Daniella's Customer Brain

Surpless Dunn <> OneAI: Agent Optimization meeting 1

3 min read

Surpless Dunn <> OneAI: Agent Optimization meeting 1

Date: 2026-01-26 | Duration: 47.61000061035156 min | Account: surpless-dunn

External attendees: kknight@surplessdunn.com, pnelson@surplessdunn.com

Summary

The team discussed the phased rollout strategy for the AI outbound calling agent, starting with a controlled launch to gather feedback from 20 to 40 live calls. Daniella Block proposed perfecting the agent this week and scheduling a follow-up meeting to finalize plans for a controlled rollout aimed to start next week, with a goal of full launch shortly thereafter. Kevin Knight emphasized managing call volumes by limiting concurrent calls and implementing safety measures like a manual pause button. The timeline for beginning outbound calls was confirmed for February 3rd, with the next meeting set for February 2nd. Additionally, the team highlighted the importance of clean contact data for compliance, planned integration with HubSpot, and ongoing optimization of call scripts and agent voice to ensure effective communication during calls.

Key Points

🚀 Agent Rollout Strategy: Controlled rollout will start next week with 20 to 40 live calls for feedback before full launch. 📞 Call Management: Limit concurrent calls to 10-30; system set to max 1 call to prevent overload. 🗓️ Timeline Confirmation: Outbound calls scheduled to begin by February 3rd, with a final meeting on February 2nd. 📊 Data Preparation: Final cleaned contact list to be delivered this week, integrating with HubSpot for compliance and data management. 📝 Script Optimization: AI scripts simplified; testing multiple voices to enhance engagement while keeping calls short. 🔄 Continuous Feedback: Ongoing optimization planned with a focus on effective communication and resolving business line queries.

Overview

  • Agent Rollout Strategy: Controlled rollout will start next week with 20 to 40 live calls for feedback before full launch.
  • Call Management: Limit concurrent calls to 10-30; system set to max 1 call to prevent overload.
  • Timeline Confirmation: Outbound calls scheduled to begin by February 3rd, with a final meeting on February 2nd.
  • Data Preparation: Final cleaned contact list to be delivered this week, integrating with HubSpot for compliance and data management.
  • Script Optimization: AI scripts simplified; testing multiple voices to enhance engagement while keeping calls short.
  • Continuous Feedback: Ongoing optimization planned with a focus on effective communication and resolving business line queries.

Action Items

Kevin Knight Review and send final cleaned contact list including additional fields like consent status and decision-maker names within the week (13:00) Confirm and share Spring Rental promotion end date as March 6 for call campaign cutoff (11:45)

Daniella Block Update scripts removing demo-specific promotion lines and add correct promotion end date to AI knowledge base (38:00) Schedule next meeting same time next week for status update, feedback review, and go/no-go decision on launch (45:50)

OneAI (Daniella and Afik) Tune agent voice pronunciations for uniformity and finalize testing of three voices for campaign (32:30)

OneAI Implement handling for business landline calls asking for decision maker assuming no direct phone numbers in most cases (18:30) Filter out duplicate phone numbers in initial call list manually to avoid repetitive calls to same business without contact names, pending future HubSpot improvements (24:00) Prepare for controlled rollout test of 20-40 live calls starting week of Feb 3, optimize based on results then move to full rollout (06:00)

Roy Sahi Finalize back-end setup and integration support; exited meeting after contact data discussion (27:30)

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