Next onboarding call: dashboards and users

Email thread

Logistical onboarding thread. Callie asks for the client manager list and a second call slot. Euan replies late, promises the list and offers a Friday slot that had already passed. Rescheduling to early next week.

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What this says

As at Fri 9 Oct 2026

Logistical onboarding thread. Callie asks for the client manager list and a second call slot. Euan replies late, promises the list and offers a Friday slot that had already passed. Rescheduling to early next week.

Ask: Callie wants the final list of client manager names and email addresses, and a one-hour second call, so she can set up accounts under the 40-user licence.

Customer view: Euan apologises for a slow reply because of pay runs, says Lorna has given him the list and offers Friday at 10:00. The list had not yet arrived.

Next: Callie will send two options for early next week, set up accounts before the call and write a setup note.

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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Messages3

First message2025-03-03

Last message2025-03-07

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Messages

Callie Brennan 3 Mar 2025 14:32
to Euan Drummond
Hi Euan, Thanks again for last week. The source you could not find is now showing, and the records are loading as they should. For the next step I would like to set up the user accounts for the client managers. Your licence covers up to 40 users, so there is plenty of room for the whole group. What I need from your side is the final list of names and email addresses, plus a time for a second call, about an hour. Could you suggest a slot later this week? I am free most of Thursday and Friday. Thanks, Callie
Euan Drummond 6 Mar 2025 15:47
to Callie Brennan
Hi Callie, Sorry for the slow reply, it has been a busy week with pay runs. Lorna has now given me the list of client managers, so I will send it over tomorrow. I could do Friday morning for the call, if that suits you. Say 10:00. Regards, Euan
Callie Brennan 7 Mar 2025 14:05
to Euan Drummond
Hi Euan, Thanks for this. Friday morning has passed, so let's go for early next week instead. I will send two options by the end of today and you can pick whichever is easier. Once I have the list of client managers, I will set up the accounts before we meet, so the call can be spent on how they use it day to day. I will also write a setup note for you to keep. Thanks, Callie

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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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