Your support ticket: follow-up

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Bethan Lister followed up a support ticket on CRM data in the brain. Sunita Bains confirmed on 22 Nov 2024 that results now look right and the ticket can be closed.

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As at Fri 9 Oct 2026

Bethan Lister followed up a support ticket on CRM data in the brain. Sunita Bains confirmed on 22 Nov 2024 that results now look right and the ticket can be closed.

Ask: Bethan asked Sunita to rerun the same search and report anything that still looked off.

Customer view: Sunita checked a few records against the CRM, found they match, and agreed to closure, saying she would shout if it returned.

Next: The thread does not show the original fault or its cause, so the ticket category is not known from this record.

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

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Updated 9 Oct 26

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First message2024-11-22

Last message2024-11-22

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Bethan Lister 22 Nov 2024 11:07
to Sunita Bains
Hi Sunita, I've picked up your ticket and wanted to check where things stand from your side. Just so I've got this right, the problem you reported was showing for the CRM data in the brain. Can you try it again now and tell me what you see? 1. Open the brain and run the same search you used before. 2. Check whether the results look right for your records. 3. Reply here with anything that still looks off, ideally with the exact text on screen. If it is all working, let me know and I will tidy up the ticket. I won't close it until you have confirmed. Thanks, Bethan
Sunita Bains 22 Nov 2024 12:47
to Bethan Lister
Hi Bethan, Thanks for following up. I ran the same search again and the results look right to me now. I checked a few of the records against the CRM and they match. You are fine to close the ticket. I will shout if it comes back. Regards, Sunita

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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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