Onboarding session: booking a time

Email thread

Callie Brennan asked Oliver Rushworth for an onboarding session after the CRM and helpdesk credentials arrived. He offered the same afternoon and asked for mapping notes first. The session was set for 14:00. Logistical thread.

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What was said

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As at Fri 9 Oct 2026

Callie Brennan asked Oliver Rushworth for an onboarding session after the CRM and helpdesk credentials arrived. He offered the same afternoon and asked for mapping notes first. The session was set for 14:00. Logistical thread.

Ask: Callie wanted an hour to cover field mapping, how to check a connector has loaded and where to look if data looks stale. Oliver asked for the mapping notes beforehand.

Customer view: Oliver apologised for a slow reply, was busy with a customer review, and wanted to read the notes first. He engaged and was cooperative.

Next: Callie confirmed 14:00 the same day, sent the invite and attached the notes. Oliver is to have the admin login to hand.

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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First message2024-05-20

Last message2024-05-21

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Messages

Callie Brennan 20 May 2024 08:18
to Oliver Rushworth
Hi Oliver, The CRM and helpdesk credentials have arrived, thanks, and the first load is running. I'd like to book an onboarding session with you to walk through what has landed and how to check it. Would tomorrow morning suit? About an hour. I'll go through the field mapping, how to see whether a connector has loaded, and where to look if something looks stale. Thanks, Callie
Oliver Rushworth 21 May 2024 11:01
to Callie Brennan
Hi Callie, Sorry for the slow reply, yesterday got away from me. Tomorrow I'm tied up with a customer review, but today after lunch is free if that's any use. Otherwise later in the week. Could you also send the mapping notes beforehand? I'd like to read through them first. Oliver
Callie Brennan 21 May 2024 12:44
to Oliver Rushworth
Hi Oliver, No problem. Let's do 14:00 today. I've sent the invite and attached the mapping notes, so you have them before we start. I'll open with the plan for the hour, then we'll go through the ticket and renewal fields one at a time. Please have the admin login to hand. Thanks, Callie

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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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