How to update CRM connection settings?

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Garrow Lusk: documents · How to update CRM connection settings?

Kayleigh Roberts asked how to update CRM login credentials after IT password policy change; Connor provided steps to update in admin panel without affecting existing data.

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Current to 11 Oct 26

Kayleigh Roberts asked how to update CRM login credentials after IT password policy change; Connor provided steps to update in admin panel without affecting existing data.

How-to question from Kayleigh Roberts about updating CRM connector credentials following her IT team's password policy change. Connor Webb provided clear instructions to access the Connectors section of the admin panel, edit the CRM connector, and enter new credentials. He confirmed this change would not affect existing indexed data, only future refreshes. Routine maintenance task; ticket solved 18 Jul 2025. First response took 335 minutes.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)335

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created · Kayleigh Roberts 15 Jul 2025 12:43
We need to update our CRM login credentials because our IT team changed our password policy. How do I update the connection settings in BB-Demo without losing the data we've already indexed?
public_reply · Connor Webb 15 Jul 2025 18:18
Hi Kayleigh, You can update the credentials in the Connectors section of the admin panel. Go to your CRM connector, click Edit, and enter the new credentials. The indexed data won't be affected. It'll just use the new credentials for the next refresh. Best, Connor
status_change · Connor Webb 18 Jul 2025 12:22
status_change · 22 Jul 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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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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