Connector testing session: arranging the next onboarding slot

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Laura Penhaligon asks Imran Hussain for a slot to check finance records against sites. Imran agrees Tuesday from 14:00 for a full hour and asks which customer id the finance source is keyed on. Mainly scheduling, with one open data question.

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Current to 13 Oct 26

Laura Penhaligon asks Imran Hussain for a slot to check finance records against sites. Imran agrees Tuesday from 14:00 for a full hour and asks which customer id the finance source is keyed on. Mainly scheduling, with one open data question.

Ask: Laura proposed going through finance records and then joining helpdesk tickets to each customer. Imran accepted a longer slot because he wants to revisit the duplicate sites.

Customer view: Imran is careful and hands-on. He will test the supplier's scheduled routing file before switching it on, and wants to be sure he checks the same customer id as BB-Demo.

Next: Laura needs to answer the customer id question before the Tuesday session.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2025-04-24

Last message2025-04-28

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Laura Penhaligon 24 Apr 2025 17:28
to Imran Hussain
Hi Imran, Thanks for the session earlier in the week. I've written up where we got to: the helpdesk connector is loading, the finance source is configured but not yet checked, and the routing system is waiting on the supplier export. For the next session I'd suggest we go through the finance records together and check that invoices line up with the right site. After that we can look at how the helpdesk tickets join to each customer. Could you suggest a time early next week? Monday or Tuesday would suit me. Half an hour would cover the finance check, though I'd rather book a bit longer so we have room if the duplicates turn up again. Thanks, Laura
Imran Hussain 28 Apr 2025 14:27
to Laura Penhaligon
Hi Laura, Thanks for the write-up, it matches my notes. Since we spoke I've heard back from the supplier on the routing export, and they can send it as a scheduled file. I haven't opened it yet, so I'll test it before we switch it on and tell you what's in it. Tuesday afternoon works, from 14:00. Let's book a full hour. I'd like to look at the duplicate sites again, and I'd rather not rush it. One question: which customer id is that going to be keyed on in the finance source? I want to be sure I'm checking the same one as you. Imran

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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.
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Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
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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	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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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