Onboarding session: finding a time

Email thread

Logistical thread: Callie Brennan asked for an onboarding session on source connections before the refresh is switched on. Leanne Moss chose Thursday at 14:00 and flagged possible IT delay on helpdesk access.

made from

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Callie Brennan asked for an onboarding session on source connections before the refresh is switched on. Leanne Moss chose Thursday at 14:00 and flagged possible IT delay on helpdesk access.

Ask: Callie needs an hour with screen sharing, written admin credentials for the CRM and helpdesk, and someone who knows how client bookings are recorded.

Customer view: Leanne agreed quickly and will bring an account manager for the booking data. She may need a colleague in IT to approve helpdesk access.

Next: Leanne confirms credentials before the session and says if IT holds anything up.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2025-01-27

Last message2025-01-27

Emailmade from

Messages

Callie Brennan 27 Jan 2025 14:08
to Leanne Moss
Hi Leanne, Thanks for being the point of contact on the Fairhallow side. I'd like to get the next onboarding working session in the diary this week, so we can walk through the source connections before we switch on the refresh. What I need from your side is: - an hour with you on a call, ideally with screen sharing - the admin credentials for your CRM and the helpdesk, sent in writing beforehand - anyone in the team who knows how client bookings are recorded, even if they only join for the first part I can do Wednesday or Thursday afternoon, either from 14:00 or from 15:00. Let me know which suits and I'll send the invite. Thanks, Callie
Leanne Moss 27 Jan 2025 14:31
to Callie Brennan
Hi Callie, Thursday at 14:00 works for me. I'll ask one of the account managers to join for the booking data part. I'll get the credentials sorted before then, though I may need to check with a colleague in IT on the helpdesk access. I'll let you know if that holds anything up. Kind regards, Leanne

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