Check-in call and how things are going

Email thread

New Customer Success Manager Amara Obi asked Leanne Partington for a check-in. Leanne said the team use B-Viz every day, mostly for complaints, and can now answer in minutes. A call was set for 14:30 the following Thursday.

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What was said

What this says

As at Fri 9 Oct 2026

New Customer Success Manager Amara Obi asked Leanne Partington for a check-in. Leanne said the team use B-Viz every day, mostly for complaints, and can now answer in minutes. A call was set for 14:30 the following Thursday.

Ask: Amara cited more of the team using B-Viz and no tickets raised that month, and asked who else should have access.

Customer view: Leanne said it is going well and that the team use it every day, mostly for complaints. She did not answer the access question in this thread.

Next: Amara brings a usage chart and invites live complaint examples. The access question is the route to wider team use.

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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Messages3

First message2026-06-16

Last message2026-06-18

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Messages

Amara Obi 16 Jun 2026 08:40
to Leanne Partington
Hi Leanne, I'm Amara, your Customer Success Manager here at BG-Demo. I haven't worked with Astley Brook from the start, so I'd like a proper check-in to hear what good looks like for you this quarter. Here's what the numbers say: far more of your team are using B-Viz than a few months ago, and you haven't raised a single ticket this month. That's a good sign, but I'd like to hear it from you. Who else should have access? Could we find thirty minutes later this week or early next? Best, Amara
Leanne Partington 17 Jun 2026 11:45
to Amara Obi
Hi Amara, Good to hear from you. Yes, it's going well. The team use it every day now, mostly for complaints. Which brand, which line? Now we can answer in minutes. Thursday afternoon works for me. Not before 14:00, I have a plant meeting that morning. Thanks, Leanne
Amara Obi 18 Jun 2026 12:01
to Leanne Partington
Hi Leanne, That's great news. Let's do 14:30 next Thursday, as this week's slot has gone. I'll send the invite after this email. I'll bring a usage chart so we can see which teams are asking the most questions. If you have a couple of complaints you'd like to walk through, bring those too and we'll try them live. Best, Amara

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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