Training session: confirming the plan

Email thread

Callie Brennan merged the duplicate client names and proposed training. Consultants were at client sites, so training moved to early the following week and the daily refresh stays limited to Nadia Bashir and Lauren Pilkington.

made from

What was said

What this says

Current to 11 Oct 26

Callie Brennan merged the duplicate client names and proposed training. Consultants were at client sites, so training moved to early the following week and the daily refresh stays limited to Nadia Bashir and Lauren Pilkington.

Ask: Callie wanted a forty-five minute session on finding a client's open roles and complaints in one place before switching on the refresh for everyone.

Customer view: Nadia pushed back on timing because consultants were out, not on the product. The wider rollout is slipping by days.

Next: Callie sends the invite to Nadia for early the following week.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages3

First message2024-05-23

Last message2024-05-24

Emailmade from

Messages

Callie Brennan 23 May 2024 12:14
to Nadia Bashir
Hi Nadia, Thanks for the duplicate client list, it was useful. I have merged those and the names now match across the CRM and the mailbox. Before we switch on the daily refresh for everyone, I would like to run a short training session for the first group of consultants. About forty-five minutes, covering how to find a client's open roles and complaints in one place. Would tomorrow afternoon work, or is that too soon? Thanks, Callie
Nadia Bashir 23 May 2024 12:54
to Callie Brennan
Hi Callie, Tomorrow is a bit tight, a few of the consultants are out at client sites. Would later in the afternoon be okay? Say after three. I can get most of the first group in a room then. Nadia
Callie Brennan 24 May 2024 14:21
to Nadia Bashir
Hi Nadia, Thanks for your patience on this one. Rather than rush the group, let's put the training in for early next week once the consultants are back in the office. I will send the invite to you and you can pass it on. In the meantime I will keep the daily refresh running for you and Lauren only, so you can check it first. Tell me if anything looks off. Thanks, Callie

Emailmade 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	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.

Help