Kesselfeld Software / BB-Demo – Onboarding
Callcompleted
Kesselfeld Software: documents · 2026-01-20 10:45
Laura Penhaligon walked Julia Hartmann and Tim Schröder through the admin view. Salesforce and Zendesk are indexing. Julia's main interest is the call recorder, promised for the following week.
What was said
What this says
Current to 11 Oct 26Laura Penhaligon walked Julia Hartmann and Tim Schröder through the admin view. Salesforce and Zendesk are indexing. Julia's main interest is the call recorder, promised for the following week.
What happened: Laura showed the connector health view, natural language search, saved dashboards, the Slack command and row-level permissions. Salesforce and Zendesk were live and indexing cleanly on 20 Jan 2026.
Customer view: Julia was engaged and positive. The call recorder is the capability she is most excited about, so the value case rests on it going live.
Commercial: Laura said forty users are licensed and suggested starting with ten or twelve in customer success. That leaves wide headroom for expansion to other teams once adoption is shown.
Watch: the call recorder connector was not yet live and Laura committed to transcripts being indexed by the end of the following week. A slip there would hit the one feature Julia singled out.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the user guide and the Slack setup guide.
- Laura Penhaligon to bring the call recorder connector live so transcripts are indexed by the end of the following week.
Risks
Current to 9 Oct 26- The call recorder connector, the feature Julia is most excited about, was not yet live and depends on setup finishing on time.
- Starting with ten or twelve people out of forty licensed users means value depends on adoption spreading beyond customer success.
Opportunities
Current to 9 Oct 26- Expand from the customer success team to other teams, using the licensed headroom of forty users.
- Dashboards and the Slack command give early users ways to show value to colleagues.
Transcript
Laura Penhaligon NoneHi, Tim, Julia. How's it going? Shall we share my screen and walk through the admin interface?
Tim Schröder NoneYes, let's do it.- Laura Penhaligon NoneRight. So you've got Salesforce and Zendesk live now, and I can see both are indexing. Records are coming in clean. This is the admin dashboard, you can see the health of each connector here.
- Tim Schröder NoneOkay. And what's the green tick mean?
- Laura Penhaligon NoneGreen means data is flowing. If it turned red, that'd mean the connector has stopped, usually because a password changed or we've hit a rate limit. If that happens, you'd see an alert and you'd flag it to me.
Julia Hartmann NoneHow often does that actually happen?- Laura Penhaligon NoneRarely. Maybe once a quarter. Usually it's something simple to fix.
- Julia Hartmann NoneGood. And how do my teams actually use this?
- Laura Penhaligon NoneThey go to the search box, it's right here, and they ask a question. For instance, they could type 'high-value accounts with overdue renewals' and get an instant answer instead of building a report.
- Tim Schröder NoneIn English like that?
- Laura Penhaligon NoneExactly. The brain understands natural language. You could also ask 'which accounts had support tickets last week' and it'll pull that. It'll also suggest queries based on what people in your industry usually ask.
- Julia Hartmann NoneThat's pretty clever. And can they build dashboards from this?
- Laura Penhaligon NoneYes. Once they ask a question and get results, they can save it as a dashboard. That takes the query and makes it a visual, a table or a chart, that you can share with your team.
- Julia Hartmann NoneOkay. How many people should we get on board initially?
- Laura Penhaligon NoneYou've licensed forty users. I'd say start with your customer success team: maybe ten or twelve people: let them play with it, build a couple of dashboards, get comfortable. Then expand from there.
- Tim Schröder NoneAnd we've got Slack integration, right?
- Laura Penhaligon NoneYes. You can ask the brain questions directly in Slack, which is handy. I'll send you a guide on how to set that up, it's literally a slash command and you're away.
- Julia Hartmann NoneNice. What about data security? Should we be worried about access?
- Laura Penhaligon NoneThe brain respects whatever row-level permissions exist in your source systems. So if a user doesn't have access to an account in Salesforce, they can't see it in the brain either.
- Julia Hartmann NoneGood.
- Laura Penhaligon NoneRight. I'll send you a user guide: screenshots, walkthroughs of common queries, how to build a basic dashboard. You can share that with your team.
- Julia Hartmann NonePerfect. And when is the call recorder coming live?
- Laura Penhaligon NoneNext week. We're almost done with the connector setup, so you should see call transcripts indexed by end of next week.
- Julia Hartmann NoneExcellent. That's the one I'm most excited about.
- Laura Penhaligon NoneOnce that's live, you'll finally be able to search calls. It's a game-changer for teams like yours. Right, I'll send over the docs and the user guide. Let me know if your team hits any snags.
- Tim Schröder NoneThanks, Laura.
- Julia Hartmann NoneGreat. Speak soon.