Booking the demo with your own data

Email thread

Jordan Pike asked Christine DiNardo for a demo on Poquessing's own data. Christine replied on 2 Sep 2026 that the following week was tight and asked for the week after. Logistical thread with no commercial commitment.

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As at Fri 9 Oct 2026

Jordan Pike asked Christine DiNardo for a demo on Poquessing's own data. Christine replied on 2 Sep 2026 that the following week was tight and asked for the week after. Logistical thread with no commercial commitment.

Ask: Jordan proposed a demo on Poquessing's own data so the physician relations team could see how it reads for referrals. He asked who else should attend.

Customer view: Christine said the next week was tight and asked to look at the week after. She said she would confirm attendees, and did not answer the question about what would make this a yes.

Next: Jordan needs to fix a slot for the following week and get the attendee list from Christine.

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 message2026-08-27

Last message2026-09-02

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Messages

Jordan Pike 27 Aug 2026 13:58
to Christine DiNardo
Hi Christine, Great speaking with you. To be transparent, the next step is a demo on your own data, so your physician relations team can see how it reads for their referrals rather than a sample set. Does a slot next week suit? I can work around your calendar. What would make this a yes for your side? Tell me who else should sit in and I'll get it booked. Thanks, Jordan
Christine DiNardo 2 Sep 2026 13:10
to Jordan Pike
Jordan, Thanks for the note. Next week is tight on our side, so could we look at the week after? I'll confirm who needs to attend. Best regards, Christine

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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

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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.

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.

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