Can I export the results?

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Hollins Tarrant · Can I export the results?

Jenna Price asked how to export contact info from the brain. Bethan Lister explained the Export button on results pages; Jenna got what she needed for an outbound campaign.

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What this says

As at Fri 9 Oct 2026

Jenna Price asked how to export contact info from the brain. Bethan Lister explained the Export button on results pages; Jenna got what she needed for an outbound campaign.

Problem: customer needed to export contact details for campaign use. Handling: Bethan explained the Export button on results pages and available formats (CSV and Excel). Jenna got what she needed immediately, showing the brain creates value beyond analysis.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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Categoryhow_to

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First response (min)706

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created · Jenna Price 17 Jul 2024 17:39
Hi – sorry for the basic question. The team wants to export a list of clients with their contact info for an outbound campaign. Is there a way to do that from the brain, or do we need to go back to the CRM directly? Thanks, Jenna
Public reply · Bethan Lister 18 Jul 2024 05:25
Hi Jenna, you can export from the brain. Run your search to get the list you want, then look for the 'Export' button at the top right of the results. It gives you CSV or Excel. Just so I've got this right, you're looking for Accounts data with contact details? Let me know if you need a hand with the search first. Thanks, Bethan
Public reply · Jenna Price 18 Jul 2024 10:28
Perfect – found it and got what we needed. Super helpful, thanks. Jenna
Status change · Bethan Lister 26 Jul 2024 14:43
Status change · 30 Jul 2024 23:59

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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

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