Check-in notes and next steps

Email thread

Amara Obi's notes from a check-in with Kelly Swainston: usage up on the previous quarter, no open tickets, 40 licensed users with room to grow. No customer reply in the thread.

made from

What was said

What this says

As at Fri 9 Oct 2026

Amara Obi's notes from a check-in with Kelly Swainston: usage up on the previous quarter, no open tickets, 40 licensed users with room to grow. No customer reply in the thread.

Ask: Kelly wants more client managers asking questions about returns rather than going back to spreadsheets. Amara offers a usage summary by team and ideas to engage quieter users.

Customer view: the notes record Kelly's wishes, but there is no customer response in the thread, so agreement is not confirmed.

Next: Amara to send a usage summary by team, suggest ways to start quieter users and send QBR dates.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages1

First message2025-11-24

Last message2025-11-24

Emailmade from

Messages

Amara Obi 24 Nov 2025 11:31
to Kelly Swainston
Hi Kelly, Thanks for your time last week. Here are my notes from our check-in so we both have the same picture: - Usage is up on the previous quarter and no tickets are open, so nothing is blocking your team right now. - You'd like more of the client managers asking questions about returns, rather than going back to spreadsheets. - You have 40 licensed users, and there's plenty of room for people who aren't yet using the brain. Next steps from me: I'll put together a short usage summary by team for you to take to your service reviews, and I'll suggest a few ways to get the quieter users started. Let's get the next QBR in the diary too. I'll send a few dates this week. Best, Amara

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