Wexmoor Property Group: documents logo

Notes from our check-in

Email thread

Wexmoor Property Group: documents logo Wexmoor Property Group: documents · cs

Written notes after a call with Dana Whitaker: usage up on the previous quarter, no tickets, good day-to-day experience, and room in the 40 licensed users for more property managers. No customer reply in the thread.

What was said

What this says

Current to 11 Oct 26

Written notes after a call with Dana Whitaker: usage up on the previous quarter, no tickets, good day-to-day experience, and room in the 40 licensed users for more property managers. No customer reply in the thread.

Ask: Elena Novak recorded that Dana wants to decide who to invite before anything changes, and asked for the list of people to be given access.

Customer view: Dana described operations seeing tenant tickets, lease-renewal calls and service contracts together, saving manual checks across systems. Elena will carry this into the renewal value summary.

Next: Elena will confirm in writing what is needed to add people within the current plan. The term runs to 1 Feb 2027. There is no customer response in the thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2026-08-04
Last message2026-08-04

Messages

  1. Elena Novak
    Elena Novak 4 Aug 2026 13:25
    to Dana Whitaker
    Dear Dana, Thank you for your time on the call. As promised, here are the notes and actions in writing, so that we both have the same record. What we covered: First, usage. Active use is up on the previous quarter, and your team is using the brain steadily, with the 40 licensed users on the Growth tier not yet fully taken up. That leaves room for the additional property managers you mentioned. To confirm, I understood that you would like to decide who should be invited before we change anything. Second, support. There were no tickets last month and nothing is outstanding on invoices. You told me the day-to-day experience has been good, and I am glad to hear it. Third, the way the teams work with it. You described how operations now see tenant tickets, lease-renewal calls and service contracts together, and that this is saving people from checking several systems by hand. I will make sure that this is reflected in the value summary we prepare for the renewal conversation. Actions: First, Dana to send me the list of people who should be given access, when convenient. Second, I will check what is needed to add them within the current plan and confirm to you in writing. Third, I will propose a date for our next review nearer the time. Your subscription runs until 1 Feb 2027, so we have time, but I prefer to start the conversation early rather than late. If I have recorded anything incorrectly, please tell me and I will correct it. Kind regards, Elena Elena Novak Customer Success Manager, EU BB-Demo

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Ask B

Ask B

B-Brain · read-only