Webinar invitation for the driving team

Email thread

Logistical invitation from Sofia Marchetti to Carl Ibbotson, Senior Consultant, Driving, for the 20 Mar 2025 webinar. No customer response in the thread.

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As at Fri 9 Oct 2026

Logistical invitation from Sofia Marchetti to Carl Ibbotson, Senior Consultant, Driving, for the 20 Mar 2025 webinar. No customer response in the thread.

Ask: Sofia invites Carl to a session aimed at daily users, on getting answers about roles, clients and placements faster. She also asks to hear about anything getting in his way.

Customer view: there is no customer response in the thread.

Next: Carl replies if he wants joining details.

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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Messages1

First message2025-02-23

Last message2025-02-23

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Sofia Marchetti 23 Feb 2025 17:50
to Carl Ibbotson
Dear Carl, I hope you had a good weekend. I am Head of Customer Success at BG-Demo, and I wanted to invite you to our online webinar on Thursday 20 March 2025. These sessions are aimed at the people who use B-Viz every day, and as a senior consultant on the driving side you will have a good sense of what is useful and what is not. We cover practical ways of getting answers about roles, clients and placements more quickly, and there is time to ask questions. If you would like to attend, please reply and I will send the joining details nearer the time. If it does not suit, no problem at all. And if there is something about B-Viz that is getting in your way, I would be glad to hear it. Best regards, Sofia Marchetti Head of Customer Success, BG-Demo

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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