Check-in notes

Email thread

Marcus Bell's notes show a small group of consultants using the brain regularly, a touch down on the previous quarter, with 15 licensed users and some not in the habit of asking first. No reply from Lauren in the thread.

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As at Fri 9 Oct 2026

Marcus Bell's notes show a small group of consultants using the brain regularly, a touch down on the previous quarter, with 15 licensed users and some not in the habit of asking first. No reply from Lauren in the thread.

Customer view: Consultants like seeing a client's open roles and complaints before phoning, but not everyone asks the brain first.

Ask: Marcus proposes a usage summary, a how-to session and a word with quieter users, and suggests an autumn check-in.

Next: The contract runs to 30 Apr 2026. There is no customer response in the thread.

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

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Updated 9 Oct 26

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First message2025-05-28

Last message2025-05-28

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Marcus Bell 28 May 2025 12:57
to Lauren Pilkington
Hi Lauren, Thanks for your time on the check-in. Here are my notes so we both have them. Usage - A small group of consultants use the brain regularly, a touch down on the previous quarter. - You have 15 licensed users, so there is plenty of room if more of the team want to come on board. - One ticket came in over the last month and it has been dealt with. What I heard from you - The consultants like seeing a client's open roles and complaints before they pick up the phone. - Not everyone has got into the habit of asking the brain first. Next steps - I'll send you a short usage summary you can share with the consultants. - You'll have a word with the quieter users and tell me what they'd want to see. - Happy to run a short how-to session for the team if that helps. Our contract runs to 30 Apr 2026, so we have plenty of time. Shall we book the next check-in for the autumn? 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

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.

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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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