Adding a new team to the brain

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Wellbrook Facilities · Adding a new team to the brain

Systems Administrator requested documentation and process for onboarding new team to the brain. Team expansion planned. Support provided onboarding guide and offered walkthrough.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Systems Administrator requested documentation and process for onboarding new team to the brain. Team expansion planned. Support provided onboarding guide and offered walkthrough.

Problem: Customer needed to understand the process for adding a new team to the brain before onboarding them.

Handling: Rakesh Solanki asked for documentation. Bethan Lister provided the onboarding guide explaining user provisioning and role assignment in the admin panel, and offered a walkthrough.

Opportunity: This signals planned team expansion, indicating growth and potential for additional user seat upsell.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelemail

First response (min)265

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Public reply · Rakesh Solanki 19 Nov 2024 13:35
Actually, do you have documentation on the process? I'd like to review it before we onboard the new team.
created · Rakesh Solanki 19 Nov 2024 17:59
What's the process for adding a new team to the brain? Our facilities team is about to expand and we want to make sure everyone has access.
Public reply · Bethan Lister 19 Nov 2024 22:24
Good question. I can send you the onboarding guide. You provision users in the admin panel and assign them to roles. Happy to walk you through it if you need. Thanks, Bethan
Status change · Bethan Lister 13 Dec 2024 15:38
Status change · 17 Dec 2024 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

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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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