Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2025-06-06 Meeting participants: read.ai meeting notes, Steven, YvetteRuiz, Amber Lin, JanieceGarcia
WEBVTT
1 00:01:31.930 ⇒ 00:01:32.720 Steven: Good!
2 00:01:34.890 ⇒ 00:01:35.830 Steven: How’s it going.
3 00:01:36.930 ⇒ 00:01:37.710 YvetteRuiz: Maybe.
4 00:01:38.730 ⇒ 00:01:39.110 Steven: You hear me?
5 00:01:39.110 ⇒ 00:01:39.890 YvetteRuiz: Hear you.
6 00:01:42.310 ⇒ 00:01:42.914 Steven: No.
7 00:01:46.090 ⇒ 00:01:47.390 Steven: I’m not muted.
8 00:01:49.990 ⇒ 00:01:53.170 YvetteRuiz: Oh, turn up volume! Oh, I know no!
9 00:01:54.600 ⇒ 00:01:55.990 YvetteRuiz: Can you hear me, Steven?
10 00:01:56.770 ⇒ 00:01:57.660 Steven: Yeah, can you?
11 00:01:57.660 ⇒ 00:01:59.506 YvetteRuiz: Okay, yeah, I can hear you now.
12 00:01:59.770 ⇒ 00:02:00.804 YvetteRuiz: There you go.
13 00:02:03.900 ⇒ 00:02:04.680 YvetteRuiz: Oh.
14 00:02:07.720 ⇒ 00:02:09.630 YvetteRuiz: I thought you were going to come by the office.
15 00:02:10.400 ⇒ 00:02:11.890 Steven: Thought I was too.
16 00:02:14.100 ⇒ 00:02:14.800 YvetteRuiz: Hi amber.
17 00:02:14.800 ⇒ 00:02:15.890 Amber Lin: No.
18 00:02:16.670 ⇒ 00:02:17.490 YvetteRuiz: How are you?
19 00:02:17.490 ⇒ 00:02:18.789 Amber Lin: Are you all working well?
20 00:02:19.120 ⇒ 00:02:21.140 Steven: I’m good.
21 00:02:22.200 ⇒ 00:02:23.280 Amber Lin: Awesome.
22 00:02:25.370 ⇒ 00:02:28.250 Amber Lin: Nice to see you all today. How was your retreat?
23 00:02:29.290 ⇒ 00:02:39.829 YvetteRuiz: It was good. It was really good. Yeah, it was good time to get caught up on some things. I know the team had blast. So all good. Now it’s just catch up time.
24 00:02:40.430 ⇒ 00:02:43.300 Amber Lin: I see? Where do you? Where did you guys go.
25 00:02:44.472 ⇒ 00:02:47.387 YvetteRuiz: To Bobby’s Bobby’s ranch.
26 00:02:48.650 ⇒ 00:02:55.110 Amber Lin: Why, yeah, wow! Didn’t even need to pay for the interview.
27 00:02:55.429 ⇒ 00:03:09.149 YvetteRuiz: Now he has a very, very nice setup there. With plenty of rooms and a lot of activities. Beautiful, beautiful land. So we were. We’re privileged to be able to go there, and he he allow us to to do that. So.
28 00:03:09.710 ⇒ 00:03:11.320 Amber Lin: So exciting.
29 00:03:11.320 ⇒ 00:03:11.730 YvetteRuiz: Yeah.
30 00:03:12.140 ⇒ 00:03:15.020 Amber Lin: Okay, I bet you guys have so much catch up to do, though.
31 00:03:15.640 ⇒ 00:03:19.850 YvetteRuiz: Yeah, yeah, how are you been.
32 00:03:21.117 ⇒ 00:03:23.090 Amber Lin: I’m in Chicago.
33 00:03:23.300 ⇒ 00:03:25.900 YvetteRuiz: Oh, you’re in Chicago. Okay.
34 00:03:26.140 ⇒ 00:03:41.069 Amber Lin: Yeah, I’ve been on a East coast traveling. So I flew into DC. Last Wednesday, and then I went to New York for 4 days, and then I’ve been in Chicago for like 2,
35 00:03:41.230 ⇒ 00:03:42.600 Amber Lin: 2, 3 days now.
36 00:03:44.150 ⇒ 00:03:47.789 YvetteRuiz: Okay. Alright, that’s a lot of trouble.
37 00:03:47.790 ⇒ 00:03:50.680 Amber Lin: I know I am ready to go, you know.
38 00:03:52.140 ⇒ 00:03:55.430 YvetteRuiz: I know I was gone for 2 days, and I wanted to go back home.
39 00:03:59.833 ⇒ 00:04:11.160 Amber Lin: Let me share my screen. I wanted to talk. I wanted to update you guys on a few things and share about what we’re currently doing, what we’re planning to do next.
40 00:04:11.360 ⇒ 00:04:20.019 Amber Lin: and also to look at a few things that we should discuss together and talk about how to move forward on.
41 00:04:20.940 ⇒ 00:04:22.330 YvetteRuiz: And so.
42 00:04:23.760 ⇒ 00:04:24.610 Amber Lin: Pull up.
43 00:04:32.040 ⇒ 00:04:36.479 YvetteRuiz: Oh, Steven, we have temporary Internet, and I’ve been in a meeting. So the message, huh?
44 00:04:36.480 ⇒ 00:04:38.520 Steven: Yeah, so that email is it work? It’s working fine.
45 00:04:38.520 ⇒ 00:04:39.110 YvetteRuiz: Yeah.
46 00:04:39.500 ⇒ 00:04:41.389 Steven: Cool. Yeah, I saw that.
47 00:04:45.950 ⇒ 00:04:48.580 Amber Lin: Trying to find my presentation.
48 00:04:51.160 ⇒ 00:04:52.660 Amber Lin: Yeah, cool.
49 00:05:00.450 ⇒ 00:05:03.109 Amber Lin: So I’m just gonna go off here.
50 00:05:06.410 ⇒ 00:05:12.800 Amber Lin: Oh, so currently, we started June, I think
51 00:05:13.050 ⇒ 00:05:22.929 Amber Lin: May has been quite a busy month for both you guys and us especially. I know you had a few new folks, and this is such a busy season.
52 00:05:23.080 ⇒ 00:05:24.270 Amber Lin: and I,
53 00:05:24.620 ⇒ 00:05:53.750 Amber Lin: I really feel like right now we’re getting back on the on the groove again, because we had a really really great opening. I believe we did slow down a bit in May to be completely honest in terms of usage and in terms of development. And that’s something that I really want to pick up, pick up again. And I’ve been this week this past 2 weeks. I’ve been working with my engineers to talk about. Okay, what’s what are we developing? What can we deliver
54 00:05:53.850 ⇒ 00:06:09.799 Amber Lin: even without direct input from you guys? Because I know you guys are super busy with this season. And I just wanted to help as much as possible without having to wait for a certain thing.
55 00:06:10.260 ⇒ 00:06:10.690 YvetteRuiz: Sure.
56 00:06:10.690 ⇒ 00:06:11.530 Amber Lin: And
57 00:06:11.920 ⇒ 00:06:27.160 Amber Lin: I know Janice and Shannon has been working really hard on looking at this. The different documents, and you bet, has been really helpful in driving things along. And honestly, after I visited the Csr. That really gave me a better idea of
58 00:06:27.500 ⇒ 00:06:31.099 Amber Lin: what we should be working on. What are the core problems.
59 00:06:31.700 ⇒ 00:06:39.280 Amber Lin: And so I want to start off. If we can take a quick look at, want to share the
60 00:06:39.410 ⇒ 00:06:43.229 Amber Lin: dashboard, because that gives us a good view of where we’re at.
61 00:06:43.710 ⇒ 00:06:45.959 Amber Lin: So I was looking at this earlier.
62 00:06:46.160 ⇒ 00:06:51.239 Amber Lin: and one thing I would flag is that we? We don’t have data for June.
63 00:06:52.000 ⇒ 00:06:58.540 Amber Lin: But even May is a good indicator to let us know where we’re at so
64 00:06:59.610 ⇒ 00:07:09.450 Amber Lin: since it’s just Steven and Yvette right, now, I can spend a little bit of time to walk you through. How I look at this dashboard! So on top of here, just general metrics.
65 00:07:10.370 ⇒ 00:07:13.900 Amber Lin: for how many calls were in the pet department.
66 00:07:14.350 ⇒ 00:07:32.859 Amber Lin: and then down here is this is all call, all calls. This is this, one is not related, and right here these 2 are the parts that I look at. I look at. Okay. On the left is who use Andy on their calls and on the right is who is not using them.
67 00:07:33.690 ⇒ 00:07:44.360 Amber Lin: So we can look at these names. Some of them are a little hard to join, because we have data from 8 by 8. And sometimes it’s it’s just a code.
68 00:07:44.710 ⇒ 00:07:50.750 Amber Lin: So we’re comparing to see, okay, who’s using it? How does it compare to the last period?
69 00:07:51.100 ⇒ 00:07:55.880 Amber Lin: And who’s not using it? So who might need some help from us.
70 00:07:56.170 ⇒ 00:08:00.750 YvetteRuiz: Hey, amber did Tim ever get back to you after the last.
71 00:08:00.750 ⇒ 00:08:02.890 Amber Lin: Email, no.
72 00:08:03.090 ⇒ 00:08:04.060 YvetteRuiz: No.
73 00:08:04.270 ⇒ 00:08:07.920 Amber Lin: I don’t think 8 by 8 got back to him, so he’s also stuck.
74 00:08:08.320 ⇒ 00:08:22.469 Amber Lin: I think it’s best that if we can directly interface with 8 by 8. We can really drive that along, because I know sometimes it just gets lost in translation. But I understand you probably are pretty close with the 8 by 8 people. So if we can just.
75 00:08:22.470 ⇒ 00:08:24.469 YvetteRuiz: Yeah. That I did, I know.
76 00:08:25.280 ⇒ 00:08:45.102 YvetteRuiz: Sorry. I know Tim was working on it, and I didn’t want to overstep because I do meet with them. I mean, I actually have a meeting again with them next week. Tim’s actually here. So when we get off the call I’ll go follow up with him, and just do another check with him. If not, then Steven, I mean, do you agree? Are you cool with me? Just going directly to 8 by 8.
77 00:08:45.360 ⇒ 00:08:48.000 Steven: Yes, yeah, we gotta get that going.
78 00:08:48.230 ⇒ 00:08:48.630 YvetteRuiz: Okay.
79 00:08:48.630 ⇒ 00:09:05.170 Amber Lin: Okay, that is awesome. Because this we still have a lot of other development. We can work on as we wait for that, we’re not completely blocked and put. We still have a lot of progress we can make. But this will just make this dashboard a lot easier. We don’t have to
80 00:09:05.250 ⇒ 00:09:33.390 Amber Lin: ask Brian every week to give us new data. We we will have more insight to other metrics. And Annie is a really really talented data analyst. But right now we just don’t have much for her to play with like this is all we got from the data we have now. But once we incorporate that she I saw her dashboard for some other clients, and it was really really cool. So I want that for us as well. So I want her to work for us more.
81 00:09:34.170 ⇒ 00:10:03.379 YvetteRuiz: And just so, you know, to. I met with Janice earlier, and we talked some at the Retreat with Shannon and Janice. So we Janice is following up with our overflow agents because I got response before I left on the retreat that some were able to get in, some weren’t. So Janice was gonna follow up with them to check to see. Okay, what was the issue? And then Shannon Janice gave me a quick Update with Shannon. I saw Shannon’s email regarding some of the documents and so
82 00:10:03.621 ⇒ 00:10:28.008 YvetteRuiz: that they’re working on. And they’re gonna be working with you on and then Janice and I are meeting next week because we still have not tested the training bot so we’re gonna do that next week. But then we’re really gonna push. Our focus is now I think we’re at a good place like you, said May was crazy. We went to the women’s Forum. Then we had a retreat and just kind of a busy with new hires. But now we feel like we’re at a place to where we can start getting back on track.
83 00:10:29.740 ⇒ 00:10:38.819 Amber Lin: totally let me write a few things down you said, let’s check the overflow agents and also to
84 00:10:38.950 ⇒ 00:10:41.030 Amber Lin: it’s on it, trainer. Bot.
85 00:10:41.730 ⇒ 00:10:44.780 Amber Lin: Okay, sounds good. Wrote that down.
86 00:10:45.150 ⇒ 00:10:52.320 Amber Lin: And then if you guys get a chance, you can scroll through these dashboards, or I can just pull it up every time we need through for us.
87 00:10:52.460 ⇒ 00:10:56.190 Amber Lin: And we can just see, okay, who has been giving feedback.
88 00:10:56.570 ⇒ 00:10:58.440 Amber Lin: who has not been giving feedback
89 00:10:58.630 ⇒ 00:11:02.220 Amber Lin: and overall. How has this compared
90 00:11:02.970 ⇒ 00:11:05.200 Amber Lin: to the last for the month.
91 00:11:07.750 ⇒ 00:11:09.960 YvetteRuiz: Denise, do you have anything to add on?
92 00:11:10.180 ⇒ 00:11:13.550 YvetteRuiz: Would some of these agents I know you meet with amber more frequent.
93 00:11:14.440 ⇒ 00:11:15.066 Amber Lin: Hi Janice.
94 00:11:15.640 ⇒ 00:11:45.102 JanieceGarcia: Hello! Sorry I was late. I was in the one on one. No, I just know from what we had talked about. I hadn’t like you said I hadn’t been able to test the trainer. But I will be doing that and Shannon and I, she did reply. Back to your email. Shannon and I are going to stay. Keep working on what we’re working on. But we do want to meet with you amber and then I did go back up and double check with Rayanne, one of the overflow agents, and she’s still not able to get into Andy. So
95 00:11:45.380 ⇒ 00:11:57.002 YvetteRuiz: I’m I’m I’m double checking her access. I remember how to go in there and do it. I just been in meetings right now, so as soon as I wrap up that I’m gonna go double check, make sure everyone who said they couldn’t get in does have rights.
96 00:11:58.410 ⇒ 00:12:00.289 YvetteRuiz: But she’s the only one that I’m aware of.
97 00:12:00.570 ⇒ 00:12:08.710 JanieceGarcia: Okay. And I think I wanna say she was the only one that I remember. I was gonna go back through the the email that we had you got that you sent out.
98 00:12:08.710 ⇒ 00:12:09.310 Amber Lin: Great.
99 00:12:09.470 ⇒ 00:12:18.049 Amber Lin: Do we have a list of all the names overflow agents? I can make a quick checklist you can check through if we have everybody and just tackle those issues.
100 00:12:18.050 ⇒ 00:12:18.789 YvetteRuiz: I thought you were.
101 00:12:18.790 ⇒ 00:12:20.460 JanieceGarcia: 2 weeks, and I thought.
102 00:12:21.180 ⇒ 00:12:24.230 YvetteRuiz: I thought you were in the original email. I sent.
103 00:12:24.230 ⇒ 00:12:34.050 Amber Lin: Okay, awesome. I’ll make a list from them. I think we just need to check who has confirmed access because they might just not even have touched it so they wouldn’t even know if they’re not in.
104 00:12:35.970 ⇒ 00:12:37.250 YvetteRuiz: Let’s see.
105 00:12:39.460 ⇒ 00:12:44.539 YvetteRuiz: I’ll double check it here in a second amber and forward it to you, if I weren’t in the original email.
106 00:12:44.540 ⇒ 00:12:46.060 Amber Lin: Yeah, I should be in there. I’ll.
107 00:12:46.060 ⇒ 00:12:46.450 YvetteRuiz: Okay.
108 00:12:46.450 ⇒ 00:12:47.080 Amber Lin: Check.
109 00:12:47.430 ⇒ 00:12:47.880 YvetteRuiz: Okay.
110 00:12:48.330 ⇒ 00:12:51.880 Amber Lin: Let me go back to my presentation here.
111 00:12:52.380 ⇒ 00:12:59.179 Amber Lin: And so a few things. So for a few updates on
112 00:12:59.620 ⇒ 00:13:03.039 Amber Lin: what we’re doing what we wanted to. So we made.
113 00:13:03.590 ⇒ 00:13:29.099 Amber Lin: I think, this particular update on. Oh, by the way, this is the most exciting, and what we can see, the most direct revenue impact from also based on the Csr’s feedback. From when I visited, we made a few updates and we have a few Updates on the way that will come. So we have updates for both Andy and the trainer Bot, or just general for the trainers, not even just about about the documents and the Central Doc as well
114 00:13:29.210 ⇒ 00:13:31.540 Amber Lin: so quickly. This is the
115 00:13:32.090 ⇒ 00:13:43.430 Amber Lin: most exciting one that I want people to be aware of. So, 1st of all, we fixed the button. Thank you for flagging that it is fixed and upgraded. So right now.
116 00:13:44.140 ⇒ 00:13:45.660 Amber Lin: when Andy
117 00:13:46.219 ⇒ 00:14:14.589 Amber Lin: gives a response depending on the situation, it will judge the situation to offer it. Oh, by the way, and right now it has access to the list. Oh, by the ways that you guys gave us, and I’ll show that in a quick second, and when you click the button it will generate 3. 0, by the ways based on one, the context of the conversation, and 2, how you guys have ranked the oh, by the ways.
118 00:14:14.840 ⇒ 00:14:17.940 Amber Lin: and we’ll see that in a second here.
119 00:14:18.730 ⇒ 00:14:19.600 Amber Lin: So
120 00:14:19.890 ⇒ 00:14:34.480 Amber Lin: this is in the spreadsheet that you all of us have access to, and so we organize it in this way. So we have category. The message that Andy will send, and some keywords that will trigger it.
121 00:14:34.670 ⇒ 00:15:02.579 Amber Lin: We also have a rank of priority. So I remember when I was visiting, you guys said, Okay, window cleaning is just an easy one to offer. So we put high priority so that it will just come up more often because it’s an easier one to sell. And this you guys can just adjust this based on your knowledge, and how you want it to show up. So higher the priority, the more likely it will show up in. And these responses, and know by the ways.
122 00:15:03.050 ⇒ 00:15:11.819 YvetteRuiz: Oh, I like that, Steven, because I think. And, Stephen, I’m gonna let you chime in on that, because if there’s a something that we really want to focus on. I think we can come and adjust those as needed.
123 00:15:12.070 ⇒ 00:15:16.219 Steven: Yeah, for sure. Yeah, no. I saw that. I just watched your loom video earlier. And.
124 00:15:16.220 ⇒ 00:15:16.720 Amber Lin: Hmm.
125 00:15:16.720 ⇒ 00:15:18.860 Steven: Yeah, I really, like, I really like that.
126 00:15:19.330 ⇒ 00:15:45.510 Amber Lin: Yeah, and having it in this spreadsheet gives you guys the ability to add, what’s currently active as an offer, or maybe it’s coming up, and you can just turn it on when it’s time, maybe based on the seasons. So this removes us as the bottleneck, because I don’t want you to have to ask us, and then and then we have to. Take a week to put it in. This can just go right in.
127 00:15:46.130 ⇒ 00:15:49.959 Steven: And so, if it’s active, any of those could come up as an option. But.
128 00:15:49.960 ⇒ 00:15:50.519 Amber Lin: Or we can.
129 00:15:50.520 ⇒ 00:15:56.190 Steven: Only have 2 or 3 of them in priority high, anyway, so kind of rank them based on priority and all that, and which ones are active.
130 00:15:56.190 ⇒ 00:16:05.810 Amber Lin: Yeah, ultimately, we want. We only said, we will output 3, because we don’t want to overwhelm the Csrs who’s actively in motion. But
131 00:16:05.930 ⇒ 00:16:11.299 Amber Lin: the likelihood the probability is based on how you rank them in terms of priorities.
132 00:16:12.060 ⇒ 00:16:17.449 Steven: Gotcha. So if all of them are active, there’s 10 of them active. It’s still only gonna put 3 up there.
133 00:16:18.200 ⇒ 00:16:20.369 Steven: Based on priority. And okay.
134 00:16:20.370 ⇒ 00:16:31.069 Amber Lin: Yeah. And if you want to put 10, all 10 of them, we can adjust it, and they will put 10. That’s 3. It’s just what we landed on, so depends on your feedback, on how you want to adjust them.
135 00:16:31.480 ⇒ 00:16:32.200 Steven: Yeah.
136 00:16:32.830 ⇒ 00:16:45.060 JanieceGarcia: I think that’s a good thing. And even if we did and this is just throwing it out there. But with it being mosquito season, and then once we get into holiday light season or the pumpkin decorations kind of putting those those.
137 00:16:46.530 ⇒ 00:16:51.228 YvetteRuiz: Or the trash thing that Steven and I spoke about earlier.
138 00:16:52.340 ⇒ 00:16:55.059 Steven: Steve call you on that. Is he with you? No.
139 00:16:55.060 ⇒ 00:16:55.630 YvetteRuiz: No.
140 00:16:56.920 ⇒ 00:16:57.580 Steven: Okay, I think.
141 00:16:57.580 ⇒ 00:16:59.500 YvetteRuiz: You should just give us the okay, and we’ll just.
142 00:16:59.500 ⇒ 00:17:02.119 Steven: I’m gonna give you. I just don’t know what the offer is, I but.
143 00:17:02.120 ⇒ 00:17:03.210 YvetteRuiz: Oh, okay.
144 00:17:03.210 ⇒ 00:17:08.080 Steven: Think about the offer. Yeah, I think, okay, as in start mentioning it, we just gotta figure out this.
145 00:17:08.380 ⇒ 00:17:11.460 YvetteRuiz: Yeah, I think 10 bucks off is.
146 00:17:12.220 ⇒ 00:17:16.129 Steven: That’s pretty good for what they’re already paying. They’re paying pretty low, so.
147 00:17:16.558 ⇒ 00:17:18.701 YvetteRuiz: For the 1st service. Right?
148 00:17:21.369 ⇒ 00:17:22.339 YvetteRuiz: Okay.
149 00:17:22.800 ⇒ 00:17:25.041 JanieceGarcia: Sorry my 2 cents still didn’t ask for it.
150 00:17:26.380 ⇒ 00:17:30.079 YvetteRuiz: We always welcome your feedback, Janice. You know that.
151 00:17:32.910 ⇒ 00:17:36.469 Amber Lin: Even Andy has heard most of your feedback, and he has.
152 00:17:36.850 ⇒ 00:17:40.649 Amber Lin: and mostly on your feedback, so valuable it is.
153 00:17:41.184 ⇒ 00:17:44.925 YvetteRuiz: Well, thank you, Andy. Thank you. Amber.
154 00:17:46.060 ⇒ 00:17:46.889 JanieceGarcia: Thank you.
155 00:17:46.890 ⇒ 00:17:47.475 YvetteRuiz: And.
156 00:17:49.450 ⇒ 00:18:02.289 Amber Lin: And I was just writing here of the issue that the biggest issue that we’re facing right now, because both for you guys and for us, the more that they use it, the more the better. It is right, because our current.
157 00:18:02.960 ⇒ 00:18:21.009 Amber Lin: all of the all the effort that we put into any need can only be realized if the Csrs are using them, and I just put down. I jotted down here a few blockers that I identified when I was visiting them. And I I know there’s a lot more. But
158 00:18:22.309 ⇒ 00:18:38.239 Amber Lin: I kinda wanted to focus on the issues that we, the solutions that we came up with to address them. But I’m gonna pause here to see if there’s anything on the top of your mind that you want to put here, and I can. I can share of how we’re thinking to address them.
159 00:18:40.320 ⇒ 00:18:41.440 JanieceGarcia: Wonder.
160 00:18:41.880 ⇒ 00:18:46.150 JanieceGarcia: and this may be something else. And this is why Shannon and I want to meet with you. Amber is.
161 00:18:47.480 ⇒ 00:19:10.343 JanieceGarcia: Shannon has brought up a really good point, and I know that I have this in a lot of my presentations, or in in my how to and so, if that’s aware of this. But is there any way that we’ll be able to have like screenshots in Andy that he, Andy will be able to be like here. This is what it should look like, type of thing like we give them the how to.
162 00:19:10.830 ⇒ 00:19:14.199 JanieceGarcia: But an actual visual of, you know.
163 00:19:14.360 ⇒ 00:19:17.489 Steven: What an order should look like if it’s a.
164 00:19:17.840 ⇒ 00:19:18.940 Amber Lin: Eastern Minneso.
165 00:19:20.030 ⇒ 00:19:21.560 YvetteRuiz: Yeah, cause, a lot of people are visual.
166 00:19:21.560 ⇒ 00:19:26.129 Amber Lin: Need to share, share visual guides.
167 00:19:27.540 ⇒ 00:19:29.410 Amber Lin: Hmm. Okay. Let me check.
168 00:19:29.410 ⇒ 00:19:30.040 YvetteRuiz: Screenshot.
169 00:19:30.040 ⇒ 00:19:30.960 YvetteRuiz: Yeah.
170 00:19:30.960 ⇒ 00:19:43.250 YvetteRuiz: like, just like a screenshot, because they have, like the step by step, right? And a lot of people, they’re visual. So when they’re able to see. Oh, okay, order notes and just the picture of it. I think that that’s super helpful for the.
171 00:19:44.800 ⇒ 00:19:53.769 Amber Lin: I see even before we get to that step, I mean even a list of step 1, 2, 3, 4 might be more helpful.
172 00:19:53.770 ⇒ 00:19:59.804 YvetteRuiz: Yes, that’s the other thing that we talked about, making it very easy, like, here’s what you do.
173 00:20:03.160 ⇒ 00:20:03.490 YvetteRuiz: Yeah.
174 00:20:03.820 ⇒ 00:20:05.233 Amber Lin: Sounds good
175 00:20:06.990 ⇒ 00:20:07.790 Steven: Yeah.
176 00:20:08.350 ⇒ 00:20:20.199 YvetteRuiz: And then, just so, you know, too, we know that the blocker issues user, how to ask the right questions. Did we clean up the Acro. Did I? I know I read something we did. Okay, have we tested that? Janice.
177 00:20:20.200 ⇒ 00:20:21.250 JanieceGarcia: I am not. No.
178 00:20:21.250 ⇒ 00:20:21.930 YvetteRuiz: No. Okay.
179 00:20:21.930 ⇒ 00:20:22.492 JanieceGarcia: I don’t know.
180 00:20:23.050 ⇒ 00:20:31.320 JanieceGarcia: but that’s that’s part of my going back and and getting in line with the brain. Forge again is testing the acronyms that Udem was talking about.
181 00:20:31.690 ⇒ 00:20:33.359 YvetteRuiz: Because that was another huge thing.
182 00:20:34.800 ⇒ 00:20:35.320 Amber Lin: Great.
183 00:20:35.320 ⇒ 00:20:38.310 Amber Lin: It seems like we’re pretty aligned any anything else.
184 00:20:38.600 ⇒ 00:20:46.450 JanieceGarcia: Well, I no, no BA, the no ints, the the
185 00:20:46.820 ⇒ 00:21:14.639 JanieceGarcia: check traps, you know. Ck, Trp or the Ckcgs. I know those Shannon and I have already tested. So I know that’s in there, and those are good. It’s going to be on like reservice or Gpc. For general pest control instead of just pest control or mosquito suppression instead of mosquito backpack. So there’s still some testing that needs to be done. But we’ve done a little bit, but not much.
186 00:21:15.130 ⇒ 00:21:15.710 Amber Lin: Awesome.
187 00:21:16.230 ⇒ 00:21:39.250 YvetteRuiz: You’ll see us back on track. I mean, we did talk some on our retreat about Andy, I mean, we just finished revamping our career progression. And with that everyone is bought in that we’re going to start bringing in our agents in sooner for overflow. And Andy’s going to be everything that we need to focus on reshifting everyone out there getting the feedback. So I think we’re pretty.
188 00:21:39.600 ⇒ 00:21:44.700 YvetteRuiz: But we’re back on track, like I said to get to make sure that this we’re we’re all working together.
189 00:21:44.700 ⇒ 00:21:45.420 JanieceGarcia: Yes.
190 00:21:45.420 ⇒ 00:21:46.030 Amber Lin: Right.
191 00:21:46.200 ⇒ 00:21:47.240 Amber Lin: Hey?
192 00:21:50.120 ⇒ 00:21:52.560 Amber Lin: Yeah. And I I think
193 00:21:52.860 ⇒ 00:22:18.490 Amber Lin: it’s great that we all know what’s blocking, and so that we can address each of them. And I wanted to share what we were working internally after our visit to think about the solutions to this usage issue, because it’s been. It’s been stagnant for a while, and that’s something that’s always keeps us up at night. And that’s something that we really want to address. And so a few things right? So
194 00:22:18.920 ⇒ 00:22:48.500 Amber Lin: 1st of all, when we talk about sometimes, Andy doesn’t give the answer because the question doesn’t really lead to an answer. So I tried it today made a little update on the restrictions on the input. So now, if I just say, No, Andy will say, Hey, can you give me more details? And if I just type in 3 words, I say silverfish treat. And then Andy say, Okay.
195 00:22:48.500 ⇒ 00:22:49.000 Steven: Sure.
196 00:22:49.830 ⇒ 00:22:52.239 Amber Lin: But what are you really asking for?
197 00:22:53.410 ⇒ 00:22:57.070 Amber Lin: That hopefully can help improve the responses.
198 00:22:57.380 ⇒ 00:23:08.229 JanieceGarcia: No, definitely. I like that, because I know that that’s an issue that we’ve had, and I’ve seen it even working on that sheet with the feedback. And it’s like, Okay, what were they asking in the beginning.
199 00:23:08.600 ⇒ 00:23:09.379 Amber Lin: Have to go.
200 00:23:09.380 ⇒ 00:23:19.380 JanieceGarcia: Look at the entire conversation, because it’ll just say, I don’t know. Under deck. Is that covered?
201 00:23:19.500 ⇒ 00:23:27.230 JanieceGarcia: Okay? What under the deck? What are we going out there and doing what it’s they’re being very vague on the questions, too.
202 00:23:29.270 ⇒ 00:23:35.050 Amber Lin: Yeah, and that means partly restrictions, partly training and we’ll definitely work together on that.
203 00:23:36.030 ⇒ 00:23:37.180 JanieceGarcia: Do? What Eva.
204 00:23:37.180 ⇒ 00:24:03.226 YvetteRuiz: I was. I’m sorry, and I I just I know we’ve been caught up and everything. It may be a good thing for you to follow up with Ashley. We ran into. She was. She’s the newest one to the pest team. We rely on them to highly use Andy, but I know that she was super stressed with some of the stuff that with training. So I would love to hear her feedback, to kind of see. What was she running into? I I think you’ll get a lot back.
205 00:24:03.510 ⇒ 00:24:03.950 JanieceGarcia: From her.
206 00:24:04.490 ⇒ 00:24:05.140 YvetteRuiz: Yeah.
207 00:24:05.430 ⇒ 00:24:10.160 JanieceGarcia: Okay, I’m making notes.
208 00:24:10.830 ⇒ 00:24:24.789 Amber Lin: Yeah, awesome. And then here’s the thing that currently we’re working on and currently doing so is working on. Currently, we’re also trying to work on, I think, once we complete this, this is gonna
209 00:24:24.910 ⇒ 00:24:38.079 Amber Lin: tremendously improve one. How Andy accesses this information, and 2 will be finally able to migrate the Csrs over to this document. And so we don’t have updates going in 2 directions
210 00:24:38.500 ⇒ 00:24:39.350 Amber Lin: right? Right?
211 00:24:39.350 ⇒ 00:24:39.890 YvetteRuiz: Yes.
212 00:24:39.890 ⇒ 00:24:43.180 Amber Lin: I wrote down a 4 step plan of
213 00:24:43.960 ⇒ 00:25:04.630 Amber Lin: how we’re going to do this. So we 1st list everything in the past 5 which we have. Maybe there’s something that just got updated. But we’ll just add that to that list, and then we list everything in the Central Doc, which is, we’ll just go through hundreds of pages, and then we’ll get all the titles of the stuff in there.
214 00:25:04.890 ⇒ 00:25:19.589 Amber Lin: and then we compare those 2 and anything that’s missing, remove anything that’s duplicate. So we shorten the document and consolidate anything that’s kind of this was a part one, and then that was a part 2. But they’re in different places, but we want to consolidate all of them so
215 00:25:19.730 ⇒ 00:25:22.680 Amber Lin: it can be as concise and complete as possible.
216 00:25:23.270 ⇒ 00:25:49.229 Amber Lin: and then step 3. We wanna give it some structure. Okay, of this category is about billing. And this, this next few documents is about the services that we have. So as a human when I’m going through the central dog I know where to go. So step 3 is largely on helping the Csrs navigate the central dog, and partly for Andy to to follow a better structure.
217 00:25:49.460 ⇒ 00:26:04.359 Amber Lin: And then, lastly, we have been already improving, formatting to make it more bot accessible. And right. Now we also want to add a few things to make the searches even easier, and that ties into the acronyms as well. So.
218 00:26:04.360 ⇒ 00:26:04.750 YvetteRuiz: Okay.
219 00:26:04.750 ⇒ 00:26:13.410 Amber Lin: Add for each document we can add a little line that says keywords. So what are some potential keywords that people might search? Or it might ask.
220 00:26:13.640 ⇒ 00:26:17.049 Amber Lin: And what are some common questions that people might ask about
221 00:26:17.540 ⇒ 00:26:20.060 Amber Lin: this related to this particular doc?
222 00:26:20.380 ⇒ 00:26:25.590 Amber Lin: And ultimately, I think those 4 steps will help us make a central docket, both
223 00:26:25.860 ⇒ 00:26:29.400 Amber Lin: accessible to Andy and also to the Csrs.
224 00:26:29.400 ⇒ 00:26:30.549 YvetteRuiz: Users. Yeah.
225 00:26:31.280 ⇒ 00:26:45.019 YvetteRuiz: I think this is gonna be another huge step for sure. I mean, once we can get rid of all that other stuff. Clean this up and make that. You know what you got the source of truth where they just go to that I think that’s gonna be extremely I mean a big move.
226 00:26:45.020 ⇒ 00:26:45.470 Amber Lin: Yeah.
227 00:26:46.330 ⇒ 00:26:53.300 Amber Lin: yeah, totally. And the more that we do this, all the pain we’re going through right now will really make the other departments a lot
228 00:26:53.300 ⇒ 00:26:54.090 Amber Lin: a lot
229 00:26:54.090 ⇒ 00:27:01.320 Amber Lin: smoother, and I don’t know how the mechanics department is. Mechanical department is, gonna be you mentioned? They have even more documents. So
230 00:27:01.650 ⇒ 00:27:04.668 Amber Lin: nailed is here that will be smoother.
231 00:27:05.100 ⇒ 00:27:11.144 YvetteRuiz: Yeah. The good thing is, they have a they’re a little bit better organized on some. So.
232 00:27:11.480 ⇒ 00:27:24.559 JanieceGarcia: That’s what I was gonna say is, they may have a lot more documents. However, they don’t have 15 documents that have to do with Hvac. If they’re changing something, it’s changed on the Hvac document. It’s not.
233 00:27:24.560 ⇒ 00:27:25.680 Amber Lin: Oh, gosh, okay.
234 00:27:27.350 ⇒ 00:27:33.062 JanieceGarcia: Updates are happening in real time, and you’re getting it from one spot instead of 5.
235 00:27:36.070 ⇒ 00:27:38.429 Amber Lin: But people still want to work in pest, though.
236 00:27:38.900 ⇒ 00:27:43.950 Amber Lin: Yes, ours, I was like, what do you? What do you feel like? They’re yeah. I was hired.
237 00:27:44.550 ⇒ 00:27:47.100 Amber Lin: She was very okay. I see.
238 00:27:48.280 ⇒ 00:27:51.219 JanieceGarcia: I have to say. I that’s 1 of my favorites. Just
239 00:27:51.340 ⇒ 00:27:53.379 JanieceGarcia: I don’t know. Maybe it’s because I started there, but.
240 00:27:54.690 ⇒ 00:27:56.524 YvetteRuiz: We always revert back to pest.
241 00:27:57.780 ⇒ 00:27:58.370 Steven: Always nice.
242 00:27:58.370 ⇒ 00:28:01.563 Amber Lin: Where we their roots.
243 00:28:04.810 ⇒ 00:28:11.100 Amber Lin: And here’s another thing that I also want to do to is to address that issue again. Of
244 00:28:11.260 ⇒ 00:28:20.160 Amber Lin: Sorry. I don’t know from Andy, because I see that in the feedback sheet a lot, and people are just like, well, I asked this question. Andy doesn’t know, so why would I use Andy
245 00:28:20.310 ⇒ 00:28:24.530 Amber Lin: and my visit? I actually realized
246 00:28:24.630 ⇒ 00:28:43.577 Amber Lin: we don’t have. We have all the Powerpoints and all the documents. But the Csr. The main pain point that we’re telling me is that they have to hop between 3 spreadsheets and evolve and go back and forth and back and forth, and the least we can do is at least have all those 3 spreadsheets
247 00:28:44.330 ⇒ 00:29:06.949 Amber Lin: in Andy’s knowledge base. And right now we have only one. We have this vision skills. And we’re gonna work on adding the other ones. And something we would want from you guys is help us to find. Okay, how is exactly the workflows between these documents, because that helps Andy know how to navigate.
248 00:29:07.140 ⇒ 00:29:19.740 JanieceGarcia: I know, on one of our last meetings, the Pest Division technicians and the Pest Directory. I did get you guys access to those 2, because that was part of Mariah’s deal with the pest division skills and Zips.
249 00:29:19.740 ⇒ 00:29:20.210 Amber Lin: Oh!
250 00:29:21.690 ⇒ 00:29:28.489 JanieceGarcia: But I will say the Press Directory. It’s more phone numbers, and it’s who their managers are which.
251 00:29:29.830 ⇒ 00:29:40.399 JanieceGarcia: They do need, but we also train them to use paylocity for that information as well, because that’s more up to date than the pest directory sheet
252 00:29:41.150 ⇒ 00:29:48.180 JanieceGarcia: test division technicians. That’s also to know who their manager is. So.
253 00:29:48.570 ⇒ 00:30:16.429 YvetteRuiz: I think this is where you and Shannon came in. I think that’s the whole idea is we need to get cause right now. They’re not just. That’s why I want them to go to the central dock. So what is it? Exactly that they’re pulling from elsewhere so we can be done with that. Get everything over here. But that’s what you and Shannon need to work on. Because that’s why Shannon had mentioned. Oh, we still have this, and we still have that. I’m like, well, we can’t have that. We need to have everything centralized. So I feel like you guys can clean this up fairly quickly.
254 00:30:16.860 ⇒ 00:30:26.430 JanieceGarcia: I think so too, and and when Shannon and I meet next time around, I’ll also bring that up to her, because the past Directory and the Past Division technicians. I don’t see that as
255 00:30:26.860 ⇒ 00:30:28.989 JanieceGarcia: something they need like that.
256 00:30:30.100 ⇒ 00:30:39.330 Amber Lin: Let’s see, okay, so we’ll work together to identify what we need and how the Ts would use them. Just one last question. So
257 00:30:39.500 ⇒ 00:30:48.929 Amber Lin: are these. All? Are all of these spreadsheets going to be up to date, or some of them will have issues. Okay? So they’re up to date. That’s good to know.
258 00:30:49.390 ⇒ 00:30:52.030 JanieceGarcia: They have. They have to be up to date, for sure. Yeah.
259 00:30:52.030 ⇒ 00:31:08.828 Amber Lin: Okay, awesome. So that’s not an issue. And this is something that we also talked about. I know that we’ve been testing these acronyms one by one. And what we want to do is actually create a entire spreadsheet on all of these
260 00:31:09.570 ⇒ 00:31:24.200 Amber Lin: abbreviations. And then we’ll have a column for their expanded their meetings and also have a column for other slang terms that might refer to that same thing. So
261 00:31:24.400 ⇒ 00:31:43.270 Amber Lin: I think we’re gonna use AI to run through the the whole Central Doc, and to bring up. Make a list of all these abbreviations, and then we’ll book a meeting with you guys to just run through each one, and then we’ll have a spreadsheet that Andy can refer to. So that’s something that is on our plate, and we’ll try. We’re trying to do.
262 00:31:43.530 ⇒ 00:31:44.430 Amber Lin: That’s cool.
263 00:31:45.850 ⇒ 00:31:46.390 JanieceGarcia: Cool.
264 00:31:46.870 ⇒ 00:31:49.849 Steven: Browsers again. I know one of the 1st is kind of
265 00:31:50.030 ⇒ 00:31:57.740 Steven: out there a little further off. What we’re talking about now, but no one of the 1st conversations we’ve had with Scott, and just the capability of the AI and future.
266 00:31:58.000 ⇒ 00:32:13.049 Steven: you know. How would we ever talk about usage? I mean? Because right now some people aren’t using it, but they’re probably still giving wrong answers. How would could we ever? How do we get there to where Andy could actually listen in to the answers
267 00:32:13.260 ⇒ 00:32:18.880 Steven: the Csrs are giving, and then report back to us. Basically like, Hey, did the Csr
268 00:32:19.580 ⇒ 00:32:22.649 Steven: give a correct answer based on what Andy knows.
269 00:32:24.243 ⇒ 00:32:28.480 Amber Lin: That’s what we want to talk about. The integration with.
270 00:32:28.480 ⇒ 00:32:29.139 YvetteRuiz: Okay, and.
271 00:32:29.410 ⇒ 00:32:29.910 Steven: Yeah.
272 00:32:29.910 ⇒ 00:32:32.180 Amber Lin: 8 by and 8 by 8. Right? So
273 00:32:32.460 ⇒ 00:32:41.029 Amber Lin: to do that in order to do that, we need the transcripts of what the conversation is. And actually to
274 00:32:41.740 ⇒ 00:32:48.429 Amber Lin: I know this is a bit be real. But I find this really, really cool. This is something that we did internally recently.
275 00:32:48.950 ⇒ 00:33:02.529 Amber Lin: And so we have this internal zoom ui! That has all of our meetings, which, and then for each of them like this, is a meeting that just happened this morning, and each of them if we click in.
276 00:33:04.010 ⇒ 00:33:07.980 Amber Lin: So we have the the meeting.
277 00:33:08.820 ⇒ 00:33:18.870 Amber Lin: the recording which, using this, you can, you can ask AI of, okay, did the Csrs answer? Answer it? Well, you can watch the meeting.
278 00:33:19.060 ⇒ 00:33:31.010 Amber Lin: and then you can listen to it. And then you can type in, okay, like, what happened here? What was the customer unhappy? You can just essentially chat with this chat with this transcript.
279 00:33:31.410 ⇒ 00:33:39.799 Amber Lin: And I think that’s really something that we’ll we’re able to do for ourselves. And we’ll definitely be able for to do with you guys if we get
280 00:33:40.260 ⇒ 00:33:52.560 Amber Lin: the source. If we get that source data, if we get that transfer. So meaning if we get to integrate, we’ll be able to use that transcript and tell you guys, how was the performance for each call
281 00:33:52.964 ⇒ 00:33:57.800 Amber Lin: and then you guys can. It’ll be easier for you guys to know what’s happening as well.
282 00:33:58.400 ⇒ 00:33:59.170 Steven: Cool.
283 00:33:59.450 ⇒ 00:34:03.059 Amber Lin: Yeah, I’m so back here.
284 00:34:04.560 ⇒ 00:34:17.849 Amber Lin: And I know, you bet, after my email, I know you, you said you guys were gonna discuss internally on how that’s gonna go. So I was just wondering on if you have any thoughts about integrating with evolve.
285 00:34:18.560 ⇒ 00:34:47.450 YvetteRuiz: So I just I needed to talk with Matt and and Steven. I forgot to mention it to Matt this morning. What is thoughtful right now we are currently working with them on a couple of other projects. You know, Stephen, what is your thoughts? I mean, we, I mean, this is just again we another conversation we can have with Evolve, or you know, Julie. So then that way, because what right now, what I really just want to think about is when they integrate with evolve.
286 00:34:48.250 ⇒ 00:34:56.999 YvetteRuiz: because we’re not exactly our our routing. All that stuff has to be cleaned up. I mean, what exactly are we gonna get out of evolve?
287 00:34:59.190 ⇒ 00:35:08.710 YvetteRuiz: So I just really gotta because right, what we talked about is like the documents, right?
288 00:35:08.920 ⇒ 00:35:36.195 YvetteRuiz: Could they get the? Could they get to the dream documents right? Or if somebody wanted to schedule? And this is everything we were talking about in our meeting. Amber like. Could could Andy really tie into the schedule and say, Hey, when do I have an opening, you know, and it talks to evolve, and the scheduling, and it points it to there. But because our profiles all there’s a lot of cleanup that needs to go in. I’m just trying to figure out what comes 1st week. Because, Janice, we already told we already know what needs to happen.
289 00:35:37.390 ⇒ 00:35:38.150 JanieceGarcia: New.
290 00:35:38.150 ⇒ 00:35:38.510 Amber Lin: Yeah.
291 00:35:38.742 ⇒ 00:35:52.010 Steven: All this ties together. I mean this, you going back to even just thinking on the sales side, you know, sales, Guy, and even I want to talk to you a little more about lead line. That’s another piece that I would like to explore, Andy, and or same day that they could use, you know, ideally.
292 00:35:52.550 ⇒ 00:36:00.059 Steven: you know, scheduling is such a huge thing. Sales guys if they’re putting in a lead or trying to get some of the schedule, hey, Andy? When are we available? And again.
293 00:36:00.590 ⇒ 00:36:08.570 Steven: you don’t have to be perfect. You can still do kind of the ghost scheduling either way. But if Andy could see what’s available and evolve. And I mean that would be dream world that you can.
294 00:36:08.570 ⇒ 00:36:26.879 YvetteRuiz: Yeah, that’s what my the leaders are talking about. When we brought amber. And I was like, this thing can integrate, I mean at some level because that is, that’s the next step we’ve talked about that, you know, all this time. And yeah, the the lead line piece actually talked to Matt about it on the same day side of it. Because I I emailed you guys on the outbound stuff now. So anyhow,
295 00:36:27.120 ⇒ 00:36:32.660 Steven: Yeah, no, I again, I’d want to talk to you about that, because we’re making this huge push for lead line. Yet I think
296 00:36:32.810 ⇒ 00:36:34.869 Steven: focus so much on the lead line from the
297 00:36:35.120 ⇒ 00:36:43.550 Steven: tech standpoint, we’re kind of on the back end, maybe not operating efficiently. Anyways, we can talk more about that later. But yeah, how could Andy, or same day help with with some of that.
298 00:36:44.190 ⇒ 00:36:54.206 YvetteRuiz: So amber. I think we’ll have more conversation and we’ll circle back. But yes, we do want to eventually get there. It’s just okay. Where do we start? You know.
299 00:36:54.540 ⇒ 00:36:55.040 Amber Lin: Totally.
300 00:36:55.040 ⇒ 00:36:56.170 YvetteRuiz: Because yeah.
301 00:36:56.630 ⇒ 00:36:59.360 Amber Lin: I think, and then the 8 by 8,
302 00:37:00.060 ⇒ 00:37:17.150 YvetteRuiz: Oh, I’m so sorry. And the 8 by, like Steven already gave me the okay. I’ll talk to them directly. I’ll I’ll follow up with him today, too. But if not, I’m just gonna go directly to them to get you guys what you need. Because, yeah, the transcripts we know is, we know it’s everything. I mean, when you’re able to get that stuff real time and translate. Oh, yeah.
303 00:37:18.240 ⇒ 00:37:31.629 Amber Lin: Yeah. And I think in order of at least, what we we want to do stuff is at least we want to get this the basic stuff done? We want to make sure that Andy is is giving accurate answers.
304 00:37:31.750 ⇒ 00:37:43.639 Amber Lin: And then we want to integrate with 8 by 8, 1st to get to base off everything on what we have to improve it. Right? We, we improve our insights into the
305 00:37:43.830 ⇒ 00:37:49.409 Amber Lin: into their conversations, and then we can talk about, evolve and dream and scheduling
306 00:37:49.890 ⇒ 00:38:02.429 Amber Lin: cause we can survive without this. But I think this is something much closer that we can aim to get done, and at the same time we can have conversations about what we want to do, going forward.
307 00:38:03.130 ⇒ 00:38:08.739 YvetteRuiz: Cause. I think once you get to listen to the conversations, it’s gonna tell you a lot. It’s gonna tell you a lot.
308 00:38:08.740 ⇒ 00:38:11.819 Amber Lin: And also figure out what they’re doing with the conversation.
309 00:38:11.820 ⇒ 00:38:13.750 Amber Lin: Yep, lost.
310 00:38:13.750 ⇒ 00:38:14.360 Amber Lin: Yeah.
311 00:38:14.830 ⇒ 00:38:20.009 Amber Lin: Are the customers unhappy about certain things that was not addressed.
312 00:38:20.010 ⇒ 00:38:29.989 YvetteRuiz: Well, Matt and I were talking about it earlier. You know the lead conversions, you know, when somebody calls in and they want to schedule, you know, because we got some interesting data that we’ve researched before is like, Okay.
313 00:38:30.320 ⇒ 00:38:37.810 YvetteRuiz: are we converting like when a customer calls in? Are we able to convert that, to get an inspector out there to give them a price. You know what I mean. And if
314 00:38:38.040 ⇒ 00:38:45.390 YvetteRuiz: what does that look like? So there! I know that there’s just a lot of stuff that we can do. Once we start pulling stuff out of 8 by 8 in their conversations.
315 00:38:45.390 ⇒ 00:38:58.139 Amber Lin: Yeah, totally and honestly, that’s exactly something we’re doing for us internally as well. We’re taking from the transcript. We were really able to do so many things we’re able to generate
316 00:38:58.654 ⇒ 00:39:12.270 Amber Lin: linear tickets based on. So this directly integrates to our project management system. And we just generally we click that. And it generates tickets. And we just said, like, Okay, yes, no, yes, no. And it just puts it into our system.
317 00:39:12.290 ⇒ 00:39:28.929 Amber Lin: And we’re also developing something that’s gonna give, like me, the project manager on how I do these meetings. So it’s gonna give me feedback on how to improve. It’s gonna give our salespeople feedback on how to improve and see. We can just edit it.
318 00:39:28.930 ⇒ 00:39:29.910 YvetteRuiz: Oh, yeah.
319 00:39:29.910 ⇒ 00:39:40.140 Amber Lin: And just it goes straight into the system. And that’s, I think that’s exactly something that you guys are looking for feedback. And then making sure that
320 00:39:40.340 ⇒ 00:39:44.169 Amber Lin: it does more than what it does now.
321 00:39:44.755 ⇒ 00:39:45.340 YvetteRuiz: Yeah.
322 00:39:45.340 ⇒ 00:39:46.059 JanieceGarcia: For sure.
323 00:39:46.560 ⇒ 00:39:50.580 Amber Lin: Yeah, that’s everything. I think that’s everything from me.
324 00:39:50.900 ⇒ 00:40:04.699 Amber Lin: This is something that we’re currently working on. I’ll give you guys more updates, once we figure out technical aspects of these, we added a new AI engineer to help figure this out. So we’ll give you guys updates, once we are more concrete.
325 00:40:05.510 ⇒ 00:40:06.210 JanieceGarcia: Okay.
326 00:40:07.750 ⇒ 00:40:20.869 Amber Lin: Yeah, that’s all from me. Let’s schedule a meeting next week, and we can go deeper into the document. We can explore the trainer bot together. Just let me know what time works, and I want to meet every day.
327 00:40:21.570 ⇒ 00:40:23.720 Amber Lin: I don’t want to make with you guys every single day.
328 00:40:24.040 ⇒ 00:40:39.218 YvetteRuiz: Well, I appreciate. You know everything, you know, after meeting with the team it looks like you got a lot of good feedback and then all the next steps. I’m excited about the oh, by the way, piece so now it’s just us, we’re gonna really, you know, start pushing
329 00:40:40.020 ⇒ 00:40:42.150 YvetteRuiz: and start getting our agents on it.
330 00:40:42.740 ⇒ 00:40:49.020 Amber Lin: Okay Shann. Janice, I’ll I’ll talk to you and Shannon to figure out what time works.
331 00:40:49.360 ⇒ 00:41:02.939 JanieceGarcia: Yes, and I’d like to start to carve out at least an hour, if not longer, for us to get a big chunk of it done? Because truthfully Shannon and I have already gone through. And with what she had listed
332 00:41:03.230 ⇒ 00:41:08.269 JanieceGarcia: some of it was already in the Central Docs. Other things. We had to go ahead and put in there. I wanted.
333 00:41:08.270 ⇒ 00:41:08.970 Amber Lin: I know.
334 00:41:08.970 ⇒ 00:41:15.839 JanieceGarcia: 3 items still left on there. But I’d like I don’t see any reason why we couldn’t
335 00:41:17.220 ⇒ 00:41:24.160 JanieceGarcia: remove the documents all in one sitting kind of like how you and I have put the list down.
336 00:41:25.110 ⇒ 00:41:25.440 Amber Lin: Okay.
337 00:41:25.440 ⇒ 00:41:37.590 JanieceGarcia: And then, you know, we can do that. And then the next step meet again, and we can go in and actually itemize the decentral, Doc. I think that’ll be the best way, and the way we can do it
338 00:41:37.750 ⇒ 00:41:38.770 JanieceGarcia: in a good.
339 00:41:39.630 ⇒ 00:41:46.010 JanieceGarcia: fast, quick manner. Is, you know, I want to take the time and get get that done.
340 00:41:46.140 ⇒ 00:41:46.670 JanieceGarcia: So.
341 00:41:46.670 ⇒ 00:41:54.940 Amber Lin: Okay, awesome. That will be a big step. I’ll book that meeting for us. And then hopefully, by that meeting, we can say we pull the trigger, and people can’t move over.
342 00:41:55.230 ⇒ 00:41:55.870 JanieceGarcia: Okay.
343 00:41:56.020 ⇒ 00:41:57.640 JanieceGarcia: Perfect. Sounds. Good.
344 00:41:58.720 ⇒ 00:41:59.440 Steven: Cool.
345 00:41:59.650 ⇒ 00:42:00.090 YvetteRuiz: All right.
346 00:42:00.090 ⇒ 00:42:01.870 Amber Lin: Thank you all for the time.
347 00:42:02.240 ⇒ 00:42:03.020 Steven: Thank you, appreciate it.
348 00:42:04.220 ⇒ 00:42:05.799 YvetteRuiz: Have a good weekend all right.
349 00:42:05.800 ⇒ 00:42:06.529 YvetteRuiz: Bye, guys.
350 00:42:06.530 ⇒ 00:42:07.230 JanieceGarcia: Bye.
351 00:42:07.230 ⇒ 00:42:07.710 Amber Lin: Bye.