Follow-up training: merchant risk questions

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Logistical thread: a second, shorter session is booked for Thursday at 10:00 on building pages and saved questions. Daan Visser agreed and will bring two risk team members.

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As at Fri 9 Oct 2026

Logistical thread: a second, shorter session is booked for Thursday at 10:00 on building pages and saved questions. Daan Visser agreed and will bring two risk team members.

Ask: Laura proposes a second session so the team can build its own pages and saved questions and rely less on BG-Demo.

Customer view: Daan replies within the hour that it is useful and picks Thursday at 10:00 with two colleagues.

Next: Daan to send common merchant questions, which Laura will use to build the session.

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

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Updated 9 Oct 26

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First message2026-03-31

Last message2026-04-01

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Laura Penhaligon 31 Mar 2026 13:59
to Daan Visser
Hi Daan, Thanks for the time on the call. As discussed, I'd like to set up a second, shorter session focused on how your team can build its own pages and saved questions for merchant risk, so you are less reliant on us. Would later this week or early next week suit? Half an hour to forty minutes is plenty. Tell me who you would like in the room and I'll fit around you. Kind regards, Laura
Daan Visser 31 Mar 2026 14:46
to Laura Penhaligon
Laura, Yes, useful. I would prefer Thursday morning, say 10:00, if that works for you. It would be me and two people from the risk team. Ruben can drop in if he is free. Daan
Laura Penhaligon 1 Apr 2026 09:59
to Daan Visser
Hi Daan, Thursday at 10:00 is booked and the invitation will follow shortly. If you can send me a couple of the merchant questions your team asks most often, I will build the session around them. Speak soon, 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

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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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