Booking a check-in call

Email thread

Marcus Bell proposed a check-in on rising usage; Harjit Bains agreed and asked to use it to check which scheme records the team can pull ahead of a trustee meeting. Thursday morning was agreed.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell proposed a check-in on rising usage; Harjit Bains agreed and asked to use it to check which scheme records the team can pull ahead of a trustee meeting. Thursday morning was agreed.

Ask: Marcus offered to walk Harjit through last quarter's usage and cover what is working and what she wants before the summer.

Customer view: Harjit was positive about the numbers and wants to check which scheme records the team can pull quickly for a trustee meeting.

Next: Marcus will send an invite for Thursday morning and start with the usage report.

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 message2024-03-27

Last message2024-03-28

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Messages

Marcus Bell 27 Mar 2024 10:35
to Harjit Bains
Hi Harjit, I've pulled the numbers for the last quarter and usage in your team is up nicely. Happy to jump on a call and walk you through them. Shall we book 30 minutes in the next week or so? I would like to cover: - who is using the brain and for what - anything that is not working as you hoped - what you would like from us before the summer Let me know what suits. Thanks, Marcus
Harjit Bains 27 Mar 2024 11:05
to Marcus Bell
Hello Marcus, Thanks for this, and good to hear the numbers are moving the right way. I would be glad to have a catch-up. I have a trustee meeting coming up, so I would like to use the time to check which scheme records the team can pull quickly. Thursday morning would suit me best, if you have room. Kind regards, Harjit
Marcus Bell 28 Mar 2024 11:33
to Harjit Bains
Hi Harjit, Thursday morning works for me. I will send an invite shortly. I will share my screen and start with the usage report, then we can go through the scheme records you are thinking of ahead of the trustee meeting. If anyone else on the team would like to join, just forward the invite. Thanks, Marcus

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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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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.

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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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