Jack Treloar

Person

Jack Treloar is Support Team Lead at Lanyon Grey Software and a CRM user contact. He joined the 19 Jun 2024 Starter demo with Saira Khalid and raised a ticket-to-health use case. The record is thin: one call, no threads, tickets or deals.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Jack Treloar is Support Team Lead at Lanyon Grey Software and a CRM user contact. He joined the 19 Jun 2024 Starter demo with Saira Khalid and raised a ticket-to-health use case. The record is thin: one call, no threads, tickets or deals.

Role: Support Team Lead at Lanyon Grey Software, recorded in the CRM as a user. He is the likely day-to-day user for the support use case.

Influence: on the 19 Jun 2024 demo he asked how to link ticket data to customer health and what happens if something breaks. Saira Khalid led the commercial questions and said she needed to discuss with Edward Grey, so the buying decision sat with others.

Watch: the evidence is one call only. It does not show his activity since, his platform usage or any later contact. Support's ticket-to-health dashboard is a concrete use case tied to his team.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Lanyon Grey Software	Support Team Lead	user	jack.treloar@lanyongrey.example

CRMmade from

Activity

19 Jun 2024callLanyon Grey Software / BG-Demo – Demo Priya Raman, Hannah Lowe, Saira Khalid, Jack Treloar+1

CRMmade from

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

Help & Support

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.

Help