Onboarding session: next steps and scheduling

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CRM data is flowing and first answers look sensible. Exception tickets are not linked to shipper accounts, likely because helpdesk short names differ from CRM legal names. Bas Vermeulen offered slots and a list of differing names.

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Current to 11 Oct 26

CRM data is flowing and first answers look sensible. Exception tickets are not linked to shipper accounts, likely because helpdesk short names differ from CRM legal names. Bas Vermeulen offered slots and a list of differing names.

Ask: Laura wants a session on the helpdesk connection to fix why exception tickets are not linked to the right shipper accounts.

Customer view: Bas agreed the name matching is likely the cause and will prepare a short list of shippers where names differ. He offered Thursday or Friday afternoon.

Next: hold the session and apply matching rules, then close the open ticket.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-05-12

Last message2025-05-13

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Laura Penhaligon 12 May 2025 12:48
to Bas Vermeulen
Hi Bas, Thanks for the call this morning. The CRM data is flowing nicely and the first questions are coming back with sensible answers, which is a good sign. For the next session I would like to look at the helpdesk connection and see why the exception tickets are not yet linked to the right shipper accounts. I think it is a matching issue on the account names, but I want to look at it with you before I say so for certain. Could you suggest a slot this week or next? I would also like you to raise the one ticket you sent us, so we can close it properly once the matching is fixed. Best, Laura
Bas Vermeulen 13 May 2025 17:01
to Laura Penhaligon
Hi Laura, Good to hear. The account name matching is likely the problem, yes. Our helpdesk uses short names for some shippers and the CRM has the full legal names. I can do Thursday or Friday this week, either in the afternoon. If neither works, early next week is fine too. I will pull a short list of the shippers where the names differ, so we do not have to hunt for them during the session. Groet, Bas

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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

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Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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.

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