Getting started with the brain
Ticketclosed
Brimscombe Energy · Getting started with the brain
Lee, new to the corporate key accounts team, needs training on the brain and how his team will use it daily. He explores demo data and requests custom reporting session.
What happened
What this says
As at Fri 9 Oct 2026Lee, new to the corporate key accounts team, needs training on the brain and how his team will use it daily. He explores demo data and requests custom reporting session.
Problem: New employee onboarding for a key accounts manager.
Handling: Bethan offers multiple options: a 30-minute call walk-through or self-guided documentation (Starter Guide). She directs Lee to log in and explore demo accounts. Lee does so, finds it helpful, and then requests a session to build custom dashboards for different account segments.
Outcome: Self-service onboarding successful; customer requested advanced training.
Details
Updated 9 Oct 26Trail
created · Lee Hathaway 2 Apr 2025 08:56Hi, I'm new to the corporate key accounts team and I'll be responsible for managing customer relationships. I need to get up to speed on the brain, how it all works and what reports and data our team will be using. Could someone run me through the basics? Is there training material available? Thanks- Public reply · Lee Hathaway 2 Apr 2025 09:55Sorry, just to add, my team will be using this daily to track account health and customer interactions. I want to make sure I understand what data's available and how it works before I start managing the team. When would be a good time for a walk-through? Thanks
- Public reply · Bethan Lister 2 Apr 2025 11:25Hi Lee, welcome to the team! I'd be happy to help you get up to speed. Here's what I'd suggest: either a 30-minute call walk-through with me, or I can send you the documentation to explore yourself first. The Starter Guide covers the main features your team will use: customer search, account timelines and key metrics. Which would work better for you? Thanks, Bethan
- Public reply · Bethan Lister 2 Apr 2025 13:14Also, you should already have access as a user on your account. Log into the brain dashboard and you'll see some demo accounts to explore. That'll give you a feel for what's available before we talk through it. Let me know if you hit any snags. Thanks, Bethan
- Public reply · Lee Hathaway 4 Apr 2025 15:00Thanks Bethan. I've had a look and it's making sense. I've got a few specific questions about pulling custom reports, can we book a session to dig into that? My team will want to build their own dashboards for different account segments. Cheers
- Status change · 12 Apr 2025 23:59