B-Viz
Menlo Quay Medical logo

Follow-up from our QBR

Email thread

Menlo Quay Medical logo Menlo Quay Medical · cs

Elena sent written QBR actions covering the 40 licensed users, a connector review and the renewal. Niamh replied helpfully and is gathering a team list. Orla has not replied in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Elena sent written QBR actions covering the 40 licensed users, a connector review and the renewal. Niamh replied helpfully and is gathering a team list. Orla has not replied in the thread.

Ask: Elena set out four actions: a list of teams wanting access, a connector settings review, Orla's most useful complaint views, and Matteo's renewal contact later in the year.

Customer view: Niamh was cooperative and said the team list was nearly ready, waiting on a couple of people in quality and in the distributor team. There is no customer response from Orla in the thread.

Next: Elena is to send two time slots for the connector review. The team list could point to extra users or a new team on the Growth tier.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-05-28
Last message2026-06-03

Messages

  1. Elena Novak
    Elena Novak 28 May 2026 09:40
    to Orla Mannion, Niamh Fahy
    Dear Orla and Niamh, Thank you both for your time on the QBR call. As promised, here are the written actions, to confirm: 1. Niamh will send me the list of teams who would like access, so that we can use the 40 licensed users sensibly. 2. I will make sure that the connector settings are reviewed with Niamh before the end of the month. 3. Orla will let me know which complaint views are most useful, so we can build on them. 4. Matteo will be in touch about the renewal later in the year, once you have had time to look at the usage. Usage has risen well this quarter, which is good to see. Please correct me if I have missed anything. Kind regards, Elena
  2. Niamh Fahy
    Niamh Fahy 1 Jun 2026 11:16
    to Elena Novak
    Hi Elena, Thanks for the summary. The list of teams is nearly ready; I am just waiting on a couple of people in quality and in the distributor team to confirm. I should have it to you in the next few days. I am happy to go through the connector settings whenever suits you. Later this week is fine for me. Regards, Niamh
  3. Elena Novak
    Elena Novak 3 Jun 2026 09:40
    to Orla Mannion, Niamh Fahy
    Dear Niamh, Thank you, that is helpful. To confirm, I will send you two time slots for the connector review today, and you can choose whichever is easier. Please send the list of teams when it is ready; there is no rush. Orla, nothing further is needed from you at this stage, other than the complaint views when you have a moment. Kind regards, Elena

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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only