Getting our account managers started

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Brinkerhof Distributie · Getting our account managers started

Femke was planning the rollout of the brain to 40 account managers and asked about admin setup and starting with CRM and order system connections. Olivia clarified requirements and confirmed the approach.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Femke was planning the rollout of the brain to 40 account managers and asked about admin setup and starting with CRM and order system connections. Olivia clarified requirements and confirmed the approach.

Problem: Femke needed guidance on rolling out the brain to 40 account managers. Handling: Olivia asked clarifying questions about admin setup and data sources. Femke confirmed the plan: two admins already in place, CRM and order system connections as first priority. Watch: Well-structured implementation with clear stakeholder engagement and ready user base.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelchat

First response (min)188

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created · Femke van Gestel 19 Dec 2025 09:34
Hi, we've just signed up and are keen to get moving. We've got 40 account managers ready to start using the brain: they manage installer relationships, orders, complaints, all of that. What are the first steps for getting them onboarded?
Public reply · Olivia Grant 19 Dec 2025 12:42
Hi Femke, great to hear things are moving. Just so I've got this right: your 40 account managers need to search and ask about orders, delivery complaints and credit issues across your installer base. Before we kick off: do you have two admins set up yet, and which are your top data sources to connect first? Thanks, Olivia
Public reply · Femke van Gestel 23 Dec 2025 16:23
Thanks Olivia. We have two admins in place now. We want to start with the CRM and the order system, those cover what the account managers need to see every day. How long until those are live? Groetjes, Femke
Status change · Olivia Grant 5 Jan 2026 15:44
Status change · 9 Jan 2026 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

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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.

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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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