Oosterdijk Logistiek / BB-Demo – Training
Callcompleted
Oosterdijk Logistiek · 2026-02-27 11:30
Hamza Akhtar trained Lieke Hermans and Stijn Gielen on queries, dashboards and Slack. Stijn already finds shipment exception patterns. Go-live was set for the following week, with a check-in from Marcus planned for mid-March.
What was said
What this says
Current to 14 Oct 26Hamza Akhtar trained Lieke Hermans and Stijn Gielen on queries, dashboards and Slack. Stijn already finds shipment exception patterns. Go-live was set for the following week, with a check-in from Marcus planned for mid-March.
What happened: Hamza walked Lieke and Stijn through the query interface, saved queries, the dashboard builder, the Slack bot and user permissions. The call closed with go-live set for the following week.
Customer view: Stijn said the brain was already spotting shipment exception patterns the team had not seen before. Lieke asked about alerts, dashboards and Slack, which shows an operations focus.
Commercial: Early value is visible before go-live, which supports the first renewal. The dashboard builder was demonstrated, which is a Growth feature. Stijn would be admin and Lieke an editor.
Watch: Admin rights sit with one person, Stijn, so a departure would leave a single-admin gap. The Slack invite was a follow-up for Hamza.
Themes
Current to 9 Oct 26Theme
Onboarding training and go-live
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar sends Stijn the Slack invite link after the call.
- Marcus Bell holds a check-in call with the customer around mid-March.
Risks
Current to 9 Oct 26- Stijn would be the only admin, so one departure would leave no one to manage users.
- Slack use depends on Stijn installing the bot after Hamza sends the invite link.
Opportunities
Current to 9 Oct 26- Saved queries and shared dashboards could spread use beyond Lieke and Stijn to the wider ops team.
- Slack integration could raise daily question volume once it is live.
Transcript
Hamza Akhtar NoneLieke, Stijn, good morning. You both ready for the training?
Lieke Hermans NoneYeah, let's do it. We've been playing around with the brain a bit, so this should be good timing.- Hamza Akhtar NoneNice. Have you found any interesting queries yet?
Stijn Gielen NoneYeah, actually. I've been running some shipment exception queries, it's spotting patterns we weren't seeing before.- Hamza Akhtar NoneThat's brilliant. That's exactly what it's for. OK, so today I want to take you through the main features: queries, dashboards, Slack integration, and then hands-on with your data. Sound good?
- Lieke Hermans NoneYep.
- Hamza Akhtar NoneRight. So let me share the screen. This is the query interface. You type in the search box: shipper name, date range, exception type, whatever you want. Let me show you. I'm going to ask for all orders from last week with missing shipment documentation.
- Hamza Akhtar NoneI type that, hit enter, and there we go. It's found the records, showing you the orders, the shippers, when they happened. Each one is clickable, so you can drill down. You can also export this to CSV for Excel or Salesforce.
- Stijn Gielen NoneSo it's pulling straight from the WMS?
- Hamza Akhtar NoneStraight from the WMS. And cross-referencing with Salesforce to get the shipper name and contact. So you're seeing operational data with the CRM context. That's the power of it.
- Lieke Hermans NoneCan we set up alerts? Like if something hits a threshold?
- Hamza Akhtar NoneYou can save a query and run it on a schedule. So every morning you could run a check for high-exception orders from the day before, and it'll email you the results. You go to the save button, you name it, let's say 'Daily exceptions', and set it to run at 07:00 every weekday. That's how most teams use it.
- Stijn Gielen NoneThat's useful. And we can share saved queries with other users?
- Hamza Akhtar NoneExactly. Save a query and I want everyone on the ops team to use it, you just share it with the team and everyone sees it.
- Lieke Hermans NoneNice. What about dashboards?
- Hamza Akhtar NoneDashboards are for when you want to build something visual and persistent. Let me click into the dashboard builder. You'd drag and drop elements: charts, tables, KPIs, and link them to your data. Let me build a simple one for shipper profitability.
- Hamza Akhtar NoneI'm dragging in a table showing each shipper with their total orders and margin. I can add a chart showing margin over time. I can add a KPI showing average profitability. Once it's built, you can share it with your team, and anyone with access can see it live every time they refresh.
- Stijn Gielen NoneAnd it updates in real time?
- Hamza Akhtar NoneIt updates every morning, nightly refresh. Every morning by 07:00 you've got the previous night's data in the dashboard. It's not second-by-second, but it's current within 24 hours.
- Lieke Hermans NonePerfect. And what about Slack? How does that work?
- Hamza Akhtar NoneWe integrate with your Slack workspace. You just ask a question in a message or a DM to the brain bot, and it responds. You'd type 'shipper profitability for January' and the bot gives you the answer right there. It's quick for day-to-day questions, whereas the web app is better for exploring and building things.
- Stijn Gielen NoneDo I need to activate that separately?
- Hamza Akhtar NoneYeah, I'll send you an invite link after this. Just install it in your Slack workspace and you're good. I can show you how to ask questions once it's live.
- Lieke Hermans NoneOK, so we've got queries, dashboards, Slack. What else should we know?
- Hamza Akhtar NonePermissions and user management. You can set people as admins, viewers or editors. Admins can manage users and change settings. Viewers can see and run queries but can't change anything. Editors can build dashboards and saved queries. Think about who needs what level of access.
- Stijn Gielen NoneSo I'd be an admin?
- Hamza Akhtar NoneYeah, you should be. Lieke probably as an editor so she can build dashboards. Everyone else probably viewer or editor depending on what they're doing.
- Lieke Hermans NoneSounds good. So we're live now, what's the next step?
- Hamza Akhtar NoneYou'll go live, use it for real, starting next week. Marcus will do a check-in call with you next month, probably mid-March, to see how it's going, what you've learned, if you need any tweaks. Any questions before we finish up?
- Stijn Gielen NoneWhat if something breaks?
- Hamza Akhtar NoneYou reach out to Marcus. You get one-hour response time, so he'll get back to you pretty quick. Most issues are small, a connector hiccup or a question about syntax, and he'll sort it.
- Lieke Hermans NoneBrilliant. This has been really helpful. Cheers, Hamza.
- Hamza Akhtar NoneCheers. Go out there and ask the brain all your questions. It's here to make your lives easier.
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