Dunholm Precision / B-Brain – Training
Callcompleted
Dunholm Precision: documents · 2025-01-24 11:30
Training call on 24 Jan 2025. Jas Dhillon and Nathan Booth tried chat, search and source checking on live data, and found it useful for call preparation. Nightly refresh timing and a helpdesk access request came up.
What was said
What this says
Current to 11 Oct 26Training call on 24 Jan 2025. Jas Dhillon and Nathan Booth tried chat, search and source checking on live data, and found it useful for call preparation. Nightly refresh timing and a helpdesk access request came up.
What happened: Callie Brennan trained Jas Dhillon and Nathan Booth on asking questions, search versus chat, and checking sources. Nathan then covered the admin area and the licence count of forty.
Customer view: Jas found the call summary useful and recalled a customer worry about lead time on a housing. He was reassured that the brain says so when it has nothing.
Watch: one order showed as late that Nathan thought was dispatched. Callie put it down to the nightly export, so the answer is yesterday's picture.
Commercial: Jas asked for helpdesk access, a sign of wider use from a heavy day-to-day user. The call does not show whether the helpdesk is already a connected source.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Nathan Booth to sort helpdesk access for Jas Dhillon.
- Callie Brennan to send a written note of the questions tried and where to find each button.
- Callie Brennan to run the next session on pages and saving reusable items.
Risks
Current to 9 Oct 26- Answers reflect the last nightly file, so a dispatched order can still show as late.
- Chat is more likely to go wrong on vague questions, which could dent early trust.
Opportunities
Current to 9 Oct 26- Jas Dhillon wants helpdesk access, which could extend use across more sources.
- Call preparation is a clear daily use case for the sales engineering team.