Onboarding sessions for the connectors

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Onboarding thread: Callie Brennan asks Aaron Crowther for source access and a mapping session. Aaron needs a couple of days to set up two service accounts. Logistical, with no commercial signal.

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As at Fri 9 Oct 2026

Onboarding thread: Callie Brennan asks Aaron Crowther for source access and a mapping session. Aaron needs a couple of days to set up two service accounts. Logistical, with no commercial signal.

Ask: Callie wants written access for each source, then half an hour on the timesheet field mapping before a first refresh.

Customer view: Aaron is cooperative but two sources need a service account on the customer side first, so he asks for a couple of days.

Next: Callie will run the mapping once the service account details arrive and share what it picks up. Nothing is switched on until Aaron has seen it.

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 message2024-06-03

Last message2024-06-07

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Messages

Callie Brennan 3 Jun 2024 15:18
to Aaron Crowther
Hi Aaron, Following on from the kickoff, here is what I'd like to cover over the next few weeks: the connector credentials, the field mapping for the timesheet data, and then a first refresh once that's done. Before we switch on the refresh, I need written access for each source, so could you send those across when you get a moment? Once the credentials are in, could we book half an hour to go through the mapping together? I'll send a short setup note afterwards so your team can run the refresh on its own later. Thanks, Callie
Aaron Crowther 4 Jun 2024 15:10
to Callie Brennan
Hi Callie, Thanks, I've got the access request in front of me. Two of the sources need a service account set up on our side first, so I'll need a couple of days for that. Happy to book a slot once they're ready. Aaron
Callie Brennan 7 Jun 2024 12:47
to Aaron Crowther
Hi Aaron, That's fine, take the time you need. Once the service account details arrive I'll run the mapping and let you know what it picks up. Nothing is switched on until you've seen that. Thanks, Callie

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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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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.

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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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