Setting up the brain: kickoff call

Email thread

Callie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.

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What was said

What this says

As at Fri 9 Oct 2026

Callie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.

Ask: Callie wanted CRM API credentials and a sense of which questions the team asks most often, plus an hour for kickoff.

Customer view: Sarah accepted the slot straight away on 31 Jul 2023 and committed a colleague to attend.

Next: Callie was to post the setup checklist that evening. The thread does not show the credentials being sent.

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

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The thread

Updated 9 Oct 26

Typecs

Messages3

First message2023-07-28

Last message2023-07-31

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Messages

Callie Brennan 28 Jul 2023 16:53
to Sarah Hollis
Hi Sarah, I'd like to lock in the time for our kickoff call next week. Before we switch on the refresh, what I need from your side is your CRM API credentials and a quick sense of which questions your team asks most often. I'll send you a detailed setup checklist. Are you free for an hour on Wednesday or Thursday afternoon? Thanks, Callie
Sarah Hollis 31 Jul 2023 17:12
to Callie Brennan
Hi Callie, Wednesday at 14:00 works for us. I'll make sure Neil is there as well. Best, Sarah
Callie Brennan 31 Jul 2023 19:17
to Sarah Hollis
Perfect. Wednesday at 14:00. I'll post the checklist to you tonight so you can get everything ready. Thanks, Callie

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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

Help & Support

Open as a page

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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