Onboarding: next steps and access

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Callie Brennan lists open onboarding points to Sukhvinder Dhillon: written connector access, a user list and a mapping date. She cannot start the first refresh until access arrives. No customer reply in this thread.

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As at Fri 9 Oct 2026

Callie Brennan lists open onboarding points to Sukhvinder Dhillon: written connector access, a user list and a mapping date. She cannot start the first refresh until access arrives. No customer reply in this thread.

Ask: Callie needs written connector access, the user list for the first group (up to fifteen licensed) and a date next week for field mapping.

Customer view: there is no customer response in the thread.

Next: without access the first refresh cannot run, and Callie notes usage on the account is very low. She offers to speak to the IT team directly.

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

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Updated 9 Oct 26

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First message2023-09-29

Last message2023-09-29

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Callie Brennan 29 Sep 2023 10:49
to Sukhvinder Dhillon
Hi Sukhvinder, Following our call, I wanted to put the open points in writing, as we have lost a little time since the last session and I'd rather not let the onboarding drift. What I need from your side is: - the written access for the connector, which is still outstanding - the list of users for the first group, up to the fifteen licensed - a date next week when you can sit with me for the field mapping Once I have the access I can run the first refresh and we can check that it maps cleanly. Until then I can't start, and the usage on your account is very low, which I'd like to put right. If it helps, I'm happy to speak to your IT team directly. Thanks, Callie

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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.

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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.
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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.

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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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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.

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