How to use the brain for our customer success team

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Kesselfeld Software: documents · How to use the brain for our customer success team

Julia requested guidance for the customer success team to use the brain effectively for queries and report building. Bethan sent guides and offered a walkthrough call; Julia confirmed the team is already building queries.

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Current to 11 Oct 26

Julia requested guidance for the customer success team to use the brain effectively for queries and report building. Bethan sent guides and offered a walkthrough call; Julia confirmed the team is already building queries.

Problem: CS team was ready to use the brain but needed guidance on queries and report building. Handling: Bethan sent step-by-step guides with examples and offered a follow-up walkthrough call. Julia reported the guide was clear and the team has already built queries from it. Watch: Strong adoption signal. Julia's team is actively building, demonstrating value realisation and readiness for deeper features or connectors. Confirm the deeper-dive call and assess opportunities to expand usage.

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

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Updated 9 Oct 26

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First response (min)168

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created · Julia Hartmann 6 Feb 2026 08:47
Hi, our customer success team is ready to start using the brain, but I'm concerned they might not know how to use it effectively. They need guidance on how to run queries and build reports. Can you help us get them up to speed quickly?
public_reply · Bethan Lister 6 Feb 2026 11:35
Hi Julia, that's great to hear. I can definitely help with that. The brain has a query builder that makes it pretty straightforward. I'm sending you a guide with step-by-step examples for your team. Once they've had a read through, I'd recommend setting up a quick call so I can walk them through a real example from your data. Let me know if you'd like that. Thanks, Bethan
public_reply · Julia Hartmann 9 Feb 2026 10:53
Perfect, the guide is really clear. My team has already built a couple of queries from it. I think we're going to set up that call next week to dive deeper.
status_change · Bethan Lister 11 Feb 2026 10:04
status_change · 15 Feb 2026 23:59

Helpdeskmade from

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.

Help