Cross-source dashboard queries

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Lornefield Pensions Administration: documents · Cross-source dashboard queries

Imogen Hartley asked how to combine Gong call summaries and Zendesk ticket data in a single dashboard query. Bethan explained filters allow selecting both connectors and returning combined results in the same table.

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Imogen Hartley asked how to combine Gong call summaries and Zendesk ticket data in a single dashboard query. Bethan explained filters allow selecting both connectors and returning combined results in the same table.

Problem: Building a dashboard to track issues by trustee feedback; needed to query both Gong and Zendesk data. Handling: Bethan explained the brain can search across multiple sources in one query by selecting both connectors in the filter menu. No follow-up shown, suggesting Imogen's question was answered. Watch: Customer actively building cross-source dashboards; indicates strong adoption of dashboard features.

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

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Updated 9 Oct 26

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created · Imogen Hartley 14 May 2024 17:45
Hi Bethan, quick question. I'm building a dashboard to track our top issues by trustee feedback, and I want to bring in call summaries from Gong alongside the ticket data from Zendesk. Is there a way to do a cross-source search or do I need to build separate queries and combine them manually?
public_reply · Bethan Lister 15 May 2024 01:27
Hi Imogen, great question. You can search across sources in the same query - just select both Gong and Zendesk connectors from the filter menu, then build your query. The brain will return results from both systems in the same results table. You can sort and group them however you need. Let me know how you get on with the dashboard build. Thanks, Bethan
status_change · Bethan Lister 4 Jun 2024 17:47
status_change · 8 Jun 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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