Daniella's Customer Brain

Bettermove <> OneAI: Tech integration

3 min read

Bettermove <> OneAI: Tech integration

Date: 2026-02-23 | Duration: 40.790000915527344 min | Account: bettermove

External attendees: lewis@provalis.co.uk, rory@bettermove.co.uk

Summary

During the meeting, the team successfully tested end-to-end call routing in Salesforce, confirming agent call routing and identifying lead ownership assignment issues caused by incorrectly using owner names instead of IDs. They discovered that Salesforce’s lead assignment rules interfered with owner updates, necessitating plans to disable these rules through API calls for smooth lead routing. The team also aimed to implement logging of call activities on leads for enhanced visibility into client engagement and performance tracking. A follow-up meeting was scheduled to ensure swift testing and progress on these features, highlighting strong collaboration and the division of work among members.

Key Points

✅ End-to-End Call Routing Tested: Successful routing validated through Salesforce; nuances in lead ownership were identified for further improvement. 🔧 Owner Assignment Issue Diagnosed: Lead ownership errors traced to owner name usage instead of Salesforce ID; mapping IDs agreed for fixes. 🚫 Assignment Rules Interfered with Updates: Salesforce rules overridden ID changes; plans to disable these rules via API for smooth lead routing. 📝 Activity Logging Implementation Planned: Call activity to log for each lead; aims to enhance visibility on client engagement and performance tracking. 📅 Quick Meeting Scheduled: Follow-up testing meeting set for 3 PM Israel time; clear task assignments to accelerate progress on features.

Overview

  • End-to-End Call Routing Tested: Successful routing validated through Salesforce; nuances in lead ownership were identified for further improvement.

  • Owner Assignment Issue Diagnosed: Lead ownership errors traced to owner name usage instead of Salesforce ID; mapping IDs agreed for fixes.

  • Assignment Rules Interfered with Updates: Salesforce rules overridden ID changes; plans to disable these rules via API for smooth lead routing.

  • Activity Logging Implementation Planned: Call activity to log for each lead; aims to enhance visibility on client engagement and performance tracking.

  • Quick Meeting Scheduled: Follow-up testing meeting set for 3 PM Israel time; clear task assignments to accelerate progress on features.

Action Items

Michael Gur Implement call activity creation on the lead with detailed call attempt status based on provided schema information (36:38)

Lewis Clark Share schema details for call activity creation in Salesforce with Michael (36:44) Provide details on lead field checkbox for triggering round robin lead reassignment automation in Salesforce (38:29)

Daniella Block Schedule the follow-up meeting for next day at 13:00 UK time / 15:00 Israel time, duration 30 minutes (39:56)

All participants (Lewis, Michael, Daniella) Join the scheduled follow-up session for testing enhancements and call logging (39:46)

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