Dunholm Precision / B-Brain – Onboarding

Callcompleted

Dunholm Precision: documents · 2025-01-14 12:30

After a week of use by three people, Ruth Ackroyd reported a mixed experience: fast answers but one stale order caught. Call recorder connector now live. Callie Brennan drafted the setup note and onboarding is nearly finished.

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What was said

What this says

Current to 11 Oct 26

After a week of use by three people, Ruth Ackroyd reported a mixed experience: fast answers but one stale order caught. Call recorder connector now live. Callie Brennan drafted the setup note and onboarding is nearly finished.

What happened: Ruth said three people used the brain properly for a week. A customer query that would have taken most of an hour took a couple of minutes.

Customer view: Ruth caught an order shown as open that had been delivered. It was the nightly refresh timing, and she wants the refresh time more visible on answers.

Commercial: Ruth wants two sales engineers added as users, with plenty of room under the licence of forty. She values finding delivery commitments in calls, which she called the value.

Watch: three known gaps remain and Nathan must warn B-Brain before changing a source system, as that is the commonest reason a connector stops loading.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Themes

Current to 9 Oct 26

Theme

First week, freshness, handover

Importance

upsell

Sentiment

mixed

Voice

decision-maker

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Who was there

B-Brain

CRMmade from

Them

CRMmade from

Follow-up

Next steps

Current to 9 Oct 26

Callie Brennan to send the setup note, refresh run times and user guidance line by the end of the week, with the two lists to Nathan the same day.
Nathan Booth to identify the unmatched calls by next Tuesday.
Ruth Ackroyd to name the two sales engineers and have her team use the duplicate status.

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Risks

Current to 9 Oct 26

Answers reflect the last nightly refresh, and the refresh time in the sources panel is easy to miss, so users may trust stale answers.
Three known gaps remain: tickets without an order reference, unmarked duplicate tickets and unmatched call customer names.
A change to a source system without warning could quietly stop a connector loading.

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Opportunities

Current to 9 Oct 26

Ruth wants sales engineers added as users, two first, well within the licence of forty.
Finding delivery commitments in recorded calls is the value Ruth named, and the call recorder connector is now live.

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Transcript

Not yet analysedThe transcript has not been written yet.

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B-Brain is a fictional company; every organisation and person here is invented. 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	75
People at customers	290
B-Brain staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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.

B-Brain is a fictional company: every organisation, person and figure here is invented for this demonstration.

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.

Ask B