Haddon Rook Logistics / BG-Demo – Onboarding
Callcompleted
Haddon Rook Logistics · 30 Jan 2026 15:15
Onboarding call on 30 Jan 2026. Tyler and Spencer asked how Salesforce and Google Workspace connectors behave, then built a Dispatch Board page with Laura and said they can take it from here.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 30 Jan 2026. Tyler and Spencer asked how Salesforce and Google Workspace connectors behave, then built a Dispatch Board page with Laura and said they can take it from here.
What happened: Laura Penhaligon answered two connector questions, then built a Dispatch Board page live with Spencer Gaunt and Tyler Brookes. Both were given edit permissions.
Customer view: Spencer called the cross-connector page "quite useful actually". Tyler said they could take it from there, which shows early self-sufficiency.
Commercial: The dispatch use case sits on the connectors already live and the pages feature, so it deepens adoption ahead of the first renewal. The call raises no price, rival or contract point.
Watch: Tyler expected calls attached directly to accounts, so the search-based model needs setting out clearly. Laura promised an updated guide, and Esther is the named fallback for page problems.
Themes
As at Fri 9 Oct 2026Theme
Onboarding and page building
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon to update the guide on how search works across connectors and send a how-to guide on page building.
Risks
As at Fri 9 Oct 2026- Tyler expected calls to be attached directly to accounts, and the search-based model may confuse the wider team without a clear guide.
Opportunities
As at Fri 9 Oct 2026- The dispatch exceptions page shows a concrete operational use that can deepen adoption of pages and the live connectors.
Transcript
Laura PenhaligonRight, Tyler, Spencer, good to see you again. How are you getting on with the brain?
Spencer GauntPretty well actually. Tyler's been exploring things. Just got a question about something.
Tyler BrookesYeah, the Salesforce connector. It's loading accounts okay, but I'm not seeing call recordings directly attached to them. Is that how it's supposed to work?- Laura PenhaligonSo the brain doesn't attach calls to accounts directly. What it does is index them separately. When you search the brain, it matches the keywords across both: so if you search for an account name, you'll get the account record and any calls mentioning that account. It's not a direct link in the database, it's search-based matching.
- Tyler BrookesAh okay, so I'm not doing anything wrong?
- Laura PenhaligonNo, you're all good. That's just how the brain works, everything's searchable, not relational. Let me show you. I'll search for a customer name and you'll see Salesforce records and call mentions come back together.
- Spencer GauntThat makes sense.
- Tyler BrookesOkay. One more thing, the Google Workspace connector. It's indexing emails, yeah?
- Laura PenhaligonYep. Email subject lines, content, attachments if they're text-based. Nightly refresh pulls any new emails. But we don't index emails from personal accounts, only your company domain.
- Spencer GauntWhat if we want to see emails from outside people, like, customers?
- Laura PenhaligonYou can still search them, they're in the index. What I mean is, we don't index emails from addresses outside your domain. But replies from customers are there, because they're on threads with your team. So you'd see the conversation, not just your side.
- Tyler BrookesRight. That works.
- Laura PenhaligonI'll update the guide I sent with a bit more detail on how the search works across the connectors. That'll make it clearer for your team.
- Spencer GauntHave you got time to walk through building a page?
- Laura PenhaligonAbsolutely. What would you want on it?
- Spencer GauntSomething for dispatch: recent exceptions, which customers they're for, maybe a count of unresolved ones.
- Laura PenhaligonGood. So I'll go into Pages, create a new one. You name it, say 'Dispatch Board'. Then you drag widgets in from the left. There's a 'Recent items' widget, a 'Search results' widget, and a 'Metrics' widget which can count things. You configure each one with a search query.
- Tyler BrookesDo we have to write the search ourselves, or can you help us?
- Laura PenhaligonI'll help you get the first couple done, and then it's pretty clear. You start with something simple, like 'exceptions from last week', and the widget shows results. You can filter, sort, all of that visually. No code.
- Spencer GauntOkay, let's try it now.
- Laura PenhaligonRight. So I'm in Pages now. I'll create a new page, call it 'Dispatch Board'. Now I'm dragging in a 'Recent items' widget. I'll search for 'exceptions from this week'.
- Tyler BrookesAnd that pulls from all the connectors?
- Laura PenhaligonYep. It searches Salesforce exceptions, call recordings mentioning exceptions, anything in Xero flagged as an exception. All together on one page.
- Spencer GauntThat's quite useful actually. Can we add another widget?
- Laura PenhaligonSure. I'll add a Metrics widget that counts unresolved exceptions. You can set that to refresh nightly with the rest of the data.
- Tyler BrookesWhen does that update?
- Laura PenhaligonThe page itself updates nightly at seven. So every morning, dispatch comes in and the board is fresh. You'll see the latest exceptions and a count of open ones.
- Spencer GauntPerfect. Can Tyler and I edit this ourselves now?
- Laura PenhaligonYep. You've got edit permissions, so you can tweak it, add more widgets, change the searches. If something breaks or you're not sure, reach out to Esther and she'll sort it.
- Tyler BrookesNice. I reckon we can take it from here.
- Laura PenhaligonBrilliant. I'll send you a how-to guide on page building. Anything else before we wrap?
- Spencer GauntNo, I think that's it. Cheers, Laura.
- Laura PenhaligonCheers both. Get building.
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