Onboarding session: finding a time

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Scheduling thread. Ailsa Dunlop prefers Friday morning but cannot promise the admin credentials, which depend on Kelvinhaugh's IT team.

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As at Fri 9 Oct 2026

Scheduling thread. Ailsa Dunlop prefers Friday morning but cannot promise the admin credentials, which depend on Kelvinhaugh's IT team.

Ask: Callie Brennan wants an hour-long onboarding slot and written admin credentials for the first source before the refresh is switched on.

Customer view: Ailsa chose Friday morning but said she cannot promise the credentials, as she must check with IT first.

Next: Ailsa was to confirm on the following day. Credentials remain the dependency for the first connector.

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 message2024-02-20

Last message2024-02-21

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Messages

Callie Brennan 20 Feb 2024 17:39
to Ailsa Dunlop
Hi Ailsa, Thanks for your time on the call earlier. To keep us on track, I'd like to book the next onboarding session for later this week or early next week. What I need from your side is: - a slot of about an hour when you can be at your desk - the admin credentials for the first source, in writing, before we switch on the refresh Would Thursday or Friday suit? Tell me which and I'll send the invite. Thanks, Callie
Ailsa Dunlop 21 Feb 2024 17:49
to Callie Brennan
Hi Callie, Thanks for this. Friday is better for me, Thursday is full of scheme meetings. Morning if possible. I'll check with our IT team about the credentials, but I can't promise they will be with you by then. I'll let you know tomorrow. Kind regards, Ailsa

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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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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

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