Booking your check-in

Email thread

Marcus Bell books a check-in citing usage up on last quarter. Kerry Bramall agrees, says both tickets look sorted, and wants landlords' statements to show more neatly. Positive and low-key.

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As at Fri 9 Oct 2026

Marcus Bell books a check-in citing usage up on last quarter. Kerry Bramall agrees, says both tickets look sorted, and wants landlords' statements to show more neatly. Positive and low-key.

Ask: Marcus wants 30 minutes to cover landlord view use, two recent tickets and unmet needs. Kerry offers Tuesday or Wednesday morning.

Customer view: Kerry agrees the team are in it more and believes both tickets are resolved. She wants better display of landlords' statements, and wants it kept simple.

Next: Marcus should check the two tickets, fix a slot and scope the statements request. Kerry asks whether to invite Stephen for a short version.

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 message2026-10-01

Last message2026-10-02

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Messages

Marcus Bell 1 Oct 2026 16:55
to Kerry Bramall
Hi Kerry, Hope the repairs backlog is behaving. I'd like to book your next check-in. I've pulled the numbers and usage is up on last quarter, which is good to see. What I'd like to cover: - how the team is using the landlord view day to day - the two tickets you raised recently and whether they're properly sorted - anything you'd like B-Viz to do that it doesn't yet Shall we book 30 minutes next week? Happy to jump on a call whenever suits you, and I'll share my screen so you can see the usage. Thanks, Marcus
Kerry Bramall 2 Oct 2026 16:48
to Marcus Bell
Hi Marcus, Good news on the usage, the team do seem to be in it more. Thirty minutes is fine. Tuesday or Wednesday morning would suit best, before the phones get busy. Both tickets are sorted as far as I know, but have a look in case something's still hanging. I'd like to talk about getting the landlords' statements to show up more neatly. Let's not overcomplicate it though. Should I ask Stephen to join? He'll only want the short version, so I'll tell him it's a quick one. Thanks, Kerry

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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

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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.

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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.

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