Scheduling our next check-in

Email thread

Mostly scheduling: Daniel Okafor and Helen Marsden agree Thursday at 10:00. Helen adds one agenda item, the cause of a resolved complaints-categories ticket, so she can tell the board the figures are stable.

made from

What was said

What this says

As at Fri 9 Oct 2026

Mostly scheduling: Daniel Okafor and Helen Marsden agree Thursday at 10:00. Helen adds one agenda item, the cause of a resolved complaints-categories ticket, so she can tell the board the figures are stable.

Ask: Helen picked Thursday because Tuesday was taken by board-pack preparation. She wants the cause of the resolved complaints ticket explained.

Customer view: a fix is not enough for her. She needs an explanation she can give the board before she treats that section as stable.

Next: Daniel will add the ticket to the agenda and have support engineers write up the cause in plain terms beforehand.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages3

First message2025-02-12

Last message2025-02-12

Emailmade from

Messages

Daniel Okafor 12 Feb 2025 10:34
to Helen Marsden
Hello Helen, I hope the week is treating you kindly. I would like to find a time for our next check-in, mainly to see how the repairs view is bedding in and to hear how the team has found the sessions we ran. Could you do Tuesday or Thursday next week? Either morning would suit me. I'll keep it to an hour at most, and I'll bring the usage picture so we can look at it together. Best wishes, Daniel
Helen Marsden 12 Feb 2025 13:11
to Daniel Okafor
Daniel, Thursday is better for me, as Tuesday is taken up with board-pack preparation. Could we say 10:00? One item for the agenda: the ticket my team raised last month about the complaints categories was resolved, but I would like to understand the cause, so that I can tell the board the figures in that section are stable. Kind regards, Helen
Daniel Okafor 12 Feb 2025 15:14
to Helen Marsden
Helen, Thursday at 10:00 is fine, I'll send an invitation shortly. I'll add the complaints ticket to the agenda and ask our support engineers to write up the cause in plain terms beforehand, so you have something you can take to the board. I'll come back to you by Wednesday if there is anything I can't explain properly. Best wishes, Daniel

Emailmade 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