Onboarding session scheduling

Email thread

Logistical thread. Callie asks for an hour on referrals field mapping. Ryan apologises for the slow reply, offers early next week, has referrals credentials and still awaits tickets system details from IT.

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As at Fri 9 Oct 2026

Logistical thread. Callie asks for an hour on referrals field mapping. Ryan apologises for the slow reply, offers early next week, has referrals credentials and still awaits tickets system details from IT.

Ask: Callie wants an hour to walk through field mapping for the referrals data and check credentials before the refresh.

Customer view: Ryan is stretched by month-end reporting and replied late. He will send referrals credentials in writing and is still waiting on IT for the tickets system.

Next: Session early next week, likely covering only the first source.

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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Messages2

First message2025-01-14

Last message2025-01-17

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Messages

Callie Brennan 14 Jan 2025 15:05
to Ryan Heslop
Hi Ryan, Could we book the next onboarding session for later this week or early next? I would like an hour with you to walk through the field mapping for the referrals data, and to check the credentials are all in place before we switch on the refresh. If you can have the list of the tables you want included to hand, that will make it quicker. Let me know which days suit you and I will send the invite. Thanks, Callie
Ryan Heslop 17 Jan 2025 11:10
to Callie Brennan
Hi Callie, Sorry for the slow reply, it has been a busy week with the month-end reporting. Early next week works better for me, Monday or Tuesday afternoon would be fine. I have the credentials for the referrals source and will send them over in writing today. I am still waiting on the tickets system details from a colleague in IT, so we may only manage the first one in the session. Ryan

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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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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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