Daniella's Customer Brain

OneAI <> PragerU: weekly launch sync

3 min read

OneAI <> PragerU: weekly launch sync

Date: 2025-08-06 | Duration: 56.220001220703125 min | Account: prageru

External attendees: cassandrag@prageru.com, craigs@prageru.com, evanb@prageru.com, katiem@prageru.com

Summary

Team members can now access OneAI studio for immediate testing and can quickly adjust call setups for different numbers. Q&A responses for common donor inquiries are ready, but inaccuracies in the AI knowledge base need to be addressed, as emphasized by Craig. A fallback response will connect callers to a live agent when the AI cannot answer, improving response management. The system supports four simultaneous calls, adjustable based on staff availability, and includes an emergency pause feature. Outreach will involve calling contacts multiple times over two days with a focus on using female voices for better engagement. Mandatory contact list fields have been established, with Patrick responsible for secure data transfers. Plans to expand participation in the fundraising team from Katie and Cassandra to 10-15 members are underway, with immediate testing of existing scripts and new opening line variations. The project aims for launch by the week’s end, with PragerU clarifying its role as providing supplemental resources.

Key Points

📞 Immediate Testing: Team members can access OneAI studio for quick testing and call setup adjustments. 🤖 AI Inaccuracies: Craig highlighted the need to address inaccuracies in the AI knowledge base for donor inquiries. 👩‍💼 Human Touch: Fallback responses will connect callers to live agents when AI fails to answer. 📊 Call Capacity: The system can handle four simultaneous calls, adjustable based on staff availability. 📋 Data Management: Mandatory contact list fields are set, with Patrick overseeing secure data transfer.

Overview

  • Team members can access OneAI studio for immediate testing; call setup can be adjusted quickly for different numbers.
  • Q&A responses for common donor inquiries are ready, but inaccuracies in the AI knowledge base need addressing; Craig emphasized changes.
  • Fallback response will link callers to a live agent when AI cannot answer questions directly, enhancing response management.
  • Current call capacity set at 4 simultaneous calls, adjustable based on staff availability; emergency pause functionality confirmed.
  • System will call contacts up to 3 times over 2 days to ensure outreach effectiveness; female voices prioritized for better engagement.
  • Mandatory contact list fields include name, time zone, state, phone number, and contact ID; Patrick will handle secure data transfer protocols.
  • Plans to expand fundraising team participation from Katie and Cassandra to 10-15 members, utilizing separate contact lists.
  • Testing with existing scripts begins immediately; seven new opening line variations will be implemented by tomorrow.
  • Pending final testing and approvals, project launch is targeted for the end of the week.
  • PragerU clarifies that it provides ‘supplemental resources’ instead of ‘curriculum,’ a critical detail for donor communications.

Action Items

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)

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