Onboarding: next session and what to prepare

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Aisling Kiely holds CRM admin but the accounting system sits with finance, so she asked to start with the CRM. Hamza Akhtar agreed and offered a note for finance.

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As at Fri 9 Oct 2026

Aisling Kiely holds CRM admin but the accounting system sits with finance, so she asked to start with the CRM. Hamza Akhtar agreed and offered a note for finance.

Ask: Hamza Akhtar asked who holds admin rights so the first connections could start.

Customer view: Aisling can open the CRM but is unsure how quickly finance will respond on accounting, which could stall the second connector.

Next: CRM session on Monday afternoon, and a short note for finance.

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

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Updated 9 Oct 26

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First message2025-10-03

Last message2025-10-03

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Hamza Akhtar 3 Oct 2025 13:53
to Aisling Kiely
Hi Aisling, Thanks for your time on the call. To pick up where we left off, the next step is the access for your CRM and the accounting system so we can start the first connections. Would early next week suit for a second session? About an hour should do it. If you can check beforehand who in your team holds the admin rights on each system, that will save us time. Thanks, Hamza
Aisling Kiely 3 Oct 2025 16:16
to Hamza Akhtar
Hi Hamza, I've had a look. I hold admin on the CRM myself, but the accounting system sits with our finance team and I'll need to ask them. I'm not sure how quickly they'll come back. Monday afternoon or Tuesday morning would be fine for me. Can we start with the CRM and leave the accounting side until I have an answer? Aisling
Hamza Akhtar 3 Oct 2025 17:34
to Aisling Kiely
Hi Aisling, That works well. We'll do the CRM first on Monday afternoon and park accounting until finance have replied. I'll send the invite shortly. If it helps, I can write a two-line note you can forward to your finance team explaining what we need and why. Cheers, Hamza

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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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