Catching up on how the team is finding it

Email thread

Daniel Okafor asks Victoria Spence for a check-in. She agrees and says not everyone on the team uses B-Viz daily. Scheduling is the main content; the thread ends with BG-Demo's reply.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor asks Victoria Spence for a check-in. She agrees and says not everyone on the team uses B-Viz daily. Scheduling is the main content; the thread ends with BG-Demo's reply.

Ask: Daniel wants to hear how the lettings team finds B-Viz after a few months. Victoria agrees to Thursday and says she will sort the room.

Customer view: She says not everyone dips in every day and wants to hear what is working and what is not. That is a mild signal of uneven adoption, not a complaint.

Next: Daniel is to send an invite and a short agenda.

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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Messages3

First message2024-08-22

Last message2024-08-29

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Messages

Daniel Okafor 22 Aug 2024 15:14
to Victoria Spence
Hi Victoria, Thank you for your time. Just to close the loop on how things have been going, I would like to book a short check-in with you. How is the team finding it now that the lettings side has been using B-Viz for a few months? Would a slot next week suit you? Happy to work around your diary and to bring in anyone else who would find it useful. Best wishes, Daniel
Victoria Spence 23 Aug 2024 11:12
to Daniel Okafor
Hi Daniel, Thanks for getting in touch. Next week could work, and Thursday might be easiest. Not everyone on the team dips in every day, so it would be good to hear what is working and what is not. Let me know the time and I will sort the room. Kind regards, Victoria
Daniel Okafor 29 Aug 2024 08:48
to Victoria Spence
Hi Victoria, Thursday it is. I will send a calendar invite and come back to you by the end of the week with a short agenda. Would you like anyone else from the lettings side to join, or would you prefer to keep it to the day to day? Best wishes, Daniel

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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