Onboarding session: admin setup

Email thread

Hamza Akhtar offered Rachel Feldman a technical onboarding session. She agreed within minutes, gave two time windows and will bring IT, who control Snowflake access. Cooperative, with a warning that systems are not tidy.

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As at Fri 9 Oct 2026

Hamza Akhtar offered Rachel Feldman a technical onboarding session. She agreed within minutes, gave two time windows and will bring IT, who control Snowflake access. Cooperative, with a warning that systems are not tidy.

Ask: Hamza wants to agree which systems connect first, who grants Snowflake access and how users sign in.

Customer view: Rachel is willing and quick, and will prepare a list of systems. She cautions "Not everything is tidy on our side", which may slow connector work.

Next: Rachel to confirm a time and her IT colleague.

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

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Updated 9 Oct 26

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First message2026-04-14

Last message2026-04-14

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Hamza Akhtar 14 Apr 2026 12:35
to Rachel Feldman
Hi Rachel, I am Hamza, the implementation consultant on your Quabbin rollout. Meredith mentioned you will be the main admin for B-Viz, so I would like to set up a separate onboarding session with you, focused on the technical side. In that session I would cover: - which systems you want connected first (your CRM, the helpdesk, the call recorder and so on) - who on your side can grant access in Snowflake - how you want to handle sign-in for your users Could you let me know a couple of times that suit you this week or early next week? It would help if you could also tell me whether a colleague in IT should join. Thanks, Hamza
Rachel Feldman 14 Apr 2026 13:04
to Hamza Akhtar
Hamza, Thanks for reaching out. Happy to do it. I can do Thursday afternoon after 14:00 or Friday morning before 11:00, Boston time. Yes, I will bring someone from IT, as they control access to our Snowflake account. I will check which of them is free and confirm. I will pull together a list of the systems our teams use day to day before we speak, so we can decide the order together. Not everything is tidy on our side, so bear with me. Rachel

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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