Invitation: BG-Demo webinar on Thursday 17 July 2025

Email thread

Marketing invitation to a Senior Client Manager for the 17 Jul 2025 webinar, with a request to share how the team uses B-Viz. Purely promotional; there is no customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Marketing invitation to a Senior Client Manager for the 17 Jul 2025 webinar, with a request to share how the team uses B-Viz. Purely promotional; there is no customer response in the thread.

Ask: Alice Brewer invited Ailsa Pringle to an online webinar and asked her to forward it to colleagues on the 40 licences. She also asked whether Ailsa would share how her team uses B-Viz, with a draft for approval first.

Customer view: there is no customer response in the thread, so interest is not shown.

Next: any reply would lead to joining details being sent. A customer story could support the Growth account, but the evidence does not show agreement.

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

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The thread

Updated 9 Oct 26

Typeevent

Messages1

First message2025-07-03

Last message2025-07-03

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Messages

Alice Brewer 3 Jul 2025 10:14
to Ailsa Pringle
Hello Ailsa, I'm Alice, I head up marketing at BG-Demo. I'm writing to invite you to our next online webinar on Thursday 17 July 2025. Since Duddingston Payroll went live, your client managers have been using B-Viz to see each employer's queries, deadlines, calls and fees in one place. As a Senior Client Manager you are exactly who we have in mind. The session is a chance to see what other teams are doing with the same layer, and to ask our team questions directly. The story here is practical use: how client-facing people get to the whole picture before they pick up the phone. We will keep it short enough to fit around a working day, and it is online, so there is nothing to travel for. If you can make it, just reply to this email and I'll send the joining details. Please do forward it to any colleagues on your 40 licences who might find it useful. And if you would be happy to share how your team uses B-Viz, I'd love to hear it. I'll send a draft for your approval before anything is mentioned to anyone else. Best, Alice

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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