send direct URLs of calls for easier referencing and call review by the tech team (15:33) Organize controlled rollout schedule post-agent refinement and testing, initiating short live call periods to monitor performance (16:50) Follow up to investigate filtering options for transferred calls within Studio and clarify reporting needs with Michael and tech team (18:10) Task team with voicemail message review/testing for brevity and impact; consider disabling voicemail temporarily to consolidate missed call tracking (22:55) Coordinate with Michael Gur on implementing regex or vehicle description truncation logic for AI script reading (30:47) Update AI script to replace ‘good luck’ phrase at call transfer with a more appropriate ‘thank you.’ (31:47) Communicate with Leo Nelson about payment discussion deferral until conversion report is ready and data confirms agent performance (32:39) Follow-up with Leo and team to confirm agent refinements and controlled rollout restart next day (34:18)

Michael Gur Develop HubSpot report to track contacts’ call sequences, conversions, handoffs, and outcomes with respective action histories (07:13) Inform Daniella and Leo of any necessary permissions needed to create HubSpot reports (07:51) Implement creation of tasks for transferred but missed calls to capture interim data on unsuccessful handoffs (08:30) Coordinate with Daniella and Yochai on implementing regex logic to truncate vehicle descriptions to manufacturer and model name (28:50)

Leo Nelson Provide feedback and training context on calls, especially regarding transferred calls and agent performance for continuous improvement (12:08) Send call detail URLs to Daniella for efficient analysis by OneAI tech team (15:33) Review report outputs when available and assess call outcomes against transfers and conversions (00:00) Provide input on optimizing voicemail strategy, and voice message content with team insights (23:11) Monitor agent performance and control rollout per Daniella’s coordination for phased live testing (16:50) Participate in discussion on billing timeline and agent rollout success before invoicing begins (32:39)

Yochai Levi Collaborate with Daniella and Michael to refine AI agent call scripts, especially around vehicle name truncation and transfer call closings (28:50) Support setting quality standards for voicemail and agent responses during rollout refinement (22:55) Assist in configuring report filters and metrics to capture transfer and call success data accurately (18:40)

2026-01-15 — Warranty First <> OneAI: Hubspot pop up discussion Daniella Block Continue daily optimization of AI agent scripts including registration number clarity and call flow improvements (04:15) Add spoken agent introduction (‘Hi, this is Megan’) during transfer calls as temporary solution (16:20) Assist in setting up missed transfer call tasks in HubSpot with Michael (16:59) Provide Leo with sample successful AI call recordings for external interest by next week (21:20)

Michael Gur Implement HubSpot integration to create follow-up tasks for missed transfer calls linked to contact owners (08:10) Coordinate testing of pop-up feature during Aircall trial beginning week of January 26 (15:00) Collaborate with Leo and Daniella on technical feasibility and set up for pop-ups and notifications (13:00)

Leo Nelson Work with Graham and team to cautiously increase call volume, specifically enabling AI to contact leads within a 7-day window (05:19) Monitor and gather feedback on current AI handoff, registration number clarity and transfer call process (03:30) Coordinate agent meeting schedules and use of pause/resume agent functionality to avoid call interruptions during meetings (18:50) Lead collaboration with OneAI on testing Aircall trial pop-up feature and assess fit for future IMC operations (15:00) Follow up with OneAI for updates on HubSpot task integration and transfer call handling (17:30)

2026-01-12 — Warranty <> OneAI: Catch up Roey Sagie Investigate why only 90 contacts are received in OneAI system from about 1600 eligible in HubSpot (07:02) Coordinate with Michael to review webhook and API response handling for status updates (10:25)

Daniella Block Follow up with Warranty team to obtain Zoho credentials and calendar access for integration work (01:02) Ping Leo and coordinate meetings for further troubleshooting (02:22) Keep Michael informed and arrange for his involvement in follow-up session after UBS meeting (10:39)

Leo Nelson Share HubSpot segment data with OneAI team for deeper analysis of workflow enrollments and errors (08:02)

Michael Support troubleshooting and integration of Zoho webhook/API as discussed (10:25)

2026-01-08 — Warranty First <> OneAI: Go Live Touch Base Daniella Block Contact Roy to potentially join call and assist with HubSpot parameter updates (03:20) Communicate with OneAI team to add and test parameters action history = live lead and number of times contacted = 0 for controlled test (05:37) Adjust AI agent concurrent calls setting to one for initial test and confirm setup (06:00) Provide update in WhatsApp group and notify when AI agent goes live on OneAI’s side; continue monitoring during test (11:10) Discuss with Michael and HubSpot experts the implementation of inbound call pop-up feature for better AI-human handoff (09:16)

Leo Nelson Provide screenshot or detailed explanation of HubSpot parameters action history and number of times contacted to ensure correct AI lead filtering (04:07) Assign two human agents to exclusively handle AI-transferred calls, remove them from regular rotation during test period starting at 2:30 PM UK time (07:05) Coordinate with HubSpot team internally or externally to explore CRM pop-up feature for inbound calls to agents (10:45)

Yochai Levi Support technical aspects of setting HubSpot parameters on-the-fly, and verify setup feasibility (03:13) Collaborate on evaluating and possibly activating the CRM pop-up feature for inbound calls, ensuring proper agent and account filtering (09:19)

2026-01-05 — OneAI <> Warranty First: Pre GO-LIVE touch base Daniella Block Update script to use “repair plan” not “protection plan” and replace “cover” with “plan” or appropriate term (23:00) Remove reference to vehicle inspection in script (25:00) Add objection handling logic to ask “why” customers decline (33:00) Share updated script and call transcripts with Leo for review (24:00) Add Graham to WhatsApp communication group and update settings accordingly (06:40) Conduct final HubSpot property updates and end-to-end tests including call center transfer (34:45) Coordinate with Warranty First team readiness and plan for controlled rollout start (36:00)

Leo Nelson Review updated script and provide feedback on terminology and objection handling (24:00) Communicate rollout plans and readiness status to warranty first team (05:45)

Charlie Whiston Provide feedback and alignment on script language and customer interaction approach (22:20) Coordinate internal communication with Graham’s team to align rollout timing and message (05:25)

Roy Lahav Perform additional script variation test calls and share transcription recordings (24:00) Demonstrate AI handling of explicit warranty refusal objections (27:20)

Graham Edgar Provide feedback on objection handling approach and customer interaction nuances (27:00) Add input on rollout timing and internal team communication (05:25)

2025-12-15 — OneAI <> Warranty First: Tech working session Leo Nelson Provide feedback on the shortened call script by Tuesday or Wednesday before Christmas (48:05) Include Graham Edgar and relevant sales team members in upcoming demo and go-live preparation meetings (44:40) Arrange internal communication and training with sales team to ensure AI integration is positively received (04:10)

Michael Gur Copy his HubSpot call permissions to Leo Nelson’s account after the meeting (57:40) Manage the setup and testing of separate AI call workflow triggered post SMS, avoiding integration into main workflow until final testing is complete (54:58)

Daniella Block Share the shortened script document with Leo Nelson for review (40:30) Schedule next optimization meeting with Matt and OneAI team before Christmas (48:20) Schedule pre go-live meeting for Monday, 5th January 2024, including Warranty First and OneAI stakeholders (49:40)

Yochai Levi Coordinate initial short test runs targeting calls 5 minutes after SMS to collect qualified leads and gather insights for further trigger refinements (30:20)

Leo Nelson & OneAI Continue discussions to define and implement handling for calls connecting to dealers instead of end customers, improving contact accuracy (36:30)

2025-12-11 — WarrantyFirst <> OneAI: Hold for optimization meeting Leo Nelson Create dummy HubSpot contacts based on real customer data for testing integration accuracy and assign Michael Gur as owner (39:35) Provide revised script line for average repair cost phrasing after internal discussion (40:55) Participate in technical session on Monday to configure workflows collaboratively (31:00)

Michael Gur Conduct end-to-end tests on dummy contacts once created to verify data flow and identify call script errors (39:51) Troubleshoot repeating phrase error occurring in AI call simulations (24:25) Prepare and share list of call data fields (duration, transcript, outcomes) for HubSpot property mapping (26:56) Join technical workflow configuration session scheduled for Monday (31:35)

Amit Ben Lead script modifications to include fixed default average repair cost value and remove pricing from AI call phase one (11:40) Coordinate with team to review and test script fixes after data mapping updates (39:55) Join Monday workflow setup and integration session (31:37) Obtain HubSpot user access from WarrantyFirst for integration purposes (31:47)

Daniella Block Organize and schedule Monday’s technical meeting for workflow and integration optimization (32:59) Send email invitations and access details to participants, including Roy Lahav and Amit Ben (31:53) Document agreed script and field mapping changes and distribute to all stakeholders (46:28)

Yochai Levi Participate in Monday technical session to define workflows and integration specifics (31:20) Assist with script and process revisions based on meeting outcomes (46:30)

Roy Lahav Perform AI trial calls during testing phase; report issues such as phrase repetition and other glitches for troubleshooting (22:53) Collaborate on validating real contact data and integration accuracy (39:20)

Charlie Whiston Review script structure to ensure alignment with phased AI call rollouts and client interaction stages (17:00) Provide leadership input for adjusting customer communication approaches (41:10)

2025-12-08 — WarrantyFrirst <> OneAI: Hubspot integration and script Daniella Block Receive and review Warranty First renewal script for multiple A/B tests (49:24) Create WhatsApp group and collect participant contact numbers for urgent communications (52:17) Coordinate internal script development and feedback loop post-script receipt (49:24)

Michael Gur Provide detailed HubSpot integration permissions list for secure API access (41:16) Collaborate with Matthew Abdy and Warranty First tech team to set up workflows for contact push/pull in HubSpot (40:30) Attend scheduled HubSpot technical workshop/check-in (50:48) Research HubSpot screen pop capabilities for call center agent ease (47:00)

Matthew Abdy Send integration user creation for Michael (41:27) Share permissions and development prefix standards with Michael for code clarity (49:04) Set up initial HubSpot workflows to push contacts to One AI and update outcomes (38:50) Participate in integration workflow setup workshop/check-in (50:48)

Leo Nelson Provide current script recording to One AI (11:55) Clarify renewal timelines and customer plan status definitions for integration and scripting (12:40) Share expanded HubSpot contact field mappings and additional data requirements (28:30) Support troubleshooting of call handoff and CRM screen pop features (44:38) Participate in WhatsApp group and share phone number for urgent communication (52:20)

Amit Ben Provide input on lead flow control strategy integrated with HubSpot workflows to avoid AI-human conflicts (55:20)

Yochai Levi Assist in HubSpot workflow setup and propose live screen sharing sessions with Warranty First team and Michael (40:57) Support scripting and handoff phrasing for AI to human agent transfers (44:30)

2025-12-03 — OneAI <> Warranty First: Kick Off Matthew Abdy Send integration specification file (‘integration file’) with attribute fields to OneAI for review before Monday technical meeting (34:00) Confirm business phone number to forward call center calls to OneAI (42:00) Coordinate internally to prepare sample contact data file for OneAI (approx. 5-10 contacts) (52:10) Warm up internal team for Monday meeting and upcoming activities (01:03:02)

Leo Continue working on script enhancements and provide updated script/guidelines to OneAI by Monday (35:04) Confirm call dialing schedule and cadence details to OneAI (49:52)

Daniella Block Send follow-up email post-meeting with detailed summary, information requests, and preparation instructions for Monday tech integration meeting (01:03:06) Arrange and calendar Monday integration meeting at 1pm UK time and weekly Wednesday syncs at 3pm UK time (08:29) Request from WarrantyFirst a completed business phone form for telecom registration (54:16) Send document links including OneAI Studio tour and API documentation prior to Monday meeting (56:44) Set up initial workshop meeting on Thursday with Leo and WarrantyFirst team after receiving script (01:01:41) Collect contact center operational details: working hours, call center phone numbers, outbound call hours for hot transfer settings (40:25) Provide guidance on Agent Studio functionalities and A/B testing capabilities (37:55)

Yochai Levi Support discussions on script flexibility and help in workshops for business insight integration (36:30) Participate in scheduling and execution of weekly tech meetings and workshop sessions (59:10) Assist with call center and customer engagement workflows and KPI benchmarking (40:30)

bettermove — Bettermove

2026-03-23 — Bettermove <> OneAI: FLG Reece Rodgers Provide update on lead assignment issue and test AI agent live with changes (03:41) Create test leads and rerun webhook to verify fix for user assignment (19:42)

Michael Gur Implement and deploy integration change to omit user field when no assigned user in AI call request (05:00) Remove test contacts from system to allow fresh calls (09:36) Pause backlog queued calls from previous downtime (26:54)

Daniella Block Resume and pause AI agent to facilitate testing and monitor live calls (11:08) Check web form and backlog lead volumes to ensure system stability (42:08)

Rory Naughton Coordinate with team to not answer test calls as directed during live testing (06:46) Inform Nick about callback assignment logic proposal for signoff (37:28)

All Participants Monitor AI agent performance and lead assignment stability post-fix over next few hours/days (42:52)

2026-02-24 — Bettermove <> OneAI: Tech integration Lewis Clark Adjust Salesforce lead assignment logic to avoid round robin allocation for no-answer leads and coordinate this change with Michael (28:44) Follow up via email to continue discussion on call reminder configuration and task creation flow for declined/no-answer leads (28:44)

Michael Gur Continue testing AI agent task creation and assignment functionality including scenarios for no answer or declined calls (24:55) Fix code to correctly set assignment owner ID with proper header and case sensitivity, followed by retesting for confirmation (21:43) Implement and test summarization of call transcripts to improve task comments for better review (20:11)

Daniella Block Support coordination during meetings and assist as needed (00:02)

2026-02-23 — Bettermove <> OneAI: Tech integration Michael Gur Implement call activity creation on the lead with detailed call attempt status based on provided schema information (36:38)

Lewis Clark Share schema details for call activity creation in Salesforce with Michael (36:44) Provide details on lead field checkbox for triggering round robin lead reassignment automation in Salesforce (38:29)

Daniella Block Schedule the follow-up meeting for next day at 13:00 UK time / 15:00 Israel time, duration 30 minutes (39:56)

All participants (Lewis, Michael, Daniella) Join the scheduled follow-up session for testing enhancements and call logging (39:46)

2026-02-16 — Bettermove <> OneAI: Tech integration Lewis Clark Create Salesforce users for all consultants based on provided list to enable proper lead ownership and call routing (20:00) Standardize phone number formatting across lead sources for consistent integration performance (11:00) Continue testing AI telephony functions and provide feedback for improvements, including callback and note/activity scenarios (43:00) Prepare for next integration session on Wednesday 9:15 AM (44:00)

Yochai Levi Adjust agent configuration to resolve call disconnect issues related to idle time and call handling (39:00) Enable sandbox agent call routing for isolated testing separate from live agents (35:00) Manually delete existing test records in the system as needed to enable retests (28:00) Work on finalizing agent setup to achieve end-to-end telephony integration flow (43:00)

Daniella Block Share Fireflies meeting transcript and notes from previous meetings as requested (10:00) Provide consultant list and assist in confirming consultant details with Rory (21:00) Relay call disconnect issues and conversation links to tech team for troubleshooting (31:00) Schedule and coordinate the follow-up technical meeting for Wednesday morning with Lewis and Yochai (44:00)

Nick Statman Follow up with Lewis on testing telephony and WhatsApp integration and next steps (10:00)

2026-02-12 — Bettermove <> OneAI: Tech integration Lewis Clark Share the API values for fields required by OneAI integration including Lead Source and Inquiry Date (05:07) Provide permissions for OneAI team members to access necessary Salesforce fields such as Lead Source and phone fields (06:37)

Michael Gur Proceed with setting up the integration using the provided Salesforce field access and values (10:19)

Daniella Block Schedule and arrange the follow-up integration test meeting for Monday at 9:30 AM (12:09)

Unassigned Monitor and refine lead status fields and integration criteria post initial testing (09:43)

2026-02-09 — Bettermove <> OneAI: Tech integration Michael Gur Create sandbox playground environment and provide URL for Salesforce integration setup (04:35)

Rory Perform test lead callback at a scheduled time and monitor FLG lead status and assignment behavior; report findings (18:05)

Daniella Block Schedule follow-up technical meeting for Thursday 12th at 11 AM Bettermove time / 1 PM OneAI time and initiate email communication thread for updates (27:53)

Lewis Clark Continue setting up Salesforce development sandbox with OneAI package and connected app; coordinate scope and clear task assignments with OneAI (26:30) Assist with Salesforce flow or queries to improve exports for backlog calling lists (22:45)

Roey Sagie, Michael Gur, Lewis Clark, Rory Collaborate to define Salesforce SOQL query or Flow parameters to automate extraction of leads for the backlog agent, filtering out converted or do-not-contact leads (22:45)

2026-01-15 — Bettermove <> OneAI: 2025 Report Daniella Block Adjust backlog agent call rate to a substantially lower setting to manage call volume and reduce team strain (02:56) Send email requesting the November list of contacts for future outreach when ready (05:33) Provide Rory with the presentation and meeting summary for Nick to review (25:29) Investigate and improve the live call reporting tool to show all consultants, including those with zero calls answered, for better visibility and team accountability (25:11) Coordinate with the tech team to support Rory on spreadsheet plugin/data integration issues and follow up on enhancements (25:14)

Rory Share the November contact list with OneAI once October leads are exhausted and timing aligns with call center capacity (05:27) Share the live call reporting spreadsheet with Daniella for review and collaborative enhancement (22:14) Continue monitoring AI and agent performance and provide feedback for ongoing tuning and improvements (17:38)

2025-10-29 — Bettermove <> OneAI: Catch Up Rory Perform password reset and log into BetterMove Studio dashboard using credentials to monitor calls and agent activities (09:48) Coordinate with Nick to supply new leads batch data for immediate upload to the shared spreadsheet and Databox display (35:13) Use the live spreadsheet report for tracking calls and agent performance, driving daily management decisions (22:42)

Daniella Block Send Rory credentials and login reset link for BetterMove Studio dashboard during or immediately after the meeting (09:53) Share detailed two-page explanatory document about the Studio platform, its features, and metrics with Rory and Nick (10:30) Implement the change to hide individual caller numbers so all incoming calls show the same transfer number to ensure equal answer likelihood (06:50) Share the live editable Google Sheets report tracking call answering and lead handling with Rory and Yochai (23:49) Investigate and fix the anomaly with consultant name display in the report filtering and data fields (20:45) Continue monitoring and optimizing AI voice agents, especially Abby, Lucy, and Olivia, and keep clients updated with experiment results (36:22)

Yochai Levi Assist Rory with duplicating live spreadsheet and adding automatic date filters for dynamic daily/weekly reporting (23:50) Provide guidance on how to configure the dashboard and reports in BetterMove Studio, including access to consultant name and filtering options (19:25)

surpless-dunn — Surpless Dunn

2026-02-18 — Surpless Dunn <> OneAI: Agent Updates Daniella Block Review specific call recordings identified by Kevin Knight to investigate repeated calls and agent response issues (16:37) Prepare and share test recording of the proposed simplified script for client approval before next rollout (35:13) Implement AI technical fixes currently underway based on analyst feedback and call data (10:18) Coordinate next controlled rollout test with ~20-40 calls using agreed simplified script (34:59)

Kevin Knight Provide Daniella Block with links to specific calls illustrating repeated calling issues for investigation (17:32)

All/Team Conduct two iterative rounds of testing with small call batches, analyze results to assess if AI outbound agent can meet success criteria or requires different approach (33:44)

2026-02-02 — Surpless Dunn <> OneAI: Agent Pre -Live meeting Patti Nelson Send updated contact list with static state and timezone information in CSV format (03:20)

Daniella Block Apply script updates to remove last name confirmation and redundant ‘calling back’ phrasing (14:20) Add promotion name ‘Blink Buy’ and end date (February 28) into scripts for clearer messaging (16:35) Modify callback phrasing to a more conversational style offering fewer, simpler time options (12:30) Verify technical feasibility for automatic email resend when contacts state they have not received it and confirm temporary manual workaround if full HubSpot integration not ready (21:40) Send updated recordings to Surpless Dunn team for approval before rollout (22:44) Coordinate and manage controlled rollout of call agent planned for next day, monitor live calls and follow up with feedback and optimizations (01:30)

Kevin Knight Provide input or questions relevant to technical integration with HubSpot and manual list handling (23:00)

Bill Pinnello Provide feedback on script and call flow for inclusion in updates

Roy Sagi Be available on Slack for real-time technical questions related to contact list and scripts (05:26)

2026-01-26 — Surpless Dunn <> OneAI: Agent Optimization meeting 1 Kevin Knight Review and send final cleaned contact list including additional fields like consent status and decision-maker names within the week (13:00) Confirm and share Spring Rental promotion end date as March 6 for call campaign cutoff (11:45)

Daniella Block Update scripts removing demo-specific promotion lines and add correct promotion end date to AI knowledge base (38:00) Schedule next meeting same time next week for status update, feedback review, and go/no-go decision on launch (45:50)

OneAI (Daniella and Afik) Tune agent voice pronunciations for uniformity and finalize testing of three voices for campaign (32:30)

OneAI Implement handling for business landline calls asking for decision maker assuming no direct phone numbers in most cases (18:30) Filter out duplicate phone numbers in initial call list manually to avoid repetitive calls to same business without contact names, pending future HubSpot improvements (24:00) Prepare for controlled rollout test of 20-40 live calls starting week of Feb 3, optimize based on results then move to full rollout (06:00)

Roy Sahi Finalize back-end setup and integration support; exited meeting after contact data discussion (27:30)

2026-01-13 — Surpless Dunn <> OneAI: Kickoff Patti Nelson Provide updated script for AI agent by end of day today (56:56) Send WhatsApp contact numbers for urgent communications (01:08:50)

Kevin Knight Send shared Zoom team line number for call transfer setup (01:08:50) Send sample contact list (CSV) showing contact name, number, and time zone format (31:30) Contact HubSpot help desk to explore API integration and developer access options for OneAI tech team (33:28)

Daniella Block Follow up with tech team and confirm best approach for CSV import and HubSpot API integration (33:40) Share studio tour document and API integration documentation (29:50) Coordinate creation of AI agent and schedule live optimization workshops (16:30) Create WhatsApp group for urgent communications once numbers are received (01:07:50) Send follow-up email summarizing meeting points, next steps, and questions for tech team by next day (01:10:20)

Michael Prepare for technical integration meeting once CSV and initial data readiness confirmed (17:40) Assist with HubSpot API setup and permissions (33:40)

cloudworkz — Cloudworkz

2025-09-17 — Cloudworkz <> OneAI: Call script Daniella Block Share collaborative document with Tom for joint editing access (02:08) Brief tech team on approved script updates after meeting completion (02:46) Check with development team on implementation timeline and provide delivery estimate (01:09:10) Update AR responses system with additional questions identified during meeting (50:01)

Tom King Complete script updates in suggestion mode on designated tab (02:22) Provide existing investor contact database for AI testing purposes (44:54) Review and finalize objection handling language in red highlighted sections (16:26)

Yochai Levi Coordinate 100-200 call testing phase with qualified investor leads (01:06:27) Implement AI response system with regulatory compliance answers (57:57)

Unassigned Continue building AI system based on current approved script version (02:46) Implement tiered objection handling flow with loop-back functionality (28:05)

2025-09-15 — Cloudworkz <> OneAI: Call script Daniella Block Take Tom’s Word document and structure it into the AI agent format with proper flow triggers (11:31) Remove non-script questions from bottom of Tom’s document (04:20) Add AI responses for common interruptions and objections after meeting using transcription (11:26) Populate AI response system with answers discussed during session (52:40) Send consolidated script to development team for AI agent implementation (09:05)

Yochai Levi Work with Daniella to translate finalized script structure into Excel format for development (10:58) Handle technical implementation of AI responses system (11:01) Coordinate with development team on AI agent build timeline (54:05)

Tom King Provide additional script refinements and answer clarifications as needed (08:05) Review and refine AI responses once Daniella sends them back (08:05) Test Version 1 of AI agent when ready for feedback (54:05)

2025-09-08 — Cloudworkz <> OneAI: Call script Daniella Block Message Tom and team via WhatsApp regarding meeting attendance (04:46) Reschedule meeting for Wednesday or Thursday if no response received (08:10)

Unassigned Monitor WhatsApp for participant responses while returning to regular work (08:10)

2025-09-04 — Cloudworkz <> OneAI: Kickoff Daniella Block Send OneAI studio access link to team (59:40) Update CNAM to display ‘Cloudworkz UK’ instead of current setting (59:25) Verify and confirm UK legal dialing hours for final setup (50:23) Email Claudia to schedule weekly meetings during ramp-up phase (01:01:35) Schedule live script session with Tom for objection handling workshop (01:02:43)

Tom King Send basic call script immediately (already shared during meeting) (01:02:01) Provide comprehensive persona mapping and investor segmentation data for advanced system development (25:07) Coordinate with Werner to pull together detailed investor personas and belief systems (25:57)

Claudia Chavez Serve as primary contact for scheduling meetings and coordination (01:01:36) Prepare data files with required fields (name, last name, phone, email, unique identifier) for upload (36:31)

Roy Sagi Handle technical integration and system setup (06:40)

Roy Lahav Begin call monitoring and optimization from go-live date (06:40)

dark-horse — Dark Horse CPA

2026-05-05 — Dark Horse <> OneAI: Agent Status catch up Daniella Block Have analyst review all calls from the past week(s) for scheduling issues and provide a report on findings and improvements (12:01) Create and share weekly status updates of top call issues found and fixes applied related to agent performance and workflow (18:55) Adjust the number of call attempts for both scheduler and validator agents to 5 and monitor effects on answer rates (29:17) Continue optimizing the agent’s script and response handling based on data and feedback, including adding suggested phrasing for callers with existing appointments (16:31) Coordinate with Michael Gur to demonstrate HubSpot queues and workflows for detailed joint debugging sessions (06:36)

Michael Gur Lead analysis and screen-share review of CRM workflows, especially concerning recent problematic calls (e.g., Susan Miller case) (09:02) Verify and confirm that meeting cancellation and rescheduling are fully functional via HubSpot API integration (27:10) Participate in follow-up calls to manually review recent call logs to ensure workflow issues are resolved (11:19)

Justin Kurn Provide a detailed document outlining all inbound call types, volumes, and routing workflows at Dark Horse for agent main line handling design (25:03) Monitor ongoing call feedback and raise specific cases for review to maintain trust in correct prospect targeting (12:49) Evaluate weekly reports on call analysis and agent script suggestions to decide on updates and improvements (18:55)

Yochai Levi Lead the planning of next meeting’s agenda to include a presentation summarizing current call performance, issues, and improvement roadmap aiming for higher call success rates (22:49) Facilitate the discussion on expanding the agent’s role to cover complex inbound main line call handling based on Justin’s contextual data (24:39) Encourage ongoing collaboration with the analyst team to continuously review and improve call handling quality (19:02)

2026-03-12 — Dark Horse <> OneAI: Touch Base Daniella Block Double and triple check the integration fixes, including meeting link sending, double booking, and context handling (18:33) Monitor incoming calls for frustrated or angry callers and collect examples to help formulate a response solution (18:33) Coordinate with Michael and tech team to explore CRM integration to create separate fields or notes for client question answers and build email notification functionality (22:08)

Roy Lahav Perform extensive testing on the agent improvements before resuming limited call batches to ensure stability (19:49) Immediately pause the agent if anything unusual or problematic arises during live calls (20:02)

Justin Kurn Provide three bullet points describing how the email summaries for CPA should be structured, including inclusion of key question answers and summary details (24:08)

2026-02-23 — Dark Horse <> OneAI: Hubspot Optimization Justin Kurn Draft and share updated voicemail scripts clarifying call intent and making callback optional in Slack (08:25) Provide two different voicemail recordings for meeting scheduler and meeting validator agents before next test run (14:30)

Michael Gur Split and clarify HubSpot workflows to separate setup fields from meeting scheduling for correct lead enrollment (03:00) Add missing mandatory field to the scheduling workflow to prevent booking failures and false confirmations (05:00) Fix agent’s error-handling behavior so it no longer malfunctions after booking errors (07:40) Assist in updating workflows to reflect criteria for calls and confirmations, including lifecycle stage filters and meeting validations (09:30)

Daniella Block Coordinate controlled rollout after confirming HubSpot workflow alignment (00:01) Monitor and test new workflow changes and agent optimizations internally before broader rollout (07:50) Update agents with new voicemail recordings and prepare for live deployment and call analysis (15:00)

2026-02-11 — Dark Horse <> OneAI: Tech and Script Optimization Justin Kurn Review and provide feedback on emailed recordings for further optimizations (01:08) Confirm lifecycle stages to whitelist or blacklist for call workflows to prevent inappropriate contact (27:38) Confirm form list used for triggering workflows in HubSpot to ensure correct filtering (23:16) Communicate if and when to pause or resume agent calls during the controlled rollout (30:37)

Daniella Block Email Justin the recordings previously shared on Slack to his email (01:05) Incorporate Justin’s feedback on reducing the redundant affirmations and meeting confirmation repetitions into agent optimization requests (12:23) Continue working with technical team to reduce filler affirmations in agent conversations (09:46) Send all relevant recordings to Justin for review and feedback (29:56) Provide Justin with updates on deployment timelines for filler word reductions and script improvements (09:46) Assist in setup and coordination for controlled rollout starting Monday, ensuring communication channels and safety controls are understood (32:42)

Michael Gur Finalize and demonstrate HubSpot workflows with scheduler and validator agents for managing call sequences (15:06) Implement filters in workflows to exclude current customers or inappropriate contacts based on lifecycle stages and completed forms (20:56) Add logic to use “state, region” fields from forms to assign correct time zone for calling (28:29) Adjust workflows to ensure calls only occur for contacts who used scheduler links after form submission (24:17) Discard contacts outside approved forms or lifecycle stages from automated calls (23:54)

2026-02-04 — Dark Horse <> OneAI: Tech and Script Optimization Michael Complete HubSpot integration setup and server-to-server permissions by next day (03:00) Provide update on HubSpot integration status to Justin and Daniella (34:43)

Roy Lahav Continue testing AI assistant call flows focusing on scheduler and validator functionalities (06:53) Implement reduced enthusiasm response in AI scripts and remove filler words as model upgrades complete (07:10) Change AI assistant name to ‘Jessica’ in all interactions (30:26) Prepare and send updated call recordings reflecting the latest script fixes to Justin for review (33:00)

Daniella Block Coordinate with tech team to prioritize script and AI interaction refinements and communicate turnaround timelines (34:43) Send Slack messages to Justin for any additional permissions or questions as needed (03:10)

Justin Kurn Share final feedback and preferences on AI interaction tone and script with internal team and communicate consolidated input (34:20) Facilitate internal review by CEO and team members to finalize AI assistant behavior before launch (34:20)

2026-01-28 — Dark Horse <> OneAI: Tech and Script Optimization Justin Kurn Provide detailed tone and script edits based on AI call recordings by Friday EOD (01:06:32) Review received call recordings/transcripts shared by Michael and submit feedback on filler word reduction, script flow, and tone (38:41) Share mapping of forms and scheduler links in Slack/email post meeting (09:11)

Michael Gur Provide call recordings and transcripts to Justin for review and script refinement (38:41) Discuss with Daniela about transcript sharing feasibility and ensure delivery (38:41) Set up dedicated HubSpot AI agent field and define dropdown options for AI call outcomes in coordination with Justin (16:18) Continue tuning AI call scripts to reduce filler words, redundant confirmations, and improve empathy and objection handling responses (01:02:20)

Yochai Levi Assist with coordinating next meeting scheduling and follow-up tasks with Daniela (01:06:14) Support implementation of script tonal changes and AI agent personalization with Justin and Michael (40:24) Ensure new script and workflow adjustments align with calling time rules and business hours for launch readiness (27:47)

General / Team Fix website form duplications causing duplicate form submissions in HubSpot (to be resolved in 1-2 months) (23:00) Monitor AI agent learning curve to reduce latency and filler responses over call volumes (01:02:34) Evaluate CEO feedback on call scripts after Justin provides edited call samples (43:46)

2026-01-19 — Dark Horse <> OneAI: Kickoff Justin Kurn Provide updated script for the selected flow this week in the preferred format (01:05:50) Share sample contact lists including time zone data for testing integration and dialing (30:20) Supply URLs and detailed descriptions for landing pages and ad flows to aid OneAI in understanding lead scenarios (35:45) Work closely with Michael and meet quickly (as early as February 3rd) to expedite HubSpot integration setup (01:03:50) Deliver brand identity guidelines or five bullets on tone and style for agent voice shaping (01:02:00) Provide list of federal holidays relevant for call pauses review (48:05)

Daniella Block Compile and send PowerPoint deck for formal introductions including team roles and timelines (03:15) Coordinate and arrange HubSpot integration technical meeting with Michael (34:45) Upload AI knowledge documents and FAQs from Dark Horse to equip the AI agent (01:01:00) Set up Slack channel for real-time collaboration with Dark Horse team during rollout (59:30) Customize scripting with Justin to ensure alignment with selected flow and brand voice, including objection handling and AI responses (39:00) Verify tech feasibility of contact dialing schedule where time zones may be unknown and handling leads submitted outside hours (46:30) Provide a list of federal holidays for approval to pause outbound calls on those days (48:00) Share API documentation and studio tour details for agent development (58:15) Purchase phone numbers for top states for calling and ensure CNAM shows Dark Horse branding (58:30)

Yochai Levi Review incoming scripts and brand manifesto draft to ensure proper conversational tone (41:30) Assist with defining call cadence, voicemail strategy, and early call prioritization guidelines (52:00) Support Justin in expediting delivery of materials and meetings given tight tax season timeline (01:04:30)

Michael Lead detailed HubSpot integration setup including bidirectional sync and meeting calendar coordination with Dark Horse and OneAI teams (25:40)