Notes from our check-in

Email thread

Elena Novak's written notes after the check-in: more questions asked than last quarter, no support tickets, a request for written EU data confirmation, and no change to the 40 licences under the Growth contract.

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What was said

What this says

As at Fri 9 Oct 2026

Customer view: Katharina said customer success managers now open B-Viz before renewal reviews. She asked that tickets be read against usage, and Elena agreed this looks like a healthy account rather than silence.

Ask: Katharina wants it documented that data stays in the EU region. Elena will send a short written confirmation.

Next: Elena will keep watching who the regular users are, to avoid reliance on one or two people, and send proposed times for the next quarterly review. There is no customer reply in the thread.

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

AImade from

The thread

Updated 9 Oct 26

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Messages1

First message2026-06-09

Last message2026-06-09

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Messages

Elena Novak 9 Jun 2026 14:14
to Katharina Huber
Dear Katharina, Thank you for your time today. As agreed, here are the notes from our check-in, so that we have them in writing. 1. Usage. More of your team are now asking questions in B-Viz than in the previous quarter, and the increase is clear. You told me that the customer success managers now open it before their renewal reviews. To confirm, I will keep watching who the regular users are, so that the use is not resting on one or two people. 2. Tickets. There were no support tickets and nothing high priority in recent weeks. You asked me to read this against usage, and I agree that here it looks like a quiet, healthy account rather than silence. 3. EU data. You asked that it be documented that your data stays in the EU region. I will make sure that you receive a short written confirmation of this from our side. 4. Licences. You have 40 licensed users under the Growth contract and there is headroom. We agreed there is no need to change anything for now. 5. Next step. I will send you proposed times for the next quarterly review in the coming weeks. Please tell me if I have missed or misstated anything. Kind regards, Elena

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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.

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