Check-in call

Email thread

Marcus Bell asked Lauren Pilkington for a 30-minute check-in. Lauren agreed to Thursday afternoon and said a consultant wants a client's open roles and complaints on one page. Mostly scheduling.

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What was said

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As at Fri 9 Oct 2026

Marcus Bell asked Lauren Pilkington for a 30-minute check-in. Lauren agreed to Thursday afternoon and said a consultant wants a client's open roles and complaints on one page. Mostly scheduling.

Ask: Marcus proposed a 30-minute check-in covering day-to-day use, anything fiddly and what the team wants next.

Customer view: Lauren was willing and quick to reply. She raised a consultant's request to see a client's open roles and complaints together, which she said would save hours.

Next: Hold the call on Thursday afternoon and be ready to show how the brain can bring complaints and open roles onto one page.

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

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Updated 9 Oct 26

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First message2024-11-19

Last message2024-11-20

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Marcus Bell 19 Nov 2024 08:40
to Lauren Pilkington
Hi Lauren, Hope you are well. I'd like to book a check-in so we can look at how the team is getting on with the brain. I've pulled the numbers and there are a few things worth going through: - how the consultants are using it day to day - anything that has been fiddly or confusing - what you would like to see next Happy to jump on a call. Shall we book 30 minutes later this week? Let me know what suits. Thanks, Marcus
Lauren Pilkington 20 Nov 2024 13:01
to Marcus Bell
Hi Marcus, Quick one: yes, happy to do that. Thursday afternoon would work best for me, anything after lunch. One of the consultants has asked whether she can see a client's open roles and complaints on the same page, so I'll bring that along. That'd save us hours. Ta, Lauren

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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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