Discovery call: finding a time

Email thread

Matteo Ricci asked Orla Mannion for a discovery session on how her complaints team works. Orla chose Friday after 14:00 and will bring the complaint log, but said budget sits with Declan.

made from

What was said

What this says

As at Fri 9 Oct 2026

Matteo Ricci asked Orla Mannion for a discovery session on how her complaints team works. Orla chose Friday after 14:00 and will bring the complaint log, but said budget sits with Declan.

Ask: Matteo wants to understand how complaints work across hospital and distributor accounts, and what the regulator needs to see. Orla agreed, proposed one hospital and one distributor as a real example, and prefers not to talk in the abstract.

Customer view: She is cooperative and practical but limits her role to how the team works and what it needs.

Next: Hold the Friday session, and find a route to Declan, whose role the evidence does not show.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2025-10-28

Last message2025-10-29

Emailmade from

Messages

Matteo Ricci 28 Oct 2025 09:34
to Orla Mannion
Dear Orla, Thank you for taking my call last week. I would like to book a proper discovery session with you, so that I understand how your complaints and customer service team works with hospital and distributor accounts today, and where the information gets scattered. I would suggest about an hour. Would Thursday or Friday this week suit you? If it helps to have anyone else from the team there, such as someone who looks after the complaint records day to day, please bring them. What does your regulator need to see from these records? That is the first thing I would like to understand. Let me know what works and I will send the invitation. Best regards, Matteo
Orla Mannion 29 Oct 2025 10:28
to Matteo Ricci
Hi Matteo, Thanks for this. Friday works better for me, as Thursday is taken up with our complaint review. Anytime after 14:00 would be grand. I'll bring the complaint log along so we can look at a real example together. It would help if we pick one hospital and one distributor, so you can see how the records sit today and where we have to go looking in different places. I'd rather not talk in the abstract. One thing to say up front: I can't speak for budget. That sits with Declan, so I'd suggest we keep this call about how we work and what we need. Thanks a million, Orla

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