Review of how the consultants are using the brain

Email thread

Lauren Pilkington agreed to a usage review with Marcus Bell ahead of the renewal. She asked whether consultants can see client complaints alongside open roles on one page. Call set for Thursday at 14:00.

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What was said

What this says

As at Fri 9 Oct 2026

Lauren Pilkington agreed to a usage review with Marcus Bell ahead of the renewal. She asked whether consultants can see client complaints alongside open roles on one page. Call set for Thursday at 14:00.

Ask: Lauren says a couple of consultants keep asking for complaints next to open roles, and she never knows what to tell them.

Customer view: engaged and cooperative, with a concrete feature need. Marcus will show the current set-up and note gaps.

Next: the answer may point to a dashboards or connector opportunity, and it feeds the renewal conversation with Stuart.

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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Messages3

First message2026-02-20

Last message2026-02-25

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Messages

Marcus Bell 20 Feb 2026 09:40
to Lauren Pilkington
Hi Lauren, I'd like to book a review with you before the renewal conversation with Stuart gets going. I've pulled the numbers and I'd like to cover: - who is using the brain and what they ask it - which connected systems are loading well - anything the consultants have said they'd like it to do Shall we book 30 minutes? Let me know a couple of times that suit you in the next week or so. Thanks, Marcus
Lauren Pilkington 23 Feb 2026 09:51
to Marcus Bell
Hi Marcus, Sorry for the slow reply, it's been a busy week with the consultants. Yes, happy to do it. Quick one: can the consultants see client complaints alongside open roles on the same page? A couple of them keep asking me and I never know what to tell them. Would be good to cover that on the call, that'd save us hours. Thursday afternoon or Friday morning are best for me. Ta, Lauren
Marcus Bell 25 Feb 2026 09:47
to Lauren Pilkington
Hi Lauren, No problem at all. Let's do Thursday at 14:00 and I'll send an invite across. On the question about complaints next to open roles, I'll bring the current set-up up on screen and show you what the consultants can see today, and we can note down anything that's missing. 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

Open as a page

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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