Onboarding session with Tobias

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Logistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.

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As at Fri 9 Oct 2026

Logistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.

Ask: Tobias wants a separate session after the kickoff to cover the data connectors and the admin panel, where Toby would manage user access and monitor the refresh schedule.

Customer view: Toby is cooperative and offers Tuesday or Wednesday afternoon. He will check with Ed before confirming.

Next: Toby confirms a slot. The thread does not show the final date.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2023-06-07

Last message2023-06-08

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Messages

Tobias Renwick 7 Jun 2023 13:45
to Toby Underwood
Hi Toby Once you and Ed have had the kickoff, I'll need a separate session with you to walk through the data connectors and the admin panel. To be precise, this is where you'll manage user access and monitor the refresh schedule. Would early next week work for you? Best, Tobias
Toby Underwood 8 Jun 2023 16:16
to Tobias Renwick
Hi Tobias Next week is fine. Tuesday or Wednesday afternoon would be best for me. I'll check with Ed and confirm. Toby

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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