Onboarding: follow-up session

Email thread

Onboarding thread. Callie asked Dan Hosken for unmatched items and a session slot. Dan replied late, promised the list, offered Thursday and asked whether satellite depots need separate setup. Logistical, no commercial signal.

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As at Fri 9 Oct 2026

Onboarding thread. Callie asked Dan Hosken for unmatched items and a session slot. Dan replied late, promised the list, offered Thursday and asked whether satellite depots need separate setup. Logistical, no commercial signal.

Ask: Callie Brennan needed the list of unmatched records and a date for the next session. Dan Hosken apologised for the slow reply and agreed to both.

Customer view: Dan is cooperative but stretched, and he deferred to BG-Demo on whether the satellite depots need their own setup.

Next: Callie should answer the depot question and send the setup note after the Thursday session.

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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Messages2

First message2024-01-31

Last message2024-02-05

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Messages

Callie Brennan 31 Jan 2024 16:59
to Dan Hosken
Hi Dan, Thanks for today. Quick summary of where we are: the first sources are loading and the mappings I checked look right. What's left is the remaining connectors and a look at the records that didn't match. What I need from your side is a list of the unmatched items you spotted, and a slot for the next session. Could you do early next week? I'll send the setup note straight after so you have everything written down. Thanks, Callie
Dan Hosken 5 Feb 2024 13:37
to Callie Brennan
Hi Callie, Sorry for the slow reply, last week got away from me. I've pulled together the unmatched items and I'll send the list over this afternoon. Thursday would suit for the session, any time after lunch. One thing I wasn't sure about: do the satellite depots need to be set up separately, or does the main mapping cover them? Happy to go with whatever you recommend. Cheers, Dan

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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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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.

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