Booking a check-in

Email thread

Marcus Bell asked Kerry Bramall on 10 Aug 2026 for a half-hour check-in on how B-Viz is working for property management. He says usage looks encouraging. No customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Kerry Bramall on 10 Aug 2026 for a half-hour check-in on how B-Viz is working for property management. He says usage looks encouraging. No customer response in the thread.

Ask: Marcus wants to hear what is useful, how the landlord, repairs and statements view is working, who else might benefit from a login, and anything fiddly or slow.

Customer view: none. Kerry has not replied in this thread, so the check-in is unconfirmed and her view is unknown.

Next: Marcus asked for a couple of times that week or the next, and will then send an invite.

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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First message2026-08-10

Last message2026-08-10

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Messages

Marcus Bell 10 Aug 2026 12:33
to Kerry Bramall
Hi Kerry, Hope the repairs backlog is behaving. I'd like to book a check-in with you to see how B-Viz is working for the property-management team now that you've had it a few months. I've pulled the numbers and usage looks encouraging, so I'd like to hear what's actually useful on your side. Happy to jump on a call, and I'll share my screen so we can look at it together. What I'd like to cover: - how your team is finding the landlord, repairs and statements view - who else might benefit from a login - anything that's been fiddly or slow Shall we book half an hour? Let me know a couple of times that suit you this week or next and I'll send an invite. 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.

Help