Onboarding: rescheduling the connector session

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Onboarding thread: finance has not yet given accounting system access, so Aisling Kiely agreed to a shorter CRM-only session, held on 13 Oct 2025. The next session waits on finance.

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As at Fri 9 Oct 2026

Onboarding thread: finance has not yet given accounting system access, so Aisling Kiely agreed to a shorter CRM-only session, held on 13 Oct 2025. The next session waits on finance.

Ask: Hamza Akhtar asked whether finance had released the accounting system access and offered a shorter CRM session instead.

Customer view: Aisling Kiely did not want to hold everything up and accepted the shorter session. Finance had still not answered.

Next: Hamza will send a summary and book the next session once finance reply on access.

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 message2025-10-10

Last message2025-10-13

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Messages

Hamza Akhtar 10 Oct 2025 09:42
to Aisling Kiely
Hi Aisling, I wanted to check in on the connector session we pencilled in. Has finance come back about the accounting system access? Without it we can only get part of the picture for your consultants. If it's still pending, we could do a shorter session on the CRM data and do the rest once access arrives. Thanks, Hamza
Aisling Kiely 10 Oct 2025 12:32
to Hamza Akhtar
Hi Hamza, Finance haven't answered yet, I've chased them again. I'd rather not hold everything up, so a shorter CRM session is fine by me. I'm out on Monday morning but around in the afternoon. Aisling
Hamza Akhtar 13 Oct 2025 16:28
to Aisling Kiely
Hi Aisling, Thanks for today. As agreed, we've covered the CRM data and I've noted which fields your consultants use most. I'll send a short summary tomorrow. When finance reply on the accounting access, let me know and we'll book the next session straight away. Best, 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.

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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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