Skovdal Software / BB-Demo – Training
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Skovdal Software: documents · 2025-03-12 09:45
On 12 Mar 2025 Callie Brennan trained Ida Bech, Client Services Manager at Skovdal Software, on pages, chat and search. Field mappings, a test refresh and go-live by end of month were agreed, plus a video for the wider team.
What was said
What this says
Current to 11 Oct 26On 12 Mar 2025 Callie Brennan trained Ida Bech, Client Services Manager at Skovdal Software, on pages, chat and search. Field mappings, a test refresh and go-live by end of month were agreed, plus a video for the wider team.
What happened: Callie walked Ida through the page builder, chat questions and full-text search, with HubSpot and Zendesk live as sources. The call ran 63 minutes.
Customer view: Ida wanted to learn how to ask the right questions and confirmed that grouping bookings by clinic matches how they report internally. She asked for a video because people are spread across locations.
Next steps: Ida must confirm field mappings before the refresh is switched on. Callie promised the video by end of next week and a setup checklist.
Watch: Only Ida was on the call, so adoption beyond her depends on the video. The evidence does not show who else will use the brain.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan emails the field mappings the day after the call for Ida to review.
- Callie Brennan records the team walkthrough video by end of the following week.
Risks
Current to 9 Oct 26- Go-live depends on Ida confirming field mappings and passing the test refresh.
- Only one customer person was trained, and the wider team is spread across locations.
Opportunities
Current to 9 Oct 26- A recorded walkthrough could widen adoption across the team and build question volume.
Transcript
Callie Brennan NoneHi Ida, thanks for jumping on. How's your week been?
Ida Bech NonePretty busy, actually. Good to get time to focus on this though.- Callie Brennan NoneBrilliant. Right, so today I want to walk you through pages, chat, and search. Show you how to build your first dashboard and get you confident running this yourself. Does that sound okay?
- Ida Bech NoneYeah, that's good. I'm mainly keen on understanding how to ask the right questions.
- Callie Brennan NoneThat's exactly what we'll cover. Before we switch on the refresh, I need to walk through how the brain indexes your data. Every night it pulls in your bookings, patient records, staff, everything you've plugged in, and then it's queryable in natural language. You've got HubSpot and Zendesk live, yeah?
- Ida Bech NoneRight, those two.
- Callie Brennan NonePerfect. Let me share my screen. I'm going to show you the page builder because that's what I need from your side as admin to get right. That maps cleanly to how you want to visualise the data.
- Callie Brennan NoneSo if I build this page to show bookings by clinic, the brain groups them for you. You can filter, drill down, export, all self-service. Does that grouping make sense for how you actually work?
- Ida Bech NoneYes, that's how we report internally. Can you have multiple views of the same data?
- Callie Brennan NoneYep, as many pages as you need. Then you ask the brain questions via chat...'what's our cancellation rate this month', and it answers. Let me show you that.
- Callie Brennan NoneSearch is the third piece, full-text search across everything we're indexing. Suppliers, documents, anything. Before we switch on the refresh, I do need you to confirm the field mappings. I'll email those over.
- Ida Bech NoneHow long does that usually take to review?
- Callie Brennan NoneA week usually. Then we do a test refresh and make sure everything lands cleanly. After that you're live.
- Ida Bech NoneWill we need separate training for the rest of the team?
- Callie Brennan NoneWe can do a follow-up session or I can put together a video walkthrough. What suits you?
- Ida Bech NoneA video would be really helpful. People are spread across locations.
- Callie Brennan NonePerfect, I'll record that by end of next week. I'll leave you with setup notes: access, field mappings, how to do a manual refresh, a checklist so there's no ambiguity before you go live.
- Ida Bech NoneThat's really comprehensive. Thanks.
- Callie Brennan NoneRight, so to close the loop: field mappings tomorrow, you review them, test refresh the week after, live by end of month. Sound right?
- Ida Bech NonePerfect. Thanks for walking through that.
- Callie Brennan NoneThanks, Ida. Speak soon.