How to search the brain

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Bayard Lane Payments · How to search the brain

Customer learned how to use search filters across multiple platforms to find all tickets for a specific customer. Successful resolution with clear guidance and positive feedback.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Customer learned how to use search filters across multiple platforms to find all tickets for a specific customer. Successful resolution with clear guidance and positive feedback.

Problem: Monique Fairley (Head of Merchant Success) needed guidance on querying tickets across multiple platforms for a specific customer.

Handling: Bethan Lister provided clear step-by-step guidance on using the search box with filters and platform selection. Customer confirmed successful execution within 48 hours.

Watch: Positive outcome demonstrates effective support and customer confidence in the platform's search capabilities.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)479

CSAT5

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created · Monique Fairley 12 May 2026 08:59
Hi, I'm trying to search for all tickets from a specific customer across all our platforms. I can see the search box on the dashboard but I'm not sure how to build a query for what I need. Can you show me how?
Public reply · Bethan Lister 12 May 2026 16:58
Hi Monique, great question. To search across platforms, you'll want to use the brain's search with filters. Here's how: click on the search box, enter the customer name, then click the filters dropdown and select the platforms you want to search. You can narrow it down to tickets only if you'd like. Try that and tell me what you see. Thanks, Bethan
Public reply · Monique Fairley 13 May 2026 16:29
Perfect, that worked! I found all the tickets for that customer across both platforms. Really helpful. Thanks for the quick reply.
Status change · Bethan Lister 20 May 2026 10:44
Status change · 24 May 2026 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