Daniella's Customer Brain

OneAI - Pipeline success - weekly meeting.

3 min read

OneAI - Pipeline success - weekly meeting.

Date: 2026-03-16 | Duration: 20.040000915527344 min | Account: pipeline-success

External attendees: bruna.santos@homecare.com, chris.b@pipelinesuccess.com, david@pipelinesuccess.com, ecorrons@homecare.com, jason.o@pipelinesuccess.com, ncuesta@homecare.com

Summary

The meeting covered key improvements in contact management and call handling. The team agreed to treat each inbound call as a new contact, enhancing data clarity and follow-up. Amit confirmed the system’s capability to handle multiple contacts per phone number and proposed disabling automatic matching for inbound calls. They aim for a quick implementation, targeting a rollout within a week. A webhook will be developed for real-time data exchange during inbound calls, which will minimize manual data entry for agents. Additionally, the possibility of adding an AI agent named ‘Ellie’ for web chat was discussed, with internal evaluations planned before making a final decision. System stability was viewed positively, allowing the team to focus on specific improvements.

Key Points

📞 New Contact Creation Change: Treat each inbound call as a new contact for better data accuracy and follow-up effectiveness. ⚙️ Quick Implementation: Expected rollout in about a week with a toggle for unique identifiers; minimal flow changes are needed. 🔗 Webhook for Data Exchange: Planned webhook to send/receive contact info on inbound calls, reducing manual data entry for agents. 🤖 AI Chat Deployment: Considering adding AI agent “Ellie” for web chat, evaluating strategic fit based on internal discussions. ✅ System Stability: Current system stability allows for focused improvements; positive tone on fewer weekly adjustments reflects strategic vigilance.

Overview

  • New Contact Creation Change: Treat each inbound call as a new contact for better data accuracy and follow-up effectiveness.

  • Quick Implementation: Expected rollout in about a week with a toggle for unique identifiers; minimal flow changes are needed.

  • Webhook for Data Exchange: Planned webhook to send/receive contact info on inbound calls, reducing manual data entry for agents.

  • AI Chat Deployment: Considering adding AI agent “Ellie” for web chat, evaluating strategic fit based on internal discussions.

  • System Stability: Current system stability allows for focused improvements; positive tone on fewer weekly adjustments reflects strategic vigilance.

Action Items

Amit Ben Open a ticket with the Oasagis team to evaluate and confirm the complexity and timeline for implementing new contact creation per inbound call without matching (10:10) Confirm the timeline and coordinate the release aiming for deployment on a Monday (13:59) Provide updates on the AI agent roadmap and planned improvements in the coming months (18:40)

Nahuel Cuesta Luengo / Amit Ben Develop and share specifications for a new endpoint and webhook triggered at inbound call start to provide existing contact info when relevant (14:13)

Jason O’Neill Internally explore and decide on the feasibility and priority of integrating Ellie as a chat option on landing pages, and provide feedback in future meetings (14:35)

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