Scheduling a check-in

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Marcus Bell proposed a 30-minute check-in on 27 Jun 2025. Rebecca Ainsworth agreed, preferring Tuesday or Thursday mornings, and asked which teams are asking the questions.

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As at Fri 9 Oct 2026

Marcus Bell proposed a 30-minute check-in on 27 Jun 2025. Rebecca Ainsworth agreed, preferring Tuesday or Thursday mornings, and asked which teams are asking the questions.

Ask: Rebecca wants a view of which teams use B-Viz, and whether it is still mostly her own team or whether underwriting and claims are also using it.

Customer view: she is cooperative but wants shared facts, asking "Is that the whole picture?". That points to concern about uneven adoption beyond member services.

Next: Marcus needs to send an invite and prepare usage by team.

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

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Updated 9 Oct 26

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First message2025-06-27

Last message2025-06-27

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Marcus Bell 27 Jun 2025 08:09
to Rebecca Ainsworth
Morning Rebecca, Hope the week has ended well. Shall we book 30 minutes for a check-in next week? I'd like to share my screen and cover three things: - how the relationship managers are getting on with asking questions ahead of member renewals - the support ticket from the last few weeks, so you can see where it got to - anything you'd like us to look at before the next QBR I've pulled the latest usage numbers and they're a bit better than last time, so there's something useful to show. Let me know which days suit you and I'll send an invite. Thanks, Marcus
Rebecca Ainsworth 27 Jun 2025 09:50
to Marcus Bell
Hello Marcus, Thank you, that sounds sensible. Next week is fairly full, but Tuesday or Thursday morning would work for me. Earlier is better, as I am usually in member meetings by the afternoon. One request: could you include a view of which teams are asking the questions? I'd like to know whether it's still mostly my own team, or whether underwriting and claims are using it too. Is that the whole picture? I'd rather not make anyone tell us twice, and I want to be sure we're all looking at the same facts. Kind regards, Rebecca

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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.

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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