Daniella's Customer Brain

Warranty First <> OneAI: Feb plan

4 min read

Warranty First <> OneAI: Feb plan

Date: 2026-02-03 | Duration: 28.8700008392334 min | Account: warranty-first

External attendees: graeme.edgar@warrantyfirst.co.uk, leo.nelson@warrantyfirst.co.uk

Summary

The team discussed a strategy for deploying AI agents to prioritize outreach to leads with renewals that are past due, specifically targeting those up to 30 days overdue to avoid disrupting human agents’ fresh lead efforts. Graeme Edgar highlighted the importance of human agents in engaging new leads, while the AI will increase its call attempts from two to eight to improve contact rates. The team plans to refine AI scripts and create distinct agents for past and future renewals, facilitating parallel testing. They aim to roll out AI outreach with an initial test volume of around 500 leads per day over a week, emphasizing quality over quantity. HubSpot integration will enhance reporting features, such as call-back visibility for human agents, ensuring smooth coordination. The goal is to have the new workflow live by early next week to maximize AI contributions without risking team morale.

Key Points

🤖 AI Agent Focus: Prioritize outreach on leads with renewals up to 30 days overdue, targeting about 547 leads. 📞 Increase Call Attempts: AI will increase outreach from two to eight attempts to enhance contact rates on older leads. ✍️ Script Refinement: AI call scripts will be polished for various scenarios; new agents will be named for clarity and management. ⏳ Testing Schedule: Controlled rollout of AI for past renewals starts with 500 leads per day, targeting a one-week test period. 📊 HubSpot Improvements: Enhance reporting with call-back visibility and status updates to keep human agents informed of AI activity. 🚀 Launch Timeline: Aim to have new workflows live by early next week for aggressive testing, focusing on lead quality over quantity.

Overview

  • AI Agent Focus: Prioritize outreach on leads with renewals up to 30 days overdue, targeting about 547 leads.
  • Increase Call Attempts: AI will increase outreach from two to eight attempts to enhance contact rates on older leads.
  • Script Refinement: AI call scripts will be polished for various scenarios; new agents will be named for clarity and management.
  • Testing Schedule: Controlled rollout of AI for past renewals starts with 500 leads per day, targeting a one-week test period.
  • HubSpot Improvements: Enhance reporting with call-back visibility and status updates to keep human agents informed of AI activity.
  • Launch Timeline: Aim to have new workflows live by early next week for aggressive testing, focusing on lead quality over quantity.

Action Items

Leo Nelson Collaborate with Graeme Edgar to adjust and finalize workflow for duplicated AI agent targeting lapsed leads (16:32) Review and approve script amendments shared by Graeme Edgar for the duplicated agent (17:35) Provide examples of leads/contact records reportedly contacted multiple times to assist investigation (06:59)

Graeme Edgar Share specific workflow framework details for prioritizing AI agent leads and send post-call (08:43) Refine AI agent scripts based on training and call feedback, customize the introduction for lapsed leads agent, and share updates with Leo and the team (17:26) Inform Daniella of any planned phone downtime to properly pause AI agents (19:38)

Daniella Block Send the initial AI agent script and incorporate Graeme’s amendments before duplication (17:44) Duplicate AI agent with adjusted triggers for lapsed leads and name agents distinctly to reflect expiry status groupings (18:00) Coordinate HubSpot integration for the duplicated AI agent with Michael (16:56) Implement status update fields in HubSpot to make AI agent callbacks and call attempts visible to human agents (24:57) Communicate all agreed next steps, scripts, timelines, and schedules via email to all stakeholders (28:03)

Michael Gur Add control field in HubSpot integration to route leads to duplicated AI agent (17:01) Confirm status update capabilities and coordinate with Daniella and team to enable visibility of AI callbacks in HubSpot (23:51) Await notification from Daniella and Leo to implement HubSpot integration changes for new workflow and report progress (20:53)

Yochai Levi Support workflow adjustment discussions and ensure AI functions as “hunter,” aligning with human agents’ closing role (11:43) Work with Michael and Leo on optimal lead volumes and timeline to scale once agent quality and confidence are achieved (13:34) Emphasize urgency to complete script updates, duplication, and integrations within the week aiming for next-week live testing (18:11)

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