Next check-in

Email thread

Daniel Okafor asked Neil Craven for times for the next check-in, citing rising logins and no escalations. There is no customer response in the thread. Logistical, with a note on licence headroom.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor asked Neil Craven for times for the next check-in, citing rising logins and no escalations. There is no customer response in the thread. Logistical, with a note on licence headroom.

Ask: Daniel wanted a couple of times in the next fortnight for an hour with Neil, and invited others from his side to join.

Customer view: there is no customer response in the thread, so the evidence does not show Neil's view. Daniel's own read is steady, with more people logging in and a licence for one hundred and sixty users.

Next: chase for times if none arrive, as Daniel promised an invite by the middle of the following week.

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 message2026-07-17

Last message2026-07-17

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Messages

Daniel Okafor 17 Jul 2026 10:20
to Neil Craven
Hi Neil, Thanks again for your time last month. Just to close the loop, I wanted to get the next check-in lined up so it doesn't drift. From my side, the picture looks steady. More people across your teams have been logging in over the last quarter, which is encouraging, and nothing has come through to us that needs escalating. You have a licence for one hundred and sixty users, so there is plenty of room if more branches want to come on board. I'd be keen to hear how the team is finding it, particularly the trade credit people, and whether the key-account teams are still getting what they need. Could you let me know a couple of times in the next fortnight that would work for you? I'm flexible, and I'm happy to keep it to an hour. If you'd like anyone else from your side to join, just tell me and I'll make sure we cover what matters to them. I'll come back to you by the middle of next week with an invite, whichever slot you pick. Best wishes, Daniel Daniel Okafor Customer Success Manager, 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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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.

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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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