Follow-up: kickoff and next steps

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Logistical follow-up after the kickoff call: BB-Demo lists actions for Salesforce access, first team, TMS and support system needs, and a draft shipper view. No customer response in the thread.

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Current to 11 Oct 26

Logistical follow-up after the kickoff call: BB-Demo lists actions for Salesforce access, first team, TMS and support system needs, and a draft shipper view. No customer response in the thread.

Ask: Laura Penhaligon sets out four next steps for Lauren Pacheco and Tyler Nguyen, including Salesforce read access and naming the first team from the 40 licensed seats.

Customer view: there is no customer response in the thread, so agreement with the list is not shown.

Next: Laura will check in with Tyler later in the week on the Salesforce access.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-06-09

Last message2026-06-09

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Laura Penhaligon 9 Jun 2026 09:05
to Lauren Pacheco, Tyler Nguyen
Hi Lauren, hi Tyler, Thank you both for your time on the kickoff call. It was really helpful to hear how your account reps work today and what they want to see before a call with a shipper. I've copied Hollie Grieve, your customer success manager, who will stay with you after the rollout. As I understood it, these are the next steps: - Tyler: set up a Salesforce user for the brain with read access, and confirm which objects hold the shipper and load records. - Lauren: tell us which team should be first to use the brain, so we can plan the first group of users from the 40 licensed seats. - Laura: send a short list of what we need from the TMS and the support system, so your IT team can look at it before we connect them. - Laura: share a first draft of the shipper view for you to comment on. If I've missed anything or got something wrong, please say so and I'll correct it. I'll check in with Tyler later this week on the Salesforce access. Kind regards, 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

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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.

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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.

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