Meeting Title: [Eden] Daily Standup Date: 2025-04-03 Meeting participants: Demilade Agboola, Robert Tseng, Josh, Rob, Sahana Asokan, Awaish Kumar


WEBVTT

1 00:05:04.670 00:05:05.310 Robert Tseng: You guys

2 00:05:10.100 00:05:10.790 Awaish Kumar: Hello!

3 00:05:11.820 00:05:13.270 rob: Good morning, guys.

4 00:05:32.210 00:05:36.029 rob: Hey, Robert, did you have a chance to look at those web hooks by chance?

5 00:05:37.180 00:05:41.240 Robert Tseng: Yeah, I just I mean, I ran the the 1st query that you set

6 00:05:41.970 00:05:44.029 rob: Yeah, it’s weird. There’s nothing

7 00:05:44.030 00:05:44.390 Robert Tseng: Yeah.

8 00:05:44.390 00:05:46.029 rob: Very useful in there

9 00:05:46.710 00:05:47.520 Robert Tseng: Yeah.

10 00:05:48.050 00:05:51.669 Robert Tseng: So I mean, I kind of just made a note for myself, I need to like.

11 00:05:53.110 00:06:00.480 Robert Tseng: think about what like, what needs to change. We need to basically like, send it, send it back to mask and be like, well, how do we even use this

12 00:06:01.520 00:06:02.300 rob: Yeah.

13 00:06:02.300 00:06:08.229 Robert Tseng: So I mean, like the purpose of getting these intermediary events was to really just like

14 00:06:08.480 00:06:13.839 Robert Tseng: build the gap between when an order is placed

15 00:06:14.497 00:06:25.570 Robert Tseng: and when, like, we recognize like orders completed versus payments, and then like when it was shipped out right? So there’s supposed to be like a couple of unique events here

16 00:06:25.860 00:06:26.700 Robert Tseng: of.

17 00:06:27.360 00:06:34.109 Robert Tseng: I mean payment created is the main one. But what are the other 2 that are supposed to be in here about top of my head?

18 00:06:34.110 00:06:36.719 rob: There’s 3 more payment canceled

19 00:06:37.290 00:06:38.610 Robert Tseng: Canceled. Right? Yeah.

20 00:06:38.930 00:06:40.960 rob: Yeah, successful. I think.

21 00:06:40.960 00:06:45.960 Robert Tseng: And and failed. Yeah, so the payment created and the payment succeeded are supposed to be like

22 00:06:47.490 00:06:48.859 rob: Yeah. The most valuable

23 00:06:48.860 00:06:50.880 Robert Tseng: The most valuable.

24 00:06:52.960 00:07:02.589 Robert Tseng: so I mean, as long as they have the as long as the timestamp is like trustworthy, I feel like we could still use it. Because it’s just like we’re we’re just

25 00:07:03.190 00:07:07.573 Robert Tseng: concatenating it to the existing order event screen. So

26 00:07:08.060 00:07:09.830 Robert Tseng: okay, I honestly don’t really care.

27 00:07:10.110 00:07:17.619 Robert Tseng: Yeah. As long as it’s just that. As long as I can trust the, the, the date field, the the timestamp field.

28 00:07:17.810 00:07:21.830 Robert Tseng: and then have the event. Then I feel like I could. I could still work with that

29 00:07:22.320 00:07:23.560 rob: Okay. Cool.

30 00:07:26.760 00:07:33.500 Robert Tseng: So pretty much. We would just bring be bringing this into kind of our fact orders model and then rolling into order. Summary.

31 00:07:35.240 00:07:41.039 Robert Tseng: yeah, that just these are just a couple of additional order statuses that we didn’t have before. That, I think, would be

32 00:07:41.680 00:07:44.610 Robert Tseng: great to to have in the in those tables.

33 00:07:51.870 00:07:57.300 Robert Tseng: Oh, okay, everyone’s here. Let me. Just

34 00:07:57.470 00:08:02.509 Robert Tseng: I don’t know if Josh is gonna join today. Just being real quick

35 00:08:12.770 00:08:13.630 Robert Tseng: oops.

36 00:08:14.740 00:08:19.130 Robert Tseng: So I will share my screen

37 00:08:23.920 00:08:24.710 Josh : No.

38 00:08:24.710 00:08:25.460 Robert Tseng: Hey, Josh.

39 00:08:26.990 00:08:27.789 Josh : What’s up?

40 00:08:33.760 00:08:34.860 Robert Tseng: Just getting started.

41 00:08:35.750 00:08:40.129 Robert Tseng: Okay, so let’s just kind of go through. Things are active.

42 00:08:40.370 00:08:41.789 Robert Tseng: Yeah, let’s just try to

43 00:08:41.929 00:08:47.029 Robert Tseng: close out the cycle this week. And that’s kind of where we should spend our time today.

44 00:08:50.150 00:08:51.870 Robert Tseng: Yeah, josh, the the

45 00:08:52.693 00:09:09.369 Robert Tseng: the planning kind of session we had yesterday. I think that’s gonna be more reflected in the in the next cycle to come. But obviously there are a couple of more urgent things that you mentioned that we’ve we’ve pulled into the cycle to finish. So just giving you a heads up on that.

46 00:09:12.540 00:09:19.040 Robert Tseng: Okay, let’s start here. The intact marketing model change. I wish, since this was quite pressing

47 00:09:24.660 00:09:25.970 Robert Tseng: where we at with this

48 00:09:30.580 00:09:41.360 Awaish Kumar: Oh, sorry I haven’t worked on it yet. I will look at it today.

49 00:09:43.110 00:09:48.349 Robert Tseng: Okay, yeah. Can you please make this is, it should be a small change. I know you asked a couple of questions to rob back and forth

50 00:09:48.350 00:09:51.529 Awaish Kumar: No, this one is actually this one is done right.

51 00:09:51.740 00:09:55.130 Awaish Kumar: I merged the Pr. We filter out the

52 00:09:55.800 00:09:59.310 Awaish Kumar: orders with the with the 1st item source as the offer.

53 00:09:59.450 00:10:00.859 Awaish Kumar: This one is the

54 00:10:02.400 00:10:03.060 Robert Tseng: Okay.

55 00:10:03.310 00:10:05.819 Awaish Kumar: I’m we merged the Pr. Just yesterday

56 00:10:06.790 00:10:07.440 Robert Tseng: Okay?

57 00:10:07.891 00:10:11.149 Robert Tseng: Yeah. Maybe next time, just add the Pr in here for me. So I could kind of

58 00:10:11.560 00:10:12.250 Robert Tseng: monitor that

59 00:10:12.250 00:10:12.890 Awaish Kumar: Okay.

60 00:10:13.430 00:10:14.700 Robert Tseng: Okay, thanks.

61 00:10:17.250 00:10:21.180 Robert Tseng: Great, we’re not done.

62 00:10:21.602 00:10:23.290 Awaish Kumar: But I have this.

63 00:10:23.800 00:10:30.810 Awaish Kumar: But the the demodic commented about this on select that

64 00:10:31.350 00:10:38.100 Awaish Kumar: actually raw Ros and the Ltv calculation dashboard is using product sales summary by revenue.

65 00:10:38.370 00:10:41.700 Awaish Kumar: Shouldn’t it be using product sales summary by transaction?

66 00:10:42.690 00:10:52.920 Robert Tseng: I think that’s probably why there was a discrepancy one’s probably using by revenue one’s using by transaction the mobile one might have been different from the other one. So yeah, we do need to point both of them to transaction.

67 00:10:56.290 00:10:57.959 Robert Tseng: Is that what you found in lauded

68 00:10:59.719 00:11:10.040 Demilade Agboola: Yeah. So the a lot of the calculations about like Cac are coming from the sales data joined monthly Lcv Cohorts table.

69 00:11:10.330 00:11:13.899 Demilade Agboola: And that is pointing to the product sales revenue.

70 00:11:15.290 00:11:19.089 Demilade Agboola: So it yeah, they’re kind of pointing to different tables.

71 00:11:20.590 00:11:28.180 Demilade Agboola: I’m not exactly sure why, if it’s a legacy thing. Or if it’s a thing of, there are certain features missing from the table. So

72 00:11:28.410 00:11:31.249 Demilade Agboola: that’s why we’re using that other table instead. So

73 00:11:31.250 00:11:32.090 Awaish Kumar: Okay.

74 00:11:35.090 00:11:40.519 Awaish Kumar: Actually, I think when we built that model, we only had the

75 00:11:40.950 00:11:47.399 Awaish Kumar: model which is called by revenue. But I think we should move it to, but to the the other one

76 00:11:47.980 00:11:49.320 Robert Tseng: Yeah, I think that’s just legacy.

77 00:11:49.320 00:11:52.280 Awaish Kumar: I will, I will. I will update that

78 00:11:54.050 00:11:54.720 Robert Tseng: Okay.

79 00:12:08.630 00:12:15.159 Awaish Kumar: But okay, I will update the model which basically uses product assembly by transaction. Right?

80 00:12:15.460 00:12:16.200 Awaish Kumar: I don’t know.

81 00:12:17.250 00:12:17.950 Awaish Kumar: Yeah.

82 00:12:23.739 00:12:33.380 Robert Tseng: So you’re gonna update the model. And then, yeah, someone I mean, we gotta. We gotta plug it into the the right report. You can just once you once you have. Just tell me I’ll I’ll switch. I’ll switch off the models

83 00:12:33.850 00:12:34.960 Awaish Kumar: Okay. Sure.

84 00:12:36.260 00:12:36.900 Robert Tseng: Yeah.

85 00:12:39.950 00:12:43.340 Robert Tseng: okay, let’s let’s let’s do that urgently, too. Okay.

86 00:12:43.570 00:12:46.924 Robert Tseng: cool. Alright. Let’s talk through things that are in progress.

87 00:12:49.350 00:12:53.900 Robert Tseng: well, I guess on the testing side, the retention dashboard. I already kind of

88 00:12:54.520 00:12:59.719 Robert Tseng: I I fixed that so we should ship that out. Yeah, I mean, I can. I can send out the message today.

89 00:13:00.781 00:13:07.110 Robert Tseng: On the missing records to ship. Oh, yeah, kind of where? Where are we? At this point?

90 00:13:09.010 00:13:15.849 Demilade Agboola: So where we’re at at this point is, I have been able to filter out the records to

91 00:13:16.680 00:13:18.120 Demilade Agboola: just this year.

92 00:13:18.510 00:13:22.450 Demilade Agboola: And I am building out the

93 00:13:23.170 00:13:28.490 Demilade Agboola: the bulk post request to send So

94 00:13:28.830 00:13:32.120 Demilade Agboola: that is kind of like a work in progress.

95 00:13:32.931 00:13:38.709 Demilade Agboola: And I’m just trying to ensure that the Api receives and can give me back the response needed

96 00:13:39.090 00:13:39.999 Demilade Agboola: for the bulk request

97 00:13:41.170 00:13:51.419 Robert Tseng: Yeah, I mean the reporting. The biggest thing is the outage in March. That, I think, is if we publish that report, people would be having questions about it, so I don’t know how much how you’re batching it, but I think.

98 00:13:51.970 00:14:08.189 Robert Tseng: rather than like I think I’ve mentioned this before. But let’s just get the ones that are at least from this year, like patched, and then stuff from last year, like, I know, there’s another outage like last year like that. That’s not as urgent but definitely wanna

99 00:14:08.320 00:14:15.690 Robert Tseng: we- we should have, we should try to. We should have gotten this done last week. So let’s- let’s try to. Let’s try to get that through today.

100 00:14:17.550 00:14:29.570 Demilade Agboola: Yeah, so Rob was helpful. He gave me some information about like how to figure out the carrier for each of the orders of the tracking number, so I was able to use that to get the carriers

101 00:14:30.068 00:14:36.289 Demilade Agboola: because the Api require that I also wanted to say that some of the tracking numbers.

102 00:14:39.910 00:14:40.670 Demilade Agboola: They probably don’t

103 00:14:40.730 00:14:43.390 Robert Tseng: Match, or there’s like dead tracking numbers. I think that’s fine.

104 00:14:44.180 00:14:45.610 Demilade Agboola: Yeah.

105 00:14:46.980 00:14:50.052 Robert Tseng: Yeah, I mean that that’ll just happen, no matter what

106 00:14:51.650 00:15:06.570 Robert Tseng: because they don’t always generate like real tracking numbers as well like it could be cancel orders. It could be a number of things. So we don’t have yeah for the ones that don’t actually get get through. And we should know how I I would expect it’s a small small percentage. So I think it’s okay.

107 00:15:08.650 00:15:12.930 Robert Tseng: Okay. I’m gonna escalate this. I’m gonna change this. Let’s let’s try to nail this today.

108 00:15:14.080 00:15:14.850 Robert Tseng: Alright?

109 00:15:14.950 00:15:20.940 Robert Tseng: Oh, that is right. One. Okay.

110 00:15:21.755 00:15:23.180 Robert Tseng: Yeah. Marketing. Dash.

111 00:15:27.000 00:15:27.989 Robert Tseng: where are we? Here?

112 00:15:27.990 00:15:32.880 Sahana Asokan: Yeah. So I responded to your thread with the next steps.

113 00:15:34.530 00:15:37.290 Sahana Asokan: I also attached the fixed dash

114 00:15:38.740 00:15:40.399 Robert Tseng: Okay, for this

115 00:15:40.590 00:15:55.520 Sahana Asokan: Yeah, just like some feedback right? And I can look at the ticket, too. But I didn’t make some of the changes you wanted me to or look. I didn’t add in some of the net new metrics, because the data looked really off and I attached the screenshot. I think it was the blended cac

116 00:15:57.155 00:16:00.740 Sahana Asokan: from what’s it? Called

117 00:16:00.740 00:16:02.160 Robert Tseng: The by channel. Yeah.

118 00:16:02.350 00:16:07.440 Sahana Asokan: Yeah, the perform the ad fact ad performance channel like, that’s what’s pulling from north beam.

119 00:16:07.944 00:16:19.120 Sahana Asokan: So yes, that’s why I was like this doesn’t look right. So I’m not gonna add this in there. So we definitely need to. Qc, that but I did make the other changes you asked me for, and I removed the customer journey

120 00:16:20.110 00:16:24.679 Robert Tseng: Okay. So we don’t feel good about the impact by channel, or like the Cac by channel.

121 00:16:24.940 00:16:28.050 Sahana Asokan: Yeah. And then there were some other comments. I

122 00:16:28.050 00:16:28.870 Robert Tseng: Welcome today.

123 00:16:29.110 00:16:33.699 Sahana Asokan: Yeah, just look through that. But it’s in good shape. I mean, it’s it’s all Qc’d. Essentially.

124 00:16:34.280 00:16:36.359 Sahana Asokan: I think you had the wrong file

125 00:16:38.060 00:16:39.230 Robert Tseng: This is the wrong file.

126 00:16:39.700 00:16:53.659 Sahana Asokan: The one that you demoed. I don’t know if I send you the right file, because when I looked at the my file, the the Ltv and Cac ratio was like around 2.6 to 3, so I think I just didn’t send you the

127 00:16:54.280 00:16:56.240 Sahana Asokan: corrected one. So my bad

128 00:16:56.533 00:16:59.759 Robert Tseng: So this one will be okay. Well, I’ll look at it

129 00:17:00.110 00:17:01.080 Sahana Asokan: Yeah, it’s fine.

130 00:17:07.960 00:17:12.970 Robert Tseng: That’s I’ll reassign this to me, pressing

131 00:17:15.800 00:17:22.060 Sahana Asokan: So yeah, that’s pretty much fixed, I would say there’s like some other

132 00:17:22.069 00:17:26.969 Josh : Are you getting, ad spend as a direct integration to this marketing dashboard

133 00:17:28.160 00:17:30.870 Robert Tseng: No, it’s all direct into North is for me.

134 00:17:31.190 00:17:32.610 Robert Tseng: It’s just remarking

135 00:17:33.760 00:17:39.330 Josh : Yeah, we’re gonna be pulling north beam, remember? So that was part of the agreement that they’re gonna get.

136 00:17:40.730 00:17:46.120 Josh : You’re gonna get rid of north beam and do incremental instead

137 00:17:47.770 00:17:53.520 Robert Tseng: Yeah, yeah, we we chatted. Okay, I didn’t know you pulled the trigger on that. But we talked about that was also my.

138 00:17:54.330 00:17:56.779 Robert Tseng: yeah. We talked about that yesterday

139 00:17:56.980 00:18:02.147 Josh : Yeah, cool. I just yeah. That’s what I’m bringing up. I just wanna make sure everyone know. So

140 00:18:05.230 00:18:09.827 Robert Tseng: Yeah. So I mean, I know I I told you. Within a week we’ll we’ll have the direct integrations

141 00:18:10.581 00:18:14.670 Josh : Is perfect. I just couldn’t remember the timing

142 00:18:15.070 00:18:15.670 Robert Tseng: Yeah.

143 00:18:17.300 00:18:18.630 Robert Tseng: Well, I mean, if it

144 00:18:20.300 00:18:26.199 Robert Tseng: should, we just kill it, kill it. Then, like, if you if you don’t, yeah, cause we’re gonna build. We’re gonna build this. And then it’s gonna end up.

145 00:18:26.480 00:18:30.060 Robert Tseng: not and we’re gonna end up pulling it. I mean, it’s I wouldn’t say it’s

146 00:18:30.060 00:18:30.620 Josh : Served, one

147 00:18:30.620 00:18:31.479 Robert Tseng: That’s it. Bye-bye.

148 00:18:31.630 00:18:33.129 Sahana Asokan: But it’s 1 of the

149 00:18:33.760 00:18:37.029 Robert Tseng: Pack pack by channel. Piece to

150 00:18:37.030 00:18:41.019 Josh : I think this is still, I think this is still important.

151 00:18:41.650 00:18:42.180 Robert Tseng: Okay.

152 00:18:43.080 00:18:43.840 Josh : I mean, like

153 00:18:43.840 00:18:44.420 Robert Tseng: Oh, gosh!

154 00:18:44.420 00:18:46.470 Josh : Change the you’re just gonna change the

155 00:18:46.600 00:18:49.179 Josh : table. You’re pulling the data from, yeah.

156 00:18:49.180 00:18:49.545 Robert Tseng: Yeah.

157 00:18:50.340 00:18:54.610 Sahana Asokan: It’s gonna we’re gonna have to change it for everyone. For most of the dashboards. I think

158 00:18:58.120 00:18:59.350 Robert Tseng: Yeah, I mean.

159 00:18:59.770 00:19:03.220 Sahana Asokan: Or whatever for the ones that are using so

160 00:19:04.090 00:19:04.650 Robert Tseng: Yeah.

161 00:19:05.040 00:19:10.599 Robert Tseng: So I think the Ltv tag thing you said you already resolved that. So I’m assuming that this is okay. Great

162 00:19:11.690 00:19:18.030 Sahana Asokan: So that’s the mobile version. So I haven’t looked into. Why, the mobile is off

163 00:19:18.920 00:19:20.619 Sahana Asokan: so that ticket’s not done

164 00:19:21.190 00:19:22.329 Robert Tseng: Oh, is it okay?

165 00:19:22.640 00:19:28.770 Sahana Asokan: This one is different. Right? This one is that Mobile is showing a different

166 00:19:28.890 00:19:34.610 Sahana Asokan: data point than the web version. So that’s really weird. So I need to look into it’s happening

167 00:19:34.610 00:19:35.190 Robert Tseng: Okay.

168 00:19:36.570 00:19:38.260 Robert Tseng: Alright, we’ll leave it this here

169 00:19:40.380 00:19:43.270 Sahana Asokan: I feel like it might just be a extract issue

170 00:19:44.420 00:19:50.669 Robert Tseng: Either that or it’s like the pointing at different models thing that we were talking about earlier.

171 00:19:50.810 00:19:51.610 Robert Tseng: So

172 00:19:52.660 00:19:53.930 Sahana Asokan: Yeah, I’ll, okay.

173 00:19:56.920 00:20:07.790 Robert Tseng: Okay? And then so dashboard. We met with Danny yesterday, so kind of just like his take on the Cx dashboard of like working on reworking the mock ups this morning. Hope this is the right link

174 00:20:10.100 00:20:12.290 josh: Yeah. I talked to him about it this morning

175 00:20:12.910 00:20:13.205 Robert Tseng: Great.

176 00:20:14.450 00:20:15.770 Robert Tseng: Yeah. Whoa?

177 00:20:17.390 00:20:24.449 Robert Tseng: So yeah, I mean, obviously, sonny, you kind of built off of this 1 first.st I think.

178 00:20:25.950 00:20:31.190 Robert Tseng: Yeah, I mean, we have different versions. I think Danny just wants one. That’s more for the executive. It’s a bit

179 00:20:31.450 00:20:38.600 Robert Tseng: so it’s it’s less busy on the on the charting side and then just kind of getting some of these like

180 00:20:39.240 00:20:45.760 Robert Tseng: metrics in there. So I imagine it’s just like 2 rows of tiles, and then, like, kind of a daily section.

181 00:20:46.399 00:20:59.310 Robert Tseng: Where? Yeah, we just really see, like 4 things like number of open tickets. One touch ticket rate tickets escalate to pharmacy, because this will show these were easy tickets. These were hard tickets, and then the csat

182 00:21:00.410 00:21:13.419 josh: I would say I would say, only only tweak I’d make here is, I would make it a selection of 24 h, 12 h, 6 h, 1 h for the current day. Thing

183 00:21:18.020 00:21:22.839 Sahana Asokan: Wait. Sorry I’m confused. So we’re we’re not using the other versions

184 00:21:25.920 00:21:30.040 Robert Tseng: No like not like

185 00:21:32.820 00:21:44.870 Robert Tseng: the agent scorecard agent performance. Still usable like it’s for like agent performance, and that will be like the Cx team can use that. But this is just, for, like Danny

186 00:21:45.191 00:21:46.800 josh: Me and Danny and I

187 00:21:46.800 00:21:49.029 Robert Tseng: Yeah, for Danny and Josh to look at

188 00:21:49.140 00:21:58.390 Robert Tseng: things performance. So it’s like one layer of abstraction. Further, that they don’t need to know at the agent level. They just need to kind of know, like the general trends. Right?

189 00:21:58.680 00:21:59.560 Robert Tseng: Okay.

190 00:21:59.870 00:22:00.190 Sahana Asokan: I know the

191 00:22:00.780 00:22:04.779 Sahana Asokan: yeah, cause I know Rebecca still wanted like those charts and stuff. So we can talk about it later.

192 00:22:08.260 00:22:09.060 Sahana Asokan: Like the tables.

193 00:22:09.060 00:22:36.750 Robert Tseng: Well, I think I think this the one that you built here, that kind of we were on like we’re just gonna we’re probably still probably not see production like the customer journey. Dashboard. So yeah. But obviously the Asian performance one is. It’s why I think we that that will be used. And then we have the meeting with Rebecca tomorrow morning to kind of check in with her on the on the on the farm. Ops like escalation reporting stuff. But this is just I mean.

194 00:22:37.460 00:22:41.800 Robert Tseng: I guess this is a net new dashboard. I think this really could just be it

195 00:22:41.800 00:22:42.130 josh: Yeah.

196 00:22:42.130 00:22:50.259 Robert Tseng: A section on an existing dashboard. But for just simplicity we could just create it as like the executive, like view of the

197 00:22:50.260 00:22:50.930 Sahana Asokan: You’re not here

198 00:22:50.930 00:22:52.190 Robert Tseng: Next, yeah.

199 00:22:53.090 00:22:53.820 Sahana Asokan: Okay, that’s fine.

200 00:22:54.550 00:22:59.680 Robert Tseng: Yeah. So that’s what this is. Sorry I didn’t finish my comment. Here, it’s basically

201 00:22:59.950 00:23:01.079 Sahana Asokan: Let’s add it to the queue.

202 00:23:01.080 00:23:01.640 Robert Tseng: Bye.

203 00:23:04.700 00:23:07.620 Sahana Asokan: We can start this next week, I think.

204 00:23:12.900 00:23:20.350 Robert Tseng: Cool. So that’s what that is. Yeah. So I already approve this.

205 00:23:29.900 00:23:31.080 Robert Tseng: And then.

206 00:23:31.180 00:23:40.330 Robert Tseng: yeah, I know that you. I saw some threads team a lot of you, the kind of messages back and forth with the Christiana here. Yeah, how are we on on this part?

207 00:23:42.496 00:23:46.939 Demilade Agboola: Yes, I know Christiana has been working on the sheet. I know she had a question, for

208 00:23:47.190 00:23:49.809 Demilade Agboola: I believe about how to handle some things.

209 00:23:51.970 00:24:05.559 Demilade Agboola: but yeah, in terms of from the Dbt end of things. I am incorporating it. And it should be done by today from the Dbt end of things. But cause it’s not yet fully done.

210 00:24:05.740 00:24:13.139 Demilade Agboola: Any numbers that we can’t get from the sheet right now. I will create the backup to be. You know what currently exists.

211 00:24:13.360 00:24:19.930 Demilade Agboola: So over time I fill out more details. Or fill out. If fill it out better, we won’t have to rely on it at all

212 00:24:30.380 00:24:45.220 Robert Tseng: Okay, when that’s when you deploy that today, let me know I wanna go and query that model myself and just kind of look through it. And then look at the couple of exceptions that Christiana pointed out on what happens when we don’t. When a product comes through that doesn’t that she doesn’t have

213 00:24:46.000 00:24:50.679 Robert Tseng: like new data or with new cause data. For I wanna, I wanna see how that exception works.

214 00:24:54.060 00:24:54.760 Demilade Agboola: Older.

215 00:25:01.930 00:25:08.622 Robert Tseng: Okay, cool. I think that will pretty much close out. We have. We have a couple of other things that we want to pull in here.

216 00:25:09.320 00:25:16.417 Robert Tseng: so yeah, I mean the rows. Ltp, thing, I’m gonna pull in here. I think this these 2 tickets will probably be related to each other

217 00:25:17.020 00:25:19.330 Robert Tseng: but so I’ll probably do this right after this call.

218 00:25:20.186 00:25:28.250 Robert Tseng: And then, yeah, I mean the new versus repeat bar chart on the retention dash like I

219 00:25:30.190 00:25:31.270 Robert Tseng: I guess

220 00:25:31.730 00:25:39.380 Robert Tseng: Demo, is it clear to you what change you need to make to the model like? Did James hand that off to you? Because otherwise, like I’ll have to like pretty much. Read.

221 00:25:40.480 00:25:45.369 Robert Tseng: This might take a little bit longer than if it if it if you, if you’re if you’re not clear on that yet

222 00:25:48.370 00:25:52.220 Demilade Agboola: Not particularly sure. He passed across what changes needed to be made

223 00:25:53.670 00:26:04.060 Robert Tseng: Okay, it’s just the summary model that’s used to power the okay. Well, man, alright, I.

224 00:26:07.640 00:26:11.070 Robert Tseng: Okay. I’ll pass you through

225 00:26:22.990 00:26:25.380 Demilade Agboola: I mean, it might be a simple change, but like I don’t know

226 00:26:25.380 00:26:29.510 Robert Tseng: Yeah, it should be a simple thing. But it’s okay. I I yeah.

227 00:26:33.080 00:26:33.870 Robert Tseng: So

228 00:26:39.410 00:26:40.170 Robert Tseng: okay,

229 00:26:45.630 00:26:49.353 Robert Tseng: this one was, I don’t think we’ll get this done by tomorrow. But

230 00:26:49.920 00:26:57.730 Robert Tseng: This is more related to the customer journey order like in within fact, orders, because Rob just added the web hooks. We need to add

231 00:26:58.260 00:27:15.680 Robert Tseng: add new webhook event. Data from bask like purchase start like created waited fail events into order.

232 00:27:16.580 00:27:19.659 Robert Tseng: back orders and order summary.

233 00:27:20.670 00:27:23.339 Robert Tseng: So I’m gonna reassign this, actually.

234 00:27:24.100 00:27:32.059 Robert Tseng: who’s working on the fact orders model? Was that a wish? Or was that I think they might prefer to assign it to you, if that’s if you if you haven’t.

235 00:27:32.290 00:27:34.550 Robert Tseng: because the wish is pretty pretty full right now.

236 00:27:35.450 00:27:36.810 Demilade Agboola: Okay. Sounds good.

237 00:27:37.350 00:27:47.149 Robert Tseng: Okay, so we can, we can chat about that. But basically, we have a few new order statuses that we need to add into the model. Yeah, I can.

238 00:27:49.160 00:27:55.199 Robert Tseng: I think we’ll we’ll just need to. We’ll need to catch up later today because we have a couple of tickets that have a bit more context.

239 00:28:01.170 00:28:07.699 Robert Tseng: Yeah, so this is kind of the same same group of work with. The repeat the kind of the bar chart. So

240 00:28:08.040 00:28:24.000 Robert Tseng: yeah, then why, you’re gonna end up doing one model change. It’s gonna impact both of these models on the both reports on the exact dashboard and the retention dashboard, and then another model change to bring in the the web. The web hooks from the the new web hooks from bask.

241 00:28:24.860 00:28:26.940 Robert Tseng: Yeah, yeah, I think that should

242 00:28:27.530 00:28:29.559 Robert Tseng: pretty much closes out for the day.

243 00:28:32.430 00:28:38.890 Robert Tseng: cool. And then just like kind of a heads up on what’s coming. We? Yeah. I mean, this will probably more hit the

244 00:28:39.690 00:28:52.599 Robert Tseng: cycle like starting next week. But we kind of went through a ranked kind of priorities of things we want to bring back in. So actually, Sahana, since this one is already pretty much done like I’m gonna put it back into in progress in this cycle.

245 00:28:53.180 00:28:56.940 Robert Tseng: But yeah, it’s the agent performance stash

246 00:28:57.470 00:28:59.150 Sahana Asokan: You’re putting it back into the cycle

247 00:29:02.840 00:29:11.669 Robert Tseng: Yeah, well, I mean, that one is already like, ready for review. Right? So that one, yeah. Yeah. So like, we already did it.

248 00:29:11.820 00:29:14.339 Robert Tseng: we didn’t end up doing a v 2. But like

249 00:29:14.925 00:29:23.834 Robert Tseng: for the purposes of like, there’s like a kpis like reporting Demo tomorrow, like there will probably just show it. Then tomorrow

250 00:29:24.620 00:29:25.220 Sahana Asokan: Sounds good

251 00:29:25.220 00:29:32.209 Robert Tseng: Carlos is no longer the owner of it, but I think Rebecca will still like that. We can still show. We can still show that to her tomorrow

252 00:29:32.800 00:29:41.659 Sahana Asokan: Okay, yeah, I think that makes sense, because even on the customer journey, one that you know that like that view, like, I think he actually wanted that one more. So

253 00:29:42.350 00:29:51.259 Robert Tseng: Yeah, okay, so yeah, but other stuff that’s planned. So we have a couple of things order. Sla.

254 00:29:51.770 00:29:59.200 Robert Tseng: so that’s probably that’s like a net new thing. And then on the type form side, just they’re adding a lot more kind of

255 00:30:00.270 00:30:09.469 Robert Tseng: questionnaires and customer check ins, and so I know we already have been looking at type form data. But I think there’s just gonna be some more reporting

256 00:30:09.660 00:30:13.570 Robert Tseng: requests on specific.

257 00:30:13.760 00:30:20.389 Robert Tseng: specifically on the intake first, st obviously. But then on some of the some of the new questionnaires that are coming in.

258 00:30:21.510 00:30:28.859 Robert Tseng: And then, yeah, I guess, like, there’s this whole like, Wbr. Tbr, kind of thing that we’ve teed up. So.

259 00:30:29.350 00:30:30.030 Robert Tseng: But

260 00:30:30.210 00:30:40.149 Robert Tseng: yeah, I think this will probably get groomed a bit more like Akash and I will. We’ll we’ll chat about this later today, because Josh had kind of sent over another spreadsheet of

261 00:30:40.440 00:30:49.500 Robert Tseng: other, some more context. So I don’t think it’ll really shuffle the priorities around necessarily, but it’ll give us more context on kind of.

262 00:30:49.770 00:30:56.049 Robert Tseng: especially the the 1st few on what exactly, is coming in on the questionnaire side. And then

263 00:30:56.420 00:30:59.774 Robert Tseng: what what are the requirements for each each of these?

264 00:31:00.110 00:31:16.230 josh: Yeah. So like, there’s a there’s a lot with the check in and intake data. So like like the issue I have right now, right is that bask is like an enigma wrapped in a mystery wrapped in a question mark of like how to get data from them

265 00:31:16.400 00:31:26.330 josh: specifically on this data. And so like we, that’s why we’re like forced like, I don’t want to use type form, you know. I mean, I wish I did not have to use it at all.

266 00:31:26.490 00:31:31.470 josh: But since, like, it’s a faster way for us to get checking data, and like this is like a.

267 00:31:31.670 00:31:47.059 josh: it’s like fucking huge. It’s like a massive deal for us to be able to get like the check in data. So we can then start writing like white papers about outcomes for patients like that’s the whole point is, I need to be able to say, Hey, people came in

268 00:31:47.060 00:32:03.110 josh: and they said this, and then by 3 months they said this by 6 months. They said this, and they’re seeing this percentage of people responding, you know, said that they saw this. Many improvements. Those kinds of things are like, yeah, the whole point of why I have to do this.

269 00:32:03.690 00:32:19.319 josh: If you guys could figure out a way to get all this shit out of bask like even as like a 1 time export, and then like, maybe like on a monthly basis. And then we can like harmonize, like you know, check in and and like, you know, all this other shit against the type form, stuff.

270 00:32:19.430 00:32:38.240 josh: sick. You could save the future of of everything if we could figure that piece out. It’s like, I’m not trying to be dire. But like, this is probably one of the most important data related projects that I have right now. Because, like, there’s a lot riding on this specifically, when we get to the personalization of some of stuff

271 00:32:38.380 00:32:44.900 josh: that I’m gonna be working on like, I need to have defensible data that, like I could literally use in court if I have to

272 00:32:46.530 00:32:47.200 Robert Tseng: Yeah.

273 00:32:47.460 00:32:52.479 josh: I mean, Dick has kind of chatted with us before. How he wanted to build something to scrape

274 00:32:52.760 00:32:55.429 Robert Tseng: Like data off out of bask.

275 00:32:57.170 00:33:00.289 Robert Tseng: I don’t know if if you have more context on.

276 00:33:00.650 00:33:03.649 Robert Tseng: is he still working on that project, or, you know, like

277 00:33:03.650 00:33:04.070 josh: Oh, yeah.

278 00:33:04.070 00:33:06.180 Robert Tseng: We can. Nick G.

279 00:33:07.348 00:33:16.480 josh: I don’t know if he’s still working on that or not. I think they’re pretty swamped on some other things, but like I said, a lot of this will like no longer matter in about a month and a half.

280 00:33:17.050 00:33:26.719 josh: Yeah, I just wanna get all this day. Because, like, do this. We’re knee deep building this Emr, like. That’s where Adam is, Adam doing all that. I’m focusing on this. We’re kind of doing some dividing.

281 00:33:27.100 00:33:42.350 josh: conquering a bunch of stuff. And and yeah, so we’ll have like a full fledged Emr that has, like an actual data layer that you guys can integrate to directly like they will be set up well as opposed to the bullshit that we have to deal with today.

282 00:33:43.410 00:33:53.889 Robert Tseng: Okay. So I mean, as far as like getting form data out of bass is really just. I mean, we have all the patient logs or whatever like in fast ui, but we just can’t access the data. So it’s just

283 00:33:54.450 00:34:02.289 josh: Yeah, there’s 2 things. So before January, we we did not have quote unquote.

284 00:34:02.420 00:34:08.969 josh: like no check in related plans like, we have like this auto fill like auto ship products

285 00:34:09.199 00:34:29.710 josh: because it’s good for the business, right? But it’s also handicapping us with our ability to get more data, which is more and more and more increasingly more and more important. And so all the data that we have from basically 2024 includes all the check in information, and, like that is like they did their intake, and they did a monthly check in to continue to get medication.

286 00:34:29.860 00:34:35.379 josh: and then, starting in January, they do an intake, which is all in Basque. And then.

287 00:34:36.230 00:35:02.379 josh: like basically starting in January, like, we no longer require a check in and Basque like there’s a medical check in like after, like 3 or 6 months, I think, but they’re not as frequent, and they’re not as like deep with the data. And then that’s where we’re turning in turning on this type form thing where, like, we’re getting data from like check-ins from the type form. Because, again, like, we just weren’t getting any of this data. And I was like, Dude. I need this fucking data

288 00:35:03.340 00:35:03.920 Robert Tseng: Yeah.

289 00:35:03.920 00:35:06.980 Robert Tseng: So we’re just trying to try to get this 2024 past data

290 00:35:06.980 00:35:29.609 josh: And then and then, if there’s a way to still get, like all of the intake related data from these folks, and like any of the medical check-ins in this year, and then we will be making one additional tweak. Is that within the next, I’d say, like 2, 3 weeks, Embeddables will also have the intake data, and we will also be able to do the check ins through embeddables

291 00:35:32.550 00:35:46.329 Robert Tseng: Okay, yeah. I mean, I think I kind of mentioned this to Danny yesterday. But like, we kind of just kept running into dead ends like, yeah, we worked on just trying to get intake data out of bask. And then it was like, okay, like, stop that, we’re gonna actually be using type 4.

292 00:35:46.330 00:36:05.790 Robert Tseng: So then we brought in typeform data. And then we started modeling it. We have typeform data accessible. And then it was just like, Wait, we have embeddables now. So it was kind of a moving target. So once we’re kind of like, clear that like, okay, there are a couple of objectives get historical data from bask in 2024. And then here are the 2 tools we’ve been using in 2025 onwards

293 00:36:05.860 00:36:16.179 Robert Tseng: type form plus embeddables and make sure we have a pipeline to bring in that data. That’s a much clearer set of requirements for us to go and actually show you what we, what we, what we, what we can do.

294 00:36:16.390 00:36:19.899 josh: Exactly, and then there will be a 3rd one, which is our own

295 00:36:20.180 00:36:26.059 josh: proprietary Emr, which we’re gonna basically replace all of this stuff with which will be a way cleaner

296 00:36:26.570 00:36:27.480 Robert Tseng: Yeah.

297 00:36:29.310 00:36:31.754 josh: We’re just kind of a victim circumstance, man.

298 00:36:32.430 00:36:39.139 josh: and then I know Rob. Rob has a couple of other things, too, that he has to bring up. I gotta drop. I have a another call with

299 00:36:39.270 00:36:41.295 josh: another company about

300 00:36:42.500 00:36:51.660 josh: couple. They’re actually it’s pretty cool. Some of the stuff that we’re going to be working on like data wise. They’re like ingesting massive data sets for personalization stuff.

301 00:36:51.760 00:36:57.049 josh: So I’m gonna have a discussion with them. So I might have another cool project like in the next.

302 00:36:57.200 00:37:00.469 josh: They’re they’re gonna take a while. They’re slow, but

303 00:37:00.470 00:37:00.840 Robert Tseng: Okay.

304 00:37:02.230 00:37:03.659 josh: Alright cool guys.

305 00:37:04.120 00:37:04.750 josh: Alright

306 00:37:04.750 00:37:05.300 Robert Tseng: Thanks. Everyone.

307 00:37:05.300 00:37:05.910 josh: 2 min.

308 00:37:05.910 00:37:07.039 rob: Yeah, see? You.

309 00:37:07.510 00:37:10.260 josh: Rob, you gotta jump in, man.

310 00:37:10.640 00:37:21.669 rob: Yeah, I’m right here, man, hey, Robert, so yeah, this stuff he was talking about adding, is, 1st of all, the offer. You know how we’re removing those sales from the Ncac.

311 00:37:22.310 00:37:22.890 Robert Tseng: Yeah.

312 00:37:23.627 00:37:27.922 rob: Cutter wants a separate line showing the offer sales.

313 00:37:28.560 00:37:31.830 rob: I I guess that’s on a dashboard. Sorry I’m not.

314 00:37:32.530 00:37:35.800 rob: I’m not even sure which tableau dashboard he’s looking at

315 00:37:37.920 00:37:50.320 Robert Tseng: Yeah, no, I’m sorry. I sorry I didn’t actually know we were gonna run over. I do have a conflict as well, too. So I’m like, can you like, send me a couple of messages? And then, if we need to meet later, we’ll do it. But like I was not. Yeah.

316 00:37:50.320 00:37:53.030 Robert Tseng: yeah, they’re they’re pretty easy, so I’ll send them to you.

317 00:37:53.360 00:37:54.540 rob: Alright. Thank you. See, you guys.

318 00:37:54.540 00:37:55.460 Robert Tseng: Alright! Bye, guys!

319 00:37:56.438 00:38:03.010 josh: Robert just dropped. Okay, never mind. He’s trying to get out of here. Alright, thanks

320 00:38:03.610 00:38:05.130 rob: Alright. See you, Josh