Follow-up from kickoff call

Email thread

Callie Brennan recaps the kickoff for Zoe Kendrick and Abi Coombes, lists the access, team priorities and admin confirmation she needs, and notes the Growth plan's 40 users. No customer reply in the thread.

made from

What was said

What this says

As at Fri 9 Oct 2026

Callie Brennan recaps the kickoff for Zoe Kendrick and Abi Coombes, lists the access, team priorities and admin confirmation she needs, and notes the Growth plan's 40 users. No customer reply in the thread.

Ask: Callie needs written connector access from Abi, a team priority list and a named day-to-day admin. She assumes account executives and the claims team go first.

Customer view: there is no customer response in the thread.

Next: Marcus Bell is copied to pick up adoption after go-live. The 40 licensed users leave room for both teams.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages1

First message2024-11-27

Last message2024-11-27

Emailmade from

Messages

Callie Brennan 27 Nov 2024 10:06
to Zoe Kendrick, Abi Coombes
Hi Zoe, hi Abi, Thanks for your time on the kickoff call. Here is the plan as I understand it, with what I need from your side before we switch on the refresh. What I need from your side is: - Written access for the connectors you want first, from Abi. I will not start any connector without it. - A short list of which teams go first. Zoe mentioned the account executives and the claims team, so I will assume both unless you tell me otherwise. - Confirmation of who will be the day-to-day admin once I hand over. Your Growth subscription covers 40 licensed users, so there is plenty of room to bring both teams in without worrying about seats. Once the access is in, I will map the fields and send you a setup note with a date against each step. Marcus is copied so he can pick up adoption once we are live. If anything above does not match what you remember from the call, tell me and I will correct it. Thanks, Callie

Emailmade from

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.

Help