Help setting up connectors for onboarding

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Saltdean Hart Insurance Brokers · Help setting up connectors for onboarding

Abi Coombes requested guidance on setting up CRM and helpdesk connectors. Connor explained credential requirements; customer provided CRM details and was waiting on helpdesk API key.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Abi Coombes requested guidance on setting up CRM and helpdesk connectors. Connor explained credential requirements; customer provided CRM details and was waiting on helpdesk API key.

Problem: Customer needed technical guidance on connector setup during initial onboarding phase. Handling: Connor clearly explained the credential requirements for each system. Customer promptly provided CRM credentials and was working with their helpdesk team for the second connector. Ticket was solved 7 Feb 2025. Watch: Good engagement during onboarding; second connector depends on external helpdesk team response.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelemail

First response (min)299

Helpdeskmade from

Trail

created · Abi Coombes 13 Jan 2025 15:58
Hi, we're setting up the brain for the first time. Can you help us understand how to set up the connectors? We need to connect our CRM and our helpdesk, but we're not sure what information we need to provide.
Public reply · Connor Webb 13 Jan 2025 20:57
Hi Abi, great question. For each connector, we'll need the system URL and API credentials. For your CRM, you'll need the API key or OAuth token. Same for the helpdesk. Do you have those details ready?
Public reply · Abi Coombes 15 Jan 2025 11:13
Thanks. We have the CRM credentials, but we're still waiting on the helpdesk team for their API key. I'll send you the CRM details now and we'll follow up with the helpdesk once we have it.
Status change · Connor Webb 7 Feb 2025 15:56
Status change · 11 Feb 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