Scheduling the demo

Email thread

Logistical thread: Sophie Ling proposes a demo on Astley Brook's own data in the first full week of the new year. Leanne Partington agrees, prefers mornings, and asks to see one brand with a live complaint.

made from

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Sophie Ling proposes a demo on Astley Brook's own data in the first full week of the new year. Leanne Partington agrees, prefers mornings, and asks to see one brand with a live complaint.

Ask: Sophie wants a demo on real brands and orders, with Sajid there for the ERP side and key accounts invited. Leanne agrees in principle and will bring both.

Customer view: Leanne wants the team to see what the customer saw, start to finish. She asks which brand and which line.

Next: Sophie will send the invite and have Hannah prepare a complaint walk-through. She needs Leanne to name the brand and line.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages3

First message2025-12-30

Last message2025-12-31

Emailmade from

Messages

Sophie Ling 30 Dec 2025 11:22
to Leanne Partington
Hi Leanne, Nice to speak earlier. As discussed, I'd like to set up the demo on your own data so the team can see real brands and orders rather than a generic example. Would the first full week of the new year work for you? Ideally with Sajid there for the ERP side, and anyone from key accounts you think should see it. Just tell me what suits and I'll send an invite. Thanks, Sophie
Leanne Partington 30 Dec 2025 13:24
to Sophie Ling
Hi Sophie, Yes, that works in principle. Mornings are best, afternoons are usually taken up with plant calls. I'll bring Sajid and someone from key accounts. Quick question: can you show one brand with a live complaint? Which brand, which line? I'd like the team to see what the customer saw, start to finish. Thanks, Leanne
Sophie Ling 31 Dec 2025 09:33
to Leanne Partington
Hi Leanne, Mornings it is. I'll send the invite today for the first full week back, and ask Hannah to prepare the complaint walk-through once Sajid has told us which brand is safest to use. If you could send me the brand and line you have in mind, we'll build the example around it. Best, Sophie

Emailmade from

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