Help with initial brain setup

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Kaltenbrunn Medizintechnik · Help with initial brain setup

New customer (first month) has connected service tickets and device data but uncertain about connector strategy for field service and account teams. Kate Ormerod recommended adding device registry and CRM for complete view and offered onboarding call.

Priority high

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Current to 13 Oct 26

New customer (first month) has connected service tickets and device data but uncertain about connector strategy for field service and account teams. Kate Ormerod recommended adding device registry and CRM for complete view and offered onboarding call.

Problem: New customer in early adoption phase; configured basic connectors but needs guidance on best-practice strategy for field service and account management teams. Solution: Kate recommended complementary connectors (device registry, CRM) to provide unified view of each hospital and offered onboarding call. Handling: Proactive, consultative approach. First response 174 minutes acceptable for onboarding. Watch: Strong early engagement signal. Opportunity to establish best practices and build adoption foundation.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryonboarding

Channelweb

First response (min)174

CSAT5

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created · Kai Petersen 2 Jun 2026 16:26
We're in the first month of using the brain and want to make sure we're set up correctly. We've loaded our hospital service tickets and device data, but we're not certain we're getting the full value. Can someone from your team walk us through the setup and help us understand what connectors we should be using for our field service and key account teams?
public_reply · Kate Ormerod 2 Jun 2026 19:20
Hi Kai, welcome. This is exactly the kind of thing we can help with. I've seen you've connected your service ticket system, which is a great start. For field service and key accounts, the brain works best when you've also connected your device registry and your CRM for customer data, so teams can see the full picture for each hospital. Let's set up a call early next week to walk through connectors and make sure you've got the right ones for your use case. That suit you?
status_change · Kate Ormerod 4 Jun 2026 16:08
status_change · 8 Jun 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

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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.

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	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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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