Following up on the demo

Email thread

After the demo, Aaron Crowther asked which ticket fields come through, how often data refreshes, and where it sits and who can see it. He wants both answered before going further. Tom Ashdown passed the detail to Tobias Renwick.

made from

What was said

What this says

As at Fri 9 Oct 2026

After the demo, Aaron Crowther asked which ticket fields come through, how often data refreshes, and where it sits and who can see it. He wants both answered before going further. Tom Ashdown passed the detail to Tobias Renwick.

Ask: Aaron wants the ticket fields, the refresh frequency, where the data sits and who can see it. He says finance will want the same answers.

Customer view: The questions are conditions for progress: "We would like both answers before we go further." Louise Sutcliffe did not reply in the thread.

Next: Tom said the data stays inside the customer's own Snowflake account and offered a slot the following week. Tobias is to cover refresh and visibility.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages3

First message2024-04-03

Last message2024-04-08

Emailmade from

Messages

Tom Ashdown 3 Apr 2024 11:33
to Louise Sutcliffe, Aaron Crowther
Hi Louise and Aaron, Thanks for making time for the demo. I hope it showed how B-Viz can read your tickets alongside usage, so you can see which teams need attention before a problem shows up. Aaron, if you have any questions on how the data is pulled in, please send them over. Tobias is copied for the technical side. Best, Tom
Aaron Crowther 8 Apr 2024 08:45
to Tom Ashdown
Tom, Thanks for the follow-up. We have two questions from our side. First, which ticket fields come through, and how often does the data refresh? Second, once it is in B-Viz, where does it sit and who can see it? We would like both answered before we go further. Our finance people will want the same answers. Aaron
Tom Ashdown 8 Apr 2024 11:15
to Louise Sutcliffe, Aaron Crowther
Hi Louise and Aaron, Those are the right questions, Aaron. Tobias can give you the detail on the refresh, as he knows the platform better than I do. On where it sits, the data stays inside your own Snowflake account, and Tobias will go through what that means for who can see it. Could we find a slot next week? I will send some options. Best, Tom

Emailmade from

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