Scheduling our discovery call

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Logistical thread: Matteo Ricci asks Ilse Kuipers for a January slot for discovery. Ilse says the team is busy, suggests the week after next, and will check with renewals and claims colleagues.

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As at Fri 9 Oct 2026

Logistical thread: Matteo Ricci asks Ilse Kuipers for a January slot for discovery. Ilse says the team is busy, suggests the week after next, and will check with renewals and claims colleagues.

Ask: Matteo wanted a discovery call booked, framed as understanding renewals and claims queries rather than a pitch.

Customer view: Ilse said the team is busy and the week after next works best. She will consult the colleagues who handle renewals and claims.

Next: Ilse to come back to Matteo with a confirmed time.

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 message2026-01-02

Last message2026-01-06

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Messages

Matteo Ricci 2 Jan 2026 08:48
to Ilse Kuipers
Dear Ilse, I hope you had a good start to the year. I would like to book our discovery call for January, and I want to make sure the time suits your team. Could you let me know which slot works best for you? I am flexible around your calendar. Our discovery call is not a sales pitch. It is a chance to understand what your renewals and claims queries look like today. Best regards, Matteo
Ilse Kuipers 6 Jan 2026 15:33
to Matteo Ricci
Dear Matteo, Thank you for the note. Our team is busy at the moment, so the week after next works best for us. I'll check with the colleagues who handle renewals and claims and come back to you. Kind regards, Ilse

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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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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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