Check-in call: next week

Email thread

Marcus Bell asked for a check-in covering usage, last week's high-priority ticket and wishes. Liam Doherty offered Thursday after 14:00 and asked Marcus to confirm a delivery-exception feed is current before he tells his managers.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked for a check-in covering usage, last week's high-priority ticket and wishes. Liam Doherty offered Thursday after 14:00 and asked Marcus to confirm a delivery-exception feed is current before he tells his managers.

Ask: Marcus proposed a half-hour call and listed usage, the ticket and wants from the brain. Liam replied on 18 Feb 2025 with a time and answers on the ticket.

Customer view: the stalled feed affected a retail account and Liam thinks it is sorted, but he will not vouch for it until BG-Demo confirms. He also has a list of asks, mainly getting depot managers to ask questions themselves.

Next: Marcus needs to confirm data currency before or at the call. Trust in freshness is what Liam is protecting with his managers.

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

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The thread

Updated 9 Oct 26

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Messages2

First message2025-02-17

Last message2025-02-18

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Messages

Marcus Bell 17 Feb 2025 08:56
to Liam Doherty
Morning Liam, Time for our next check-in. I'd like to cover three things: - how usage has settled since we last spoke, which looks steady from here - the high-priority ticket from last week, to make sure it's properly closed off on your side - anything you want from the brain that it isn't giving you yet I've pulled the numbers and can share my screen so we're looking at the same thing. Would half an hour sometime this week suit? I'm flexible except Wednesday morning. Thanks, Marcus
Liam Doherty 18 Feb 2025 17:01
to Marcus Bell
Marcus, Sorry for the slow reply, it's been a busy day. Thursday afternoon is best for me, anything after 14:00. On the ticket: it was a delivery-exception feed that stopped refreshing for one of the retail accounts. It's sorted now as far as I can see, but I'd like you to confirm the data is current before I tell the account managers it's safe to rely on again. On your last point, I do have a list. Mostly it's about getting the depot managers to ask questions themselves rather than coming to me. We can go through it on the call. Cheers, Liam

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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

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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.

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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.

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