User provisioning for new KAMs

Ticketclosed

Brannock Medical Supplies · User provisioning for new KAMs

Helen Varley requested provisioning for three new key-account managers by Friday. Bethan offered delivery by Thursday pending email addresses and team assignments.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Helen Varley requested provisioning for three new key-account managers by Friday. Bethan offered delivery by Thursday pending email addresses and team assignments.

Problem: Helen Varley, Head of Commercial Operations, requested provisioning of three new KAM users before end of week.

Handling: Bethan responded within 119 minutes with a clear timeline (end of Thursday) and specific requirements for email addresses and team assignments.

Watch: This is routine onboarding for expansion. The customer succeeded without friction.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelemail

First response (min)119

CSAT2

Helpdeskmade from

Trail

created · Helen Varley 3 Jul 2024 12:53
Hi, three of our key-account managers are ready to start using the brain this week. Can you run us through the user provisioning process? We need them up and running by Friday. Thanks.
Public reply · Bethan Lister 3 Jul 2024 14:52
Hi Helen, thanks for reaching out. Just so I've got this right, you need three new users provisioned by Friday. I can have them set up by end of day Thursday, I'll just need their email addresses and the teams they're joining. Once you send those over, I'm ready to go. Cheers, Bethan.
Status change · Bethan Lister 12 Jul 2024 14:14
Status change · 16 Jul 2024 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