Milkchoc <> OneAI: Sync

Date: 2025-08-05 | Duration: 49 min | Account: milkchoc

External attendees: mc@milkchoc.com.au, rr@milkchoc.com.au, anthony@milkchoc.com.au, jessica@milkchoc.com.au

Summary

Discussion centred on integrating AI in property management — specifically an AI agent to triage tenant maintenance queries and integrate with PropertyMe CRM. Security protocols are essential: caller verification required to meet banking standards before sensitive information is shared. High call volume context discussed.

Action Items

Michael Cleary

  • Create process map documentation for property management use case (pen-and-paper diagrams of most important call flow elements)
  • Provide call recording samples and volume data showing where biggest call volumes occur
  • Arrange interviews between OneAI team (Daniella/Yochai) and relevant staff