How to save and share searches

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Lornefield Pensions Administration: documents · How to save and share searches

Craig Paterson asked if the brain has a feature to save favourite searches for scheme managers. Bethan Lister explained no save feature exists but shareable search links work; customers were satisfied with the workaround.

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Current to 10 Oct 26

Craig Paterson asked if the brain has a feature to save favourite searches for scheme managers. Bethan Lister explained no save feature exists but shareable search links work; customers were satisfied with the workaround.

Problem: Scheme managers wanted to save favourite searches. Handling: Bethan explained no save feature exists yet but search URLs include all filters and can be bookmarked or shared. Craig confirmed the workaround works well for the team's needs. Watch: Feature gap identified; consider for future roadmap to reduce friction.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Updated 9 Oct 26

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First response (min)118

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created · Craig Paterson 5 Mar 2024 10:57
Just to flag, we've had a few scheme managers ask how to save and share their favourite searches in the brain. Is there a feature for this? We'd like to know what to tell them.
public_reply · Bethan Lister 5 Mar 2024 12:55
Hi Craig, great question. The brain doesn't have a save-favourite feature yet, but you can share a direct link to any search result. When they run a search, the URL includes all the filters, so they can bookmark it or email the link to colleagues. That should work well for sharing. Thanks, Bethan
public_reply · Bethan Lister 7 Mar 2024 11:29
Just to follow up - have your scheme managers been able to use the shareable search links? Let me know if they need anything else or if you'd like to discuss a save feature for a future release.
public_reply · Craig Paterson 7 Mar 2024 13:42
Thanks, Bethan. The shareable links work fine for what they need. Scheme managers are pleased with that solution. We'll let you know if we need anything else down the line. Regards, Craig
status_change · Bethan Lister 14 Mar 2024 17:25
status_change · 18 Mar 2024 23:59

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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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