PragerU <> OneAI: Meet & Greet
Date: 2026-01-20 | Duration: 54.52000045776367 min | Account: prageru
External attendees: emilyn@prageru.com, katiep@prageru.com, rachelo@prageru.com
Summary
The team discussed the performance and optimization of their AI calling system, which currently manages nearly 1,000 calls monthly to 50,000 contacts, achieving a notable answer rate despite challenges. Daniella explained how recognizable caller ID helps engagement, while Yochai emphasized the importance of aligning agent hours to reduce missed opportunities due to fragmented availability. The team is conducting A/B testing on call scripts to refine messaging for donor engagement, leading to a targeted campaign for the Nashville event on February 21st, focusing on high-value ticket sales. Additionally, they identified issues with the transfer process and proposed improvements to enhance operational efficiency and donor experience. The long-term vision includes scaling the AI platform to manage inbound leads and improve revenue predictability.
Key Points
📞 AI Calling Efficiency: Nearly 1,000 calls monthly with 50,000 contacts, achieving good answer rates despite cold calling challenges. ⏰ Agent Availability Issues: Two live agents cause frequent pauses, missing opportunities; aligning hours is critical for successful engagement. 📝 Call Script Testing: Ongoing A/B testing to refine messaging; flow-based scripts improve natural conversations and increase donor engagement. 🎟️ Nashville Event Campaign: Targeted call campaign launching for February 21st with 1,500 ticket offers for major donors. 🔄 Transfer Process Improvements: Proposed call handling changes aim to reduce missed connections by coordinating agent schedules and enhancing tracking. 📈 Long-Term Growth Strategy: AI platform seen as key for scaling efforts; focus on managing inbound leads for immediate revenue impact.
Overview
- AI Calling Efficiency: Nearly 1,000 calls monthly with 50,000 contacts, achieving good answer rates despite cold calling challenges.
- Agent Availability Issues: Two live agents cause frequent pauses, missing opportunities; aligning hours is critical for successful engagement.
- Call Script Testing: Ongoing A/B testing to refine messaging; flow-based scripts improve natural conversations and increase donor engagement.
- Nashville Event Campaign: Targeted call campaign launching for February 21st with 1,500 ticket offers for major donors.
- Transfer Process Improvements: Proposed call handling changes aim to reduce missed connections by coordinating agent schedules and enhancing tracking.
- Long-Term Growth Strategy: AI platform seen as key for scaling efforts; focus on managing inbound leads for immediate revenue impact.
Action Items
Daniella Block Send the current best-performing donation call scripts to Rachel and team for review (50:50) Extract and share all script versions and formats previously used for reference with PragerU team (46:20) Add Katie Patrykus to the Slack channel for smooth communication and updates (51:40)
Rachel Ochoa Provide the base script and FAQs for the Nashville event outreach campaign to OneAI via Slack or email (51:25)
Daniella Block & Yochai Levi Integrate event FAQ documents and any materials received into the AI platform for agent use (52:50)
PragerU team (Katie Patrykus, Rachel Ochoa, Emily Nolan) Determine and communicate preferred and consistent hot transfer hours for live agents to optimize call flow and AI scheduling (14:00)
PragerU team Continue running current donation call campaigns and testing script optimization in parallel with event campaign preparation (35:20)
OneAI (Daniella & Yochai) Adjust AI agents and transfer systems to accommodate defined agent working hours and optimize call handling accordingly (24:00)
OneAI Prepare for event campaign launch with a target timeline enabling two weeks of calling before the February 21 event (52:20)
PragerU (Rachel & Katie) Collect and share all necessary campaign materials including fundraising scripts, FAQs, and website links to assist in AI campaign setup (53:00)