Daniella's Customer Brain

Vantage <> OneAI: Weekly Sync

3 min read

Vantage <> OneAI: Weekly Sync

Date: 2025-09-25 | Duration: 26.270000457763672 min | Account: vantage-point

External attendees: brittanyr@vantagepointsoftware.com, daniels@vantagepointsoftware.com, romanb@vantagepointsoftware.com

Summary

The team convened to discuss several key operational adjustments necessary for a successful launch. They agreed to expand call scheduling hours beyond the current 8 AM to 5 PM limits to accommodate after-hours testing needs, ensuring compliance with local time zones. Several bugs affecting call behavior were identified, with specific issues assigned for resolution, including glitches in call sequences and voicemail handling. The webhook system’s functionality was confirmed, and enhancements were discussed for logging and recording calls. The need for reliable call sequence controls was emphasized, and the team addressed voicemail behavior to improve customer interactions. With an upcoming holiday period, the team aimed to resolve these issues promptly to maintain momentum toward a smooth deployment.

Key Points

🕒 Extended Call Hours: The team decided to expand call scheduling beyond 8 AM to 5 PM for effective after-hours testing. 🐞 Bug Fixes: Several bugs affecting call behavior and user experience were identified and assigned for resolution. 🔗 Webhook Enhancements: Webhook functionality was confirmed, with a focus on logging callback times and call transfer statuses. 📞 Voicemail Improvements: Voicemail behavior was reviewed to align with client preferences and enhance customer experience. 📅 Project Timeline: The group acknowledged the three-week holiday period and emphasized prompt issue resolution for a smooth launch.

Overview

  • Three Wednesdays off will impact scheduling; aiming for go-ahead by week’s end and live deployment by Monday if approved.
  • Testing confirmed that checkbox controls calls outside AI agent working hours; restriction disabled for testing purposes.
  • Dialing schedule now accommodates individual time zones, with calls aligned to both individual schedules and AI agent hours unless overridden.
  • Immediate issue with old contacts causing call initiation problems resolved; call functionality tested successfully.
  • Identified bug causing repeated calls during active sessions; further testing is planned to address this issue.
  • Callback handling now logs scheduled times through webhooks, ensuring automatic processing by AI to maintain data integrity.
  • Unchecking the call initiation checkbox will pause the entire call sequence for that contact; further testing is required to ensure reliability.
  • Voicemail quality issues discussed; aim to retain voicemails while improving clarity and format.

Action Items

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)

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