Onboarding: access and mapping session

Email thread

Sukhvinder Dhillon says IT want a security sign-off before releasing credentials to a third party and he cannot give a date. Callie Brennan offers a note on what the connector reads and holds the mapping session.

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What this says

As at Fri 9 Oct 2026

Sukhvinder Dhillon says IT want a security sign-off before releasing credentials to a third party and he cannot give a date. Callie Brennan offers a note on what the connector reads and holds the mapping session.

Ask: Callie asked whether IT had sent the credentials, as without them she cannot run the first refresh and the team sees very little in the brain.

Customer view: Sukhvinder apologises, says he has chased IT twice and guesses later that week, without a firm date.

Next: Callie offers IT a short note that the data stays inside the customer's own Snowflake account, and will book the first refresh the day access arrives.

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

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The thread

Updated 9 Oct 26

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Messages3

First message2023-10-03

Last message2023-10-05

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Messages

Callie Brennan 3 Oct 2023 14:56
to Sukhvinder Dhillon
Hi Sukhvinder, Just checking where we are on the connector access. I know it has been a busy few weeks, but without it I can't run the first refresh, and your team is still seeing very little in the brain. Could you let me know by tomorrow whether IT have been able to send the credentials? If there is a blocker, tell me what it is and I'll see what I can do from our side. Thanks, Callie
Sukhvinder Dhillon 4 Oct 2023 12:45
to Callie Brennan
Callie, Sorry for the delay. IT have said they want a security sign-off before they release credentials to a third party, and that is taking longer than I hoped. I have chased them twice. I am not sure of a date, but I'd guess later this week. I will tell you as soon as I hear. Sukhvinder
Callie Brennan 5 Oct 2023 17:38
to Sukhvinder Dhillon
Hi Sukhvinder, Thanks for explaining, that's helpful. If it would speed up the sign-off, I can send your IT team a short note describing exactly what the connector reads and where the data stays, which is inside your own Snowflake account. I'll hold the mapping session until the access arrives, so please send it over as soon as you have it and I'll book the first refresh the same day. 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

Help & Support

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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.

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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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