Assunpink Software / BG-Demo – Training
Callcompleted
Assunpink Software · 6 Jul 2026 17:45
Training for Assunpink Software's admin and Alyssa Greenberg. Only a handful of the 15 seats are active, because the leads have not been told what it is for. A stale pinned page and an unresolved sync ticket were raised.
What was said
What this says
As at Fri 9 Oct 2026Training for Assunpink Software's admin and Alyssa Greenberg. Only a handful of the 15 seats are active, because the leads have not been told what it is for. A stale pinned page and an unresolved sync ticket were raised.
What happened: Hamza Akhtar ran chat, search and the admin screens on 6 Jul 2026 with Alyssa and Marisol Ybarra, the admin. Marisol found a pinned page two months old and asked about a sync that stopped.
Customer view: Marisol said people type questions into chat then go back to the spreadsheet because they do not trust it yet. Alyssa took responsibility for not telling the leads what it is for.
Commercial: Only a handful of the 15 seats are active, so this is an adoption risk, not a headroom signal. Freshness matters here: pinned pages do not refresh themselves, and the sync ticket is unresolved.
Watch: Alyssa asked Hamza not to say it was their side until checked. Trust in the answers is fragile.
Themes
As at Fri 9 Oct 2026Theme
Training and low adoption
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar to check the connector log against the ticket reference and report whose side the sync fault was.
- Hamza Akhtar to send times for a forty minute session for the support leads and two account managers.
- Marisol Ybarra and Hamza to agree role limits on billing data before more users are added.
Risks
As at Fri 9 Oct 2026- Only a handful of the 15 seats are active, and users revert to the spreadsheet.
- A stale pinned page and an unresolved stopped-sync ticket could erode trust in data freshness.
- The cause of the sync ticket is not yet established.
Opportunities
As at Fri 9 Oct 2026- A short session for support leads and two account managers could lift usage.
- A freshness check example in training could build trust in the answers.
Transcript
Hamza AkhtarHi everyone, thanks for making time at the end of the day. I'll keep it tight. We'll look at chat, then search, then pages, and leave ten minutes for questions. Can you both hear me?
Alyssa GreenbergLoud and clear. Marisol, are you there?
Marisol YbarraYes, I'm here. Sorry, I've got the tickets open on my other screen. Go ahead.- Hamza AkhtarNo problem. Let's start with chat. Marisol, what have people been asking so far?
- Marisol YbarraMostly the same thing. Which tickets belong to which customer. People type it into chat, then they go back to the spreadsheet anyway, because they don't trust it yet.
- Hamza AkhtarThat's fair. Let me show you the question, then the answer. You can ask in plain words, the way you'd ask a colleague.
- Alyssa GreenbergGo on, I want to see it.
- Hamza AkhtarThere. Open tickets for accounts that have stopped logging in during the last month. You get the list, with the link back to each ticket.
- Marisol YbarraOh, that's the bit I wanted. Can it show the category as well? Connector sync, freshness, how-to?
- Hamza AkhtarYes. Ask for a breakdown by category and it groups them. You can also ask for the same view for last quarter.
- Marisol YbarraRight. And if I ask something it doesn't know, does it guess?
- Hamza AkhtarIt should say it doesn't have the data rather than guess. If an answer doesn't match the ticket, that's a fault and I want to hear about it.
- Alyssa GreenbergPlease. We can't have it making things up for the leads.
- Hamza AkhtarAgreed. Next, search. It's the same idea but it looks across pages and chat history, not just the tickets. I'll open a page we've saved for you.
- Marisol YbarraCan I ask about the one ticket we logged last month? It was about a sync that stopped, and I still don't know if it was our side or yours.
- Hamza AkhtarGood question, and I'd rather check than guess. Can you give me the ticket reference when we're done? I'll look at the connector log for that window.
- Marisol YbarraYeah, I'll drop it in chat after this.
- Hamza AkhtarRight, search. Type something simple, like the name of an account manager, and you'll see every page and thread that mentions them.
- Alyssa GreenbergThat'll be handy for the account managers, they always lose track of who said what.
- Marisol YbarraHang on, mine's slow. Okay, it's loaded now. It's showing me a pinned page from two months ago, which is wrong.
- Hamza AkhtarThanks, that's a freshness question. I'll check when that page was last refreshed. Pinned pages don't refresh themselves, so that's worth knowing.
- Alyssa GreenbergHmm. So for the leads, pinned pages need a named owner?
- Hamza AkhtarYes, that's one of the admin points I wanted to cover. Marisol, you're the admin, so you'd be the one to unpin or update them.
- Marisol YbarraOkay. Can I see the admin screens now? I'd like to know how to add the new users.
- Hamza AkhtarSure. Share your screen, so you see the buttons yourself.
- Marisol YbarraSharing. Give me a second. Right. Okay.
- Hamza AkhtarGood. This is the user list. You can see who's active, who hasn't logged in, and the seat count against the licensed number.
- Marisol YbarraFifteen seats, yes. But only a handful of people are active. I'm not sure whether it's the training or the team.
- Alyssa GreenbergIt's mostly the team, honestly. The leads haven't been told what it's for. That's on me, I should have done it earlier.
- Hamza AkhtarThat's the easy bit to fix. A short session on what the chat is for, plus one walkthrough of your own ticket view, usually does more than a long demo.
- Marisol YbarraAgreed. Can we set that up before the end of the month?
- Hamza AkhtarYes. I'll send a couple of times this week. Let's keep it to forty minutes so nobody dreads it.
- Alyssa GreenbergGood. Keep it to the support leads and the two account managers who asked for access.
- Marisol YbarraCan a lead see billing data? Some of them shouldn't.
- Hamza AkhtarRoles can limit what each person sees. I'd want to check that with you before we add anyone, so we don't have to undo it later.
- Marisol YbarraOkay. Let's do that on the next call then.
- Marisol YbarraRight, I've got the ticket reference and I've dropped it in the chat. Can you check it while we're talking?
- Hamza AkhtarYes, looking now. I can see the connector log for that window. I'll need to read it properly before I say whose side it was, so I'll send you what I find.
- Alyssa GreenbergFair. Please don't say our side until you've checked.
- Hamza AkhtarI won't. I'll put it in the plan.
- Marisol YbarraOkay. Let's get the training booked, then. I'd like the session to include an example of a freshness check.
- Hamza AkhtarGood idea. Freshness is the thing I'd most like your leads to notice.
- Alyssa GreenbergI think we've done it. Thanks both. Hamza, send the times and the guide.
- Hamza AkhtarWill do. Thanks, Alyssa. Thanks, Marisol. I've got another call straight after, so I'm going to drop off. Bye.
- Marisol YbarraBye all.
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