Scheduling our QBR

Email thread

Elena Novak proposed a quarterly business review for the Enterprise account. Christina Möller accepted the agenda, asked for a hospital complaints item and offered Wednesday or Thursday afternoon next week.

made from

What was said

What this says

As at Fri 9 Oct 2026

Elena Novak proposed a quarterly business review for the Enterprise account. Christina Möller accepted the agenda, asked for a hospital complaints item and offered Wednesday or Thursday afternoon next week.

Ask: Elena proposed covering usage, recent tickets and plans for the next quarter, including further teams or connectors.

Customer view: Christina found the agenda sensible. She wants an item on hospital complaints, with device, hospital and source for each answer, and Andrea Neumann to join for the security part only, placed first.

Next: Elena is to check her calendar and confirm a slot.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2026-10-05

Last message2026-10-06

Emailmade from

Messages

Elena Novak 5 Oct 2026 10:19
to Christina Möller
Dear Christina, To confirm, I would like to schedule the next quarterly business review for your Enterprise account. As agreed on our last call, I will make sure that we cover the following: 1. Usage across field service, key accounts and complaints, including who is asking the questions. 2. The service tickets of the last weeks and how they were resolved. 3. Your plans for the next quarter, including any further teams or connectors. Could you let me know which days suit you and Andrea Neumann over the next two weeks? I will send a written agenda before the meeting. Kind regards, Elena
Christina Möller 6 Oct 2026 12:40
to Elena Novak
Hello Elena, Thank you for the proposal. The agenda looks sensible. Two points: 1. Please add a short item on hospital complaints: which device, which hospital, and what is the source for each answer? 2. Andrea will join for the security part only, so please place it at the start. I can offer Wednesday or Thursday next week in the afternoon. Let us agree the next step once you have checked your calendar. Viele Grüße, Christina

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