Kickoff meeting

Email thread

Logistical thread: Laura Penhaligon asked Ellie Rowcliffe for an implementation kickoff time and Ellie agreed to Tuesday afternoon at 14:00 with some of the project team.

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As at Fri 9 Oct 2026

Logistical thread: Laura Penhaligon asked Ellie Rowcliffe for an implementation kickoff time and Ellie agreed to Tuesday afternoon at 14:00 with some of the project team.

Ask: Laura proposed a kickoff to walk through connectors and data sources, and left timing open.

Customer view: Ellie replied within the day on 16 Jul 2026 and accepted Tuesday afternoon, with project team members joining. No concerns raised.

Next: hold the kickoff and confirm the connector list.

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 message2026-07-16

Last message2026-07-16

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Messages

Laura Penhaligon 16 Jul 2026 12:46
to Ellie Rowcliffe
Hi Ellie, I wanted to get our implementation kickoff scheduled. We'll walk through the connectors and make sure we've got your data sources lined up. Are you free early next week? I'm flexible on timing. Cheers, Laura
Ellie Rowcliffe 16 Jul 2026 14:33
to Laura Penhaligon
Hi Laura, Tuesday afternoon works well for us. Can we start at 14:00? I'll have a couple of the project team on the call. Cheers, Ellie

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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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