Al Qusais Freight / BG-Demo – Demo
Callcompleted
Al Qusais Freight · 21 Sep 2026 09:00
Rania Khalil tested search on real shipment notes. A released shipment still showed as held because the release was typed into a note, not the status field. She asked to see dashboards, a Growth feature.
What was said
What this says
As at Fri 9 Oct 2026Rania Khalil tested search on real shipment notes. A released shipment still showed as held because the release was typed into a note, not the status field. She asked to see dashboards, a Growth feature.
What happened: Hannah Lowe ran the 21 Sep 2026 demo on an export of Al Qusais Freight's own notes and mailbox, with customer names masked. Rania asked about held shipments and the last ten enquiries for a customer reference.
Customer view: Rania wanted to know whether search works on messy real notes. She liked that agents would see enquiry history before answering, saying it saves calls to dispatch.
Commercial: Rania asked for the enquiry-volume dashboard her managers want every Monday. Hannah said the dashboards builder is part of Growth and changes the proposal, and that it needs an admin with time set aside.
Watch: The held-status gap is a data quality issue on the customer's side that Hannah said to fix first. Security answers for the IT lead were promised in writing, and the evidence does not show who decides or the budget.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hannah Lowe to put the held-status fix in writing for Rania.
- Hannah to send the security controls with dated evidence for the IT lead.
- Sophie Ling to send the summary and questionnaire the same afternoon and reflect Growth in the proposal.
Risks
As at Fri 9 Oct 2026- A released shipment still showed as held because status is not kept in the status field, which could undermine trust in search.
- The dashboards builder needs a customer admin with time, and none was named.
- The IT lead's security review is still to come, with written controls promised.
Opportunities
As at Fri 9 Oct 2026- The Monday enquiry-volume dashboard request points to Growth rather than Starter.
- Agents seeing the last ten enquiries before replying is a clear use case for the proposal.
Transcript
Sophie LingMorning, Rania. Hannah is here to show the demo on your own data. Can you both hear me?
Rania KhalilYes, morning. Hi Hannah.
Hannah LoweMorning both. Before I start, Rania, what do you most need to know from this session?- Rania KhalilWhether the search works on our real shipment notes, not a tidy sample.
- Hannah LoweTo be precise, I'll use an export of your own notes and mailbox, with customer names masked. The short answer is yes, it works on your notes. The longer answer is that messy notes are where it shows its limits, so I'll show you those too.
- Rania KhalilGood. Go on.
- Hannah LoweThis is the brain, running inside your Snowflake account. I'll ask it the question your team asks most often.
- Rania KhalilWhich shipments are still held at customs, and for how long?
- Hannah LoweThere. It lists the held shipments, with how long each has been held and the note it came from.
- Rania KhalilMm, one of those was released last week. Why is it still on the list?
- Hannah LoweBecause the release was typed into a note, not the status field, so the brain reads the status. The short answer is the source is out of date. The longer answer is that this is the same gap you described, and it is the thing to fix first.
- Sophie LingHannah, how common is that in a setup like this?
- Hannah LoweIt is common. Our rule is to point at the field that holds the truth, and then ask the team to use it. I'll put that in writing for you.
- Rania KhalilYes, please. Can we see the customer view, the way an agent would see it?
- Hannah LoweYes. Here's the search an agent would use. Type the customer's reference.
- Rania KhalilCustomer reference, last ten enquiries.
- Hannah LoweWorking. It returns the ten enquiries with the reply each one received, so the agent sees the history before answering.
- Rania KhalilGood, that saves our agents the calls to dispatch. Is it that fast in real use?
- Hannah LoweOn a warm index, yes. The first query of the day can take a moment while the data loads.
- Sophie LingThat's good to know for the proposal. We'll note it.
- Rania KhalilCan we see the dashboard for enquiry volumes? Our managers ask for it every Monday.
- Hannah LoweThat's the dashboards builder. It is part of Growth, so we can show it, but it changes the proposal.
- Rania KhalilOkay. Show me anyway.
- Hannah LoweHere. Each tile is a question you can save and rerun on a schedule.
- Rania KhalilLovely. And who would build the tiles?
- Hannah LoweYour team builds the tiles, and we check the questions. The short answer is you need one admin with time for it. The longer answer depends on who wants each tile and whether they trust the numbers.
- Sophie LingRight, so we would want an admin on your side with time set aside for it.
- Rania KhalilSecurity questions. Our IT lead will want to see where the data is held and who can see it.
- Hannah LoweThe data stays in your Snowflake account, and access follows your existing roles. I will not describe a control we have not evidenced, so I'll send the controls with the evidence attached, and the date each evidence was last checked.
- Rania KhalilGood, that's what they will want.
- Hannah LoweI'll put that in writing for your IT lead.
- Sophie LingThanks, Hannah. Rania, the summary and the questionnaire will come from us this afternoon.
- Rania KhalilOkay, I think we've covered it. Thank you both.
- Hannah LoweThank you, Rania. The note will show the held-status gap first, because that is the one to fix.
- Sophie LingAgreed. Thanks both. Speak soon.
- Rania KhalilBye.