Getting started with account searches

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Brakkevoort Logistics: documents · Getting started with account searches

Ilse asked how to set up searches for her account management work to track open tickets and recent calls by account. Support offered a screen share to demonstrate saved searches.

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Current to 11 Oct 26

Ilse asked how to set up searches for her account management work to track open tickets and recent calls by account. Support offered a screen share to demonstrate saved searches.

Problem: Ilse wanted to learn how to build account views for her team after implementation went live. Handling: Olivia offered a screen share to show how to build saved searches by account, tracking tickets and calls together. This was a standard onboarding adoption conversation. Watch: Ilse is an Account Manager in a position to champion the tool internally for account management workflows.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelemail

First response (min)480

CSAT5

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public_reply · Ilse de Graaf 9 May 2025 09:43
Morning, I wanted to check in about getting started with the tool. How do I build account views for my team?
created · Ilse de Graaf 9 May 2025 10:19
Hi, we've just got the brain live. I'm starting to explore how to use it in my account management work. Can you show me how to set up searches for my accounts so I can track open tickets and recent calls? I want to make sure I'm using it effectively.
public_reply · Olivia Grant 9 May 2025 18:19
Hi Ilse, I'd be happy to help. Let's schedule a quick screen share so I can show you how to build saved searches for your accounts. That way you can track tickets and calls by account really easily.
status_change · Olivia Grant 20 May 2025 10:08
status_change · 24 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	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.

Ask B