Daniella's Customer Brain

UBS <> OneAI: Tech meeting

3 min read

UBS <> OneAI: Tech meeting

Date: 2026-01-12 | Duration: 57.599998474121094 min | Account: ubs-mailing

External attendees: nancy@ubsmailing.com, vance@ubsmailing.com

Summary

The team discussed integrating Zoho within the constraints of UBS’s security policies, agreeing on a screen sharing workaround to facilitate data access without direct logins. Nancy Johnson confirmed that she will assist the engineering team through these sessions. Roey Sagie highlighted the benefits of screen sharing for exploring Zoho’s data structure and API capabilities. The technical team will analyze data export options, particularly CSV exports, to test integration feasibility. Additionally, the meeting established protocols for managing prospects through an AI calling system, emphasizing the exclusion of current customers and a structured approach for call prioritization. The AI will dynamically update contact statuses and manage meeting scheduling via Zoho’s calendar system, ensuring operational efficiency. A follow-up meeting is scheduled to review progress and plan future steps.

Key Points

🔗 Zoho Integration: Screen sharing will allow UBS to access Zoho data following security policies without direct logins. 📞 Prospect Management: AI will target lease-end prospects, excluding active clients, with a clear calling prioritization system. 📅 Meeting Management: AI will schedule meetings in Zoho, ensuring no double bookings, with alerts for overlaps. 📝 Call Script: Simplified AI call scripts will focus on copier leases, using familiar terms for better prospect engagement. 🔄 Outcome Handling: AI will dynamically update contact statuses, marking unreachable numbers to streamline follow-up processes. ⏩ Next Steps: Follow-up meeting set for Wednesday to review progress, with ongoing email communication for updates.

Overview

  • Zoho Integration: Screen sharing will allow UBS to access Zoho data following security policies without direct logins.
  • Prospect Management: AI will target lease-end prospects, excluding active clients, with a clear calling prioritization system.
  • Meeting Management: AI will schedule meetings in Zoho, ensuring no double bookings, with alerts for overlaps.
  • Call Script: Simplified AI call scripts will focus on copier leases, using familiar terms for better prospect engagement.
  • Outcome Handling: AI will dynamically update contact statuses, marking unreachable numbers to streamline follow-up processes.
  • Next Steps: Follow-up meeting set for Wednesday to review progress, with ongoing email communication for updates.

Action Items

Michael Gur Conduct technical research on CRM integration capabilities, focusing on statuses for call progress, meeting booking, and account management; send a summary document to UBS for review before next meeting (33:00)

Daniella Block Schedule and coordinate optimization meeting on Wednesday 9am with UBS team; prepare script review and share testing recordings during that meeting; follow up with UBS on script updates and data formatting details (39:50)

Nancy Johnson Provide sample contact list and relevant data fields from Zoho for OneAI’s script and integration review; assist in screen-sharing sessions to demonstrate Zoho CRM structure and processes; discuss with internal leadership about enabling limited user/API access for OneAI (06:20)

Vance M Provide data on departments and decision makers for AI call routing; support demonstration of CRM contact and calendar modules during meetings; manage calendar availabilities and distribute scheduled meetings internally after AI booking (53:30)

All (OneAI and UBS) Participate in follow-up technical screen-sharing session to finalize Zoho integration plans and workflow setups after script optimization meeting (56:10)

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