Connecting tenant portal data

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Carrowkeel Software: documents · Connecting tenant portal data

Aoife Mulcahy, Head of Customer Success, asked how to connect tenant portal data so the support team could see usage by customer. Bethan Lister confirmed the connector is available in Growth plan and guided her through setup in the admin panel. Aoife successfully connected the data.

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Current to 11 Oct 26

Aoife Mulcahy, Head of Customer Success, asked how to connect tenant portal data so the support team could see usage by customer. Bethan Lister confirmed the connector is available in Growth plan and guided her through setup in the admin panel. Aoife successfully connected the data.

Problem: Customer wanted to connect tenant portal data as a new data source. Handling: Bethan confirmed the feature is available in their plan, provided step-by-step guidance, and checked in on progress. Aoife successfully implemented the connector and reported positive results. Watch: This ticket shows strong expansion engagement: customer is not only consuming existing features but actively adding new data sources to deepen the brain's coverage.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

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First response (min)231

CSAT4

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public_reply · Aoife Mulcahy 7 Oct 2025 16:00
Just checking: can we pull in data from the tenant portal through the brain?
created · Aoife Mulcahy 7 Oct 2025 17:27
We're trying to connect our tenant portal data to the brain so our support team can see usage by customer. Can you walk us through how to set up that connector?
public_reply · Bethan Lister 7 Oct 2025 21:18
Hi Aoife, that's definitely doable. The tenant portal connector is available in the Growth plan. Go into the admin panel, find Data Sources, and you can connect it from there. Give it a go and let me know if you get stuck. Thanks, Bethan
public_reply · Bethan Lister 9 Oct 2025 10:08
Just checking in: were you able to get the tenant portal connector set up? Let me know if you need any help.
public_reply · Aoife Mulcahy 13 Oct 2025 10:17
Yes, got it connected! The data is coming through nicely. Thanks a million for the help.
status_change · Bethan Lister 21 Oct 2025 10:21
status_change · 25 Oct 2025 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	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.

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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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