Review of how the consultants are using the brain

Email thread

Grisedale Search & Selection: documents · cs

Lauren Pilkington agreed to a usage review with Marcus Bell ahead of the renewal. She asked whether consultants can see client complaints alongside open roles on one page. Call set for Thursday at 14:00.

made from

What was said

What this says

Current to 11 Oct 26

Lauren Pilkington agreed to a usage review with Marcus Bell ahead of the renewal. She asked whether consultants can see client complaints alongside open roles on one page. Call set for Thursday at 14:00.

Ask: Lauren says a couple of consultants keep asking for complaints next to open roles, and she never knows what to tell them.

Customer view: engaged and cooperative, with a concrete feature need. Marcus will show the current set-up and note gaps.

Next: the answer may point to a dashboards or connector opportunity, and it feeds the renewal conversation with Stuart.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages3

First message2026-02-20

Last message2026-02-25

Emailmade from

Messages

Marcus Bell 20 Feb 2026 09:40
to Lauren Pilkington
Hi Lauren, I'd like to book a review with you before the renewal conversation with Stuart gets going. I've pulled the numbers and I'd like to cover: - who is using the brain and what they ask it - which connected systems are loading well - anything the consultants have said they'd like it to do Shall we book 30 minutes? Let me know a couple of times that suit you in the next week or so. Thanks, Marcus
Lauren Pilkington 23 Feb 2026 09:51
to Marcus Bell
Hi Marcus, Sorry for the slow reply, it's been a busy week with the consultants. Yes, happy to do it. Quick one: can the consultants see client complaints alongside open roles on the same page? A couple of them keep asking me and I never know what to tell them. Would be good to cover that on the call, that'd save us hours. Thursday afternoon or Friday morning are best for me. Ta, Lauren
Marcus Bell 25 Feb 2026 09:47
to Lauren Pilkington
Hi Lauren, No problem at all. Let's do Thursday at 14:00 and I'll send an invite across. On the question about complaints next to open roles, I'll bring the current set-up up on screen and show you what the consultants can see today, and we can note down anything that's missing. Thanks, Marcus

Emailmade from

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

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	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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.

Help