Next steps from the demo

Email thread

After the demo the day before Jordan Pike's 1 Jun 2026 email, Gabriela Montoya replied on 2 Jun 2026 that it was great. She asked for Theo Gallagher to speak with her team about EHR data and API integration later that week.

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What was said

What this says

As at Fri 9 Oct 2026

After the demo the day before Jordan Pike's 1 Jun 2026 email, Gabriela Montoya replied on 2 Jun 2026 that it was great. She asked for Theo Gallagher to speak with her team about EHR data and API integration later that week.

Ask: Jordan offered Theo's time to answer questions on connecting the EHR system and other sources.

Customer view: Gabriela called the demo great and accepted the offer, with a clear technical focus on EHR data and the APIs needed.

Next: Jordan should book the session with Theo and Gabriela's IT team this week.

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 message2026-06-01

Last message2026-06-02

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Messages

Jordan Pike 1 Jun 2026 11:00
to Gabriela Montoya
Hi Gabriela, Thanks for making time for the demo yesterday, glad the walkthrough was useful. I've copied Theo from our platform team. He can help answer any questions about how we'd connect your EHR system and other sources. Theo's available to chat with your IT team this week if that would help move things along. Thanks, Jordan
Gabriela Montoya 2 Jun 2026 08:17
to Jordan Pike
Jordan, Yes, the demo was great. I'd like to get Theo on with our team to talk through the technical integration, particularly how we'd handle our EHR data and the APIs we'd need to connect. Can you set that up for later this week? Gabriela

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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