How to search across multiple connectors?

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Tilden Marsh Logistics · How to search across multiple connectors?

Angela Kowalski asked if searches could pull from CRM and call recordings together. Bethan Lister confirmed the feature works automatically across all connectors. Customer confirmed it worked as needed.

Priority urgent

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What happened

What this says

As at Fri 9 Oct 2026

Angela Kowalski asked if searches could pull from CRM and call recordings together. Bethan Lister confirmed the feature works automatically across all connectors. Customer confirmed it worked as needed.

Problem: Customer unclear whether cross-connector search (CRM plus call recordings) was possible. Handling: Support confirmed the feature works automatically across all connectors and customer tested and validated. Watch: Marked priority urgent but this was a feature clarification how-to; quick accurate response and customer success here builds confidence in product capabilities.

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

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Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

Channelemail

First response (min)24

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created · Angela Kowalski 3 Jul 2026 12:11
Hi, I need to run a search that pulls data from both our CRM and our call recordings at the same time. Is that possible? I'm trying to see which customers called us about specific topics.
Public reply · Bethan Lister 3 Jul 2026 12:35
Hi Angela, yes that's definitely possible. You just run a single search and it pulls from all your connectors automatically. Try searching for a keyword or customer name and you'll see results from both the CRM and calls in one list.
Public reply · Angela Kowalski 7 Jul 2026 11:17
Perfect, that works exactly as I needed. Thanks for the quick answer.
Status change · Bethan Lister 7 Jul 2026 17:16
Status change · 11 Jul 2026 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