Setting up your demo

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Mostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.

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As at Fri 9 Oct 2026

Mostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.

Ask: Sophie wants a demo on Wexmoor's own data and asks which sources to focus on, suggesting the helpdesk and call recorder.

Customer view: Dana agrees on both and says lease-renewal calls are where most of her questions come from. She will check whether service contracts on a shared drive can be included.

Next: Dana to confirm which colleagues from the property team join.

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

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Updated 9 Oct 26

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First message2025-10-09

Last message2025-10-09

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Sophie Ling 9 Oct 2025 12:51
to Dana Whitaker
Hi Dana, I'm Sophie, one of the account executives at BG-Demo, and I'm setting up your demo. Thanks for your patience while we sort out the diary. The idea is to show the brain working on your own data rather than a generic example, so you can see tenant tickets, lease-renewal calls and service contracts answered in one place. To do that well, I'd like to confirm which sources you'd like us to focus on. Your helpdesk and the call recorder seem the obvious starting point, but you know better than I do. Could you suggest a time next week? I have space on Tuesday or Wednesday afternoon, around 14:00 your time, and an hour should be plenty. If it's easier for others on your team to join, I'm happy to flex. Kind regards, Sophie Ling Account Executive, BG-Demo
Dana Whitaker 9 Oct 2025 14:44
to Sophie Ling
Hi Sophie, Thanks for getting in touch. Wednesday afternoon works better for me, so 14:00 on Wednesday would be fine. On the sources, I'd start with the helpdesk and the call recorder, as you suggest. The lease-renewal calls are where most of our questions come from, so seeing that working would help me the most. Service contracts live in a shared drive, and I'll check whether we can include some of those. I'll try to have one or two colleagues from the property team on the call. I'll confirm who as soon as I know. Thanks, Dana

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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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