Scheduling your onboarding session

Email thread

Callie Brennan chased an onboarding session, connector access and a named admin. Jodie Burkinshaw replied the same morning but confirmed none of the three, citing busy branch managers and a check with IT.

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What this says

As at Fri 9 Oct 2026

Callie Brennan chased an onboarding session, connector access and a named admin. Jodie Burkinshaw replied the same morning but confirmed none of the three, citing busy branch managers and a check with IT.

Ask: Callie wanted a working session date, written connector access and a day-to-day admin before switching on the refresh. She also noted that very few people had logged in.

Customer view: Jodie apologised that it slipped. She could not commit to access in writing until she had spoken to a colleague in IT, and asked to pencil in a Tuesday or Wednesday morning.

Next: Jodie is to confirm attendees and access. The evidence does not show a confirmed date or a named admin.

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 message2023-09-01

Last message2023-09-01

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Messages

Callie Brennan 1 Sep 2023 09:53
to Jodie Burkinshaw
Hi Jodie, I wanted to pick up where we left off after our last call. We have not yet had the onboarding session on the diary, and I would like to get that fixed before we switch on the refresh. What I need from your side is: - a date for a working session, ideally next week - written access for the connectors you want first, so I can check the mapping - confirmation of who will be the day-to-day admin Once I have those I can plan the steps and put a date against each one. I have also noticed that very few people have logged in so far, so it would be good to get a few of your team into the session too. You have 15 licensed users, so there is plenty of room. Thanks, Callie
Jodie Burkinshaw 1 Sep 2023 10:12
to Callie Brennan
Hi Callie, Sorry, it has been a busy few weeks here and this slipped. Next week could work, but I need to check with the branch managers first, as the recruiters are out on clients a lot of the time. I am not sure yet about the access. I think I need to ask a colleague in IT before I can send anything in writing. I will chase that today and come back to you. Can we pencil in the Tuesday or Wednesday morning and I will confirm once I know who can attend? Thanks, Jodie

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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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