Onboarding schedule

Email thread

Hamza Akhtar and Javier Ortiz agreed to start the Salesforce connector setup on a Tuesday after the kickoff call. Javier said the timing was tight but workable. Logistical thread.

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What was said

What this says

As at Fri 9 Oct 2026

Hamza Akhtar and Javier Ortiz agreed to start the Salesforce connector setup on a Tuesday after the kickoff call. Javier said the timing was tight but workable. Logistical thread.

Ask: Hamza asked whether Javier, the Salesforce Administrator, could start connector setup the following week.

Customer view: Javier said "Next week is tight, but we can make it work" and proposed Tuesday onwards.

Next: Hamza said he would send the pre-setup checklist and start with the Salesforce integration on Tuesday.

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 message2026-03-17

Last message2026-03-24

Emailmade from

Messages

Hamza Akhtar 17 Mar 2026 17:29
to Javier Ortiz
Hi Javier, Following our kickoff call, I wanted to lock in the implementation timeline. Are you available to start the Salesforce connector setup next week? Best, Hamza
Javier Ortiz 19 Mar 2026 12:13
to Hamza Akhtar
Hamza, Next week is tight, but we can make it work. Let's plan for Tuesday onwards. Javier
Hamza Akhtar 24 Mar 2026 08:48
to Javier Ortiz
Perfect. I'll send the pre-setup checklist today. We'll start with the Salesforce integration on Tuesday. Cheers, Hamza

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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.

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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.

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