Training follow-up and next session

Email thread

Laura Penhaligon asked whether a second, claims-focused training session should happen before the break. Cian Farrell said it should wait until the second week of January, and that use so far is mainly him and a couple of others.

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What this says

As at Fri 9 Oct 2026

Laura Penhaligon asked whether a second, claims-focused training session should happen before the break. Cian Farrell said it should wait until the second week of January, and that use so far is mainly him and a couple of others.

Ask: Laura offered a shorter second session on claims tickets and broker activity, before the holiday break or after the new year.

Customer view: Cian said the first session was good and the claims side is worth a look, but nobody has time this week. He noted use is mainly himself and a couple of others.

Next: Laura has pencilled in a placeholder for the second week of January. Cian is to confirm nearer the time.

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 message2025-12-22

Last message2025-12-24

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Laura Penhaligon 22 Dec 2025 11:09
to Cian Farrell
Hi Cian, I hope the training session was useful for the team. I wanted to check in on how people are finding it now that they've had a few days to try it. If there's appetite for it, I'd suggest a shorter second session focused on the claims tickets and how they sit alongside the broker activity. Would that be worth doing before the holiday break, or is it better left until after the new year? Kind regards, Laura
Cian Farrell 22 Dec 2025 11:27
to Laura Penhaligon
Hi Laura, The session was good, thanks. People are using it, though mainly me and a couple of others so far. I think the claims side would be worth a look, but nobody has the time this week. Better to leave it until after the new year, probably the second week of January. I'll confirm nearer the time. Cian
Laura Penhaligon 24 Dec 2025 17:36
to Cian Farrell
Hi Cian, Understood, we'll leave it until the new year. I've pencilled in a placeholder for the second week of January on my side so we don't lose the slot, and you can move it as needed. In the meantime, if anything odd turns up in the answers, just forward it to me and I'll take a look. Have a good Christmas. Kind regards, Laura

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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.

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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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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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