Daniella's Customer Brain

UBS <> OneAI: Pre Go Live Touch Base

3 min read

UBS <> OneAI: Pre Go Live Touch Base

Date: 2026-02-16 | Duration: 23.059999465942383 min | Account: ubs-mailing

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

Summary

The team is set to launch a controlled rollout, initiating 10 to 20 human-answered calls to evaluate the AI agent’s performance. Calls will be monitored closely, with recordings analyzed by Roy Lahav and his team to identify areas for optimization. Michael Gur is overseeing the import of all contacts for this rollout, and Daniella Block will manage the agent’s operations, emphasizing real-time client control. Concerns were raised about interpreting early results due to the small sample size, with expectations that mixed engagement is normal during testing. Technical issues with the email system have temporarily paused the rollout until resolved. Clear rules for selecting contacts for calls and handling inactive contacts were established, ensuring efficiency and data quality throughout the process.

Key Points

🚀 Controlled rollout finalized: Launch 10-20 live calls to test AI agent’s performance and gather real interaction data. ⏸️ Agent paused for lead import: Full contact import planned for better testing; manual pause option available for clients. ⚠️ Caution on early results: Initial 20 calls too small; mixed engagement expected during testing helps optimize future performance. 📧 Email issues paused rollout: Temporary email system failure addressed; rollout halted until DNS/email functionality is restored. 📞 Call number selection clarified: Direct numbers prioritized, excluding mobile phones, and inactive contacts removed from lists. 📊 Client reporting explained: Call transcripts sent to CRM, audio recordings held in 1AR studio; team offers support for retrieval.

Overview

  • Controlled rollout finalized: Launch 10-20 live calls to test AI agent’s performance and gather real interaction data.
  • Agent paused for lead import: Full contact import planned for better testing; manual pause option available for clients.
  • Caution on early results: Initial 20 calls too small; mixed engagement expected during testing helps optimize future performance.
  • Email issues paused rollout: Temporary email system failure addressed; rollout halted until DNS/email functionality is restored.
  • Call number selection clarified: Direct numbers prioritized, excluding mobile phones, and inactive contacts removed from lists.
  • Client reporting explained: Call transcripts sent to CRM, audio recordings held in 1AR studio; team offers support for retrieval.

Action Items

Michael Gur Import all leads from the integration to enable the controlled rollout (07:14)

Daniella Block Monitor call progress post-import; pause and resume agent as needed; communicate rollout status and findings to UBS team (09:05) Follow up on enhancing system to capture when a contact no longer works at a company and provide notifications or updates in CRM (14:24)

Vance M & Nancy Johnson Manage contact inactive status for people no longer at the company in their CRM to prevent unwanted calls (15:33)

UBS IT Team Resolve DNS and email outage to restore notifications for calls and meetings (09:56)

Daniella Block & Team After completing analysis and optimizations from the controlled rollout, prepare for subsequent rollout rounds within the next 1-2 days (09:05)

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