Onboarding session: finding a time

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Logistical scheduling thread: Laura Penhaligon asked Monica Starling for a first working session. Monica chose Monday afternoon after 14:00 and said access for others is still undecided.

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As at Fri 9 Oct 2026

Logistical scheduling thread: Laura Penhaligon asked Monica Starling for a first working session. Monica chose Monday afternoon after 14:00 and said access for others is still undecided.

Ask: Laura proposed walking through the brain set-up and agreeing which sources connect first.

Customer view: Monica picked Monday afternoon because Friday is the busiest day for employer client queries. She is unsure who else needs access.

Next: raise access and user allocation on the call.

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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Messages2

First message2026-06-03

Last message2026-06-04

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Laura Penhaligon 3 Jun 2026 10:42
to Monica Starling
Hi Monica, Following our kick-off call, I'd like to book the first working session for your client-service team. The plan is to walk through how the brain is set up for you and agree which sources we connect first. Could you do Friday morning or Monday afternoon next week? Half an hour to an hour should be plenty. If it's useful, bring along anyone on your team who will be asking questions of the brain day to day. Thanks, Laura Implementation Consultant, BG-Demo
Monica Starling 4 Jun 2026 12:52
to Laura Penhaligon
Hi Laura, Thanks for this. Monday afternoon works better for us, Friday is our busiest day for employer client queries. Anything after 14:00 is fine. I'll bring two of the team leads with me. I'm not sure yet who else will need access, so we may need to talk about that on the call. Best, Monica

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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.
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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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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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