Booking your product demo

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Jordan Pike offered a demo on Shilshole's own data. Kristen Haugen agreed in principle and asked to include the support ops lead in a slot early next week. Jordan said he would send an invite.

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What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike offered a demo on Shilshole's own data. Kristen Haugen agreed in principle and asked to include the support ops lead in a slot early next week. Jordan said he would send an invite.

Ask: Kristen wants the support ops lead present, since they would live with the answers.

Customer view: engaged, widening the audience to the people who would use B-Viz. The evidence does not show the demo date or whether it took place.

Next: Jordan sends the invite and covers any one question Kristen needs answered on the day.

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 message2026-09-14

Last message2026-09-15

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Messages

Jordan Pike 14 Sep 2026 14:31
to Kristen Haugen
Hi Kristen, Thanks for the time on the call. To be transparent, I'd like to show you the demo on your own data, not our sample set, so your team can judge the answers for themselves. Agenda: a two-minute recap, the demo, then your questions. Half an hour should do it. Could you pick a slot next week that works for you? Happy to fit around your calendar. Thanks, Jordan
Kristen Haugen 15 Sep 2026 15:54
to Jordan Pike
Hi Jordan, Thanks, that works in principle. I'd like our support ops lead on it as well, since they'd be the ones living with the answers. Can you do a slot early next week? Kristen
Jordan Pike 15 Sep 2026 16:40
to Kristen Haugen
Hi Kristen, Absolutely, the more the better. Let's lock it in for early next week and I'll send a calendar invite today. What would make this a yes for you? If there's one question you need answered on the day, tell me and I'll make sure we cover it. Thanks, Jordan

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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