Invitation: BG-Demo webinar on Thursday 16 November 2023

Email thread

Nell Ashcombe invited Lesley Charlton to a BG-Demo webinar on 16 Nov 2023, explicitly not a sales call. There is no customer response in the thread.

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What this says

As at Fri 9 Oct 2026

Nell Ashcombe invited Lesley Charlton to a BG-Demo webinar on 16 Nov 2023, explicitly not a sales call. There is no customer response in the thread.

Ask: Nell offered an open invitation to see how B-Viz joins CRM, calls, emails and tickets in the organisation's own Snowflake account. She suggested bringing account management or grants colleagues.

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

Next: Lesley would reply to receive joining details, or a recording would be sent afterwards.

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

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The thread

Updated 9 Oct 26

Typeevent

Messages1

First message2023-10-28

Last message2023-10-28

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Messages

Nell Ashcombe 28 Oct 2023 08:32
to Lesley Charlton
Dear Lesley, I'm writing to invite you to an online BG-Demo webinar on Thursday 16 Nov 2023. The session is about what happens when the people who deal with a business each see a different piece of it. We will show, using example data, how B-Viz brings the CRM, calls, emails and tickets into one layer that sits inside an organisation's own Snowflake account, and how a team can then simply ask it questions. I know your account managers look after a large number of growing businesses, so I thought the way we handle the joined-up view might be of interest to you and some of your colleagues. I should say plainly that this is a general invitation. It is not a sales call, and I'm not asking you to take any decision or to discuss anything outside the normal process. If the session is useful, good. If it is not, you will have lost an hour or so and I'll buy the next coffee. If you would like to come, reply to this email and I'll send the joining details. You are very welcome to bring colleagues, particularly anyone from the account management side or from the grants team, who tend to ask the most practical questions. If you cannot make it, I can send you a recording afterwards. Best, Nell

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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