Follow-up from our quarterly review

Email thread

Marcus Bell summarised the quarterly review for Karin Sjöberg, Mats Eklund and Linnea Holm: growing usage, 150 licensed Enterprise users, contract to 31 May 2026. No customer reply in the thread.

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As at Fri 9 Oct 2026

Marcus Bell summarised the quarterly review for Karin Sjöberg, Mats Eklund and Linnea Holm: growing usage, 150 licensed Enterprise users, contract to 31 May 2026. No customer reply in the thread.

Ask: Marcus set actions: Karin to share store-manager wants, Linnea to flag planned systems, and Mats to receive a usage and value summary before renewal.

Customer view: there is no customer response in the thread, so agreement to the actions is not shown.

Next: Tom Ashdown is named to pick up the commercial side when the renewal comes.

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

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Updated 9 Oct 26

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First message2025-11-18

Last message2025-11-18

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Marcus Bell 18 Nov 2025 13:22
to Karin Sjöberg, Mats Eklund, Linnea Holm
Hi all, Thank you for your time at the quarterly review. A short summary so we all have the same notes. Where things stand: - The brain is being used well across customer service, e-commerce and store feedback, and usage has kept growing. - You have 150 licensed users on the Enterprise tier, so there is room for more teams to come on. - Your contract runs to 31 May 2026. Next steps: - Karin: share what the store managers would like to see, and I'll look at how to build it. - Linnea: tell me if any new systems are planned, so we can check the connectors in good time. - Mats: I know you'll want the numbers before the renewal, so I'll put together a short summary of usage and value for you. Tom, copied here, will pick up the commercial side when the time comes. Happy to jump on a call if anything is unclear. Thanks, Marcus

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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.

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.

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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.

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