Daniella's Customer Brain

OneAI <>PragerU: Agent Updates

3 min read

OneAI <>PragerU: Agent Updates

Date: 2025-12-10 | Duration: 54.77000045776367 min | Account: prageru

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

Summary

The meeting reviewed the performance of the AI agent launched in late November, which showed promising engagement with an initial answer rate of 16-18% and a transfer rate of 50-75%. By December 9th, the answer rate decreased to 13%, while transfer rates improved to about 90%. Analysis of callbacks indicated that 85% were genuine hot leads, highlighting the importance of maintaining callbacks in the workflow. The discussion also revealed challenges in donor engagement, with agents reporting variability in donation success. Adjustments were made to the call handling process, including disabling voicemail and managing call volumes to reduce interruptions. The team is actively testing scripts to enhance clarity and effectiveness, aiming for a target of 1,200 transfers per month and exploring new donation strategies.

Key Points

📈 Agent Performance Insights: AI agent’s answer rates peaked at 18% in November, with December transfers rising to 90%. 🔍 Genuine Interest Identified: Of 72 callbacks, 85% were hot leads; voicemail removal aimed to enhance engagement. 💰 Donation Variability Noted: Agents report struggles with donor engagement; seasonal effects may hinder contributions until January. 📝 Script Testing Implemented: A/B testing for scripts and messaging is ongoing; modular scripts allow flexibility and adaptation. 📞 Call Center Adjustments Made: Call volumes managed to prevent interruptions; a simple Airtable tracks callbacks and their statuses. 🎯 Future Goals Set: Targeting 1,200 transfers monthly; exploring text link donations to improve funding capture amid operational changes.

Overview

  • Agent Performance Insights: AI agent’s answer rates peaked at 18% in November, with December transfers rising to 90%.

  • Genuine Interest Identified: Of 72 callbacks, 85% were hot leads; voicemail removal aimed to enhance engagement.

  • Donation Variability Noted: Agents report struggles with donor engagement; seasonal effects may hinder contributions until January.

  • Script Testing Implemented: A/B testing for scripts and messaging is ongoing; modular scripts allow flexibility and adaptation.

  • Call Center Adjustments Made: Call volumes managed to prevent interruptions; a simple Airtable tracks callbacks and their statuses.

  • Future Goals Set: Targeting 1,200 transfers monthly; exploring text link donations to improve funding capture amid operational changes.

Action Items

Daniella Block Provide Cassandra and Katie with a clearer summary of AI agent scripts and call messages in the Slack channel (44:05) Add Mark Kawamoto to the Slack channel and brief him on project details (53:30) Schedule next check-in meeting for next week including Mark and remaining attendees to ensure smooth transition and ongoing optimization (54:00)

Yochai Levi and Daniella Block Test alternate call introduction scripts offering clear donation and support options to reduce donor confusion (22:50)

Unassigned Continue optimizing AI agent dialing time limits, voicemail settings, and call transfer scripts to improve transfer rate and donor engagement (30:35) Incorporate triple match campaign messaging from PragerU website into AI agent calls before December 31 deadline (52:10)

Evan Belfi, Katie Maxwell, Cassandra Gould Provide feedback on impact of new scripts and transfer processes (00:00)

Daniella and Yochai Review and investigate list splitting methodology to ensure fair and effective distribution of contacts between Katie and Cassandra (23:10)

Mark Kawamoto Familiarize with current call workflows and raise any questions for follow-up discussions once onboarded (50:15)

Graph View