Scheduling the onboarding session

Email thread

Mostly scheduling: Callie Brennan and Zoe Hocking agreed a Tuesday afternoon working session on the first refresh and field mapping. Zoe confirmed the client list is final but was unsure the email system access works.

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What was said

What this says

As at Fri 9 Oct 2026

Mostly scheduling: Callie Brennan and Zoe Hocking agreed a Tuesday afternoon working session on the first refresh and field mapping. Zoe confirmed the client list is final but was unsure the email system access works.

Ask: Callie wanted a one-hour session to check the first refresh and field mapping before switching anything on for the wider team. She also asked to confirm access, the client list and the field mapping.

Customer view: Zoe agreed to Tuesday afternoon and said the client list is settled. She will check the email system access before the call.

Next: Email system access is the open point. Jenny Trethewey may join for the last ten minutes.

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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Messages2

First message2024-10-11

Last message2024-10-11

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Messages

Callie Brennan 11 Oct 2024 08:25
to Zoe Hocking
Hi Zoe, Could we book the next working session for later this month? The aim is to check the first refresh and go through the field mapping with you before we switch anything on for the wider team. Before we switch on the refresh, I would like to confirm three things: that the access works, that the client list is final, and that you are happy with how the fields line up. Would Tuesday afternoon work for you? I can hold a slot for an hour. Thanks, Callie
Zoe Hocking 11 Oct 2024 11:24
to Callie Brennan
Hi Callie, Tuesday afternoon works for me. The client list is final as of this week, so that one is settled. I am not yet sure whether the access for the email system is working, so I will check before the call and let you know. I will be the one on the call. Jenny may drop in for the last ten minutes if she is free. Zoe

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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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