Demo on your data

Email thread

Deirdre Barry asked whether consultants can see a client's open roles and invoices on one page, and proposed Tuesday afternoon for the demo. Lewis Kerr confirmed and said Anya would join.

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What this says

As at Fri 9 Oct 2026

Deirdre Barry asked whether consultants can see a client's open roles and invoices on one page, and proposed Tuesday afternoon for the demo. Lewis Kerr confirmed and said Anya would join.

Ask: Deirdre wants consultants to see open roles and what has been invoiced on the same page, which she said would save hours.

Customer view: engaged. She apologised for a slow reply, and will bring several consultants so they can ask their own questions.

Next: Lewis will send the calendar invite, and the demo will use data the customer has shared.

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 message2025-07-15

Last message2025-07-18

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Messages

Lewis Kerr 15 Jul 2025 12:06
to Deirdre Barry
Dear Deirdre, Following our discovery call, I'd like to set up a demo run on your own data, so that you see your clients and placements rather than a generic example. I'll need to know which of your systems you are happy for us to use for the demo. Could you let me know a day later this week that suits you and the team? I'll send that over today as an invite once we have a time. Kind regards, Lewis
Deirdre Barry 17 Jul 2025 08:34
to Lewis Kerr
Hi Lewis, Sorry for the slow reply, it's been a busy week. One of the consultants asked me yesterday whether she'd be able to see a client's open roles and what's been invoiced on the same page. Can the consultants see that? Grand, that'd save us hours. Next Tuesday afternoon would work for us. I'll have a few of the consultants join so they can ask their own questions. Thanks a million, Deirdre
Lewis Kerr 18 Jul 2025 17:12
to Deirdre Barry
Dear Deirdre, Tuesday afternoon is fine, and I'm glad the consultants will be there. Roles and invoices together is exactly what we'll show, using the data you've shared with us. I'll send the calendar invite shortly. Our solutions engineer, Anya, will join me to run the demo. Kind regards, Lewis

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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

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