Help with initial connector setup

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Brinkerhof Distributie: documents · Help with initial connector setup

Bas needed step-by-step help with the initial CRM connector setup during implementation. Bethan provided clear instructions and guided him through the process.

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Current to 11 Oct 26

Bas needed step-by-step help with the initial CRM connector setup during implementation. Bethan provided clear instructions and guided him through the process.

Problem: During initial onboarding, Bas got stuck on the connector setup steps. Handling: Bethan responded with a numbered walkthrough of the configuration steps and sent the onboarding guide. Outcome: Customer got unstuck and moved forward; ticket closed successfully within one week.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryonboarding

Channelemail

First response (min)73

CSAT3

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public_reply · Bas Kuijpers 16 Dec 2025 09:53
Hi support, Quick question about getting started. We're onboarding to the brain and I need to connect our CRM. What's the first step? Bas
created · Bas Kuijpers 16 Dec 2025 16:03
Hi, We've just started our implementation with the brain. I'm working through the onboarding steps and I'm getting stuck on the connector setup. Can you walk me through it? Thanks, Bas
public_reply · Bethan Lister 16 Dec 2025 17:16
Hi Bas, Welcome to the brain. For your first connector, the steps are: 1. Go to Settings > Connectors 2. Add your system and paste the API key 3. Map your fields to our schema 4. Click 'Go live' I've sent you the onboarding guide separately. Give it a go and let me know if you get stuck. Thanks, Bethan
status_change · Bethan Lister 23 Dec 2025 14:08
status_change · 27 Dec 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

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
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Invoices	187
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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.

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