Invitation: BG-Demo webinar on Thursday

Email thread

Sofia Marchetti invited Ailsa Dunlop to the 16 Jan 2025 webinar and said user numbers had slipped before the term ends on 8 Feb 2025. There is no customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Sofia Marchetti invited Ailsa Dunlop to the 16 Jan 2025 webinar and said user numbers had slipped before the term ends on 8 Feb 2025. There is no customer response in the thread.

Ask: Sofia asked Ailsa what has got in the way of use, and offered a short call with her and Daniel if the webinar is not useful. She said fewer scheme-relationship managers seem to be logging in.

Customer view: there is no customer response in the thread.

Next: a call is offered before the term ends on 8 Feb 2025.

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

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The thread

Updated 9 Oct 26

Typeevent

Messages1

First message2025-01-11

Last message2025-01-11

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Messages

Sofia Marchetti 11 Jan 2025 11:08
to Ailsa Dunlop
Dear Ailsa, I hope you are well. I am writing on a Saturday, so please do not feel any pressure to reply quickly. We are running an online BG-Demo webinar on Thursday 16 January 2025, and I would like to invite you and your colleagues. It is a practical session on getting more day-to-day use out of the brain, which is why I thought of Kelvinhaugh. I will be straight with you: when I looked at the account recently, the number of people using it had slipped, and fewer of your scheme-relationship managers seem to be logging in than when you started. You have 15 licences, so there is plenty of room. I would rather hear from you what has got in the way than guess. If the tool is not fitting how your teams work, let's be clear about that and see what we can change before your term ends on 8 Feb 2025. If the webinar is useful, wonderful. If not, a short call with me and Daniel would do just as well. 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.

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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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