Training session, let's get your team set up

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Callie Brennan proposed a team training session on the dashboards builder, custom queries and admin panel before handover. Rachael Dixon agreed to the following week and Callie booked Wednesday at 14:00.

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What was said

What this says

As at Fri 9 Oct 2026

Callie Brennan proposed a team training session on the dashboards builder, custom queries and admin panel before handover. Rachael Dixon agreed to the following week and Callie booked Wednesday at 14:00.

Ask: Callie wants to train the customer's team before BG-Demo hands over fully.

Customer view: Rachael is receptive, though stretched, and chose an afternoon slot; the session is booked.

Next: Callie to send the join link and run the session, which supports adoption of the dashboards builder.

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 message2025-03-17

Last message2025-03-19

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Messages

Callie Brennan 17 Mar 2025 17:36
to Rachael Dixon
Hi Rachael, I hope the brain is settling in well. I'd like to arrange a training session with your team on the dashboards builder, custom queries and the admin panel, before we hand over fully. Are you free next week? Thanks, Callie
Rachael Dixon 17 Mar 2025 19:47
to Callie Brennan
Callie, That sounds helpful. We're a bit stretched this week, but next week should work. Tuesday or Wednesday afternoon would be best. Rachael
Callie Brennan 19 Mar 2025 14:27
to Rachael Dixon
Perfect. I'll get you in for Wednesday at 14:00. I'll send the join link separately and we can work through everything step by step. Thanks, Callie

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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