Dashboard building for new users

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Hollowmere Care Group: documents · Dashboard building for new users

Customer expanding rollout to managers requested dashboard building training. BB-Demo offered walkthrough with documentation reference. Customer expressed satisfaction with rollout progress.

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Current to 11 Oct 26

Customer expanding rollout to managers requested dashboard building training. BB-Demo offered walkthrough with documentation reference. Customer expressed satisfaction with rollout progress.

Josh reported the rollout going smoothly and requested training materials and a walkthrough for managers building dashboards. Olivia offered both self-service documentation and a live training session. Josh expressed clear satisfaction with the rollout progress, signalling strong adoption and product-market fit.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

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First response (min)431

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created · Josh Fairburn 12 Jun 2026 08:41
Hey, we're rolling out to more of our managers this week and they've been asking about building their own dashboards. Can you walk us through how that works, or is there training material we can point them to?
public_reply · Olivia Grant 12 Jun 2026 15:52
Hi Josh, great to hear you're expanding usage! Building dashboards is one of the best ways to get value from the brain. We've got a tutorial in the onboarding docs, but I'd recommend we do a quick walkthrough together first so your team gets the hang of it. How does a call later this week work?
public_reply · Josh Fairburn 16 Jun 2026 16:49
Sounds good. Can you send over a calendar link and any docs I should read beforehand? Really pleased with how smoothly the rollout is going, cheers.
status_change · Olivia Grant 17 Jun 2026 17:44
status_change · 21 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

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Data	Records
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