Wexmoor Property Group / BG-Demo – Check In

Callscheduled

Wexmoor Property Group · 23 Oct 2026 14:30

made from

Who was there

BG-Demo

CRMmade from

Them

CRMmade from

Call prep

As at Fri 9 Oct 2026

This is the first check-in since Dana Whitaker reported a third ticket in a month on 30 Sep 2026. Finance is questioning 40 seats, and the Growth renewal falls on 2 Feb 2027, 116 days away. The call needs to close the fault and then turn to value.

Context: Wexmoor is on Growth at £50k a year to 1 Feb 2027, with no renewal order form and no open deal. Calls describe only seven or eight active licence holders, while the platform records 37.

Approach: Open with the unresolved ticket and give Dana its owner, cause and fix. Then turn to value: the one-page summary, a usage view by team, and the seat options Jordan Pike was asked to prepare.

Watch for: Dana may push to hand licences back before the adoption work lands. The records do not show whether the ticket has been fixed, so check its status with Bethan Lister, the proposed owner, before the call.

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

AImade from

Booked

Updated 9 Oct 26

Date2026-10-23

Time14:30

Typecheck_in

Statusscheduled

Callsmade from

Transcript

No transcript: the call is scheduled and not recorded.

Callsmade from

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

Help & Support

Open as a page

Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	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 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help