Onboarding session: connecting the first sources

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Logistical onboarding thread: Hamza Akhtar proposed connecting the CRM, helpdesk and call recorder. Priscilla Bowen holds admin on the CRM and helpdesk, and will bring an IT colleague for the call recorder.

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Logistical onboarding thread: Hamza Akhtar proposed connecting the CRM, helpdesk and call recorder. Priscilla Bowen holds admin on the CRM and helpdesk, and will bring an IT colleague for the call recorder.

Ask: Hamza asked who holds admin access to the CRM, helpdesk and call recorder, and for a working session early the following week.

Customer view: cooperative. Priscilla has admin on the CRM and helpdesk herself, will ask an IT colleague to join for the call recorder, and offered Monday morning or Tuesday afternoon.

Next: Hamza to choose a slot so Priscilla can send the invite.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-04-17

Last message2026-04-17

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Hamza Akhtar 17 Apr 2026 08:46
to Priscilla Bowen
Hi Priscilla, Following on from the kickoff, I'd like to book a working session with you to connect the first sources to the brain. Ideally we'd start with the CRM and the helpdesk, then add the call recorder once those are loading cleanly. Before then, could you check who holds admin access to each of those systems on your side? If it's different people, it would help to have them on the call for the first half hour. Do you have time early next week? Best, Hamza
Priscilla Bowen 17 Apr 2026 11:13
to Hamza Akhtar
Hi Hamza, Thanks for the note. I have admin on the CRM and the helpdesk myself. The call recorder is owned by a colleague in IT, so I'll ask her to join for that part. Early next week is fine. Monday morning or Tuesday afternoon would work best for me. Let me know which suits you and I'll send the invite round. Priscilla

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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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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	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.

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