Discovery call

Email thread

Priya Raman and Rebecca Oakes agree a discovery call for Thursday that week at 14:00. The thread is logistical: scheduling only, with a call link and form to follow.

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What was said

What this says

As at Fri 9 Oct 2026

Priya Raman and Rebecca Oakes agree a discovery call for Thursday that week at 14:00. The thread is logistical: scheduling only, with a call link and form to follow.

Ask: Priya wants to walk through the brain using Ellerby's data. Rebecca replies promptly and proposes Thursday at 14:00.

Customer view: Rebecca is responsive and agrees without pushback.

Next: Priya sends the call link and a short form on the current setup.

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

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The thread

Updated 9 Oct 26

Typesales

Messages3

First message2025-02-03

Last message2025-02-03

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Messages

Priya Raman 3 Feb 2025 09:38
to Rebecca Oakes
Hi Rebecca, Great to connect. I'd like to set up a discovery call so we can walk through the brain using your data and give you a real feel for what it could do for your practice operations. I'm flexible on timing. When works for you? Best, Priya
Rebecca Oakes 3 Feb 2025 10:39
to Priya Raman
Hi Priya, That sounds good. How about Thursday this week at 14:00? Rebecca
Priya Raman 3 Feb 2025 11:35
to Rebecca Oakes
Hi Rebecca, Perfect, Thursday at 14:00 works well. I'll send over the call link and a quick form to fill out with a few details about your current setup. See you then. Best, Priya

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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.
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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