Onboarding session scheduling

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Logistical onboarding thread. Callie asks for access details, admins and time slots. Ryan offers Monday or Tuesday, says he is sole admin and is waiting on IT credentials. Tuesday morning agreed.

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As at Fri 9 Oct 2026

Logistical onboarding thread. Callie asks for access details, admins and time slots. Ryan offers Monday or Tuesday, says he is sole admin and is waiting on IT credentials. Tuesday morning agreed.

Ask: Callie needs written access details, an admin list and slots before the refresh is switched on. Ryan replies that he is the only person on the customer side looking after the data and would be admin.

Customer view: Cooperative, but one system's credentials are held up by a colleague in IT. Callie will not start on that system until access is confirmed in writing.

Next: Tuesday morning session on the ready sources, then a setup note from Callie.

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

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Updated 9 Oct 26

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First message2025-01-09

Last message2025-01-13

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Messages

Callie Brennan 9 Jan 2025 17:14
to Ryan Heslop
Hi Ryan, Welcome aboard. I'm Callie and I'll be running your onboarding. Before we switch on the refresh, I'd like to book a working session with you. What I need from your side is: - written access details for each source system you want connected - a list of who should be an admin - a couple of time slots next week that suit you Once I have access in writing, I can start on the connectors and mapping. Thanks, Callie
Ryan Heslop 10 Jan 2025 14:02
to Callie Brennan
Hi Callie, Thanks for this. I can do Monday or Tuesday morning. I'm the only one on our side looking after the data at the moment, so I'd be the admin for now. I'm still waiting on credentials for one of the systems from a colleague in IT, so I may not have everything by Monday. Ryan
Callie Brennan 13 Jan 2025 10:45
to Ryan Heslop
Hi Ryan, That's fine, let's go with Tuesday morning and use the time to walk through the sources that are ready. I'll send an invite shortly. I won't start on the system still waiting for credentials until access is confirmed in writing, so just let me know when your colleague in IT has sorted it. I'll write up a setup note after the session so you have everything in one place. Thanks, Callie

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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.

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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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