Follow-up, Sandbox environment

Email thread

After a ticket about sandbox access, Olivia Grant explained Sandbox is not on Starter and floated an Enterprise upgrade. Shannon Lockwood said they probably don't need it now, and the ticket was closed.

made from

What was said

What this says

As at Fri 9 Oct 2026

After a ticket about sandbox access, Olivia Grant explained Sandbox is not on Starter and floated an Enterprise upgrade. Shannon Lockwood said they probably don't need it now, and the ticket was closed.

Ask: Shannon raised sandbox access in a support ticket. Olivia confirmed it is an Enterprise add-on only and suggested raising an upgrade with Marcus Bell or Tom Ashdown.

Customer view: Shannon, a Resourcing Coordinator, said they probably don't need it at the moment and asked to leave it. The need is parked, not rejected for good.

Next: no action is open. Revisit only if the customer's need changes.

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

AImade from

The thread

Updated 9 Oct 26

Typesupport

Messages3

First message2026-01-08

Last message2026-01-14

Emailmade from

Messages

Olivia Grant 8 Jan 2026 12:37
to Shannon Lockwood
Hi Shannon, I'm following up on your ticket from last week about sandbox access. We don't currently offer a Sandbox environment on the Starter plan, it's an Enterprise add-on only. I wanted to make sure that was clear. Would an Enterprise upgrade be something worth discussing with Marcus or Tom? Thanks, Olivia
Shannon Lockwood 9 Jan 2026 12:25
to Olivia Grant
Hi Olivia, Thanks for clarifying. We probably don't need it at the moment. Let's leave it for now. Shannon
Olivia Grant 14 Jan 2026 09:06
to Shannon Lockwood
No problem. I'll close this ticket. If that changes, just let us know. Thanks, Olivia

Emailmade from

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