Vellacott Payments / BB-Demo – Onboarding
Callcompleted
Vellacott Payments: documents · 2025-09-11 14:00
Femi Olatunji confirmed clean access and rising interest. CRM and helpdesk connectors loaded; the call recorder is still backfilling. SSO groups and a shared drive connector for complaints data are the next asks.
What was said
What this says
Current to 11 Oct 26Femi Olatunji confirmed clean access and rising interest. CRM and helpdesk connectors loaded; the call recorder is still backfilling. SSO groups and a shared drive connector for complaints data are the next asks.
What happened: Hamza Akhtar walked Femi through the connector page. The CRM and helpdesk loaded cleanly, and the call recorder was partway through its backfill.
Customer view: Femi said usage is going to climb quickly, and described the session as smoother than he expected. The business cares most about complaints data.
Commercial: The customer is on Enterprise, so SSO, SCIM, connector headroom and freshness credits apply. A shared drive connector for complaints spreadsheets would deepen use of the brain.
Watch: Partnerships are already asking questions while the backfill is incomplete, so older answers may be thin. A temporary grant must be dropped once the backfill finishes.
Themes
Current to 9 Oct 26Theme
Connectors, SSO and access
Importance
praise
Sentiment
positive
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Femi Olatunji sends the identity contact, SSO group names and complaints folder list by the end of the week.
- Femi drops the temporary grant when the backfill completes and tells Hamza Akhtar.
- Hamza scopes the shared drive connector and writes the access summary for the customer's security team.
Risks
Current to 9 Oct 26- Partnerships users may treat answers as complete while the call recorder backfill is unfinished.
- Indexing drafts or personal files from the complaints shared drive is possible without an agreed folder list.
- The temporary backfill grant could be left in place if not dropped.
Opportunities
Current to 9 Oct 26- A shared drive connector for complaints spreadsheets would extend the brain within Enterprise connector limits.
- Femi expects usage to climb quickly, and SSO group mapping prepares wider rollout.
Transcript
Hamza Akhtar NoneAfternoon, Femi. Can you hear me alright?
Femi Olatunji NoneYeah, afternoon. Got you fine. Sorry, one second, I'm just moving to a quieter room, the whole floor is on a lunch run.- Hamza Akhtar NoneNo problem at all. Take your time. Lovely day out there, if you've got a window.
- Femi Olatunji NoneHa, I'm in a meeting room with no window, so I'll take your word for it. Right, I'm back. Ready when you are.
- Hamza Akhtar NoneGreat. So the plan for today is simple. I want to walk through where the connectors are, check the access you've set up inside Snowflake, and then agree what we do before the next session. Does that work?
- Femi Olatunji NoneYeah, that works. I've got a list of questions as well, mostly around roles and how the nightly refresh behaves.
- Hamza Akhtar NonePerfect, put those at the end if we run short, otherwise we'll slot them in as we go. Let me share my screen. Can you see the connector page?
- Femi Olatunji NoneYep, I can see it. The first few are green.
- Hamza Akhtar NoneRight, so the CRM and the helpdesk connectors both loaded cleanly on the first pass, and the call recorder is partway through its backfill. That's normal, it goes back through the history in chunks so it doesn't hammer the source.
- Femi Olatunji NoneOkay. And how long does the backfill usually take? Because the partnerships team are already asking questions of it and I don't want them thinking the answers are complete when they aren't.
- Hamza Akhtar NoneFair point, and that's worth saying to them directly. For your volume I'd expect it to finish within the next few days. Until then, answers about recent months are solid and older ones may be thin.
- Femi Olatunji NoneMm. Right. I'll tell them that. I'll put a note in the channel so it's not just in my head.
- Hamza Akhtar NoneThat would be ideal. Now, the thing I wanted to check with you. The service account. You created a dedicated role for the brain inside your Snowflake account, yes?
- Femi Olatunji NoneYes, and I kept it tight. Read on the schemas we agreed, write only on the brain's own schema. I was a bit nervous about giving it anything wider because of the security review.
- Hamza Akhtar NoneThat's exactly right, and it's what the review notes asked for. Can you just confirm nothing else has been added since? Sometimes someone adds a grant to unblock a query and forgets.
- Femi Olatunji NoneLet me check. Give me a minute, I'll run the grants listing.
- Femi Olatunji NoneOkay, that's clean. Nothing extra. Just the ones we set up and the one temporary grant for the backfill that I'll drop when it's done.
- Hamza Akhtar NoneBrilliant. Drop it as soon as the backfill completes and tell me, and I'll note it in the handover pack so the audit trail is tidy.
- Femi Olatunji NoneWill do. While we're on access, SSO. We're on Enterprise, so I assume that's included, and I know our identity team want to be involved.
- Hamza Akhtar NoneYes, SSO and SCIM are both part of Enterprise. What I need is a contact in your identity team and the group names you'd like mapped. Roughly, who should be an admin, who should be a normal user, and who should only be able to read.
- Femi Olatunji NoneRight. I think it's three groups to begin with. Admins, which is basically me and one other person, then the working teams, then a read-only group for compliance. I'll confirm the names with the identity team.
- Hamza Akhtar NoneThat sounds sensible. And you've got the licensed seats, one hundred and fifty, so there's lots of room. No need to be stingy with who you add in the first wave.
- Femi Olatunji NoneGood. Honestly I think usage is going to climb quickly. We've only had a handful of people in so far and already there's more interest than I expected.
- Hamza Akhtar NoneI'm seeing that too. Activity is well up on where it was before. People tend to start with the pages and the chat, and then the dashboards builder comes later once they trust the answers.
- Femi Olatunji NoneMm. One question. We raised a ticket earlier this month, about a field that wasn't coming through. Is that sorted? I saw a reply but I wasn't sure it was closed.
- Hamza Akhtar NoneLet me look. Yes, that's the mapping one. The field was in a custom object and we hadn't included it. It's now in the next refresh, so you should see it tomorrow morning.
- Femi Olatunji NoneOkay, lovely. And that's the refresh that finishes by 07:00, is that right?
- Hamza Akhtar NoneThat's right. Nightly refresh complete by 07:00 your time on business days. If you ever come in and it's behind, tell us straight away rather than waiting, because that's one we credit on Enterprise.
- Femi Olatunji NoneGood to know. Right, so next. I want to ask about the complaints data, because that's the bit the business cares most about.
- Hamza Akhtar NoneGo on.
- Femi Olatunji NoneThe complaints team keep a lot of it in a shared drive as well as in the helpdesk. Spreadsheets mostly. Will the brain see those, or do I need to move everything into the helpdesk first?
- Hamza Akhtar NoneYou don't need to move anything. We can connect the shared drive as a source, and Enterprise has plenty of connector headroom. I'd just want to agree which folders, so we don't index drafts or anything personal by accident.
- Femi Olatunji NoneYeah, that's the worry. I'll get the complaints lead to tell me which folders are the real record. Then it's one clear list instead of me guessing.
- Hamza Akhtar NonePerfect. Send me that list and I'll scope the connector. I'd suggest we keep it to the folders they actually work from for the first month and widen later.
- Femi Olatunji NoneAgreed. Start small, prove it, then widen.
- Hamza Akhtar NoneLet me show you the refresh history while we're here, so you know where to look when something seems off. This is the run log. Each night you get a line per connector, with the records indexed and any warnings.
- Femi Olatunji NoneAh, that's useful. So if a line shows the same count a few nights running, that's a flag.
- Hamza Akhtar NoneExactly that. Flat for several nights usually means the source changed, a field renamed or a permission removed. It's rarely the brain itself.
- Femi Olatunji NoneOkay. I'll bookmark it. Right, I think that covers my questions on the technical side. What do you need from me?
- Hamza Akhtar NoneThree things, really. First, the identity contact and the group names for SSO. Second, the list of complaints folders. Third, drop that temporary grant once the backfill finishes and tell me.
- Femi Olatunji NoneGot them. I'll send the first two by the end of the week, and the grant I'll do the moment the backfill is done.
- Hamza Akhtar NoneAnd from my side, I'll scope the shared drive connector once I have your list, and I'll write up the access summary for your security people so they're not chasing you for it.
- Femi Olatunji NoneThat would help, thanks. Is Tomasz meant to join the next one? He owns it on the business side and he'll want the three actions in front of him.
- Hamza Akhtar NoneYes, I'd like him on the next session. I'll send the invite after this and put the actions in the notes so he can see who owns what.
- Femi Olatunji NoneGood. He'll want owners on everything, so make sure it's all got a name against it.
- Hamza Akhtar NoneUnderstood, I've heard that about him. Right, anything else before we finish?
- Femi Olatunji NoneNo, I think that's it. Thanks, Hamza. This has been smoother than I thought it would be.
- Hamza Akhtar NoneGlad to hear it. Speak soon, Femi. Cheers.
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