Silverbeck Energy Services / BB-Demo – Training
Callcompleted
Silverbeck Energy Services: documents · 2026-01-13 09:15
Laura Penhaligon ran a training session on 13 Jan 2026 and declared the brain live. Donna Underwood and Oliver Kirkby planned to start with only five or six of their fifteen licensed users.
What was said
What this says
Current to 11 Oct 26Laura Penhaligon ran a training session on 13 Jan 2026 and declared the brain live. Donna Underwood and Oliver Kirkby planned to start with only five or six of their fifteen licensed users.
What happened: Laura walked Donna and Oliver through search, chat and shareable pages, then declared the brain live that day. She said she would watch the queries over the following week.
Customer view: Donna and Oliver asked practical questions about typos and sharing pages. Oliver said they would start with project managers and engineers, maybe five or six at first.
Commercial: Adoption begins well below the fifteen-user licence, so headroom is unused rather than exhausted. Early usage will decide whether the subscription shows value at renewal.
Watch: Day-to-day contact passes to the customer success contact named on the call. The evidence does not show who else at Silverbeck was invited.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to review Silverbeck's queries over the week after go-live and hand over to the named customer success contact for ongoing support.
Risks
Current to 9 Oct 26- Starting with only five or six users leaves most of the fifteen-user licence idle, which weakens early adoption.
Opportunities
Current to 9 Oct 26- Shared pages and no-code dashboards give the team a reason to widen use beyond project managers and engineers.
Transcript
Laura Penhaligon NoneRight, everyone. Today we're going to walk through the brain: how to use it, how to search, how to get the most out of it.- Laura Penhaligon NoneSo here's the dashboard. It's simple: search bar at the top, you can ask questions in plain English. Chat feature below, where you can dig deeper. Pages, which are custom dashboards.
- Laura Penhaligon NoneOne query, three seconds, all the data: work orders, contracts, dates, everything you need in one place. You don't have to be fancy: 'client Delta contracts', 'open work orders', 'maintenance history for a client'. The brain understands.
Donna Underwood NoneDoes it understand mistakes?- Laura Penhaligon NoneUsually, yes. If you're close, it'll figure it out. Next example: 'Which clients have contracts ending this month?' One query, you get a list with dates.
- Laura Penhaligon NoneNow, something slightly more advanced: the chat feature. This is where you can build your own dashboard. Like a page that shows all your urgent work orders, or contracts expiring in the coming weeks.
- Laura Penhaligon NoneIt's no-code. I'll show you. You pick your fields, you set the filters, and it updates every night. Your manager builds it once, and each night the data refreshes. So if a contract's coming due, it automatically appears.
Oliver Kirkby NoneCan we share these pages with other people?- Laura Penhaligon NoneYes. You build a page, share it with your team. Everyone sees the same data, same refresh schedule.
- Laura Penhaligon NoneThink of something relevant to your work: a client, a project, a job number. Search for it. Let's try 'show me all work for client X'. One query, everything about that client. That's the power of the brain.
- Donna Underwood NoneAnd it's available to everyone on the team?
- Laura Penhaligon NoneEveryone who's licensed. You've got fifteen users in your licence. Who's using it?
- Oliver Kirkby NoneWe'll start with the project managers and engineers. Maybe five or six at first.
- Laura Penhaligon NonePerfect. And as you find more uses for it, you can expand.
- Donna Underwood NoneWhat if we have a question you haven't covered?
- Laura Penhaligon NoneEmail or ping Amara on Slack. We're quick, usually a couple of hours.
- Laura Penhaligon NoneBrilliant. So that's it from me: you're live as of today. I'll keep an eye on the queries over the next week, make sure everything's running smoothly. Amara's your contact after this. Cheers.