Catching up on how the team is using B-Viz

Email thread

Daniel Okafor asked Donna Wragg for a review before the contract ends on 30 Jul 2025. Donna agreed to Tuesday at 10:00, will bring Jodie, and said the team mostly want to know which client is that, quickly.

made from

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor asked Donna Wragg for a review before the contract ends on 30 Jul 2025. Donna agreed to Tuesday at 10:00, will bring Jodie, and said the team mostly want to know which client is that, quickly.

Ask: Daniel wanted forty minutes to review how consultants use B-Viz and what would make it more useful before the contract comes up on 30 Jul 2025.

Customer view: Donna accepted promptly and named the team's main need: identifying a client quickly. She will bring examples.

Next: the review is a scheduling step, but it sets up the renewal conversation and shows the value the team looks for.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2025-06-05

Last message2025-06-05

Emailmade from

Messages

Daniel Okafor 5 Jun 2025 13:07
to Donna Wragg
Dear Donna, I hope you are well. I would like to fit in a review with you, a chance to look at how the consultants are finding B-Viz and what would make it more useful before the contract comes up on 30 Jul 2025. Could you manage forty minutes next week? I could do Tuesday at 10:00 or Wednesday at 14:30. If Jodie should join, do bring her along, since she knows the day to day setup best. How is the team finding it at the moment? Best wishes, Daniel
Donna Wragg 5 Jun 2025 15:30
to Daniel Okafor
Hi Daniel, Tuesday at 10:00 works. I'll get Jodie on it too. The lot here mostly want to know which client is that, quickly, so I'll bring a couple of examples. Ta, Donna

Emailmade from

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