Getting started with the brain
Ticketclosed
Hartside Student Living · Getting started with the brain
New customer Zainab Ali sought guidance combining resident issues from ticketing system with university feedback data. Bethan directed her to Chat for exploration, then dashboards for saved queries. Customer successfully built saved search.
What happened
What this says
As at Fri 9 Oct 2026New customer Zainab Ali sought guidance combining resident issues from ticketing system with university feedback data. Bethan directed her to Chat for exploration, then dashboards for saved queries. Customer successfully built saved search.
Problem: New customer unfamiliar with brain interface; needed guidance creating a cross-dataset view combining ticketing and uploaded data.
Handling: Bethan recommended Chat as entry point for exploration with example query syntax, then explained how to save searches for team reuse. Customer adopted Chat successfully and saved their query.
Watch: Effective onboarding. Customer progressed quickly from exploration to creating team assets. Monitor continued adoption and dashboard building.
Details
Updated 9 Oct 26Trail
created · Zainab Ali 17 Apr 2026 13:03Hi, we've just got access to the brain and I'm trying to find where to start. I'd like to pull up our resident issues from the ticketing system alongside the university feedback data we uploaded last week, so I can see them together. Where do I begin?- Public reply · Bethan Lister 17 Apr 2026 19:28Hi Zainab, welcome! That's exactly what the brain does. What you're describing is a saved search or a dashboard, both options are in the left menu under Pages. To start, go to Chat (that's the easiest way to explore) and type something like "show me resident issues from the ticketing system and feedback data together". The brain will pull those together for you. If you want to build a dashboard instead, head to Dashboards and hit Create, but Chat is a good place to start experimenting first. Let me know how you get on! Thanks, Bethan
- Public reply · Zainab Ali 20 Apr 2026 09:33Thanks Bethan! Chat worked great and we've got the view we need. Quick follow-up, can I save this search so my team can reuse it without building it every time?
- Public reply · Bethan Lister 20 Apr 2026 13:58Brilliant! Yes you can. At the top of your results, look for "Save this search" (should be near the top right). Click it, give it a name, and it'll be saved to your Pages menu so the whole team can use it. Thanks, Bethan
- Status change · 9 May 2026 23:59