Meeting Title: ABC | Biz KPI Review Date: 2025-08-04 Meeting participants: read.ai meeting notes, Amber Lin, YvetteRuiz


WEBVTT

1 00:06:11.870 00:06:12.980 Amber Lin: Hi Yvette.

2 00:06:14.190 00:06:15.250 YvetteRuiz: Hi amber.

3 00:06:16.730 00:06:17.729 Amber Lin: Hi! How are you doing.

4 00:06:17.730 00:06:19.739 YvetteRuiz: I’m doing good. How are you?

5 00:06:21.392 00:06:23.870 Amber Lin: A very, very sleepy Monday morning.

6 00:06:24.090 00:06:24.930 YvetteRuiz: You what.

7 00:06:25.370 00:06:27.050 Amber Lin: Very sleepy Monday morning.

8 00:06:27.050 00:06:29.758 Amber Lin: Oh, very sleepy Monday morning.

9 00:06:32.420 00:06:33.880 YvetteRuiz: How was your weekend.

10 00:06:34.542 00:06:45.710 Amber Lin: I tried to do nothing. I’ve been advised that I should plan to take some time off, which I haven’t since I started working, which I think is catching on.

11 00:06:47.780 00:06:49.066 YvetteRuiz: I see.

12 00:06:50.330 00:06:54.749 Amber Lin: So I don’t really know how, cause I haven’t ever taken time off.

13 00:06:54.750 00:07:00.800 YvetteRuiz: Oh, no, it’s about that time, Miss Amber.

14 00:07:02.620 00:07:10.970 Amber Lin: Asking team right now on the what I saw in the chat on Friday. That is, not matching the central dog.

15 00:07:11.820 00:07:14.859 Amber Lin: Yeah, let me get that to the team to chat.

16 00:07:14.860 00:07:19.920 YvetteRuiz: Yeah. There was a a couple of instances where it’s not.

17 00:07:44.780 00:07:48.530 Amber Lin: Alright. I made the issue. I’ll talk to them later about it.

18 00:07:50.040 00:07:50.540 YvetteRuiz: Okay.

19 00:07:51.410 00:07:51.940 Amber Lin: Yeah.

20 00:07:54.284 00:07:55.750 Amber Lin: So

21 00:07:56.580 00:08:03.889 Amber Lin: oh, I asked Utam if he can join Thursday, let me check if he has responded on that.

22 00:08:10.130 00:08:13.740 Amber Lin: oh, okay. Yeah. And we also have another.

23 00:08:14.510 00:08:23.309 Amber Lin: We have an AI lead that specializes in this type of project. So I’ll add him as well to Thursday, so he can give you.

24 00:08:23.760 00:08:24.890 YvetteRuiz: Who was that amber.

25 00:08:25.370 00:08:26.130 Amber Lin: Hub.

26 00:08:26.130 00:08:27.360 YvetteRuiz: Who? Who was that?

27 00:08:27.847 00:08:30.820 Amber Lin: We have a new AI lead. His name is Sam.

28 00:08:30.820 00:08:32.480 YvetteRuiz: Oh, gotcha! Gotcha! Gotcha! Gotcha.

29 00:08:32.480 00:08:36.090 Amber Lin: I’ll add him to our Thursday meeting as well.

30 00:08:38.280 00:08:42.839 Amber Lin: Have you had a chance to see if you can send the documents to me.

31 00:08:43.850 00:08:49.090 YvetteRuiz: I I have not. I’m working on that this morning. So then that way we can, I can get them to you by then.

32 00:08:49.320 00:08:55.730 Amber Lin: Okay. Sounds good as long as they have some time to read over it. I think that will be great

33 00:08:58.420 00:08:59.320 Amber Lin: fun.

34 00:09:00.495 00:09:02.459 Amber Lin: That’s 1 thing.

35 00:09:04.630 00:09:10.640 Amber Lin: Oh, something I’ve been looking at is for the for the feedback. I don’t think we’ve been

36 00:09:10.900 00:09:30.430 Amber Lin: updating it since last week. I had to cancel the working session to work with mechanical and then I checked on the feedback. She. I don’t think anything has been updated yet. I believe Denise has scheduled a 2 h meeting between her and Shannon for Monday. I think I will.

37 00:09:31.250 00:09:44.259 Amber Lin: I still have my working session, so I don’t know how that’s gonna work. I probably will cancel mine and ask to be added to theirs, and then stay on for, say, 30 min and make sure that they know what they need to update

38 00:09:44.815 00:09:51.139 Amber Lin: but I just wanna let you know that it’s not been updated last week. I think

39 00:09:51.260 00:09:53.180 Amber Lin: so I’m gonna check in on that.

40 00:09:54.490 00:09:55.120 YvetteRuiz: Okay.

41 00:09:55.480 00:09:56.070 Amber Lin: Yeah.

42 00:09:57.880 00:09:59.489 Amber Lin: So I’ll ask.

43 00:10:47.280 00:10:55.249 Amber Lin: okay. So I sent that one to let me check on our Kpi dashboard

44 00:11:10.270 00:11:14.130 YvetteRuiz: I was looking at our dashboard. I’m so sorry, Amber.

45 00:11:14.130 00:11:15.220 Amber Lin: Yeah. All good.

46 00:11:15.410 00:11:19.599 YvetteRuiz: I was looking at the dashboard, and it looks really good. I just haven’t had a chance to spend.

47 00:11:22.070 00:11:23.370 Amber Lin: On here.

48 00:11:24.070 00:11:27.170 YvetteRuiz: So like. I see that the bot assisted calls are on there.

49 00:11:30.760 00:11:33.450 YvetteRuiz: That’s yeah. That wasn’t showing there. So that looks really good.

50 00:11:35.260 00:11:40.960 YvetteRuiz: And then this is last week’s usage in here right.

51 00:11:42.070 00:11:42.600 Amber Lin: Yeah.

52 00:11:42.600 00:11:47.091 YvetteRuiz: On the can you walk me through again? How to pre

53 00:11:48.980 00:11:56.110 YvetteRuiz: how to schedule an E you know how you scheduled the report to be emailed for the usage.

54 00:11:57.220 00:12:06.949 YvetteRuiz: Can you show me how to set that up again? Because what I want to do now that I have this smart go with all my managers. I want them to get it weekly.

55 00:12:08.095 00:12:08.440 Amber Lin: Okay.

56 00:12:08.440 00:12:08.970 YvetteRuiz: No.

57 00:12:09.490 00:12:29.480 Amber Lin: Let me share my screen. So there’s 2 reports. Now that you can look at. I wanna make sure that I know which one you want to send. So this is the Andy dashboard. So this one is the Kpi Dash. I think we did pretty well at at least last week was a lot better than the week

58 00:12:29.710 00:12:34.880 Amber Lin: prior. Any one of the days here. Let’s see, this

59 00:12:35.120 00:12:38.929 Amber Lin: July 31st had a lot of usage.

60 00:12:39.643 00:12:49.470 Amber Lin: That’s the weekend, I think that’s really good. So that’s 1 dashboard. And then there’s this one.

61 00:12:49.870 00:12:51.890 Amber Lin: This is a new report.

62 00:12:52.950 00:13:05.680 YvetteRuiz: Yeah, I was looking at this one. This one looks really good. I didn’t look at the other one. So for okay, so I had 226 exchanges. What was your on the last? The other the other dashboard.

63 00:13:08.530 00:13:09.470 Amber Lin: Let me!

64 00:13:09.470 00:13:12.450 YvetteRuiz: Oh, wait! Mine goes back to the so the last 14 days. Never mind.

65 00:13:12.450 00:13:16.250 Amber Lin: Let me open up to. So yeah, you can select.

66 00:13:16.250 00:13:21.679 YvetteRuiz: Yeah, I got it. Custom. I’ll just go to custom. So 8, 4.

67 00:13:22.060 00:13:41.099 Amber Lin: So you can adjust the days that you want to look at so you can say last 14 days. And then, if you want to compare previous periods, you can say comparing. And then here you can select what period you want that to be.

68 00:13:41.100 00:13:41.810 YvetteRuiz: Okay.

69 00:13:42.840 00:13:52.220 Amber Lin: So you can also custom here to select. Oh, I want I want these days instead of the other one. So we did have an increase

70 00:13:52.410 00:13:58.772 Amber Lin: compared to the last, the 14 days before that. So we did have an increase here.

71 00:13:59.860 00:14:08.429 Amber Lin: And so when it do you want schedule reports for this? Or do you want the email sent for this one.

72 00:14:09.063 00:14:12.509 YvetteRuiz: For the usage, so probably the other one that we had.

73 00:14:12.510 00:14:13.180 Amber Lin: Hmm, okay.

74 00:14:13.180 00:14:17.299 YvetteRuiz: Actually like both of them, though I mean it would be good for them to get insight on both.

75 00:14:18.088 00:14:20.030 Amber Lin: I think for this one.

76 00:14:20.880 00:14:25.850 Amber Lin: We. I don’t see a way that we can send the.

77 00:14:25.870 00:14:29.640 YvetteRuiz: That’s fine if we don’t need to. I just want the usage really right now.

78 00:14:30.275 00:14:32.920 Amber Lin: Okay, let me see.

79 00:14:34.010 00:14:43.510 Amber Lin: because I we can always let them access this because they can see people who had no feedback

80 00:14:44.712 00:14:46.940 Amber Lin: for who didn’t.

81 00:14:47.930 00:14:48.890 Amber Lin: Let’s see.

82 00:14:52.010 00:14:52.820 Amber Lin: Oh.

83 00:14:58.481 00:15:01.490 Amber Lin: oh, here people would not.

84 00:15:02.100 00:15:10.210 Amber Lin: No assisted calls. And then this is people with no feedback, I believe. Okay, let me

85 00:15:10.460 00:15:16.420 Amber Lin: show you here. So last time this is our current scheduled report.

86 00:15:17.257 00:15:21.629 Amber Lin: So you can go here and let’s go to pivot.

87 00:15:21.770 00:15:26.149 Amber Lin: Let me know what you would like. So we have

88 00:15:27.920 00:15:41.160 Amber Lin: different usernames. And then we have the let’s see, total exchanges.

89 00:15:41.160 00:15:42.000 YvetteRuiz: Okay.

90 00:15:42.000 00:15:45.800 Amber Lin: And then we can add the feedback. So let me see.

91 00:15:45.800 00:15:48.119 YvetteRuiz: Yeah, let’s add the feedback. That’d be great.

92 00:15:48.120 00:15:54.679 Amber Lin: Exchanges feedback, so that gives it to let me change it so that it’s the past

93 00:15:55.070 00:15:58.140 Amber Lin: 7 days and 7.

94 00:15:59.240 00:16:09.160 Amber Lin: So I’ll do last Monday until this Monday, essentially, and then.

95 00:16:09.410 00:16:13.130 YvetteRuiz: Would it do the comparison to on this one amber? Can you do the comparison?

96 00:16:13.130 00:16:14.600 YvetteRuiz: Yeah. Okay, so.

97 00:16:14.960 00:16:22.570 Amber Lin: This is without comparison. This is comparison, so the the trend is the difference.

98 00:16:23.490 00:16:23.890 YvetteRuiz: Gotcha.

99 00:16:23.890 00:16:24.430 Amber Lin: Oh!

100 00:16:30.070 00:16:30.680 YvetteRuiz: Oh!

101 00:16:31.500 00:16:32.049 YvetteRuiz: There you go!

102 00:16:32.050 00:16:33.859 Amber Lin: And then

103 00:16:37.050 00:16:42.509 Amber Lin: it’s this is the percentage difference. So

104 00:16:43.210 00:16:48.749 Amber Lin: I’ll click. So I’m in pivot right now. Click, create, scheduled report.

105 00:16:49.930 00:16:55.430 Amber Lin: And then past

106 00:16:59.080 00:17:04.630 Amber Lin: week usage and the usage report.

107 00:17:05.380 00:17:11.450 Amber Lin: And then I can email this, too.

108 00:17:11.560 00:17:15.089 Amber Lin: Can you send me the list of emails that we want to send this to.

109 00:17:15.099 00:17:20.419 YvetteRuiz: Yeah, let me let me chat it to you right now.

110 00:17:21.650 00:17:22.470 Amber Lin: Okay.

111 00:17:22.650 00:17:23.469 YvetteRuiz: Hang on!

112 00:17:29.028 00:17:34.950 Amber Lin: I can send it at your 8 Am. Or at your 9 Am. What would you prefer?

113 00:17:35.540 00:17:38.200 YvetteRuiz: My name, my 8 Am. Is perfect.

114 00:17:38.200 00:17:41.180 Amber Lin: Okay, let’s do that.

115 00:17:50.340 00:17:53.960 Amber Lin: Oh, where did you send the emails.

116 00:17:54.780 00:17:55.350 YvetteRuiz: Hmm!

117 00:17:56.510 00:17:59.463 YvetteRuiz: Hang on. I’m trying to. I’m copying and pasting them right now.

118 00:18:01.530 00:18:03.620 YvetteRuiz: Is that what you asked? Where did I send the emails.

119 00:18:03.770 00:18:06.089 Amber Lin: Oh, where would you be sending them? I.

120 00:18:06.090 00:18:10.680 YvetteRuiz: Oh, I was, just, do you want me to chat them? I’m just gonna email. I was just gonna email it to you.

121 00:18:10.680 00:18:11.759 Amber Lin: How that works.

122 00:18:12.280 00:18:17.629 YvetteRuiz: Okay, I’m just trying to do it now, so I don’t forget amber.

123 00:18:17.630 00:18:18.659 Amber Lin: Yeah. Totally.

124 00:18:25.230 00:18:26.470 YvetteRuiz: Okay.

125 00:18:32.890 00:18:38.680 YvetteRuiz: So I scheduled the meeting with myself. You and Patricia on Wednesday. I think you saw that you accepted it.

126 00:18:40.144 00:18:45.090 Amber Lin: Yes, yes, I saw that cause. I knew I was meeting with you. So I didn’t send email.

127 00:18:58.930 00:19:00.360 YvetteRuiz: Okay.

128 00:19:05.550 00:19:06.410 YvetteRuiz: I know.

129 00:19:26.150 00:19:27.760 YvetteRuiz: Okay, I just send it amber.

130 00:19:29.920 00:19:34.680 Amber Lin: Go grab it right.

131 00:19:36.680 00:19:40.669 YvetteRuiz: Right. So that’ll make it a lot easier.

132 00:19:42.420 00:19:48.460 YvetteRuiz: So let me yeah, just reaching out to confirm.

133 00:19:48.460 00:19:51.630 Amber Lin: Thank God, it is right.

134 00:20:04.400 00:20:05.180 YvetteRuiz: There you go!

135 00:20:33.840 00:20:34.450 Amber Lin: Hmm.

136 00:20:49.100 00:20:50.220 Amber Lin: okay.

137 00:20:56.570 00:21:03.700 Amber Lin: Scheduled it. Don’t think we’re gonna get it right now.

138 00:21:04.350 00:21:09.990 Amber Lin: Oh, let me delete the previous one.

139 00:21:10.980 00:21:11.790 YvetteRuiz: That? What?

140 00:21:14.400 00:21:16.049 YvetteRuiz: Oh, did you say?

141 00:21:16.520 00:21:17.389 YvetteRuiz: See if I get it.

142 00:21:17.390 00:21:21.110 Amber Lin: Let me run this current one to test it.

143 00:21:21.110 00:21:21.620 YvetteRuiz: Okay.

144 00:21:27.993 00:21:37.090 Amber Lin: I sent. I tested with this report so we can get it for this week as well. Let me go check my email to see how it looks.

145 00:21:37.090 00:21:37.450 YvetteRuiz: Okay.

146 00:21:37.782 00:21:44.183 Amber Lin: And let me know if you did as well. Oh, did I add you no.

147 00:21:44.830 00:21:50.380 YvetteRuiz: No, I’m sorry to put my name on there. But yeah, can you add me to that one? I get one already. It’s just.

148 00:21:51.600 00:21:52.880 Amber Lin: I’ll add.

149 00:21:58.680 00:22:06.059 Amber Lin: yeah, I got the report. Let me forward this one to you. The other people have got it already. I’m gonna

150 00:22:07.390 00:22:14.330 Amber Lin: add your name to it as well. But let me forward this new one to you 1st and

151 00:22:18.980 00:22:20.160 Amber Lin: edit.

152 00:22:24.640 00:22:27.190 Amber Lin: Okay, I’ve added you.

153 00:22:28.020 00:22:28.639 YvetteRuiz: Thank you.

154 00:22:28.850 00:22:31.639 Amber Lin: Yeah. Can you let me know if the report you got

155 00:22:31.980 00:22:34.889 Amber Lin: is is good, and is what you want.

156 00:22:35.550 00:22:39.310 YvetteRuiz: Yep, I should be getting it, though, right.

157 00:22:39.670 00:22:49.089 Amber Lin: Yeah, I I just triggered the 1st run. So I forgot to add you in the 1st run. I’ve added you to the all the remaining ones.

158 00:22:51.140 00:22:53.089 YvetteRuiz: Yep, I just got it.

159 00:22:53.280 00:22:53.930 Amber Lin: Okay.

160 00:22:58.422 00:23:00.710 YvetteRuiz: I’m opening it now.

161 00:23:03.876 00:23:10.320 YvetteRuiz: It says, invalid measure, total exchange measures, comparison, detail, not found.

162 00:23:10.640 00:23:12.849 Amber Lin: Wait. Can you show me what it looks like?

163 00:23:12.850 00:23:14.860 YvetteRuiz: Yeah, hang let me share my screen.

164 00:23:15.230 00:23:21.539 YvetteRuiz: Actually, I here. Okay, so I have to oops.

165 00:23:26.380 00:23:31.790 YvetteRuiz: Actually, I can’t. I have to open in Browser. I can’t download the Csv file.

166 00:23:32.960 00:23:37.150 Amber Lin: Hmm! Let me try and download the Csv. To see what it happens.

167 00:23:46.540 00:23:52.879 Amber Lin: Oh, it works! When I opened it in Browser.

168 00:23:52.880 00:23:59.459 YvetteRuiz: Yeah, me, too. When it open up in Browser, it works. It just doesn’t do anything for the Csv file.

169 00:24:00.420 00:24:01.380 Amber Lin: See.

170 00:24:01.590 00:24:05.630 YvetteRuiz: Here is what I can. You see my screen? Can you see the error? I’m getting.

171 00:24:06.620 00:24:14.640 Amber Lin: Yeah, I that’s so strange. Download Csv file doesn’t download for me, either.

172 00:24:15.400 00:24:16.270 Amber Lin: Okay?

173 00:24:19.380 00:24:20.360 Amber Lin: Oh.

174 00:24:23.140 00:24:31.689 Amber Lin: okay, as long as one of them works for now, that’s great. Let me let me see if I can change. Yeah, I can’t download it.

175 00:24:32.190 00:24:39.779 YvetteRuiz: It’s good to see. We just we just gave access. Janice did training with our lead line people that they’re on the top up here.

176 00:24:40.240 00:24:40.675 Amber Lin: Oh!

177 00:24:43.160 00:24:46.454 YvetteRuiz: Yeah, look, all of them are Lauren, Brian, Nicole.

178 00:24:47.910 00:24:52.061 Amber Lin: I see I changed the Csv. To excel

179 00:24:52.580 00:24:53.910 YvetteRuiz: Okay, that’ll work.

180 00:24:53.910 00:24:57.720 Amber Lin: I can see if that works, but it might not.

181 00:24:58.390 00:25:05.680 Amber Lin: But we’ll see next week if I can test it again. Let me test that again.

182 00:25:07.060 00:25:14.299 Amber Lin: So unfortunately, these people will be receiving 2 emails, and we’ll check.

183 00:25:17.350 00:25:19.220 YvetteRuiz: Oops. Let me do that.

184 00:25:19.510 00:25:23.479 YvetteRuiz: You can actually export it from here from the dashboard.

185 00:25:23.851 00:25:29.799 Amber Lin: That works. I think the dashboard is a pretty easy view, because it all tells you.

186 00:25:29.800 00:25:31.990 YvetteRuiz: That’s fine. You don’t have to worry about the other one. That’s fine.

187 00:25:35.740 00:25:40.350 Amber Lin: Yeah, I can’t download the excel, either. Oh, well, they can do it in Browser.

188 00:25:40.710 00:25:43.350 YvetteRuiz: Yeah, that’s fine. Okay, I got it.

189 00:25:47.880 00:25:49.150 Amber Lin: All right.

190 00:25:51.240 00:25:56.890 Amber Lin: Anything else, anything else we wanted to discuss.

191 00:25:56.890 00:26:02.749 YvetteRuiz: Not at the moment, amber. I think we’re good right now. I mean, I’ll send the information on the

192 00:26:03.145 00:26:03.540 YvetteRuiz: yeah.

193 00:26:03.897 00:26:06.040 YvetteRuiz: Ai assist from 8 by 8,

194 00:26:06.500 00:26:09.509 YvetteRuiz: and then we can talk more on Thursday with Utam.

195 00:26:11.630 00:26:18.789 Amber Lin: Okay, yeah. Is both Brenda and Patricia here, or are, is Brenda on Pto?

196 00:26:19.140 00:26:25.319 YvetteRuiz: No, they’re both here. This Patricia’s on Pto today and tomorrow. But she’ll be back Wednesday.

197 00:26:26.300 00:26:36.650 Amber Lin: I see. Okay? I’ll see if I can get the documents from Brenda before, so we can get a head start. But if not. I’ll get it on Wednesday.

198 00:26:36.650 00:26:37.280 YvetteRuiz: Okay.

199 00:26:37.710 00:26:40.049 Amber Lin: Yeah, alright. Thank you so much.

200 00:26:40.050 00:26:41.040 YvetteRuiz: Sounds good.

201 00:26:42.650 00:26:44.009 Amber Lin: Yeah, have a great one.

202 00:26:44.010 00:26:45.609 YvetteRuiz: Alright, you, too, Amber! Bye-bye.

203 00:26:45.610 00:26:46.400 Amber Lin: Bye.