Scheduling our next check-in

Email thread

Largely logistical: Marcus and Rebecca agreed a Wednesday late-morning check-in. Rebecca asked whether there is more to B-Viz than showing calls beside policy details, and Marcus promised a demo on Kelbrook's own data.

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As at Fri 9 Oct 2026

Largely logistical: Marcus and Rebecca agreed a Wednesday late-morning check-in. Rebecca asked whether there is more to B-Viz than showing calls beside policy details, and Marcus promised a demo on Kelbrook's own data.

Ask: Marcus proposed a 30 minute check-in covering the claims session and a recent ticket. Rebecca chose Wednesday late morning.

Customer view: Relationship managers want recent calls beside policy details without switching screens. Her question, whether there is more they are not using, suggests unmet interest in wider use.

Next: Marcus will send the invite and bring a demo on Kelbrook's own data. Tariq may join for the data side.

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

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Updated 9 Oct 26

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First message2026-06-25

Last message2026-06-25

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Marcus Bell 25 Jun 2026 08:23
to Rebecca Ainsworth
Hi Rebecca, Hope the week is going well. Shall we book 30 minutes for our next check-in? I'd like to cover how the claims session landed, and the one ticket that came in recently, which I'll have the details on before we speak. I'm free on Tuesday or Wednesday next week, any time before lunch. Let me know what suits you and I'll send an invite. Thanks, Marcus
Rebecca Ainsworth 25 Jun 2026 10:26
to Marcus Bell
Hi Marcus, Thanks for this. Tuesday is awkward as I have a run of renewal meetings with schools and a couple of churches, and I want to be properly prepared for those. Wednesday morning would be better, perhaps late morning? One thing I'd like to get on the agenda: a few of the relationship managers asked whether they can see a member's recent calls next to their policy details without switching screens. Is that the whole picture of what's possible, or is there more we aren't using? Kind regards, Rebecca
Marcus Bell 25 Jun 2026 12:26
to Rebecca Ainsworth
Hi Rebecca, Wednesday late morning works for me, so I'll send the invite now. On the relationship managers' question, I think there's more we can show them, and I'll bring a quick demo on your own data rather than talk it through. I'll share my screen at the start and say what I want to cover. If Tariq wants to join for the data side, do pull him in. Thanks, Marcus

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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