Onboarding: moving today's session

Email thread

Logistical thread. Laura Penhaligon moves the session to Thursday because of another go-live. Ashok Patel accepts, subject to checking his diary, and will re-run a branch load first after changing a setting.

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As at Fri 9 Oct 2026

Logistical thread. Laura Penhaligon moves the session to Thursday because of another go-live. Ashok Patel accepts, subject to checking his diary, and will re-run a branch load first after changing a setting.

Ask: Laura moves the session to Thursday at the same time of day. The agenda stays as connector status, account mapping and open questions.

Customer view: Ashok is relaxed and welcomes the extra time to re-run a branch load.

Next: Ashok confirms Thursday by the end of the day and Laura sends a fresh invite.

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

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The thread

Updated 9 Oct 26

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First message2025-04-08

Last message2025-04-08

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Laura Penhaligon 8 Apr 2025 13:30
to Ashok Patel
Hi Ashok, A quick one. I need to move our session later this week because I am tied up with another customer's go-live. I am sorry for the short notice. Could we do Thursday instead, at the same time of day? The agenda stays the same: the connector status, the account mapping and the open questions you raised. If Thursday does not work, tell me what does and I will fit around you. Thanks, Laura
Ashok Patel 8 Apr 2025 14:01
to Laura Penhaligon
Hi Laura, That is fine, no problem. Thursday should work, though I need to check I have nothing with the branch operations team. I will confirm by the end of the day. The extra time is useful, as I want to re-run one of the branch loads before we speak. I changed a setting and I would like to see the result with my own eyes first. Ashok
Laura Penhaligon 8 Apr 2025 15:50
to Ashok Patel
Hi Ashok, Thanks for being so flexible. I will hold Thursday and send a fresh invite once you confirm. Good idea to re-run the load first. If you can, send me a screenshot of the result and I will look at it before we speak, so we do not spend the session on something we could settle in advance. Cheers, Laura

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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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Open as a page

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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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