Connector sync

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Tarnbeck Insurance Brokers · Connector sync

Abbie reported that the CRM connector had not synced new contacts for about ten days. Olivia suspected API credentials had changed; Abbie confirmed a security refresh had rotated API keys.

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What happened

What this says

As at Fri 9 Oct 2026

Abbie reported that the CRM connector had not synced new contacts for about ten days. Olivia suspected API credentials had changed; Abbie confirmed a security refresh had rotated API keys.

Problem: Abbie Gaskarth reported that the CRM connector last synced about ten days prior and was no longer picking up new contacts, even though her systems appeared normal.

Handling: Olivia identified API credential rotation as a likely cause and asked the customer to coordinate with IT for new credentials. Abbie confirmed that a security refresh had indeed rotated API keys.

Watch: High-risk data freshness issue; records have been stale for ten days. This is a churn risk if the brain goes dark. Follow up to confirm the IT team provides new credentials and the connector resumes syncing.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryconnector_sync

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First response (min)843

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created · Abbie Gaskarth 11 Jun 2026 15:03
Hi, the CRM connector stopped picking up new contacts. The last sync was about ten days ago. Everything looks normal on our side. Can you check? Cheers, Abbie
Public reply · Olivia Grant 12 Jun 2026 05:06
Hi Abbie, I've checked the connector health and it looks like the API credentials may have changed. Can you check if your CRM has updated authentication recently, or if there have been any changes to API key permissions? Let me know and I can help troubleshoot. Olivia
Public reply · Abbie Gaskarth 16 Jun 2026 11:36
Ah yes, we did a security refresh last week and rotated our API keys. That's probably it. I'll ask our IT team for the new credentials and get back to you.
Status change · Olivia Grant 17 Jun 2026 11:51
Status change · 21 Jun 2026 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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