B-Glass
Laura Penhaligon

Silverbeck Energy Services / BG-Demo – Training

Callcompleted

Silverbeck Energy Services logo Silverbeck Energy Services · 13 Jan 2026 09:15

Laura Penhaligon ran a training session on 13 Jan 2026 and declared the brain live. Donna Underwood and Oliver Kirkby planned to start with only five or six of their fifteen licensed users.

What was said

What this says

As at Fri 9 Oct 2026

Laura Penhaligon ran a training session on 13 Jan 2026 and declared the brain live. Donna Underwood and Oliver Kirkby planned to start with only five or six of their fifteen licensed users.

What happened: Laura walked Donna and Oliver through search, chat and shareable pages, then declared the brain live that day. She said she would watch the queries over the following week.

Customer view: Donna and Oliver asked practical questions about typos and sharing pages. Oliver said they would start with project managers and engineers, maybe five or six at first.

Commercial: Adoption begins well below the fifteen-user licence, so headroom is unused rather than exhausted. Early usage will decide whether the subscription shows value at renewal.

Watch: Day-to-day contact passes to the customer success contact named on the call. The evidence does not show who else at Silverbeck was invited.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Brain onboarding training
Importance
neutral
Sentiment
positive
Voice
user

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Laura Penhaligon to review Silverbeck's queries over the week after go-live and hand over to the named customer success contact for ongoing support.

Risks

As at Fri 9 Oct 2026
  • Starting with only five or six users leaves most of the fifteen-user licence idle, which weakens early adoption.

Opportunities

As at Fri 9 Oct 2026
  • Shared pages and no-code dashboards give the team a reason to widen use beyond project managers and engineers.

Transcript

  1. Laura Penhaligon
    Laura Penhaligon
    Right, everyone. Today we're going to walk through the brain: how to use it, how to search, how to get the most out of it.
  2. Laura Penhaligon
    Laura Penhaligon
    So here's the dashboard. It's simple: search bar at the top, you can ask questions in plain English. Chat feature below, where you can dig deeper. Pages, which are custom dashboards.
  3. Laura Penhaligon
    Laura Penhaligon
    One query, three seconds, all the data: work orders, contracts, dates, everything you need in one place. You don't have to be fancy: 'client Delta contracts', 'open work orders', 'maintenance history for a client'. The brain understands.
  4. Donna Underwood
    Donna Underwood
    Does it understand mistakes?
  5. Laura Penhaligon
    Laura Penhaligon
    Usually, yes. If you're close, it'll figure it out. Next example: 'Which clients have contracts ending this month?' One query, you get a list with dates.
  6. Laura Penhaligon
    Laura Penhaligon
    Now, something slightly more advanced: the chat feature. This is where you can build your own dashboard. Like a page that shows all your urgent work orders, or contracts expiring in the coming weeks.
  7. Laura Penhaligon
    Laura Penhaligon
    It's no-code. I'll show you. You pick your fields, you set the filters, and it updates every night. Your manager builds it once, and each night the data refreshes. So if a contract's coming due, it automatically appears.
  8. Oliver Kirkby
    Oliver Kirkby
    Can we share these pages with other people?
  9. Laura Penhaligon
    Laura Penhaligon
    Yes. You build a page, share it with your team. Everyone sees the same data, same refresh schedule.
  10. Laura Penhaligon
    Laura Penhaligon
    Think of something relevant to your work: a client, a project, a job number. Search for it. Let's try 'show me all work for client X'. One query, everything about that client. That's the power of the brain.
  11. Donna Underwood
    Donna Underwood
    And it's available to everyone on the team?
  12. Laura Penhaligon
    Laura Penhaligon
    Everyone who's licensed. You've got fifteen users in your licence. Who's using it?
  13. Oliver Kirkby
    Oliver Kirkby
    We'll start with the project managers and engineers. Maybe five or six at first.
  14. Laura Penhaligon
    Laura Penhaligon
    Perfect. And as you find more uses for it, you can expand.
  15. Donna Underwood
    Donna Underwood
    What if we have a question you haven't covered?
  16. Laura Penhaligon
    Laura Penhaligon
    Email or ping Amara on Slack. We're quick, usually a couple of hours.
  17. Laura Penhaligon
    Laura Penhaligon
    Brilliant. So that's it from me: you're live as of today. I'll keep an eye on the queries over the next week, make sure everything's running smoothly. Amara's your contact after this. Cheers.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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