Getting a time in for our next check-in

Email thread

Daniel asked to book a check-in. Donna replied that consultants have started using B-Viz after the question list, with a placement comparison answered in seconds, and set Thursday morning.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel asked to book a check-in. Donna replied that consultants have started using B-Viz after the question list, with a placement comparison answered in seconds, and set Thursday morning.

Ask: Daniel sought a half-hour check-in and noted more of the team using B-Viz. Donna asked him to bring usage numbers.

Customer view: Positive. She credited the list of questions and gave a concrete example of a placements comparison answered in seconds.

Next: Daniel to send the invite for Thursday morning, before eleven.

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

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Updated 9 Oct 26

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First message2024-03-04

Last message2024-03-06

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Daniel Okafor 4 Mar 2024 15:04
to Donna Wragg
Hello Donna, I hope the week has started well in Doncaster. I'd like to book our next check-in for later this week or early next, whichever suits you better. Half an hour should be plenty. I've noticed more of the team have been using B-Viz lately, which is lovely to see, and I'd like to hear how the consultants are finding it now. If there is anything you would like me to look at beforehand, such as a particular client view, just let me know and I'll have it ready. Could you tell me a day and time that works? I'll come back to you by tomorrow with a calendar invite. Best wishes, Daniel
Donna Wragg 6 Mar 2024 09:40
to Daniel Okafor
Morning Daniel, Sorry for the slow reply, it's been a mad week. Good news though, the consultants have started using it. The list of questions you sent did the trick. One of them asked the other day how a client's placements compared with last year, and got the answer in seconds. Thursday morning works for me, any time before eleven. Bring the usage numbers if you have them. Ta, Donna

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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