Next onboarding session

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Callie Brennan asked Dan Hosken to book the next session for the second batch of sources. Dan chose Wednesday at 10:00 and promised access details by Tuesday afternoon, with one still awaited from IT. Logistical thread.

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As at Fri 9 Oct 2026

Callie Brennan asked Dan Hosken to book the next session for the second batch of sources. Dan chose Wednesday at 10:00 and promised access details by Tuesday afternoon, with one still awaited from IT. Logistical thread.

Ask: Callie wanted written access for the remaining systems, a named person to confirm depot field mappings, and a check on admin accounts.

Customer view: Dan is responsive and says admin accounts are fine. He will confirm the mappings himself for now, so that sign-off rests on one person.

Next: one access item is still with a colleague in IT and may trail.

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

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Updated 9 Oct 26

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First message2024-01-26

Last message2024-01-29

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Callie Brennan 26 Jan 2024 17:02
to Dan Hosken
Hi Dan, Thanks for your time on the last session. That maps cleanly so far, and the next step is the second batch of sources. Before we switch on the refresh for those, what I need from your side is: - written access details for the remaining systems, sent to me before the session - a named person who can confirm the field mappings for the depots - a quick check that the admin accounts are set up for you Could we do next Tuesday or Wednesday morning? I'd plan an hour and walk through the list in order. Thanks, Callie
Dan Hosken 29 Jan 2024 16:07
to Callie Brennan
Hi Callie, Wednesday morning works better for me, Tuesday is full of depot reporting. Say 10:00? I'll get the access details to you by Tuesday afternoon. I'm still waiting on one of them from a colleague in IT, so that one might trail a bit. I'll confirm the mappings myself for now and check with the depots if anything looks odd. Admin accounts are fine on my side. Thanks, Dan

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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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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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