Scheduling the onboarding sessions

Email thread

Abi Coombes cannot meet before the break and asks for the first days back in the new year. Callie Brennan agrees to hold the session, and the requested access is still outstanding.

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What this says

As at Fri 9 Oct 2026

Abi Coombes cannot meet before the break and asks for the first days back in the new year. Callie Brennan agrees to hold the session, and the requested access is still outstanding.

Ask: Callie wanted an hour with Abi and admin access to the linked systems before the break.

Customer view: Abi apologises for the slow reply, cites a busy week and time out of office, and says she has not forgotten the access.

Next: Callie sends options in the first week of January. The access delay pushes back the first refresh.

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

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Updated 9 Oct 26

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Messages3

First message2024-12-18

Last message2024-12-23

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Callie Brennan 18 Dec 2024 16:00
to Abi Coombes
Hi Abi, I would like to book the next onboarding session so we can finish connecting your sources before the break. It should take about an hour, and what I need from your side is you at your desk with admin access to the systems we are linking. Could you let me know which days work for you this week or next? I can fit around you. Thanks, Callie
Abi Coombes 20 Dec 2024 15:18
to Callie Brennan
Hi Callie, Sorry for the slow reply, it has been a busy week here. This week is gone and next week is mostly out of office for me, with the office quiet. Could we do the first days back in the new year instead? I have not forgotten the access you asked for. I will sort it when I am back. Thanks, Abi
Callie Brennan 23 Dec 2024 08:06
to Abi Coombes
Hi Abi, No problem at all. I will hold the session until the first week of January and send you some options once the new year starts. If you can get the access over before then, that keeps us on track and the first refresh can land cleanly. Have a good break. 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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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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