Initial sync setup guidance

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Garrow Lusk: documents · Initial sync setup guidance

Kayleigh Roberts at Garrow Lusk requested guidance to proceed with initial sync once credentials were ready. Callie Brennan asked for confirmation that all connectors show green on the admin panel before enabling refresh.

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What happened

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Current to 11 Oct 26

Kayleigh Roberts at Garrow Lusk requested guidance to proceed with initial sync once credentials were ready. Callie Brennan asked for confirmation that all connectors show green on the admin panel before enabling refresh.

Problem: Customer ready to start the initial data sync but needs technical guidance. Handling: Callie asked for confirmation that all connectors are showing green status before proceeding with refresh. This is standard onboarding protocol. Watch: This is routine onboarding; no risks apparent if green status is confirmed and sync proceeds.

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

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Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryonboarding

Channelemail

First response (min)35

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created · Kayleigh Roberts 29 Aug 2023 08:51
We're ready to get the initial sync running but I need some guidance. Can someone walk us through the next steps? We have the credentials ready on our end.
public_reply · Callie Brennan 29 Aug 2023 09:26
Thanks for getting in touch. What I need from your side is confirmation that all the connectors are showing green on your admin panel before we switch on the refresh. Can you take a look and let me know what you see? Thanks, Callie
status_change · Callie Brennan 29 Aug 2023 15:38
status_change · 2 Sep 2023 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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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.

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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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