Finding a time for our next check-in

Email thread

Daniel Okafor asked Finance Director Philip Annear for a half-hour check-in on how the team finds the brain, sent on 6 Feb 2025. Scheduling only, with no customer response in the thread.

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What this says

As at Fri 9 Oct 2026

Daniel Okafor asked Finance Director Philip Annear for a half-hour check-in on how the team finds the brain, sent on 6 Feb 2025. Scheduling only, with no customer response in the thread.

Ask: Daniel wants a short check-in to see how the team is finding the brain and whether anything has changed on Philip's side. He asks for a couple of times over the next fortnight.

Customer view: there is no customer response in the thread.

Next: Daniel says he will come back by the end of the week if he has not heard.

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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Messages1

First message2025-02-06

Last message2025-02-06

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Messages

Daniel Okafor 6 Feb 2025 14:39
to Philip Annear
Dear Philip, I hope the week is treating you well. Just to close the loop on our last conversation, I would like to put a short check-in in the diary so we can look at how the team is finding the brain and whether anything has changed on your side since we last spoke. It would only need half an hour. I can work around your calendar, so if you let me know a couple of times that suit over the next fortnight, I will send an invite straight away. I will come back to you by the end of the week if I have not heard, in case the diary has got in the way. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo

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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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