Setting up our check-in call

Email thread

Daniel Okafor asks to book a check-in call. Helen Marsden agrees to early next week, says the board-pack figures are closer but not matching, and will not discuss the wider picture because platform decisions sit with others.

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What this says

As at Fri 9 Oct 2026

Daniel Okafor asks to book a check-in call. Helen Marsden agrees to early next week, says the board-pack figures are closer but not matching, and will not discuss the wider picture because platform decisions sit with others.

Ask: Daniel wants a check-in before the term ends on 1 Sep 2025, covering day-to-day use, the board-pack figures and who among the 40 licensed users gets value.

Customer view: Helen says the figures are closer but the arrears section still does not match. She wants an analyst present and someone who knows the connector to show the source.

Next: Helen declines to speculate on the platform, which signals the renewal decision is not hers alone.

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 message2025-07-01

Last message2025-07-02

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Messages

Daniel Okafor 1 Jul 2025 14:51
to Helen Marsden
Hello Helen, I hope the week has started well. I'd like to book our check-in call, and just to close the loop on the earlier conversations, I want to hear how things have settled since your support request was looked at. Three things I'd like to cover: how the team is finding it day to day, whether the board-pack figures are now reconciling the way you need, and where you would like us to focus before the term ends on 1 Sep 2025. You have 40 licensed users, so I'd also like to understand who is getting value and who is not. Would later this week or early next week suit? I'll come back to you with an invitation as soon as I know. Best wishes, Daniel
Helen Marsden 2 Jul 2025 15:17
to Daniel Okafor
Daniel, Thanks. Early next week is better for me, Monday afternoon or Tuesday morning. I'd like one of my analysts to join so that you hear it from the people using it. On your list: the figures are closer than they were, but I'll bring the arrears section of the pack with me and go through what still doesn't match. Can you have someone who knows the connector there to show me the source? On the wider picture, I can't say much yet. Decisions about our platform sit with others as well as me, and I'd rather be straightforward about that than guess. Kind regards, Helen

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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

Help & Support

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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.

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