Booking our next review

Email thread

Marcus Bell asked Joanna Platt for slots in the next fortnight for a review covering usage, connectors, handover notes and the contract to 28 Aug 2026, with Sophie Ling joining. There is no customer response in the thread.

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As at Fri 9 Oct 2026

Marcus Bell asked Joanna Platt for slots in the next fortnight for a review covering usage, connectors, handover notes and the contract to 28 Aug 2026, with Sophie Ling joining. There is no customer response in the thread.

Ask: Marcus wants thirty minutes, or longer given the renewal, and says more of the team are using B-Viz than last quarter with space inside the fifteen licensed users.

Customer view: none recorded, as Joanna does not reply in this thread.

Next: Joanna needs to offer slots. Marcus planned to bring Sophie in for the contract discussion.

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

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Updated 9 Oct 26

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First message2026-04-01

Last message2026-04-01

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Marcus Bell 1 Apr 2026 14:29
to Joanna Platt
Hi Joanna, Hope all is well. It's time to put our next review in the diary. I've pulled the numbers and the picture is encouraging: more of your team are using B-Viz than last quarter, and there's still plenty of space within your fifteen licensed users. I'd like to cover: - what the usage looks like by team, and who is asking the most questions - the connectors you wanted to look at next and where we got to - the handover notes for referred clients, so we can check they still match how things work in practice - the contract, which runs to 28 Aug 2026, and what you'd like it to look like after that. Sophie Ling would join us for that part. Could you give me a couple of slots in the next fortnight? Happy to jump on a call and share my screen. Shall we book thirty minutes, or would you rather have longer given the renewal? 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.

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