Onboarding session: access and timing

Email thread

Callie Brennan asked Dan Hosken for written source access, a field list and a working session. Dan offered two slots but said Matt must approve the service accounts, so timing is not firm. Logistical thread.

made from

What was said

What this says

As at Fri 9 Oct 2026

Callie Brennan asked Dan Hosken for written source access, a field list and a working session. Dan offered two slots but said Matt must approve the service accounts, so timing is not firm. Logistical thread.

Ask: Callie wants read-only service accounts, the fields the team relies on and a couple of uninterrupted hours. She will not start any connector until access is in writing.

Customer view: Dan is cooperative and will send the field list ahead of the session. He cannot promise the accounts by Wednesday because Matt must approve them.

Next: Dan confirms the day once Matt replies. The first refresh depends on that approval.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2024-01-04

Last message2024-01-04

Emailmade from

Messages

Callie Brennan 4 Jan 2024 16:04
to Dan Hosken
Hi Dan, Thanks for your time on the kickoff call. Kerensa tells me you'll be the day-to-day admin on your side, so I'd like to book a working session with you to start connecting your sources. What I need from your side is: - written access for each source system we're connecting, ideally a read-only service account - a list of which fields your team relies on when reviewing a client's temperature-excursion tickets and contract reviews - a couple of hours with you, uninterrupted I won't start any connector until the access is in writing, so the sooner it arrives the sooner your first refresh lands. Which day next week suits you? Thanks, Callie
Dan Hosken 4 Jan 2024 17:41
to Callie Brennan
Hi Callie, Thanks for this. Wednesday afternoon or Friday morning would work for the session next week. I can get the service accounts requested tomorrow, but Matt needs to approve them, so I can't promise they'll all be in place by Wednesday. I'll send the field list ahead of the session, it's mostly in a spreadsheet I already keep. I'll confirm which day once I've heard back from Matt. Regards, Dan

Emailmade 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