Invitation to our October webinar

Email thread

Sofia Marchetti invited Neha Kapoor to the 17 Oct 2024 webinar, noting Rookhaven is weighing up Enterprise. Promotional only, with no customer response in the thread.

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What this says

As at Fri 9 Oct 2026

Sofia Marchetti invited Neha Kapoor to the 17 Oct 2024 webinar, noting Rookhaven is weighing up Enterprise. Promotional only, with no customer response in the thread.

Ask: Sofia offers a place at a webinar about day-to-day use, connector behaviour and what data engineers look after, and asks Neha to reply to join.

Customer view: Neha does not reply. The thread says Rookhaven was still weighing up Enterprise in September 2024, and that Tom Ashdown remained the commercial contact.

Next: no action is recorded beyond sending joining details if she replies.

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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Messages1

First message2024-09-28

Last message2024-09-28

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Messages

Sofia Marchetti 28 Sep 2024 10:44
to Neha Kapoor
Dear Neha, I hope you are well. I am writing on behalf of the BG-Demo customer success team to invite you to our next online webinar, on Thursday 17 October 2024. We use these sessions to show how teams get on with the brain day to day: what they ask it, how the connectors behave, and what the data engineers behind it need to look after. As you are weighing up Enterprise for Rookhaven, I think you would find the questions from other attendees useful. If you would like to join, please reply here and I'll send the details. Tom Ashdown remains your first point of contact for anything on the commercial side. Best regards, Sofia Marchetti Head of Customer Success, BG-Demo

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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.

Help