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Support thread: Lauren Pilkington reported the client accounts page fine again after Bethan Lister picked it up. Consultants confirmed no trouble and Lauren asked for the ticket to be closed, thanking BG-Demo for the quick turnaround.

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As at Fri 9 Oct 2026

Support thread: Lauren Pilkington reported the client accounts page fine again after Bethan Lister picked it up. Consultants confirmed no trouble and Lauren asked for the ticket to be closed, thanking BG-Demo for the quick turnaround.

Ask: Bethan asked Lauren to retest the client accounts page and have consultants check it before closing. The cause of the original fault is not stated in the thread.

Customer view: Lauren confirmed the accounts were showing and consultants had no trouble. She said the quick turnaround would otherwise have cost the team hours.

Next: the ticket is to be closed at the customer's request.

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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Messages4

First message2026-03-16

Last message2026-03-16

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Messages

Bethan Lister 16 Mar 2026 08:01
to Lauren Pilkington
Hi Lauren, I've picked this up. Just so I've got this right: the problem you reported with the client accounts page is still there this morning, and the consultants can't see what they need? Can you try the page again and tell me what you see? If there's an error message, please paste the exact wording. Thanks, Bethan
Lauren Pilkington 16 Mar 2026 09:57
to Bethan Lister
Hi Bethan, Quick one: just tried it and it looks fine now. The accounts are showing and one of the consultants has checked a client too. Nothing odd on my side. Ta, Lauren
Bethan Lister 16 Mar 2026 10:27
to Lauren Pilkington
Hi Lauren, Good to hear. Before I close this, can you ask one or two of the consultants to check as well? I'd rather hear it works for them than assume it does. If it all looks right by the end of the day, tell me and I'll close it. Thanks, Bethan
Lauren Pilkington 16 Mar 2026 13:26
to Bethan Lister
Hi Bethan, Asked a couple of them and they're all fine. Nobody has had any trouble since this morning. You can close it. Thanks for the quick turnaround, that'd have cost us hours otherwise. Ta, Lauren

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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

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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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