Bethan Lister

011-0009

Ticketclosed

Brindlecote Insurance Brokers: documents logo Brindlecote Insurance Brokers: documents · 011-0009

Ed Duckworth asked how to share a dashboard with his team. Bethan Lister directed him to the share button in dashboard settings; customer found and used it immediately.

Priority normal

What happened

What this says

Current to 11 Oct 26

Ed Duckworth asked how to share a dashboard with his team. Bethan Lister directed him to the share button in dashboard settings; customer found and used it immediately.

Problem: Customer didn't know how to share dashboards. Handling: B-Brain asked clarifying question and pointed to UI feature (share button in dashboard settings). Customer resolved immediately. This is positive adoption signal showing customer investment in the tool.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)143
CSAT2
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Trail

Ticket text has not been written yet; the trail is from the helpdesk.

  1. Ed Duckworth
    created · Ed Duckworth 5 Mar 2024 17:17
  2. Bethan Lister
    public_reply · Bethan Lister 5 Mar 2024 19:40
  3. Ed Duckworth
    public_reply · Ed Duckworth 6 Mar 2024 12:52
  4. Bethan Lister
    status_change · Bethan Lister 19 Mar 2024 14:10
  5. status_change · 23 Mar 2024 23:59
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