Onboarding next steps

Email thread

Logistical thread: Callie Brennan proposes Friday 20 Dec 2024 for the onboarding kickoff and asks for Salesforce and Zendesk credentials. There is no customer response in the thread.

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As at Fri 9 Oct 2026

Logistical thread: Callie Brennan proposes Friday 20 Dec 2024 for the onboarding kickoff and asks for Salesforce and Zendesk credentials. There is no customer response in the thread.

Ask: Callie Brennan proposes Friday 20 Dec 2024 for the kickoff and asks Daisy Howes to have the Salesforce and Zendesk credentials ready on the day.

Customer view: there is no customer response in the thread, so the date and the credentials are unconfirmed.

Next: Callie sends the full agenda once Daisy confirms the date.

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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Messages1

First message2024-12-20

Last message2024-12-20

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Messages

Callie Brennan 20 Dec 2024 10:05
to Daisy Howes
Hi Daisy, Circling back on the kickoff we discussed. Friday 20 Dec 2024 works well on my end. Before we get started, I'll need the Salesforce and Zendesk credentials ready on the day. Let me know if Friday is still good and I'll send through the full agenda. Thanks, Callie

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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.

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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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