Getting started with connectors

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Fulford Ings Software · Getting started with connectors

Harry Kitching asked how to set up initial connectors after creating admin accounts. Olivia Grant recommended starting with CRM, then support tickets and call data, with CSM support.

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What happened

What this says

As at Fri 9 Oct 2026

Harry Kitching asked how to set up initial connectors after creating admin accounts. Olivia Grant recommended starting with CRM, then support tickets and call data, with CSM support.

Problem: Harry Kitching needed guidance on the order and approach to setting up connectors for a newly onboarded customer. Handling: Olivia Grant provided standard onboarding recommendations (CRM first, then support tickets, then calls) and pointed to CSM support for detailed walkthrough. Watch: This is the first of seven tickets from Fulford Ings Software, beginning with onboarding activities that indicate active engagement.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelemail

First response (min)433

CSAT5

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created · Harry Kitching 29 Oct 2025 09:37
Hi, we're just getting started with the brain. I've created a few admin accounts for our team but I'm not sure about the best way to set up the initial connectors. Do you have any guidance on getting the right data sources connected?
Public reply · Olivia Grant 29 Oct 2025 16:50
Hi Harry, great to have you on board. There's no one-size-fits-all order, but generally we recommend starting with your CRM for customer context, then support tickets, then call data if you have it. Your CSM can walk through this with you. Let me know if you have any questions. Cheers, Olivia
Status change · Olivia Grant 7 Nov 2025 15:23
Status change · 11 Nov 2025 23:59

Helpdeskmade from

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