Booking your onboarding sessions

Email thread

Laura Penhaligon asked which admins can join connector walk-throughs next week. Jared Pelletier agreed to next week and asked to start with the helpdesk, where most questions come from. Admins to be confirmed.

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As at Fri 9 Oct 2026

Laura Penhaligon asked which admins can join connector walk-throughs next week. Jared Pelletier agreed to next week and asked to start with the helpdesk, where most questions come from. Admins to be confirmed.

Ask: Laura proposed covering the call recorder and the helpdesk first, then the shipper load data.

Customer view: Jared asked to start with the helpdesk session because "that's where most of the questions come from". He will check with the customer service leads and confirm by the end of the week.

Next: The thread does not show which admins will attend.

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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First message2026-04-28

Last message2026-04-28

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Laura Penhaligon 28 Apr 2026 10:26
to Jared Pelletier
Hi Jared, Thanks for making time this morning. I'd like to lock in the onboarding sessions so your team can start loading connectors without waiting on each other. Which of your admins can join a connector walk-through next week? I'd suggest we cover the call recorder and the helpdesk first, then the shipper load data. Let me know what works and I'll send the calendar invites straight away. Best, Laura Laura Penhaligon Implementation Consultant, BG-Demo
Jared Pelletier 28 Apr 2026 13:10
to Laura Penhaligon
Hi Laura, Next week works for me. I'll check with the customer service leads and confirm by the end of the week. On 28 Apr 2026, at 10:26, Laura Penhaligon wrote: > I'd suggest we cover the call recorder and the helpdesk first, then the shipper load data. Can we start with the helpdesk session? That's where most of the questions come from. Cheers, Jared

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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

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

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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