Prep pack for on-site training

Email thread

Logistical thread: Laura Penhaligon sent a prep pack and asked for a test run of data exports. Megan Statham said the pack looked comprehensive and promised to confirm the exports by end of week.

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As at Fri 9 Oct 2026

Logistical thread: Laura Penhaligon sent a prep pack and asked for a test run of data exports. Megan Statham said the pack looked comprehensive and promised to confirm the exports by end of week.

Ask: Laura asked Megan on 21 May 2025 to review the connector documentation, check systems are up to date and test-run the data exports before the training day.

Customer view: Megan replied within the hour and committed to confirm the exports were set up by end of week.

Next: Laura said she would follow up early the following week if she heard nothing. The thread shows no confirmation from Megan.

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 message2025-05-21

Last message2025-05-23

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Messages

Laura Penhaligon 21 May 2025 14:03
to Megan Statham
Hi Megan, Sending over the prep pack for the on-site training day, please go through the connector documentation and make sure your systems are up to date. I'll need you to have a test run of the data exports before we meet. Let me know if anything doesn't make sense. Best regards, Laura Penhaligon
Megan Statham 21 May 2025 15:03
to Laura Penhaligon
Hi Laura, Thanks for this. I've reviewed the pack, looks comprehensive. I'll run the test exports and confirm everything is set up by end of week. Megan
Laura Penhaligon 23 May 2025 15:27
to Megan Statham
Perfect. Thanks Megan. I'll follow up early next week if I don't hear from you. Looking forward to the session. Best regards, Laura Penhaligon

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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.

Help