Finding a time for a check-in

Email thread

Marcus Bell asked Rebecca Ainsworth for a half-hour check-in before the term ends, citing fewer logins. This is mainly scheduling. There is no customer response in the thread.

made from

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Rebecca Ainsworth for a half-hour check-in before the term ends, citing fewer logins. This is mainly scheduling. There is no customer response in the thread.

Ask: Marcus proposed three time slots and offered Teams. He listed topics: use by member services, underwriting and claims, obstacles since the autumn, and renewal paperwork status.

Customer view: There is no customer response in the thread, so Rebecca's position is not shown here.

Next: Rebecca to pick a slot. Marcus will then send an invite. He also invited her to bring day-to-day users.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages1

First message2026-01-07

Last message2026-01-07

Emailmade from

Messages

Marcus Bell 7 Jan 2026 14:04
to Rebecca Ainsworth
Hi Rebecca, Hope the new year has started kindly. I wanted to get a check-in in the diary before your current term finishes on 16 Jan 2026, so we're not trying to squeeze it in at the last minute. I've pulled the numbers for Kelbrook and I'd like to walk you through them, because I think they're worth a proper look together. Without getting into the detail here, fewer people seem to be logging in than when we last spoke, and I'd rather hear from you what's behind that than guess. You'll know far better than I do what has changed on the member services side. What I'd like to cover: - how member services, underwriting and claims are each using B-Viz at the moment - anything that has got in the way since the autumn, even small things - what you'd want to see from us over the next stretch - where the renewal paperwork has got to, which Tom is looking after I'm happy to jump on a call, or we can do it over Teams if that's easier for you. Would any of these suit? - Friday afternoon, any time after 14:00 - Monday morning, between 09:30 and 11:30 - Tuesday, any time before lunch If it's easier to bring someone else along from your team, please do. It might be useful to hear from the people who use it day to day, not just from you. Shall we book half an hour? Let me know what works and I'll send an invite straight away. Thanks, Marcus

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