Scheduling your quarterly review

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Ruth Ackroyd accepts Wednesday at 10:30 for the review and asks for the quality ticket history for two aerospace customers, with evidence rather than a summary. Daniel Okafor agrees to prepare it.

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As at Fri 9 Oct 2026

Ruth Ackroyd accepts Wednesday at 10:30 for the review and asks for the quality ticket history for two aerospace customers, with evidence rather than a summary. Daniel Okafor agrees to prepare it.

Ask: Ruth wants record-level quality ticket history for two of her aerospace customers in front of her at the review.

Customer view: she is direct and wants evidence, not a summary. She is engaged and treats the brain as a source for customer quality questions.

Next: Daniel pulls the ticket history and goes through it line by line on Wednesday at 10:30.

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 message2025-10-21

Last message2025-10-23

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Daniel Okafor 21 Oct 2025 11:44
to Ruth Ackroyd
Hello Ruth, Thank you for all your help over the last few months. I'd like to set up the next review with you. As ever, I'd like to start with what has changed since last time and how the team is finding it, particularly now more people are using the brain. Could you manage Monday at 14:00 or Wednesday at 10:30 next week? About an hour should cover it. If there are customer or quality questions you want answered from the data, send them over beforehand and I'll bring what I can find. Best wishes, Daniel
Ruth Ackroyd 23 Oct 2025 15:45
to Daniel Okafor
Daniel, Wednesday at 10:30 works. Monday doesn't. I'll send a short list of questions. Which customer, which part? I want the quality ticket history for two of our aerospace customers in front of us, not a summary. Send me the evidence where you can. Ruth
Daniel Okafor 23 Oct 2025 16:18
to Ruth Ackroyd
Hello Ruth, That's booked for Wednesday at 10:30, and an invitation will follow shortly. Send your list when it suits and I'll pull the ticket history together so we can go through it line by line. Best wishes, Daniel

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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.

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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.

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