Onboarding: setting up our first working session

Email thread

Laura Penhaligon asked Bas Vermeulen for slots for a first working session to connect source systems. Bas agreed, offered Tuesday or Thursday mornings, and will bring an IT colleague for credentials.

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What this says

As at Fri 9 Oct 2026

Laura Penhaligon asked Bas Vermeulen for slots for a first working session to connect source systems. Bas agreed, offered Tuesday or Thursday mornings, and will bring an IT colleague for credentials.

Ask: Laura wanted two or three slots to connect the first source systems and check that account, ticket and call data lines up.

Customer view: Bas was happy to proceed and asked whether to prepare a list of the fields the team cares about most.

Next: Laura to confirm a slot and answer Bas on preparation.

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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First message2025-04-29

Last message2025-04-30

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Messages

Laura Penhaligon 29 Apr 2025 12:48
to Bas Vermeulen
Hi Bas, Thanks for your time on the call earlier this week. As promised, here is a note to get our first working session in the diary. The aim is to connect the first source systems to your brain and check that the account, ticket and call data lines up the way your account managers expect. It would help to have you there as you know the data best, plus anyone who holds the admin credentials for those systems. Could you let me know two or three slots that work for you over the next week or so? Mornings tend to be easiest on my side, but I can flex. Thanks, Laura Penhaligon Implementation Consultant, BG-Demo
Bas Vermeulen 30 Apr 2025 17:01
to Laura Penhaligon
Hi Laura, Thanks for the follow-up. Happy to do a working session. I can do Tuesday or Thursday next week, mornings preferably, before the operations team gets busy. I will also ask a colleague in IT to join as he handles the access to the ticketing system, and I think we will need him for the credentials. One question: should I prepare anything beforehand, for example a list of the fields we care about most? Let me know. Regards, Bas

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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

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