Hamza Akhtar

Wexmoor Property Group / BB-Demo – Training

Callcompleted

Wexmoor Property Group: documents logo Wexmoor Property Group: documents · 2026-03-31 17:15

Training call on 31 Mar 2026 with Dana Whitaker alone, recorded for her managers. Contracts indexing is incomplete and only a handful of the forty seats are active. Her CEO wants weekly questions-asked counts.

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What was said

What this says

Current to 11 Oct 26

Training call on 31 Mar 2026 with Dana Whitaker alone, recorded for her managers. Contracts indexing is incomplete and only a handful of the forty seats are active. Her CEO wants weekly questions-asked counts.

What happened: Hamza Akhtar trained Dana Whitaker on 31 Mar 2026. She attended alone because the regional managers had tenant meetings, so the session was recorded for them.

Customer view: Dana opened sceptical and finished saying it was more useful than she expected. The source links on answers convinced her more than the slides she had been sent.

Commercial: Only a handful of the forty licensed seats were active in the last month. Her CEO wants a weekly count of questions asked, and the contracts index was still partial.

Watch: The invoices were not discussed and Dana said finance was sorting them out. The managers have not yet been seen using the brain.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

Themes

Current to 9 Oct 26
Theme
Product training and adoption
Importance
neutral
Sentiment
mixed
Voice
champion
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Who was there

BB-Demo

CRMmade from

Them

CRMmade from

Follow-up

Next steps

Current to 9 Oct 26
  • Hamza Akhtar to check the indexing that night and tell Dana the next day what is outstanding.
  • Hamza Akhtar to send a weekly note of questions asked and who is active, starting the following week.
  • Dana Whitaker to ask the brain one real question each day and arrange a half-hour admin call for her coordinator.
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Risks

Current to 9 Oct 26
  • Only a handful of the forty licensed seats were active in the last month and the regional managers did not attend.
  • The contracts folder is only partly indexed, so contract questions cannot yet be answered in full.
  • The CEO is asking about value and will judge it by questions asked.
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Opportunities

Current to 9 Oct 26
  • The dashboards builder with a region filter would save a manager an hour and gives Dana something to send up the line.
  • The recorded session and shared pages can bring the regional managers and the coordinator in as active users.
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Transcript

  1. Hamza Akhtar
    Hamza Akhtar None
    Hi Dana, good afternoon. Can you hear me?
  2. Dana Whitaker
    Dana Whitaker None
    Hi, yes, I've got you. Morning here still, I keep forgetting. Give me a second, I'm just closing a few things.
  3. Hamza Akhtar
    Hamza Akhtar None
    Take your time. I'll bring up the workspace.
  4. Dana Whitaker
    Dana Whitaker None
    Okay, I'm back. It's just me today, I should say. I tried to get the regional managers into the same slot and a couple of them had tenant meetings. I'm sorry, I know you prepared for a group.
  5. Hamza Akhtar
    Hamza Akhtar None
    Don't apologise, it happens. It means I can go slower with you, and I'll record this so they can watch it afterwards. Is that all right?
  6. Dana Whitaker
    Dana Whitaker None
    That's fine. Actually that's better, they'll watch a recording more readily than they'll sit through a live one.
  7. Hamza Akhtar
    Hamza Akhtar None
    Often true. Before we start, a quick catch-up. Last time we had three things: the drive permissions, the names for the small group, and an admin. How did those land?
  8. Dana Whitaker
    Dana Whitaker None
    The drive came through last week, a colleague in IT sorted the permissions in the end. I gave you the names, and the admin is our operations coordinator, she's been invited.
  9. Hamza Akhtar
    Hamza Akhtar None
    Good, she's in the list. I can see she's logged in once. The contracts folder is connected and indexing, though I'd say not everything has been picked up yet. It's working through them.
  10. Dana Whitaker
    Dana Whitaker None
    So can I ask it about contracts today?
  11. Hamza Akhtar
    Hamza Akhtar None
    You can ask, and I'll show you where the edges are. That's part of what I want to cover, so you know what you can trust.
  12. Dana Whitaker
    Dana Whitaker None
    Fair enough.
  13. Hamza Akhtar
    Hamza Akhtar None
    One more thing before I start, and then I'll leave it alone. Did Elena get back to you about the invoices?
  14. Dana Whitaker
    Dana Whitaker None
    She did. We're sorting it out between her and our finance team. I don't want to spend this call on it.
  15. Hamza Akhtar
    Hamza Akhtar None
    Understood. I'll leave it there. Right, let me share. Can you see a page with a big search box at the top?
  16. Dana Whitaker
    Dana Whitaker None
    I can.
  17. Hamza Akhtar
    Hamza Akhtar None
    That's home. There are three ways to get answers, and I'd like to be clear about which is which, because people mix them up. There's chat, which is where you ask in plain English. There's search, which finds the actual records, a ticket or a call or a contract. And there are pages, which are saved answers you can share.
  18. Dana Whitaker
    Dana Whitaker None
    What's the difference between chat and search? They look the same to me.
  19. Hamza Akhtar
    Hamza Akhtar None
    They look the same, and that's the trap. Search finds things. Chat works things out from several things. If you type a tenant's name into search you get their tickets. If you ask chat what a tenant has complained about this year, it reads the tickets and the calls and gives you a summary, with links back to where each part came from.
  20. Dana Whitaker
    Dana Whitaker None
    So I should always look at the links.
  21. Hamza Akhtar
    Hamza Akhtar None
    Always, at least at the start. Let's try one. Type: which buildings have had the most repeat tenant issues in the last quarter.
  22. Dana Whitaker
    Dana Whitaker None
    Typing. Okay, sent. It's thinking.
  23. Hamza Akhtar
    Hamza Akhtar None
    Takes a few seconds the first time.
  24. Dana Whitaker
    Dana Whitaker None
    Right, it's come back. It's got a list of buildings, some of these I recognise. There's one office block near the top that I'd have guessed.
  25. Hamza Akhtar
    Hamza Akhtar None
    Good. Now click the little source link on the first line. What does it open?
  26. Dana Whitaker
    Dana Whitaker None
    A ticket. And, oh, a few tickets. All about the lifts.
  27. Hamza Akhtar
    Hamza Akhtar None
    That's the brain showing its working. If one of your managers says I don't believe it, that's what you send them.
  28. Dana Whitaker
    Dana Whitaker None
    Okay. That's reassuring. Honestly it's more convincing than the slides I was sent.
  29. Hamza Akhtar
    Hamza Akhtar None
    Slides are slides. Now try the same sort of question but about contracts: which service contracts are due to renew in the next three months.
  30. Dana Whitaker
    Dana Whitaker None
    Sent. Hmm. It says it found some contracts but it can't give me a full list.
  31. Hamza Akhtar
    Hamza Akhtar None
    Yes, and that's the honest answer. It's saying it can only see part of the folder so far. If it had guessed, you'd have had a confident list with gaps in it, which is worse.
  32. Dana Whitaker
    Dana Whitaker None
    So when will it be complete?
  33. Hamza Akhtar
    Hamza Akhtar None
    I'll check the indexing tonight and tell you tomorrow what's outstanding. Some of the older files are scanned images, and they take longer or need a different route. I don't want to promise a day I can't see.
  34. Dana Whitaker
    Dana Whitaker None
    Okay. I'll take tomorrow though.
  35. Hamza Akhtar
    Hamza Akhtar None
    You've got it.
  36. Dana Whitaker
    Dana Whitaker None
    Can I ask about freshness? If a ticket comes in at lunchtime, is it there at two?
  37. Hamza Akhtar
    Hamza Akhtar None
    Good question. No, not at two. The brain refreshes overnight, so what you see in the morning covers up to the previous working day, ready by seven your time. For anything live you still use the helpdesk. The brain is for patterns and context, not for the thing that's on fire.
  38. Dana Whitaker
    Dana Whitaker None
    That's fine. That's actually what I'd have guessed, but I'm glad you said it.
  39. Hamza Akhtar
    Hamza Akhtar None
    While you're warmed up, let's try a lease-renewal call, since that's what your leasing leads care about. Search a tenant you know well.
  40. Dana Whitaker
    Dana Whitaker None
    Okay. Found one. It's got a transcript, and a summary above it.
  41. Hamza Akhtar
    Hamza Akhtar None
    Now ask chat: what did the tenant say about the renewal terms.
  42. Dana Whitaker
    Dana Whitaker None
    It's quoting what they said about the rent review and the break clause. That's a bit scary, how accurate that is.
  43. Hamza Akhtar
    Hamza Akhtar None
    Only for the calls it can see, which is the leasing team's so far, as we agreed.
  44. Dana Whitaker
    Dana Whitaker None
    Yes, I haven't changed that.
  45. Hamza Akhtar
    Hamza Akhtar None
    Let's go to pages. When you get a chat answer you like, you can save it as a page. Try it with the repeat issues one. Click save, and give it a name.
  46. Dana Whitaker
    Dana Whitaker None
    What do I call it?
  47. Hamza Akhtar
    Hamza Akhtar None
    Something your managers will recognise. Monday repeat issues, or whatever you'd say out loud.
  48. Dana Whitaker
    Dana Whitaker None
    Monday repeat issues. Okay. Saved. Where does it live?
  49. Hamza Akhtar
    Hamza Akhtar None
    Left menu, under your pages. You can share it with named people, so I'd share it with your regional managers and with the coordinator. Do that now so we know it works.
  50. Dana Whitaker
    Dana Whitaker None
    Sharing. It's asking for names. I can type their names. Okay, done.
  51. Hamza Akhtar
    Hamza Akhtar None
    Good. They'll each get a notice, and when they open it, that counts as an active user for us, which is the number we care about.
  52. Dana Whitaker
    Dana Whitaker None
    Do they need to do anything to get in?
  53. Hamza Akhtar
    Hamza Akhtar None
    Only that they've been invited, and it sounds like they have. If anyone can't get in, tell me or the coordinator.
  54. Dana Whitaker
    Dana Whitaker None
    Okay.
  55. Hamza Akhtar
    Hamza Akhtar None
    A few habits before dashboards. Name the building or the tenant, say the time window, and say what you want back: a list, a summary, a comparison.
  56. Dana Whitaker
    Dana Whitaker None
    So be specific, like I'm briefing a new analyst.
  57. Hamza Akhtar
    Hamza Akhtar None
    Exactly like that. The brain is a keen new analyst who has read everything and knows nothing about your habits.
  58. Dana Whitaker
    Dana Whitaker None
    I've worked with a few of those.
  59. Hamza Akhtar
    Hamza Akhtar None
    Ha. Then you know the drill. Try: summarise open tickets for the building with the lifts, grouped by what the tenant was asking for.
  60. Dana Whitaker
    Dana Whitaker None
    Okay, typing. That's long. Sent.
  61. Hamza Akhtar
    Hamza Akhtar None
    And while that runs, notice that you can follow up. Just ask next, and which of those are older than a month. It remembers the thread.
  62. Dana Whitaker
    Dana Whitaker None
    Oh nice. So I don't start again each time.
  63. Hamza Akhtar
    Hamza Akhtar None
    No. Starting again is what most people do, and then they decide it's not clever. Keep the thread.
  64. Dana Whitaker
    Dana Whitaker None
    It's grouped them. Access, noise, heating. That's pretty much what I'd have said.
  65. Hamza Akhtar
    Hamza Akhtar None
    There you go. Hold on to that one for your managers.
  66. Hamza Akhtar
    Hamza Akhtar None
    Last chunk: the dashboards builder. This is on your plan and it's the bit I think you'll end up liking most, but I'll say it again, don't start here.
  67. Dana Whitaker
    Dana Whitaker None
    Why not?
  68. Hamza Akhtar
    Hamza Akhtar None
    Because a dashboard is only as good as the questions behind it, and you don't know yet which questions your people ask. Once they've been asking for a few weeks, you'll see the repeat ones, and those make good tiles.
  69. Dana Whitaker
    Dana Whitaker None
    That's sensible. Show me anyway.
  70. Hamza Akhtar
    Hamza Akhtar None
    Right. New dashboard, add a tile, and you pick a saved question. Take the repeat issues one. It gives you a bar chart by building. Rename the tile, and that's it.
  71. Dana Whitaker
    Dana Whitaker None
    That's easier than I expected. Can it filter by region?
  72. Hamza Akhtar
    Hamza Akhtar None
    It can, if the region is in the data. Is region a field on your tickets?
  73. Dana Whitaker
    Dana Whitaker None
    I think it's on the building record. Not sure it's on the ticket.
  74. Hamza Akhtar
    Hamza Akhtar None
    Then it would come through the building. Let me try. Give me a second. Yes, there. See the filter?
  75. Dana Whitaker
    Dana Whitaker None
    Yes. Oh, that's good. That would save one of my managers an hour.
  76. Hamza Akhtar
    Hamza Akhtar None
    Then that's the one to give them. Save the tile and share the dashboard the same way as the page.
  77. Dana Whitaker
    Dana Whitaker None
    While we're here, I should ask about seats. It says forty on the order form, and I think a handful are active. Is that right?
  78. Hamza Akhtar
    Hamza Akhtar None
    There are forty licensed, and you're right that only a handful have been active in the last month. That's normal at this stage, but I don't want to pretend it's fine. What would make me comfortable is to see it climb over the next few weeks, as the managers get used to it.
  79. Dana Whitaker
    Dana Whitaker None
    And if it doesn't?
  80. Hamza Akhtar
    Hamza Akhtar None
    Then we should talk about why, honestly, you and I and Elena. Whether it's the wrong people, the wrong questions, or a source that's missing. It's usually one of those three.
  81. Dana Whitaker
    Dana Whitaker None
    My CEO will ask. He asked me again on Friday.
  82. Hamza Akhtar
    Hamza Akhtar None
    Did the one-pager help?
  83. Dana Whitaker
    Dana Whitaker None
    It did. He read it, which is a first. He wants to see the number of questions asked, so if you can get me that each week, that'd be good.
  84. Hamza Akhtar
    Hamza Akhtar None
    I can do that. I'll send you a short note every week for a while, questions asked and who's active. Just counts, nothing clever.
  85. Dana Whitaker
    Dana Whitaker None
    Good.
  86. Hamza Akhtar
    Hamza Akhtar None
    Let me show you the admin bits, because this is what the coordinator will do day to day. Go to settings, then people.
  87. Dana Whitaker
    Dana Whitaker None
    Okay, I'm in. I can see the whole list. Most of them say invited.
  88. Hamza Akhtar
    Hamza Akhtar None
    Right. Invited means they've not opened it yet. You'll see it change as people accept. Your coordinator can resend invites from here, one at a time or a few together.
  89. Dana Whitaker
    Dana Whitaker None
    And if I want to take someone off?
  90. Hamza Akhtar
    Hamza Akhtar None
    Same page, you remove them and the seat frees up. You're capped at forty, so if you wanted another leasing lead on, someone else would have to come off.
  91. Dana Whitaker
    Dana Whitaker None
    Fine. We won't be near that for a while.
  92. Hamza Akhtar
    Hamza Akhtar None
    Probably not. One more, and this one matters. If the brain gives a wrong answer, there's a thumbs down on every answer. Tell your people to use it, and to say what was wrong. That goes to us and to your admin.
  93. Dana Whitaker
    Dana Whitaker None
    Not just email you?
  94. Hamza Akhtar
    Hamza Akhtar None
    Email me as well, I'd rather hear twice. But the thumbs down tells us which source, which is what we need.
  95. Dana Whitaker
    Dana Whitaker None
    Okay.
  96. Hamza Akhtar
    Hamza Akhtar None
    Let me recap what we did. Chat versus search, saving and sharing a page, a first dashboard tile, and the admin page.
  97. Dana Whitaker
    Dana Whitaker None
    And what you need from me.
  98. Hamza Akhtar
    Hamza Akhtar None
    Two things. Ask the brain one real question every day this week, a real one, not a test. And get your coordinator on a short call with me, half an hour, so she's comfortable with the admin page.
  99. Dana Whitaker
    Dana Whitaker None
    I can do both. I'll ask her to send some times.
  100. Hamza Akhtar
    Hamza Akhtar None
    Great. And from my side: the indexing check tomorrow, the weekly note starting next week, and the recording for the managers by end of day.
  101. Dana Whitaker
    Dana Whitaker None
    Thanks, Hamza. That was more useful than I expected. Honestly, I came in a bit sceptical.
  102. Hamza Akhtar
    Hamza Akhtar None
    That's fair, I'd have been too. Let's see the numbers move.
  103. Dana Whitaker
    Dana Whitaker None
    We will. Speak soon.
  104. Hamza Akhtar
    Hamza Akhtar None
    Speak soon. Cheers, Dana.
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