Invitation: BG-Demo webinar next week

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Sofia Marchetti invited Financial Controller Sunita Rana to a general BG-Demo webinar. This is an invitation only; there is no customer response in the thread.

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As at Fri 9 Oct 2026

Sofia Marchetti invited Financial Controller Sunita Rana to a general BG-Demo webinar. This is an invitation only; there is no customer response in the thread.

Ask: Sofia invited Sunita to a general webinar on Thu 20 Feb 2025, offering the recording if the timing fails. She wrote to Sunita rather than only Vincent because finance often has questions about the numbers behind the dashboards.

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

Next: A light touch that widens contact beyond the CFO. It is logistical and engagement-only, so no commercial signal.

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 message2025-02-14

Last message2025-02-14

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Sofia Marchetti 14 Feb 2025 14:07
to Sunita Rana
Hello Sunita, I hope you are well. We are running an online BG-Demo webinar on Thursday 20 Feb 2025 and I thought it might be useful for you and the wider team at Eccup Software. It is a general session, so there is no preparation needed, and you can dip in and out if your diary is tight. I have mentioned it to you rather than only to Vincent because finance often has good questions about how the numbers behind the dashboards are put together. If you would like to join, just reply and I will make sure the joining details come to you directly. There is no obligation at all, and if the timing does not work, I can send the recording over afterwards. 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

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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.

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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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