How do I set up alerts?

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Brindlecote Insurance Brokers · How do I set up alerts?

Ed Duckworth requested alert functionality for high-value claims. Bethan Lister explained the brain lacks built-in alerts and offered export-based workaround.

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As at Fri 9 Oct 2026

Ed Duckworth requested alert functionality for high-value claims. Bethan Lister explained the brain lacks built-in alerts and offered export-based workaround.

Problem: Customer wanted notifications on specific business conditions. Handling: BG-Demo clarified the product does not have native alert functionality and suggested using exports as workaround. First response occurred after 891 minutes. Watch: Feature gap identified; product lacks alerting capability customer desires.

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

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Updated 9 Oct 26

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Statusclosed

Categoryhow_to

Channelemail

First response (min)891

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created · Ed Duckworth 12 Apr 2024 08:36
Is there a way to set up alerts in the brain? We'd like to be notified when certain conditions are met.
Public reply · Ed Duckworth 12 Apr 2024 15:10
For example, if a new high-value claim comes in, we'd want to know.
Public reply · Bethan Lister 12 Apr 2024 23:27
Hi Ed, great question. The brain doesn't currently have built-in alerts, but you can export data on a regular schedule and set up alerts in your systems. I can walk you through the export options if that helps. Thanks, Bethan
Status change · Bethan Lister 30 Apr 2024 15:38
Status change · 4 May 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

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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.

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