Onboarding session in January

Email thread

Abi Coombes accepts Thursday morning for the onboarding session, promises access details beforehand, and says she is the only admin and wants help managing the user list.

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As at Fri 9 Oct 2026

Abi Coombes accepts Thursday morning for the onboarding session, promises access details beforehand, and says she is the only admin and wants help managing the user list.

Ask: Callie offers Thursday or Friday and still needs written access for the remaining connectors before field mapping.

Customer view: Abi agrees to Thursday morning and commits to send access first. She flags she is the only admin and needs help with the user list.

Next: cover user management in the session. A single admin is a key-person risk for adoption.

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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Messages2

First message2025-01-07

Last message2025-01-08

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Messages

Callie Brennan 7 Jan 2025 10:21
to Abi Coombes
Hi Abi, Happy new year. As promised, here are some options for the onboarding session: Thursday or Friday this week, mornings preferably. It will take about an hour. Before we switch on the refresh I still need the written access for the remaining connectors. Once I have that, the field mapping can go ahead and I will send you the setup note straight after. Let me know which slot suits. Thanks, Callie
Abi Coombes 8 Jan 2025 17:28
to Callie Brennan
Hi Callie, Thursday morning works for me. I will send the access details before then so you are not waiting on me. I am the only admin here at the moment, so I will probably need a bit of help on how to manage the user list. Can we cover that on the session? Thanks, Abi

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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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