How do I search across all my data sources?

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Hollins Tarrant · How do I search across all my data sources?

Jenna Price asks whether the brain's main search covers all data sources or just one. Bethan Lister confirms it searches all connected systems by default and shows how to filter results by source.

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What happened

What this says

As at Fri 9 Oct 2026

Jenna Price asks whether the brain's main search covers all data sources or just one. Bethan Lister confirms it searches all connected systems by default and shows how to filter results by source.

Problem: Customer wondered whether search covers all systems or only one source.

Handling: Bethan Lister confirmed the main search covers all connected systems by default and explained how to use the Data from filter to narrow results to a single source.

Result: How-to question resolved.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelchat

First response (min)860

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created · Jenna Price 14 Aug 2025 14:48
Hi, I'm trying to find something but I'm not sure if the brain is searching all our systems or just one. Is there a way to search across everything – CRM, calls, and tickets – at once? Jenna
Public reply · Bethan Lister 15 Aug 2025 05:08
Hi Jenna, I've picked this up. Just so I've got this right – you're wondering if the search covers all your connected systems at once? Yes, the main search bar searches everything by default – all your CRM records, call transcripts, and ticket data together.
Public reply · Jenna Price 19 Aug 2025 10:20
Great, that's what I thought. Sorry for the slow reply – we've had a mad week. I was worried I might be missing results. Is there a way to narrow it down to just one system if I want to?
Public reply · Bethan Lister 20 Aug 2025 15:34
Good question. Yes, once you've done a search, you can filter the results by source using the 'Data from' filter on the left. That'll let you see results from just CRM, just calls, or just tickets. Cheers, Bethan
Status change · Bethan Lister 1 Sep 2025 11:10
Status change · 5 Sep 2025 23:59

Helpdeskmade 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