Training for the team

Email thread

Hamza Akhtar offers a training session on asking questions and reading results. Monique Jefferson says yes within hours, for newer users, and asks for two or three options.

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What this says

As at Fri 9 Oct 2026

Hamza Akhtar offers a training session on asking questions and reading results. Monique Jefferson says yes within hours, for newer users, and asks for two or three options.

Ask: Hamza proposed a short remote session for the wider team on how to ask questions and read results.

Customer view: Monique said it would help the people newer to B-Viz and asked for options to pick from. Brianna will book the room.

Next: Hamza sends two or three session options.

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 message2026-08-21

Last message2026-08-21

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Hamza Akhtar 21 Aug 2026 11:37
to Monique Jefferson
Hi Monique, Would it help to set up a short training session for the wider team? I'd suggest a session on how to ask questions and read the results. I can run it remotely if that's easier. Let me know what works and I'll arrange it with Brianna. Best, Hamza
Monique Jefferson 21 Aug 2026 14:21
to Hamza Akhtar
Hi Hamza, Yes, that would be helpful. A session would help the people who are newer to it. Can you send over two or three options and I'll pick one? Brianna can book the room. Thanks, Monique

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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.

Help