Webinar invitation for Thursday 19 Sep 2024

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Nell Ashcombe invited Danielle Novotny to the 19 Sep 2024 general webinar on one view of each account. Logistical outreach; there is no customer response in the thread.

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As at Fri 9 Oct 2026

Nell Ashcombe invited Danielle Novotny to the 19 Sep 2024 general webinar on one view of each account. Logistical outreach; there is no customer response in the thread.

Ask: Nell invited Danielle to a general session on building one view of each customer or partner account, and suggested she bring a colleague from underwriting or claims.

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

Next: Danielle would reply for the joining link; Nell offered to talk it through beforehand.

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

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Updated 9 Oct 26

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First message2024-08-29

Last message2024-08-29

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Nell Ashcombe 29 Aug 2024 14:09
to Danielle Novotny
Hi Danielle, A quick note to invite you to our online BG-Demo webinar on Thursday 19 Sep 2024. The session is about getting one view of each customer or partner account from the systems you already have: submissions, calls, complaints and the rest. Given how your team thinks about agencies, I think it may be a useful hour. It is a general session, so nothing in it uses any agency's own numbers. If you would like to come, reply and I'll send the joining link. You are welcome to bring a colleague from underwriting or claims, if that helps you judge it from their side. Happy to talk it through before then if useful. Best, Nell

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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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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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