Onboarding session: finding a time

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Callie Brennan asked for a session slot, CRM connector credentials in writing and the first users. Sukhvinder Dhillon offered early next week but cannot promise credentials until IT is consulted.

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As at Fri 9 Oct 2026

Callie Brennan asked for a session slot, CRM connector credentials in writing and the first users. Sukhvinder Dhillon offered early next week but cannot promise credentials until IT is consulted.

Ask: Callie wanted an hour next week, written read-only CRM credentials and the first users, up to fifteen licensed.

Customer view: Sukhvinder is willing but depends on his IT team for credentials. Users will be Matthew and a few client managers, names to follow.

Next: credentials gate the CRM connector, as Callie will not start without written access.

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

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Updated 9 Oct 26

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First message2023-09-14

Last message2023-09-15

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Callie Brennan 14 Sep 2023 15:11
to Sukhvinder Dhillon
Hi Sukhvinder, Thanks for your time on the call today. Before we switch on the refresh, I'd like to book the next onboarding session so we can walk through the field mapping for your client-relationship team. What I need from your side is: - a slot of about an hour next week - read-only credentials for the CRM connector, sent in writing - confirmation of which users should be added first, up to the fifteen licensed I won't start any connector until the access is in writing, so the credentials are the main thing to get moving. Thanks, Callie
Sukhvinder Dhillon 15 Sep 2023 13:20
to Callie Brennan
Hi Callie, Thanks for the summary. Early next week is possible for me, Tuesday or Wednesday afternoon would suit best. I will need to check with our IT team about the credentials, so I can't promise those by then. On users, I think it will be Matthew and a few of the client managers to begin with. I will send names once I have confirmed with them. Regards, Sukhvinder

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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

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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.
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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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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.

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