Onboarding kickoff

Email thread

Callie Brennan asked Daisy Howes for kickoff dates before the refresh is switched on. Daisy replied within an hour offering next Thursday and Friday. The thread is logistical.

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What was said

What this says

As at Fri 9 Oct 2026

Callie Brennan asked Daisy Howes for kickoff dates before the refresh is switched on. Daisy replied within an hour offering next Thursday and Friday. The thread is logistical.

Ask: Callie wanted dates when Daisy and a colleague could join a session on connector setup, field mappings and a first test refresh.

Customer view: Daisy was responsive and offered two days for a couple of hours.

Next: Callie to confirm a slot and send the detailed checklist.

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 message2024-12-11

Last message2024-12-11

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Messages

Callie Brennan 11 Dec 2024 11:37
to Daisy Howes
Hi Daisy, Following up from our call. Before we switch on the refresh, I'd like to get the implementation plan locked in. What I need from your side is a couple of dates in the next week or two when you and a colleague are both free for our kickoff session. We'll walk through the connector setup, field mappings and run our first test refresh. Once I have the times, I'll send over the detailed checklist. Thanks, Callie
Daisy Howes 11 Dec 2024 12:36
to Callie Brennan
Hi Callie, Good to hear from you. Next Thursday and Friday work for us, would either of those suit for a couple of hours? Cheers, Daisy

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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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Open as a page

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.

Who to contact

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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