Feature request: Export conversation history for customers

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Brimscombe Energy · Feature request: Export conversation history for customers

Siân requested export of full conversation history for customer complaints and regulator handling. Feature would reduce manual compilation and error risk for compliance.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Siân requested export of full conversation history for customer complaints and regulator handling. Feature would reduce manual compilation and error risk for compliance.

Problem: Complaint handling and regulatory responses require manual assembly of calls, emails and notes, creating time and error risk. Siân noted the brain has been in use for eleven months and this feature is critical for Ofgem complaints that reach the regulator.

Handling: Olivia confirmed the value for compliance workflows, checked with product team, and offered manual selection and copy as a workaround for urgent cases. Feature added to product evaluation.

Watch: This is a workflow efficiency blocker for compliance teams. The feature gap limits the brain's value in the core complaints and regulatory response workflow where Siân is seeing material benefit.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)360

CSAT5

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Public reply · Siân Pritchard 26 Nov 2025 10:47
Hi, Quick question, can the brain export full conversation history for a customer? We need this for complaint handling. Diolch, Siân
created · Siân Pritchard 26 Nov 2025 16:11
Hi there, We've been using the brain for eleven months now and it's been invaluable for our collections and complaints work. One thing that would really help is a way to export full conversation history for a customer: all their calls, emails and notes in one document. When we handle a complaint that goes to the regulator, we have to manually pull together all the interactions. An export feature would save our compliance team considerable time and reduce the risk of missing something. Is this something that could go on the roadmap? Diolch, Siân
Public reply · Olivia Grant 26 Nov 2025 22:11
Hi Siân, Thanks for this, I can definitely see the value, especially for compliance and regulator interactions. I'm going to check with the product team about when we could deliver this. In the meantime, you can manually select and copy conversations if you need something for an urgent case, though I know that's not ideal. I'll be back to you soon. Thanks, Olivia
Status change · Olivia Grant 27 Nov 2025 10:00
Status change · 1 Dec 2025 23:59

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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.

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