Next onboarding session and access questions

Email thread

Mostly logistical: Laura Penhaligon booked the next session for Monday 10:00 and wrote an access request for Colm to approve, via Niamh Fahy. Niamh was cooperative. Colm's approval is not shown.

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What was said

What this says

As at Fri 9 Oct 2026

Mostly logistical: Laura Penhaligon booked the next session for Monday 10:00 and wrote an access request for Colm to approve, via Niamh Fahy. Niamh was cooperative. Colm's approval is not shown.

Ask: Laura wanted read access to the source system, and Niamh asked her to write the request because Colm "likes to see exactly what is being asked for".

Customer view: Niamh was helpful and available from 09:30 on Monday. The thread does not show whether Colm approved.

Next: if approval is missing, the 12 Jan 2026 session goes ahead read-only and the live connection waits.

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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Messages3

First message2026-01-08

Last message2026-01-12

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Messages

Laura Penhaligon 8 Jan 2026 10:19
to Niamh Fahy
Hi Niamh, Thanks for your time this week. To keep things moving I would like to book the next session, where we start connecting the first source and look at how the records show up in B-Viz. Before then, would you be able to ask Colm for read access to the source system we discussed? Without it I cannot do much on the day. If it helps, I can write the request myself and you can forward it to him. Do you have time early next week? Tell me which days work and I will fit in. Best, Laura
Niamh Fahy 9 Jan 2026 11:47
to Laura Penhaligon
Hi Laura, Yes please, if you could write the access request that would be easiest, as Colm likes to see exactly what is being asked for before he approves anything. I will forward it on as soon as I have it. For the session, Monday morning is fine for me. I am free from 09:30 until lunch. Thanks, Niamh
Laura Penhaligon 12 Jan 2026 08:41
to Niamh Fahy
Hi Niamh, Good morning. The access request is attached to the invite I have just sent, written so that Colm can read it without needing any background. Please forward it to him when you can. I have set our session for today at 10:00. If Colm has not replied by then, we will go through the source in read-only mode on screen and leave the live connection until he has approved it. Nothing is lost by that, it just means one more step later. See you shortly, Laura

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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

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