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