Daniella's Customer Brain

Bettermove <> OneAI: Tech integration

3 min read

Bettermove <> OneAI: Tech integration

Date: 2026-02-09 | Duration: 31.219999313354492 min | Account: bettermove

External attendees: aung@codingstudio.net, lewis@provalis.co.uk, nick@bettermove.co.uk, rory@bettermove.co.uk

Summary

The team discussed Better Move’s integration with Salesforce, utilizing a managed package for lead and event management automation. Roey Sagie explained the system’s use of a REST API to manage call events, which updates lead records in Salesforce based on customer needs. The team outlined a clear call workflow initiated by leads from a WordPress web form, ensuring immediate AI calls and human consultant engagement. Automation was a key focus, with proposals to automate historical lead uploads through Salesforce reports to streamline data management. The timeline included a projected go-live date of May 18th and a follow-up meeting scheduled to clarify responsibilities and ensure smooth collaboration. Technical considerations emphasized the need for Salesforce permissions and efficient API workflows to enhance integration success.

Key Points

🚀 Integration Overview: Better Move will integrate with Salesforce using a managed package for lead and event management automation. 📞 Call Workflow: Leads from the WordPress web form trigger AI calls, with successful interactions connecting to human consultants immediately. 🔄 Lead Automation: Monthly uploads of historical leads need automation; a scheduled Salesforce report will simplify this process. 🗓️ Timeline Commitment: Projected go-live date is May 18th; next follow-up meeting set for Thursday, February 12th at 1 PM. 🔍 Technical Needs: Salesforce permissions necessary for updating leads; filters must avoid contacting ‘do not contact’ records. ⚙️ Efficiency Focus: Minimize API call limits and optimize workflows to ensure smooth operation between AI and human agents.

Overview

  • Integration Overview: Better Move will integrate with Salesforce using a managed package for lead and event management automation.
  • Call Workflow: Leads from the WordPress web form trigger AI calls, with successful interactions connecting to human consultants immediately.
  • Lead Automation: Monthly uploads of historical leads need automation; a scheduled Salesforce report will simplify this process.
  • Timeline Commitment: Projected go-live date is May 18th; next follow-up meeting set for Thursday, February 12th at 1 PM.
  • Technical Needs: Salesforce permissions necessary for updating leads; filters must avoid contacting “do not contact” records.
  • Efficiency Focus: Minimize API call limits and optimize workflows to ensure smooth operation between AI and human agents.

Action Items

Michael Gur Create sandbox playground environment and provide URL for Salesforce integration setup (04:35)

Rory Perform test lead callback at a scheduled time and monitor FLG lead status and assignment behavior; report findings (18:05)

Daniella Block Schedule follow-up technical meeting for Thursday 12th at 11 AM Bettermove time / 1 PM OneAI time and initiate email communication thread for updates (27:53)

Lewis Clark Continue setting up Salesforce development sandbox with OneAI package and connected app; coordinate scope and clear task assignments with OneAI (26:30) Assist with Salesforce flow or queries to improve exports for backlog calling lists (22:45)

Roey Sagie, Michael Gur, Lewis Clark, Rory Collaborate to define Salesforce SOQL query or Flow parameters to automate extraction of leads for the backlog agent, filtering out converted or do-not-contact leads (22:45)

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