Time for the proposal walkthrough

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Jordan Pike asked Allison Pereira for thirty minutes to walk through the proposal. She agreed to Tuesday or Wednesday morning and asked for a client view by employer, with numbers for Gary.

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As at Fri 9 Oct 2026

Jordan Pike asked Allison Pereira for thirty minutes to walk through the proposal. She agreed to Tuesday or Wednesday morning and asked for a client view by employer, with numbers for Gary.

Ask: Jordan wanted a walkthrough before the proposal goes elsewhere. Allison accepted and asked for an invite.

Customer view: She wants tickets, calls and renewals shown by employer, and expects Gary to want the numbers.

Next: Jordan to send the invite and prepare client-level figures.

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 message2026-03-26

Last message2026-03-26

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Messages

Jordan Pike 26 Mar 2026 17:23
to Allison Pereira
Hi Allison, Thanks for the time on the call today. Here's where we are: I'm pulling the proposal together for the client-service rollout and I'd like to walk you through it before it goes anywhere else. Could we find thirty minutes early next week? Mornings Eastern time work best on my side, but I'll flex around your renewals review. What would make this a yes for you and the team? Thanks, Jordan
Allison Pereira 26 Mar 2026 18:28
to Jordan Pike
Jordan, Good to hear. Tuesday or Wednesday morning works for me. - Please keep it to the client view: tickets, calls and renewals by employer - Can we see that by client in the walkthrough? - Gary will want the numbers, so bring those Send an invite and I'll accept. Best, Allison

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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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