Onboarding session follow-up

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Laura Penhaligon booked a dashboard session with Alan Rennie. He said more people in operations have started asking the brain questions. A slow-refreshing source was flagged for checking.

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What was said

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As at Fri 9 Oct 2026

Laura Penhaligon booked a dashboard session with Alan Rennie. He said more people in operations have started asking the brain questions. A slow-refreshing source was flagged for checking.

Ask: Laura asked for a session to walk through dashboards and check the remaining sources were loading as expected.

Customer view: Alan said a few more people in operations had started asking questions, which he was not expecting so soon. That is an early adoption signal.

Next: Laura will send dashboard notes early next week and check the source flagged as slow to refresh.

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

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Updated 9 Oct 26

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First message2025-10-29

Last message2025-10-30

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Messages

Laura Penhaligon 29 Oct 2025 09:12
to Alan Rennie
Hi Alan, Thanks for your time on the call. Usage is picking up nicely across your team, which is good to see this early on. For the next step I'd like to book a session to walk through the dashboards and check the remaining sources are loading as you'd expect. Do you have time tomorrow or Friday? Thanks, Laura
Alan Rennie 29 Oct 2025 11:15
to Laura Penhaligon
Hi Laura, Glad it's going well from your side too. A few more people in operations have started asking it questions, which I wasn't expecting so soon. Tomorrow afternoon is good for me, anytime after lunch. Alan
Laura Penhaligon 30 Oct 2025 17:22
to Alan Rennie
Hi Alan, Thanks for today, that was a useful session. As agreed, I'll tidy up the dashboard notes and send them over early next week, and I'll check the source we flagged that was a bit slow to refresh. If anything else comes up from the operations team in the meantime, just send it my way. Best, Laura

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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

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.

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