Catching up: a quick check-in call

Email thread

Daniel Okafor and Donna Wragg arranged a half-hour check-in for Thursday morning. Donna said the consultants are moaning less and like seeing roles and placements in one place.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor and Donna Wragg arranged a half-hour check-in for Thursday morning. Donna said the consultants are moaning less and like seeing roles and placements in one place.

Ask: Daniel wanted to hear what the consultants think of B-Viz. He noted a few more people dipping in recently.

Customer view: Donna was positive but short of time. She said "we're flat out at the moment" and asked to keep it brief.

Next: Daniel is to send the invitation for Thursday morning. The thread does not give the outcome of the call.

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 message2023-11-07

Last message2023-11-08

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Messages

Daniel Okafor 7 Nov 2023 17:25
to Donna Wragg
Hi Donna, I hope the week is treating you well. I'd like to find half an hour for a check-in on how the team is finding B-Viz, and to hear what the consultants have been saying about it. I've noticed a few more people dipping in over the last few weeks, which is lovely to see. Could you let me know a couple of times that suit you later this week or early next? I'm happy to work around your diary. Best wishes, Daniel
Donna Wragg 7 Nov 2023 18:06
to Daniel Okafor
Hi Daniel, Yes, happy to. The consultants are actually moaning less, which is a first! A couple of them like seeing the roles and placements in one place. Thursday morning is best for me, or Friday after lunch. Keep it short if you can, we're flat out at the moment. Ta, Donna
Daniel Okafor 8 Nov 2023 14:35
to Donna Wragg
Hi Donna, That's good to hear, and thank you for coming back so quickly. Thursday morning works well for me, so I'll send an invitation across shortly. I'll keep it to the half hour and we can stick to what's useful for the consultants. Just to close the loop, if anyone else would like to join, say so and I'll add them. Best wishes, Daniel

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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

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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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