Getting more of the team started

Email thread

Marcus Bell saw usage dip and a few how-to tickets, and offered a short onboarding session for consultants who had not started. Jenna Price agreed it sounds sensible but asked to park it until a busy patch passes.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell saw usage dip and a few how-to tickets, and offered a short onboarding session for consultants who had not started. Jenna Price agreed it sounds sensible but asked to park it until a busy patch passes.

Ask: Marcus proposed about forty minutes on the customer's own data for people without a proper walkthrough on the fifteen licences.

Customer view: Jenna accepts the need but defers, citing a stretched team. She promised to come back with dates.

Next: no dates are agreed in the thread, so adoption is left to a customer who has little time.

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 message2026-04-14

Last message2026-04-15

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Messages

Marcus Bell 14 Apr 2026 09:39
to Jenna Price
Hi Jenna, I've pulled the numbers and wanted to run something past you. Usage has dipped a little this quarter, and I noticed a few tickets came in recently, mostly how-to questions about the client-facing tickets view. You've got fifteen licences and I think a few people just never had a proper walkthrough. I'd like to offer a short onboarding session for the consultants who haven't started yet, nothing long, maybe forty minutes with a couple of live examples on your own data. Happy to jump on a call to plan it. Shall we book half an hour this week or next? Thanks, Marcus
Jenna Price 15 Apr 2026 12:37
to Marcus Bell
Hi Marcus, Sorry for the slow reply, the team's stretched. A walkthrough sounds sensible and I know a few of them have asked how to find things. Can we park it until after the next couple of weeks? We're in the middle of a busy patch and I don't want to pull people away. I'll come back to you with some dates. Thanks, Jenna

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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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