Onboarding: first refresh and user setup

Email thread

Onboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.

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What was said

What this says

As at Fri 9 Oct 2026

Onboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.

Ask: Callie Brennan asked Neil Entwistle to confirm that every user could get in before handing over the setup guide.

Customer view: Neil replied the same day that all 15 were in and logins were working. The tone is positive and practical.

Next: a walkthrough call with the customer team was promised for the following week.

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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Messages3

First message2023-08-18

Last message2023-08-21

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Messages

Callie Brennan 18 Aug 2023 14:53
to Neil Entwistle
Hi Neil, The first refresh landed this morning at 07:00. I've provisioned all 15 users on your Starter licence, and each should have received a login link. Can you confirm everyone's able to get in? Once that's working, I'll hand over the setup guide so you can manage the account. Thanks, Callie
Neil Entwistle 18 Aug 2023 16:52
to Callie Brennan
All 15 in. Logins working fine. Cheers, Neil
Callie Brennan 21 Aug 2023 09:41
to Neil Entwistle
Perfect. I'm attaching a setup guide covering user management, password resets, and manual refresh triggers. Daniel will run a walkthrough call with your team next week. Thanks, Callie

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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.

Help