How do I search for records across multiple data sources?

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Quaystead Marine Services: documents · How do I search for records across multiple data sources?

Luke Oakes asked how to search for records across CRM and email systems in the brain. Bethan explained the search box allows selecting multiple data sources. Resolved 28 Apr 2025.

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Current to 11 Oct 26

Luke Oakes asked how to search for records across CRM and email systems in the brain. Bethan explained the search box allows selecting multiple data sources. Resolved 28 Apr 2025.

Problem: Luke needed to find customer records split between Salesforce and email without running separate queries.

Handling: Bethan explained the search box supports multi-source queries. Users can tick which data sources to include in one search.

Watch: Three months into go-live, Luke is asking how-tos about increasingly advanced features, not basics. This shows steady feature discovery and healthy adoption trajectory.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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created · Luke Oakes 28 Apr 2025 09:45
Hi, we've just set up the brain and we're trying to figure out the best way to search for customer records that might be spread across our CRM and the email system. Can you walk us through how the search works? Thanks, Luke
public_reply · Bethan Lister 28 Apr 2025 17:23
Hi Luke, just so I've got this right, you're looking to search across both your CRM and email at the same time? You can do that from the main search box at the top of the page. Try typing a customer name or a reference, and tick the data sources you want to include. Let me know if that works. Thanks, Bethan
status_change · Bethan Lister 8 May 2025 13:13
status_change · 12 May 2025 23:59

Helpdeskmade 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.

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