Feature request

Ticketclosed

Tarnbeck Insurance Brokers · Feature request

Abbie requested the ability to export search results to spreadsheet to avoid manual copy-paste work. Olivia confirmed the feature is on the roadmap and passed the request to the product team.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Abbie requested the ability to export search results to spreadsheet to avoid manual copy-paste work. Olivia confirmed the feature is on the roadmap and passed the request to the product team.

Problem: Abbie Gaskarth identified that the lack of a spreadsheet export option for search results forces her team to manually copy and paste findings, reducing workflow efficiency.

Handling: Olivia acknowledged the feature is on BG-Demo's roadmap and committed to passing the request to the product team for prioritisation.

Watch: The customer is engaged enough to request workflow improvements. If this feature ships soon, it could strengthen retention and support an upsell conversation. Track roadmap progress.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)190

Helpdeskmade from

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created · Abbie Gaskarth 23 Dec 2025 09:10
Hi, we've been using the brain for a few months now and it's been really helpful for tracking client interactions. One thing we've noticed is that it would be great if we could export search results to a spreadsheet. Currently we have to manually copy and paste findings. Would this be something you could look into? Thanks, Abbie
Public reply · Olivia Grant 23 Dec 2025 12:20
Thanks for the suggestion, Abbie. Export to spreadsheet is on our roadmap and we're always keen to hear what features would add value. I'll pass this to the product team to prioritise alongside other requests. Olivia
Public reply · Abbie Gaskarth 24 Dec 2025 14:36
Great, thanks for taking that on board. It'll be a useful addition when it's available.
Status change · Olivia Grant 24 Dec 2025 16:35
Status change · 28 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