Help with initial connector setup

Ticketclosed

Brinkerhof Distributie · Help with initial connector setup

Bas needed step-by-step help with the initial CRM connector setup during implementation. Bethan provided clear instructions and guided him through the process.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Bas needed step-by-step help with the initial CRM connector setup during implementation. Bethan provided clear instructions and guided him through the process.

Problem: During initial onboarding, Bas got stuck on the connector setup steps. Handling: Bethan responded with a numbered walkthrough of the configuration steps and sent the onboarding guide. Outcome: Customer got unstuck and moved forward; ticket closed successfully within one week.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryonboarding

Channelemail

First response (min)73

CSAT3

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Trail

Public reply · Bas Kuijpers 16 Dec 2025 09:53
Hi support, Quick question about getting started. We're onboarding to the brain and I need to connect our CRM. What's the first step? Bas
created · Bas Kuijpers 16 Dec 2025 16:03
Hi, We've just started our implementation with the brain. I'm working through the onboarding steps and I'm getting stuck on the connector setup. Can you walk me through it? Thanks, Bas
Public reply · Bethan Lister 16 Dec 2025 17:16
Hi Bas, Welcome to the brain. For your first connector, the steps are: 1. Go to Settings > Connectors 2. Add your system and paste the API key 3. Map your fields to our schema 4. Click 'Go live' I've sent you the onboarding guide separately. Give it a go and let me know if you get stuck. Thanks, Bethan
Status change · Bethan Lister 23 Dec 2025 14:08
Status change · 27 Dec 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