Onboarding session: getting started with the brain

Email thread

Clonvara Insurance Services: documents · cs

Laura Penhaligon asked Aoife Tuohy to book a two-hour onboarding session for the first connections in Snowflake. No customer response in the thread.

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What was said

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Current to 11 Oct 26

Laura Penhaligon asked Aoife Tuohy to book a two-hour onboarding session for the first connections in Snowflake. No customer response in the thread.

Ask: Laura offered Monday at 11:00 or Tuesday at 15:00 and asked Aoife to have the first systems, Snowflake access and Siobhán's broker and claims notes ready.

Customer view: There is no customer response in the thread, so the slot is not confirmed.

Next: Aoife to pick a slot and line up Snowflake access.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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First message2025-11-07

Last message2025-11-07

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Laura Penhaligon 7 Nov 2025 15:35
to Aoife Tuohy
Hi Aoife, Now that your Growth subscription is under way, I'd like to book the onboarding session with you. This is the working session where we go through the first connections and check what the brain can see in your Snowflake account. It would help if you could have the following to hand: - the systems you want connected first - someone who can grant the access we need in Snowflake - any notes from Siobhán on which broker and claims views matter most I can do Monday at 11:00 or Tuesday at 15:00. It would take around two hours. Let me know which works, or suggest another slot if neither does. Cheers, Laura Laura Penhaligon, Implementation Consultant, BB-Demo

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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

Help & Support

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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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

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

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

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

What the data covers

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.

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.

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