Invitation: BG-Demo Customer Day in London

Email thread

Sofia Marchetti personally invited Karen Oxley to the in-person BG-Demo Customer Day in London on 12 Jun 2025. Invitation and logistics only. There is no customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Sofia Marchetti personally invited Karen Oxley to the in-person BG-Demo Customer Day in London on 12 Jun 2025. Invitation and logistics only. There is no customer response in the thread.

Ask: Sofia asked whether Karen could attend and whether anyone from her branches would join. She offered a summary afterwards if Karen could not come.

Customer view: there is no customer response in the thread, so attendance is not shown.

Next: the thread shows no follow-up. Sofia noted it was short notice and that travel from the North East is not simple.

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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Messages1

First message2025-06-07

Last message2025-06-07

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Messages

Sofia Marchetti 7 Jun 2025 12:44
to Karen Oxley
Dear Karen, I hope you are well. I am writing to invite you to the BG-Demo Customer Day, which we are holding in person in London on Thursday 12 Jun 2025. I wanted to ask you personally rather than send a general circular. You are one of the regional managers at Strensall Merchants who has been using B-Viz in the branches, and the day is built around exactly that kind of experience. We will show what other customers are doing with their trade accounts, and we will leave plenty of time for people to compare notes and tell us what is and is not working for them. Our customer success and implementation teams will be there, so it is also a chance to put questions to the people who look after your account day to day. I appreciate it is short notice and that getting away from the North East for a day is not simple for a busy branch manager. If you can come, it would be good to have you. If you cannot, please tell me and I will make sure you get a summary afterwards, and that any points you would like raised are raised for you. Could you let me know by reply whether you can make it, and whether anyone from your branches would like to join you? Daniel Okafor, your customer success manager, will be glad to see anyone you bring. Best regards, Sofia Marchetti Head of Customer Success, BG-Demo

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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.

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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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