Scheduling our next check-in

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Marcus Bell reported active users up well and more questions asked after the session. Cerys Llewellyn agreed a check-in for the following Tuesday morning and will bring questions, including on renewals.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell reported active users up well and more questions asked after the session. Cerys Llewellyn agreed a check-in for the following Tuesday morning and will bring questions, including on renewals.

Ask: Marcus asked for 30 minutes to share the usage view and hear what the team wants next.

Customer view: Cerys was positive and agreed to next Tuesday morning. She will bring team questions, including which customers are at the edge on renewals.

Next: Marcus to send the invite. Her renewals question points to interest in the usage-per-customer view.

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

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Updated 9 Oct 26

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First message2025-10-28

Last message2025-10-30

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Messages

Marcus Bell 28 Oct 2025 09:29
to Cerys Llewellyn
Hi Cerys, Good news from the numbers: active users are up well on the last quarter, and your team are asking more questions than before. The session seems to have helped. Shall we book 30 minutes for the next check-in? I'd like to share the usage view and hear what your team want from it next. Any time later this week or early next week works for me. Thanks, Marcus
Cerys Llewellyn 30 Oct 2025 10:49
to Marcus Bell
Hi Marcus, That's good to hear, I've seen this work once people get into the habit. Sorry for the slow reply, it's been a busy week. Next Tuesday morning would suit me. Send an invite and I'll bring a couple of questions from the team, including which customers are at the edge on renewals. Diolch, Cerys

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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