Setting up the next check-in

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Daniel Okafor and Deepa Chauhan agreed a Thursday morning check-in with Tariq Saleem and credit control. Deepa asked to be shown where the numbers come from before the account view.

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As at Fri 9 Oct 2026

Daniel Okafor and Deepa Chauhan agreed a Thursday morning check-in with Tariq Saleem and credit control. Deepa asked to be shown where the numbers come from before the account view.

Ask: Deepa asked that the agenda start with where the numbers come from: which account, which branch and which system. The regional directors will ask her exactly that.

Customer view: Cooperative. She accepted Tariq joining and will confirm a credit control attendee by the end of the week.

Next: Daniel to confirm the Thursday slot and prepare a data lineage walk-through.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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Messages2

First message2025-11-14

Last message2025-11-18

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Daniel Okafor 14 Nov 2025 17:54
to Deepa Chauhan
Hello Deepa, Thank you for your time on the call earlier this week. I wanted to get our next check-in in the diary before the end of the month so it does not drift. I would suggest forty-five minutes, either on Tuesday or Thursday next week, mornings if possible. I would like to cover three things: the account view for the regional directors, the questions your team has been asking, and anything Tariq would like help with on the connectors. If it would be useful, I can ask Tariq to join, and you are welcome to bring someone from credit control, given what you said about getting them into the same room. I'll come back to you once I know what works for you. Best wishes, Daniel
Deepa Chauhan 18 Nov 2025 09:02
to Daniel Okafor
Hello Daniel, Thanks for this. Thursday morning works best for me, and Tuesday is already full. Yes to Tariq joining, and yes, let's get credit control in the room. I will ask someone from the team to come along and I will confirm who by the end of this week. One request for the agenda. Before we talk about the account view, could you show me where the numbers come from? Which account, which branch, and which system it was read from. The regional directors will ask me exactly that. On 14 Nov 2025, at 17:54, Daniel Okafor wrote: > I would suggest forty-five minutes, either on Tuesday or Thursday > next week, mornings if possible. Thanks, Deepa

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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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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.

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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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