Training session for your Austria team

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Hamza Akhtar proposed a training session for Julia Obermaier's Austria customer success team. Julia welcomed it, offered Tuesday or Wednesday mornings, and asked to use her own installer examples.

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As at Fri 9 Oct 2026

Hamza Akhtar proposed a training session for Julia Obermaier's Austria customer success team. Julia welcomed it, offered Tuesday or Wednesday mornings, and asked to use her own installer examples.

Ask: Hamza wants names of people needing access, so they can log in before the session. He pointed out that the Growth plan covers 40 users.

Customer view: Julia called it useful and wants her own installer examples rather than a generic demo. She will confirm with the team on Monday.

Next: Julia sends names. Hamza confirms a day and prepares installer-based examples.

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

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Updated 9 Oct 26

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First message2026-04-09

Last message2026-04-10

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Hamza Akhtar 9 Apr 2026 16:17
to Julia Obermaier
Hi Julia, Following our call, I'd like to set up a training session for you and the customer success colleagues who look after your Austrian installers. The idea is to show you how to ask questions across tickets, usage and renewals, and to build a couple of pages you can reuse each week. Your Growth plan covers 40 users, so there is room for the whole team to be set up before the session. Could you send me the names of the people who should have access? Then I can make sure they can log in beforehand. Do you have a preference for a day next week? Mornings are easiest for me, but I can adapt. Best, Hamza
Julia Obermaier 10 Apr 2026 17:05
to Hamza Akhtar
Hello Hamza, Thank you, this sounds useful. Tuesday or Wednesday next week would work for us, ideally in the morning. I will confirm with the team on Monday, as a few of them are visiting installers. I will send you the list of names then. One question: can we use our own installer examples in the session, rather than a generic demo? I think the team will learn faster that way. Viele Grüße, Julia

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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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Data	Records
Organisations	300
People at customers	1,880
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Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
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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.

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