Setting up your B-Viz demo

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Sales thread arranging a demo on Rufforth's own data. Melanie Scaife picks Tuesday and brings finance in for the credit side. Logistical, with no commercial terms discussed.

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As at Fri 9 Oct 2026

Sales thread arranging a demo on Rufforth's own data. Melanie Scaife picks Tuesday and brings finance in for the credit side. Logistical, with no commercial terms discussed.

Ask: Lewis Kerr proposed a demo on Rufforth's own data covering orders, complaints and credit. Melanie chose Tuesday and said finance would join, as they would use the credit side most.

Customer view: Melanie is engaged but unsure who has access to the orders system, so she asked for the invite to go to a colleague in IT.

Next: Lewis will send the invite and copy the IT contact once Melanie confirms the name. He will also send a written agenda for finance.

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

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Updated 9 Oct 26

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First message2025-10-15

Last message2025-10-17

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Lewis Kerr 15 Oct 2025 10:37
to Melanie Scaife
Hi Melanie, Thanks for making time on our call. As we discussed, the next step is a demo on your own data, so you can see how B-Viz brings each retailer's orders, complaints and credit together. Would Tuesday or Wednesday next week suit you? I'd like to include whoever on your team looks after credit, so we can cover everything in one session. Kind regards, Lewis
Melanie Scaife 17 Oct 2025 13:29
to Lewis Kerr
Hi Lewis, Tuesday works better for me. I'll ask our finance team to join for the credit side, as they are the ones who would use it most. Could you send the calendar invite to me and to my colleague in IT? I'm not sure who has access to the orders system yet. Thanks, Melanie
Lewis Kerr 17 Oct 2025 13:51
to Melanie Scaife
Hi Melanie, Thanks, that's helpful. I'll send the invite today and copy the IT contact once you confirm their name. I'll also put the agenda in writing so your finance team knows what to expect. Kind regards, Lewis

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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

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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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