Second Brain Update: Centralized Customer Record, Every Channel, Accessible From Anywhere
This update covers a lot of ground. Unified order history from every sales channel you sell on, a single customer record that follows buyers across platforms, mobile access to your local knowledge base, performance improvements, and a cleaner UI throughout.
Performance and UI improvements
We’ve shipped a round of performance and optimization improvements to Second Brain, along with a refreshed Learn feature dashboard and UI. Queries run faster, data loads more reliably, the overall experience feels tighter, and the Learn section is now easier to navigate and read at a glance.
Unified commerce order history
If you sell across multiple platforms, your customer data has probably always been scattered. Someone buys from you on Amazon, again on Shopify, and they exist as three separate records across three separate dashboards. Second Brain now solves that.
You can import full order history from any sales channel, including Amazon, Shopify, Faire, Walmart, eBay, and more, with support for multiple stores on the same platform. Orders and individual line items land in one place, tied to your contacts. Buyers are automatically matched across platforms by email, phone, or customer ID, so a customer who purchased from you on three different channels shows up as one person with their complete history.
Every platform exports data differently, so we built a universal database structure that can receive any of them. You bring your export file and describe it to Claude or Codex, and it maps your data into the right structure automatically. Once it’s in, you can ask for any report in plain language: which products sold most last quarter, which customers haven’t reordered in 90 days, lifetime revenue by channel. No dashboards to configure, no exports to run.
Contact details in the desktop app now show commerce orders alongside Stripe and PayPal activity, with products, quantities, and prices in one view, and commerce spend included in each contact’s lifetime revenue totals. Stripe and PayPal records now also capture gross, fees, net, refunds, and currency-converted amounts. Multi-currency is supported throughout.
If you’re not in ecommerce, none of this appears in your Second Brain. No commerce tables, no order fields. This is a core principle we’re building around: you only see what’s relevant to how you actually use the product. The Database tab works the same way. It shows only tables that contain your data, and the moment you import something new, that table becomes available to navigate, manage, and search. There’s more to do here, but the direction is set.
Your Second Brain, accessible from anywhere
Second Brain stores your data locally. Your SQLite database lives on your computer, not on a cloud server somewhere, which means you stay in control of it. That’s intentional. But it also raised an obvious question: what if I’m not at my desk?
We’ve added instructions for connecting Second Brain to Codex on the desktop. Once you set that up, you can access your knowledge base from two places: Claude Desktop on your computer, and the ChatGPT app’s Codex tab on your phone. As long as your computer is on, Codex on mobile can reach your local database through that desktop connection.
What that means in practice: you’re in a meeting, you remember you wanted to add a contact or update a note. You pull out your phone, open the Codex tab, and do it. Your computer stays home. Your data stays local. You just gained a remote interface into it.
What you can do from mobile
Anything you can do in Second Brain from the desktop, you can now do from your phone. Query your knowledge base in plain language, add new records, edit existing entries, look something up mid-conversation. The database never leaves your machine. What travels between your phone and your computer is only the query and the response. The data stays where you put it.
How to set it up
The connection instructions are inside your dashboard. Follow the Codex setup guide once, and mobile access works automatically from that point on.
Already using Second Brain? Download the latest version to get all of the above, including the unified commerce history, the refreshed Learn dashboard, and the Codex setup instructions.
New to Second Brain? Start a 7-day free trial and see how it fits into your workflow before committing to anything.
Want a walkthrough first? Book a free demo call and we’ll show you how the whole thing works, including the mobile setup.
