Onboarding: connector session and data check

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The billing connector completed its first load. Alan Rennie found a handful of duplicated accounts caused by old references, and Laura Penhaligon agreed to merge them on the brain side without changes to the accounting system.

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As at Fri 9 Oct 2026

The billing connector completed its first load. Alan Rennie found a handful of duplicated accounts caused by old references, and Laura Penhaligon agreed to merge them on the brain side without changes to the accounting system.

Ask: Laura wanted Alan to check a sample of the first load against what he knows.

Customer view: Alan said most of it matches, and he produced a list of duplicates quickly. He is engaged and practical.

Next: Laura would merge the duplicates over the weekend, ask Alan to review after the next refresh, then invite a couple of Shona Baird's team to try the brain.

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

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Updated 9 Oct 26

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First message2025-09-24

Last message2025-09-26

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Laura Penhaligon 24 Sep 2025 10:37
to Alan Rennie
Hi Alan, The billing connector has now been through its first load, and the numbers look sensible on my side. Before we go further I'd like you to check a sample against what you know, particularly the customer references we talked about last time. Could we have a second working session, around forty-five minutes, to go through the results together? I can do any day this week or early next. Thanks, Laura
Alan Rennie 25 Sep 2025 08:08
to Laura Penhaligon
Morning Laura, Friday works for me, any time after lunch. I've had a quick look already and most of it matches. A handful of accounts show up twice, which I think is down to the old references. I'll make a list so we can go through it. Alan
Laura Penhaligon 26 Sep 2025 14:32
to Alan Rennie
Hi Alan, Thanks for the list, that is very useful. The duplicates are the same issue we expected, and I can merge them on the brain side so you don't need to change anything in the accounting system. I'll make the change over the weekend and the next refresh should show it. Have a look on Monday and tell me if anything still looks wrong. After that I'd like to invite a couple of Shona's team to try it. Have a good weekend, Laura

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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.

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.

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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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