Twill Brain

[[Nader-Atrchin|Nader]] - Tue, 24 Feb 2026 22:01:35 PST - Untitled

3 min read

Nader - Tue, 24 Feb 2026 22:01:35 PST - Untitled

Date: 2026-02-25 · Duration: 152.94000244140625 min Organizer: Nader Attendees: Nader

Summary

  • API Integration Progress: Significant strides made in exploring new payment processor APIs for faster integrations and deeper endpoint mapping.

  • AI-Driven Workflow: AI tools will prioritize tickets, reduce redundancy, and improve lead targeting for better efficiency in processing.

  • Commission QA Issues: Discrepancies in commission reports noted; postponed QA until further investigation with team member.

  • Knowledge Base Development: Building AI-powered solutions advisory and knowledge base to enhance merchant support and documentation.

  • Twilio API Implementation: Completed setup for SMS communication; compliance and manual review critical to maintain deliverability.

  • Strategic Task Management: Prioritization strategies in place for ticket management and event planning to maintain development momentum.

Action Items

  • Michael Wright QA commission reports by comparing EMS and Luqrator reports in staging environment (00:14) Provide feedback and test lead qualification via AI, and prioritize separating merchant leads from partner leads (00:40) Prepare list of processor integrations and refine research criteria in processor directory for prioritization (00:44) Develop and iterate on the Solutions Advisor tool using Morty AI with knowledge base integration (00:52) Assign medium priority and tune Apollo AI lead generation workflows and ensure Gmail draft folder integration (00:59) Lead investor CRM development with focus on payment VCs and interaction tracking, assigned high priority (01:15) Coordinate merchant application redesign with staged removal of documents section, transition document uploads to chat interface, and validate with product team (01:18) Test document upload UX improvements, including multiple document upload and drag-and-drop support (01:29) Initiate and test SMS Twilio API usage: configure account SID, auth token; acquire non-toll-free number; comply with A2P registration; test message sending (01:43) Continue working on integration of AI developer tools including code review and SMS/dialer automation (02:13) Process website content focused on ISOs and agents with aggressive SEO strategies (02:20) Research and assign priority to merchant EIN data retrieval feature development (02:24) Develop AI-assisted equipment activation knowledge base to aid merchants (02:26)

Nader Atrchin Continue AI investigation on onboarding API comparisons and sandbox acquisition to improve integration specifications (00:00) Architect master portal design for handling multiple Schedule A API keys per partner and merchant; facilitate integrations (00:08) Utilize Morty AI’s frontend design and UI/UX skills to support implementation of Schedule A workflows and other interface designs (00:11) Organize and prioritize all existing tickets; combine duplicates and clarify scopes especially for processor modules and solutions advisory tasks (00:43) Collaborate on AI Solutions Advisor module by connecting with Google Docs knowledge base and define specs for Twill integration (00:52) Oversee Apollo AI subagent permissions and workflows; ensure controlled AI actions for lead generation (00:58) Support investor CRM with AI-driven email and meeting tracking; assign high priority and maintain progress (01:15) Coordinate application phase improvements including chat-based document uploads with sequential AI triggers (01:18) Lead development of master dashboard with activity logs and trends (01:32) Manage pitch event research workflow using AI-assisted tables and scheduling (01:35) Assist Twilio SMS API integration including account setup, token management, and number acquisition; ensure compliance with A2P requirements (01:43) Supervise AI developer features, voice AI and dialer integrations, and ongoing skill expansions (02:13) Guide partner CRM and lead management enhancements with focus on dashboard UX (02:17) Develop and maintain website content strategy for targeting ISOs and agents using AI-optimized content (02:20) Plan and implement merchant grouping and authentication for partner portals (02:23) Continue developing equipment integration and activation AI assistance knowledge base (02:26) Engage in ongoing debugging and coordination with product and dev teams to stabilize current AI and document upload workflows

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