Fulford Ings Software / BG-Demo – Demo
Callcompleted
Fulford Ings Software · 3 Jul 2025 12:30
On the 3 Jul 2025 demo, Eleanor Pickering said Fulford Ings Software wants to move forward. Sophie Ling will send the contract and set a security review for early next month, then an eight-week build.
What was said
What this says
As at Fri 9 Oct 2026On the 3 Jul 2025 demo, Eleanor Pickering said Fulford Ings Software wants to move forward. Sophie Ling will send the contract and set a security review for early next month, then an eight-week build.
What happened: Anya Petrova showed chat, no-code dashboards and the nightly refresh on a sample brain. Eleanor and Harry Kitching asked about data currency, access control and adding sources later.
Customer view: Eleanor said "We want to move forward." Harry agreed to be the technical contact.
Commercial: Sophie framed the deal as the Growth tier with an eight-week build and promised the contract and a security review calendar. The evidence does not show a price on this call.
Watch: Anya said four connectors are included in Growth, but the Growth allowance is eight, so the order form should state it plainly. Region-level access control needs extra setup.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the contract and security review calendar.
- Hold the security review call for early next month with Harry Kitching as technical contact.
- Confirm the connector allowance in the order form before the eight-week build starts.
Risks
As at Fri 9 Oct 2026- The connector count quoted for Growth differs from the tier allowance and could cause a dispute if the order form is vague.
- Region-level access control needs extra setup that was only briefly flagged.
- The evidence does not show a signed order form following the call.
Opportunities
As at Fri 9 Oct 2026- Growth dashboards were demonstrated and the customer showed interest in building them themselves.
- Further connectors can be added later at about two weeks to build and test.
Transcript
Sophie LingHi Eleanor, Harry, thanks again for joining. I've got Anya with me, she's our Solutions Engineer, she'll walk you through the demo.
Eleanor PickeringGreat, thanks for being here.
Harry KitchingHi Anya, I'm keen to see how it handles large data sets.
Anya PetrovaGood question. So what I'm showing you is a sample brain built on dummy data that mimics your setup, CRM, tickets, and usage. In production it would have real data. First, the basics: this is the chat interface. You just ask.- Anya PetrovaSo I'll ask, 'Show me all customers in the North East with open tickets this month'. Here's the result: four customers, their ticket count, open issues. No SQL, no exports.
- Eleanor PickeringHow does it know which customers are in the North East?
- Anya PetrovaIt learned it from your CRM, that's where you store location. So the brain knows the schema, what field is what, and understands natural language. You ask a question the way a human would, and it figures out which systems to query.
- Harry KitchingAnd how current is the data?
- Anya PetrovaEvery night. Refresh complete by seven a.m. the next day. So if you ask at noon, you're looking at yesterday's complete data.
- Harry KitchingAnd if we need something more detailed, like trends over time?
- Anya PetrovaThat's where dashboards come in. Watch this, I can build a dashboard without code. Pick your data, your columns, how you want to sort it. This one shows customer health by region. It's live, refreshes nightly, your team sees it every morning.
- Eleanor PickeringCan they build dashboards themselves, or does IT need to do it?
- Anya PetrovaAnyone with editor permissions can build one. Drag and drop. No code, no database knowledge needed. Your team can iterate: try one, see if it works, change it tomorrow.
- Harry KitchingWhat about access control? Can we lock down what people see?
- Anya PetrovaYou've got read-only and editor roles. For more granular stuff, say, limiting someone to only their region's data, that's possible but needs a bit more setup. Not complicated, just something to plan for.
- Eleanor PickeringOkay. And if someone asks a question and gets it wrong, what happens?
- Anya PetrovaThe brain will do its best, but if the question is ambiguous, it might not understand. That's when you refine and ask again. In practice, people learn pretty fast how to phrase questions to get what they want.
- Harry KitchingWhat about integrating new data sources later? If we add a new system, can you hook it up?
- Anya PetrovaAbsolutely. You've got four connectors included in Growth, CRM, tickets, Snowflake, and another system of your choice. If you want to add another later, we can do that. Takes about two weeks to build and test, live within days.
- Sophie LingAny other questions I can answer on commercial or process?
- Eleanor PickeringI think this is good. We want to move forward. What's next?
- Sophie LingGreat to hear. I'll set up a security review call for early next month, just to make sure we understand your infrastructure. Then we start the eight-week build. Harry, you'd be the technical contact?
- Harry KitchingYes, that works.
- Sophie LingBrilliant. I'll send over the contract and security review calendar. You can sign and we'll kick off.
- Eleanor PickeringThanks, Sophie and Anya. Really helpful.