Bethan Lister

When does the brain show new deal data?

Ticketclosed

Tallowfield Health Partners: documents logo Tallowfield Health Partners: documents · When does the brain show new deal data?

Nicole Hayes asked when new records appear in the brain. BB-Demo explained nightly refresh completes by 07:00 on business days; customer confirmed data appeared.

Priority normal

What happened

What this says

Current to 11 Oct 26

Nicole Hayes asked when new records appear in the brain. BB-Demo explained nightly refresh completes by 07:00 on business days; customer confirmed data appeared.

Problem: Customer closed new deal but did not see it immediately in the brain.

Handling: BB-Demo explained nightly refresh cycle timing. Customer confirmed records appeared next morning. First response 231 minutes.

Watch: Expectation-setting complete; customer now understands refresh cadence.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categorydata_freshness
Channelemail
First response (min)231
CSAT5
Helpdeskmade from

Trail

  1. Nicole Hayes
    created · Nicole Hayes 1 Sep 2026 15:11
    I just closed a new deal in the CRM but it's not in the brain yet. How long until new records appear after we log them?
  2. Bethan Lister
    public_reply · Bethan Lister 1 Sep 2026 19:02
    Hi Nicole, new records load in the nightly refresh, which completes by 07:00 your time on business days. If you closed it late today, it'll be there tomorrow morning. Thanks, Bethan
  3. Nicole Hayes
    public_reply · Nicole Hayes 3 Sep 2026 09:43
    It showed up this morning. Thanks.
  4. Bethan Lister
    internal_note · Bethan Lister 3 Sep 2026 14:21
    Customer understands refresh cycle now. Solved.
  5. Bethan Lister
    status_change · Bethan Lister 7 Sep 2026 15:03
  6. status_change · 11 Sep 2026 23:59
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