Daniella's Customer Brain

UBS <> OneAI: Tech update

3 min read

UBS <> OneAI: Tech update

Date: 2026-01-29 | Duration: 25.290000915527344 min | Account: ubs-mailing

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

Summary

The team successfully secured the client ID and secret from Nancy’s calendar, addressing previous syncing issues. The meeting scheduling workflow was clarified, with Vance demonstrating how to schedule meetings in Zoho using a consistent pop-up interface. New contacts can now be added efficiently by agents, using minimal fields and account name suffixes for accurate linking. The outreach strategy prioritizes known contacts for calls, optimizing for high-value leads. As the team prepares for go-live, they are finalizing scripts and workflows, aiming for a successful launch after thorough end-to-end testing of the system to ensure proper functionality and calendar invite syncing.

Key Points

✅ Calendar Integration Complete: Team received client ID and secret from Nancy, enabling calendar syncing for meetings. 📅 Meeting Scheduling Simplified: Agents can book meetings in Zoho with consistent pop-ups; invites sent via email. 👥 New Contacts Process: Agents can create new contacts using minimal fields and account name suffixes for accurate linking. 🚀 Prioritized Outreach Strategy: Calls will prioritize known contacts first, optimizing for efficiency and high-value leads. 🔜 Go-Live Prep Underway: Final scripts and workflows being completed, with updates to stakeholders planned for early next week. 🔍 Final Checks Required: End-to-end tests to ensure proper system functioning before successful launch.

Overview

  • Calendar Integration Complete: Team received client ID and secret from Nancy, enabling calendar syncing for meetings.
  • Meeting Scheduling Simplified: Agents can book meetings in Zoho with consistent pop-ups; invites sent via email.
  • New Contacts Process: Agents can create new contacts using minimal fields and account name suffixes for accurate linking.
  • Prioritized Outreach Strategy: Calls will prioritize known contacts first, optimizing for efficiency and high-value leads.
  • Go-Live Prep Underway: Final scripts and workflows being completed, with updates to stakeholders planned for early next week.
  • Final Checks Required: End-to-end tests to ensure proper system functioning before successful launch.

Action Items

Nancy Johnson Click the link to retrieve client ID and client secret from her calendar and share with the team for integration (01:00) Confirm understanding and feedback on meeting scheduling process and workflow after demonstration (23:23)

Michael Gur Provide questions and clarification requests regarding new meeting workflow and scheduling with new contacts (05:50) Use the demonstrated process to create new contacts and schedule meetings accordingly (20:33) Communicate any further questions or issues post-meeting to the team (23:30)

Daniella Block Send Nancy the link for calendar integration and follow up as needed (02:33) Coordinate with internal team (‘little worker bees’) to work offline on calendar integration and workflow refinements (23:30) Provide updates and schedule final end-to-end tests next week prior to go-live (23:30)

Vance M Demonstrate live scheduling process and workflow within Zoho to stakeholders (06:48) Test adding new contacts and scheduling meetings, troubleshoot any system workflow issues with invites and reminders (14:40)

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