Kickoff scheduling

Email thread

Callie Brennan asks Zoe Kendrick to book the kickoff and supply policy system and claims mailbox access. Zoe asks for Wednesday afternoon and warns the IT credentials may be late. Logistical thread.

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What this says

As at Fri 9 Oct 2026

Callie Brennan asks Zoe Kendrick to book the kickoff and supply policy system and claims mailbox access. Zoe asks for Wednesday afternoon and warns the IT credentials may be late. Logistical thread.

Ask: Callie wants a one hour kickoff and written access to the policy system and claims mailbox by Tuesday. She will not start any connector without access in writing.

Customer view: Zoe accepts a Wednesday slot but says the team is stretched and that credentials depend on IT, so she might be behind.

Next: Callie sends the invite and the customer chases IT for access. Slow access is the main risk to the implementation plan.

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 message2024-11-21

Last message2024-11-25

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Callie Brennan 21 Nov 2024 09:12
to Zoe Kendrick
Hi Zoe, I am Callie, I will be running your implementation. I would like to book the kickoff for next week, ideally Tuesday or Wednesday, about an hour. Here is the plan for the session: - Walk through the sources you want connected, claims first - Agree who is your admin for the brain - Confirm the order we switch things on What I need from your side is credentials for the policy system and the claims mailbox before we switch on the refresh, ideally a day ahead of the kickoff. Which day suits? Thanks, Callie
Zoe Kendrick 22 Nov 2024 16:54
to Callie Brennan
Hi Callie, Quick question: can we do Wednesday afternoon? Tuesday is a mess with renewals. I will need to check who can get you the credentials, probably someone in IT, so I might be a bit behind on that. We're stretched this month. Thanks, Zoe
Callie Brennan 25 Nov 2024 13:43
to Zoe Kendrick
Hi Zoe, Wednesday afternoon works. I will send the invite today. To keep the day clean, here is what I need and by when: - Access details for the policy system: by Tuesday, so I can test the connection before the kickoff - Access to the claims mailbox: by Tuesday as well - The name of your admin: at the kickoff is fine I will not start any connector until I have access in writing, so if the IT request is slow, tell me early and we will adjust the plan rather than rush it. 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.

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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