Scheduling your next onboarding session

Email thread

Hamza Akhtar asked Sana Rahman for slots for the next onboarding session, noting only one or two people log in against 40 licensed users. Mainly scheduling; no customer response in the thread.

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As at Fri 9 Oct 2026

Hamza Akhtar asked Sana Rahman for slots for the next onboarding session, noting only one or two people log in against 40 licensed users. Mainly scheduling; no customer response in the thread.

Ask: Hamza wants to agree which people in university partnerships and resident services are added first, and which sources to connect next.

Customer view: there is no customer response in this thread.

Next: low adoption against the Growth plan is the risk, and widening users is the opportunity. Hamza to fix a session with Sana.

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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First message2026-05-19

Last message2026-05-19

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Hamza Akhtar 19 May 2026 10:05
to Sana Rahman
Hi Sana, Thanks for your time on the last onboarding call. I wanted to get the next session in the diary while the connector work is fresh. From what I can see, only one or two people at Hartside are logging in so far, and the plan covers 40 licensed users. I would like to use the next session to agree who in university partnerships and resident services should be added first, and to go through the sources you want connected next. Could you suggest a couple of slots over the next week or so, ideally with someone from each team joining you? An hour should be enough. If it is easier, I can send over a few options from my side. Many thanks, Hamza Hamza Akhtar Implementation Consultant, BG-Demo

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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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