Data quality: call notes linked to the wrong shipper

Ticketclosed

Shawsheen Freight · Data quality: call notes linked to the wrong shipper

Jared reported call notes linking to the wrong shipper, mainly from last month's calls. Ruth said she was checking the matching and the ticket was closed on 20 Jun 2026.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Jared reported call notes linking to the wrong shipper, mainly from last month's calls. Ruth said she was checking the matching and the ticket was closed on 20 Jun 2026.

Problem: Some call notes appear linked to shippers with similar names that are different businesses. Handling: Ruth asked for the names and said she would confirm how call notes are matched. First response took 391 minutes, the ticket was solved on 16 Jun 2026 and closed on 20 Jun 2026. Watch: The evidence does not show a clear answer or fix for the matching issue.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)391

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created · Jared Pelletier 12 Jun 2026 09:20
Hi, I think a few of the call notes are not linking to the right shipper. A couple of the names look the same to me but they are different businesses. Could someone look into it? Thanks, Jared
Public reply · Jared Pelletier 12 Jun 2026 10:24
Hi again, to add to the above, the notes from last month's calls seem to be the main issue. I can send you the names if that helps. Jared
Public reply · Ruth Okoro 12 Jun 2026 15:51
Hi Jared, thanks for the extra detail, that narrows it down. I am checking how the call notes are matched to shippers and will come back to you once I have a clear answer. Could you send me the names when you have them? Ruth
Status change · Ruth Okoro 16 Jun 2026 13:20
Status change · 20 Jun 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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