Getting our account managers started

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Brinkerhof Distributie: documents · Getting our account managers started

Femke was planning the rollout of the brain to 40 account managers and asked about admin setup and starting with CRM and order system connections. Olivia clarified requirements and confirmed the approach.

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What happened

What this says

Current to 11 Oct 26

Femke was planning the rollout of the brain to 40 account managers and asked about admin setup and starting with CRM and order system connections. Olivia clarified requirements and confirmed the approach.

Problem: Femke needed guidance on rolling out the brain to 40 account managers. Handling: Olivia asked clarifying questions about admin setup and data sources. Femke confirmed the plan: two admins already in place, CRM and order system connections as first priority. Watch: Well-structured implementation with clear stakeholder engagement and ready user base.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelchat

First response (min)188

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created · Femke van Gestel 19 Dec 2025 09:34
Hi, we've just signed up and are keen to get moving. We've got 40 account managers ready to start using the brain: they manage installer relationships, orders, complaints, all of that. What are the first steps for getting them onboarded?
public_reply · Olivia Grant 19 Dec 2025 12:42
Hi Femke, great to hear things are moving. Just so I've got this right: your 40 account managers need to search and ask about orders, delivery complaints and credit issues across your installer base. Before we kick off: do you have two admins set up yet, and which are your top data sources to connect first? Thanks, Olivia
public_reply · Femke van Gestel 23 Dec 2025 16:23
Thanks Olivia. We have two admins in place now. We want to start with the CRM and the order system, those cover what the account managers need to see every day. How long until those are live? Groetjes, Femke
status_change · Olivia Grant 5 Jan 2026 15:44
status_change · 9 Jan 2026 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

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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