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Lewis Kerr

Pasir Laut Logistics / BG-Demo – Demo

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Pasir Laut Logistics logo Pasir Laut Logistics · 2 Dec 2024 08:00

Demo of the brain for Mei Xin Lim, Head of Customer Service. She asked about refresh, connector breaks, data isolation and SSO. SSO is Enterprise only. Proposal promised the same day, with Rajesh, the COO, to review it.

What was said

What this says

As at Fri 9 Oct 2026

Demo of the brain for Mei Xin Lim, Head of Customer Service. She asked about refresh, connector breaks, data isolation and SSO. SSO is Enterprise only. Proposal promised the same day, with Rajesh, the COO, to review it.

What happened: Hannah Lowe walked Mei Xin through the chat view, connectors and nightly refresh on 2 Dec 2024. Lewis Kerr positioned Growth: 40 users, eight connectors, eight weeks to implement.

Customer view: Mei Xin was keen to see it on Pasir Laut's data. She probed freshness, what happens if a connector breaks, and whether other customers could see their data.

Commercial: She asked for SSO. Hannah said it is Enterprise only, and Lewis framed it as a later add-on conversation. Rajesh, the COO, is the numbers buyer and has not yet been on a call.

Watch: Hannah warned that any system missed now becomes a separate conversation later. Connector scope is the main risk to the first contract.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth demo and scope
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send the formal proposal on the day of the call.
  • Mei Xin Lim to list every system Pasir Laut uses and share the proposal with Rajesh.
  • Follow-up call next Thursday morning if Rajesh has questions.

Risks

As at Fri 9 Oct 2026
  • Any system left off the connector list becomes a separate, later conversation.
  • The COO has not yet seen the numbers and could change the direction.

Opportunities

As at Fri 9 Oct 2026
  • SSO is an Enterprise feature Mei Xin asked about, a possible later upgrade.
  • Slack and accounting connectors were mentioned as possible additions within the eight Growth connectors.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Morning, Mei Xin. Can you hear me?
  2. Mei Xin Lim
    Mei Xin Lim
    Hi Lewis, yes, sound's good. Hannah's not here yet?
  3. Lewis Kerr
    Lewis Kerr
    She's joining now. Hannah, you're on. Morning, Mei Xin, thanks for the time.
  4. Hannah Lowe
    Hannah Lowe
    Morning. How was your week?
  5. Mei Xin Lim
    Mei Xin Lim
    Busy, but keen to see how this works with our data.
  6. Lewis Kerr
    Lewis Kerr
    Right. So today Hannah walks you through the brain, that's our query layer on your Snowflake. We've connected your CRM, calls and email, so you ask questions across all three.
  7. Hannah Lowe
    Hannah Lowe
    Exactly. Everything runs in your own Snowflake account. You own the data, we refresh it nightly by 07:00 your time, and you ask questions in plain English. I'll show you the connectors and walk through a couple of real questions.
  8. Mei Xin Lim
    Mei Xin Lim
    That's helpful. What do you mean by the refresh, every day?
  9. Hannah Lowe
    Hannah Lowe
    Every business day, by 07:00. So yesterday's CRM updates are indexed and searchable by breakfast time. The short answer is your data's never more than a day old. The longer answer is we can tune that, but most customers find nightly enough.
  10. Mei Xin Lim
    Mei Xin Lim
    And how many people can use it?
  11. Lewis Kerr
    Lewis Kerr
    Growth is 40 users, soft limit, so if a couple jump on for a month you won't hit a wall. Eight connectors too, so CRM, calls, email, plus Slack, accounting, whatever makes sense.
  12. Hannah Lowe
    Hannah Lowe
    Connectors are where the magic happens. To ask 'which customer complained about delivery in a call and opened a support ticket', you need both connectors live. We promise those go live within a few days.
  13. Mei Xin Lim
    Mei Xin Lim
    Okay. And if a connector breaks, if the CRM stops syncing?
  14. Hannah Lowe
    Hannah Lowe
    We monitor it. If we see a break, we alert you and investigate. Usually it's a permissions change or field mapping. Growth gets one business hour response for high priority tickets. Enterprise gets 30 minutes.
  15. Lewis Kerr
    Lewis Kerr
    You're Growth, so you're one hour.
  16. Hannah Lowe
    Hannah Lowe
    Right. Let me show you the interface. This is the chat view. You type a question in English, something like 'which electronics shipments had a quality dispute in the last quarter'. The brain runs the query and shows the answer with source data underneath.
  17. Mei Xin Lim
    Mei Xin Lim
    Real-time or the overnight refresh?
  18. Hannah Lowe
    Hannah Lowe
    The refresh. You ask, the brain looks at yesterday's data, and you get the answer in seconds. You can also save a question as a page or build a dashboard that refreshes every night.
  19. Lewis Kerr
    Lewis Kerr
    Which saves everyone time and keeps everyone on the same numbers.
  20. Mei Xin Lim
    Mei Xin Lim
    That's useful. Can we keep this to Pasir Laut only, or does the brain see other customers' data?
  21. Hannah Lowe
    Hannah Lowe
    Only yours. Each brain is isolated in its own Snowflake schema. Your data stays yours.
  22. Mei Xin Lim
    Mei Xin Lim
    Good. You mentioned SSO, can we lock it down to our email only?
  23. Hannah Lowe
    Hannah Lowe
    SSO is Enterprise only, so that's not part of Growth. Growth uses username and password per user, or API keys for programmatic access. It's an add-on conversation later if you need it.
  24. Lewis Kerr
    Lewis Kerr
    No pressure. Most customers start with Growth and add SSO later. Let's not complicate the first contract.
  25. Mei Xin Lim
    Mei Xin Lim
    Fair enough. How long is the implementation?
  26. Lewis Kerr
    Lewis Kerr
    Eight weeks for Growth. We map your data, build the connectors, run security checks, and train your team. Check-ins every other week.
  27. Hannah Lowe
    Hannah Lowe
    And you get quarterly business reviews after you're live, so we'll look at what you're asking and how to get more value.
  28. Mei Xin Lim
    Mei Xin Lim
    Okay. Next steps, do we get a formal proposal?
  29. Lewis Kerr
    Lewis Kerr
    Yes, I'll send it over today. Scope, timeline, price and all the terms. You'll want to share it with Rajesh before you get back to us, he's your COO?
  30. Mei Xin Lim
    Mei Xin Lim
    That's right. He'll want to see the numbers.
  31. Lewis Kerr
    Lewis Kerr
    Totally. I'll include the whole package so there's nothing hidden. How about we pick up a quick call next week if Rajesh has questions, and then move to the next stage?
  32. Hannah Lowe
    Hannah Lowe
    One thing, make sure you have a list of every system Pasir Laut uses. CRM, calls, email, accounting, shipping tracking, everything your team uses for customer comms. If we wire it now we're done; if we miss one, adding it later is a separate conversation.
  33. Mei Xin Lim
    Mei Xin Lim
    Will do. When are you thinking next week?
  34. Lewis Kerr
    Lewis Kerr
    How about next Thursday morning your time? Gives you a few days to read the proposal and chat with Rajesh.
  35. Mei Xin Lim
    Mei Xin Lim
    Next Thursday works. I'll loop him in.
  36. Lewis Kerr
    Lewis Kerr
    Perfect. I'll get the proposal over by end of day and send a calendar invite. Cheers, Mei Xin.
  37. Mei Xin Lim
    Mei Xin Lim
    Thanks, both. Speak soon.

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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