OneAI <> PragerU: weekly launch sync

Date: 2025-08-13 | Duration: 35.310001373291016 min | Account: prageru

External attendees: evanb@prageru.com

Summary

The meeting focused on the final stages of a campaign set to go live on Monday, contingent on CEO Marissa’s feedback regarding script modifications to ensure a balanced approach. A dual agent system was established with ‘Prageru Katie’ and ‘Prageru Cassandra’ to handle calls, with a 50/50 distribution of responsibilities. Updated call center hours were outlined, with Cassandra operating from 9:00 AM to 3:30 PM Central Time, while Katie’s hours were from 6:30-8:00 AM and 12:00-3:00 PM Mountain Standard Time. The dialer has been configured to optimize outbound calling starting at 9:00 AM, and user access setup for both agents is pending, managed by Evan. Training was conducted to familiarize staff with system functionalities, and Altitel integration was confirmed for smooth call transfers with features to log unanswered calls. A tracking feature will monitor voice variants and conversion rates, while an analytics dashboard will provide insights into call statistics, facilitating adjustments during the initial trial phase.

Key Points

📅 Campaign Launch: The campaign is set to go live on Monday, pending CEO feedback on the script. 📞 Call Handling System: A dual agent system with ‘Prageru Katie’ and ‘Prageru Cassandra’ ensures balanced call distribution. ⏰ Updated Call Hours: Cassandra operates from 9:00 AM to 3:30 PM CT; Katie from 6:30-8:00 AM and 12:00-3:00 PM MT. 🔍 Analytics Dashboard: An analytics dashboard will track call statistics for ongoing optimization post-launch. 🔄 Initial Trial Phase: A trial phase will help adjust call throttling and improve transfer rates based on real-time data.

Overview

• Campaign is in final stages, targeting a go-live on Monday, pending CEO Marissa’s feedback on script modifications due to concerns of being too aggressive.
• Dual agent system set up with ‘Prageru Katie’ and ‘Prageru Cassandra’ for balanced call handling, with a 50/50 split for call distribution.
• Updated call center hours for Cassandra are 9:00 AM to 3:30 PM Central Time; Katie will operate from 6:30-8:00 AM and 12:00-3:00 PM Mountain Standard Time.
• Dialer is configured to optimize outbound calling, starting at 9:00 AM to respect donor availability.
• User access setup is pending for Katie and Cassandra; Evan will facilitate the management account addition.
• Training covered system navigation and functionalities like the stop/resume agent and analytics to prepare staff for operations.
• Altitel integration confirmed for smooth transfer of calls from the OneAI system, with a focus on logging unanswered calls for follow-up.
• The tracking feature for experiments will monitor voice variants and conversion rates post-launch for ongoing optimization.
• Analytics dashboard will provide insights into daily/monthly call statistics, including answered, qualified, converted, and transferred metrics.
• Initial trial phase planned for the first couple of days to adjust call throttling and improve transfer rates based on real-time data.

Action Items

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)