Discovery follow-up

Email thread

Padraic Shanahan confirmed Matteo Ricci's summary, asked for a proposal by mid-May for their legal team, and asked for a demo in early May. The customer is working to a summer decision.

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What was said

What this says

As at Fri 9 Oct 2026

Padraic Shanahan confirmed Matteo Ricci's summary, asked for a proposal by mid-May for their legal team, and asked for a demo in early May. The customer is working to a summer decision.

Ask: Padraic wants a proposal by mid-May so legal can review it, and a demo in early May. Matteo had set out Zendesk, Salesforce and finance connectors and a demo on their own data.

Customer view: the CFO confirmed the summary as accurate, which signals a real evaluation with a decision timeline and a legal step.

Next: Matteo to fix the demo date and prepare the proposal ahead of mid-May. The thread does not show pricing or tier.

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 message2026-04-21

Last message2026-04-23

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Messages

Matteo Ricci 21 Apr 2026 09:57
to Úna Hanrahan, Padraic Shanahan
Úna and Padraic, Thank you both for the time on the call. Let me summarise where we stand: you'd like to see how the brain handles your support data and customer interactions, and you're working to a decision by the summer. Is that accurate? I'd like to show you the connectors we'd set up, Zendesk, Salesforce and your finance systems, and walk through a demo on your own data. The next step would be for me to send a formal proposal. What does your timetable look like for a demo in the next few weeks? Best regards, Matteo
Padraic Shanahan 23 Apr 2026 17:46
to Matteo Ricci
Matteo, Thanks for the summary. Yes, that's accurate. We'd like to see a proposal by mid-May so we can get it in front of our legal team. Can we schedule the demo for early May? Regards, Padraic

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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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