Demo for Shawsheen Freight

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Jordan Pike proposed a demo on Shawsheen Freight's load and claims data. Erin Gallant agreed, asked to include her operations lead, and wanted a short agenda first.

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As at Fri 9 Oct 2026

Jordan Pike proposed a demo on Shawsheen Freight's load and claims data. Erin Gallant agreed, asked to include her operations lead, and wanted a short agenda first.

Ask: Jordan wants the customer service team present to see their own questions answered, using real data rather than a canned example.

Customer view: Erin replied within about half an hour and said the demo would be useful. She wants her operations lead involved.

Next: Jordan to send the agenda and book the demo for later in January.

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

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Updated 9 Oct 26

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Messages3

First message2026-01-16

Last message2026-01-19

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Messages

Jordan Pike 16 Jan 2026 11:28
to Erin Gallant
Hi Erin, Good to talk. Would a demo on your own load and claims data be the right next step? I'd like your customer service team in the room so they can see their questions answered. What would make this a yes for you? Let me know a time that works. Thanks, Jordan
Erin Gallant 16 Jan 2026 11:57
to Jordan Pike
Hi Jordan, Yes, that would be useful. I'd want our operations lead on it as well. Could you send a short agenda first? Erin
Jordan Pike 19 Jan 2026 09:51
to Erin Gallant
Erin, Here's where we are: I'll send the agenda today and we can book the demo for later this month. To be transparent, I want the data set up so it's real for your team, not a canned example. Thanks, Jordan

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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.

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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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