Scheduling a check-in

Email thread

Marcus Bell asked Zoe Kendrick for a 30-minute check-in on usage. Zoe agreed, offered Thursday afternoon or Friday morning, and asked whether the claims team can see the same pages as the account executives.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Zoe Kendrick for a 30-minute check-in on usage. Zoe agreed, offered Thursday afternoon or Friday morning, and asked whether the claims team can see the same pages as the account executives.

Ask: Zoe accepts the check-in and raises a question that some claims team members have put to her.

Customer view: she is stretched this month but engaged, and the claims team appears to be asking for access.

Next: Marcus should confirm a slot and prepare an answer on page access for the claims team.

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 message2025-03-19

Last message2025-03-24

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Messages

Marcus Bell 19 Mar 2025 15:10
to Zoe Kendrick
Hi Zoe, I've pulled the numbers for Saltdean Hart and usage is moving nicely, so I'd like to book a check-in to go through them with you. Happy to jump on a call. Shall we book 30 minutes sometime in the next week or so? I would cover: - how the account executives and the claims team are using the brain - anything you would like us to set up next - any questions you have for us Let me know what suits you. Thanks, Marcus
Zoe Kendrick 24 Mar 2025 15:18
to Marcus Bell
Hi Marcus, Sorry for the slow reply, we're stretched this month. Thirty minutes is fine. Thursday afternoon or Friday morning would work best for me. Quick question: can the claims team see the same pages as the account executives? A couple of them have asked and I wasn't sure. Happy to go through it on the call. Thanks, Zoe

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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

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.

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