Getting your demo in the diary

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Logistical thread to book the demo. Holly Garside agrees to a Friday morning, will bring a colleague, and asks to see renewals first. Her chief executive cannot attend and wants a recording.

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As at Fri 9 Oct 2026

Logistical thread to book the demo. Holly Garside agrees to a Friday morning, will bring a colleague, and asks to see renewals first. Her chief executive cannot attend and wants a recording.

Ask: Holly replied after five days and chose Friday morning. She asked for renewals to be shown first, saying that is what the team needs most.

Customer view: Her chief executive cannot join, so a recording is the route to the top. The customer success lead is driving this, not the chief executive.

Next: Tom Ashdown should lead the demo with the renewals view and record it for the chief executive.

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

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Updated 9 Oct 26

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First message2024-02-23

Last message2024-02-28

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Tom Ashdown 23 Feb 2024 16:52
to Holly Garside
Hi Holly, Hope your week's been a good one. Let's get something in the diary for the demo. I have the renewals view ready, and the tickets against usage per provider. Could you do Thursday or Friday next week? Morning would be best for me, but I can bend. It runs about an hour, with time for questions. If your colleague can join, brilliant. Same goes for your chief executive, though I'd understand if she'd rather see a recording afterwards. Cheers, Tom
Holly Garside 28 Feb 2024 09:18
to Tom Ashdown
Hi Tom, Sorry for the slow reply, it's been a busy few days. Friday morning works. My colleague can join. My chief executive can't, so a recording would be good. Can you show renewals first? That's what we need most. Thanks, Holly

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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.

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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