Daniella's Customer Brain

Bettermove <> OneAI: FLG

3 min read

Bettermove <> OneAI: FLG

Date: 2026-03-23 | Duration: 43.90999984741211 min | Account: bettermove

External attendees: reece.rodgers@flgtechnology.co.uk, rory@bettermove.co.uk

Summary

The team addressed critical issues regarding AI lead assignments, specifically identifying and resolving a bug that caused leads to be reassigned incorrectly. A root cause was found where a blank user field triggered unassignment of leads, leading to modifications in the webhook to prevent this from happening again. The solution was successfully live tested, confirming stability with no unintended reassignments. Additionally, duplicate contacts blocking AI calls were removed, and strategies for managing callbacks, lead assignments, and the processing of backlog leads were discussed to enhance workflow efficiency. Participants emphasized the necessity of ongoing monitoring and manual interventions to ensure the AI system operates smoothly and effectively.

Key Points

🔧 AI Lead Assignment Fix: Modified webhook to prevent unassignment when user field is blank; live tested successfully. 🗄️ Duplicate Contacts Resolved: Removed duplicate phone numbers blocking AI calls; necessary for efficient lead processing. 📞 Callback Status Proposal: Suggested adding ‘one AI callback’ and ‘callback failed’ statuses to maintain lead assignment clarity. 🚫 Backlog Call Management: Decision to avoid auto-calling backlog leads; manual calls will ensure effective lead management. 🔍 Monitoring Performance: Plan to verify AI agent call behavior and system accuracy; ongoing oversight to catch issues quickly.

Overview

  • AI Lead Assignment Fix: Modified webhook to prevent unassignment when user field is blank; live tested successfully.

  • Duplicate Contacts Resolved: Removed duplicate phone numbers blocking AI calls; necessary for efficient lead processing.

  • Callback Status Proposal: Suggested adding “one AI callback” and “callback failed” statuses to maintain lead assignment clarity.

  • Backlog Call Management: Decision to avoid auto-calling backlog leads; manual calls will ensure effective lead management.

  • Monitoring Performance: Plan to verify AI agent call behavior and system accuracy; ongoing oversight to catch issues quickly.

Action Items

Reece Rodgers Provide update on lead assignment issue and test AI agent live with changes (03:41) Create test leads and rerun webhook to verify fix for user assignment (19:42)

Michael Gur Implement and deploy integration change to omit user field when no assigned user in AI call request (05:00) Remove test contacts from system to allow fresh calls (09:36) Pause backlog queued calls from previous downtime (26:54)

Daniella Block Resume and pause AI agent to facilitate testing and monitor live calls (11:08) Check web form and backlog lead volumes to ensure system stability (42:08)

Rory Naughton Coordinate with team to not answer test calls as directed during live testing (06:46) Inform Nick about callback assignment logic proposal for signoff (37:28)

All Participants Monitor AI agent performance and lead assignment stability post-fix over next few hours/days (42:52)

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