Following up on the demo

Email thread

After the demo, Jenna Lindstrom asked how connectors stay fresh each morning and what a priority issue looks like on Starter. She said her team would review Theo Gallagher's written answer and reply early the following week.

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What was said

What this says

As at Fri 9 Oct 2026

After the demo, Jenna Lindstrom asked how connectors stay fresh each morning and what a priority issue looks like on Starter. She said her team would review Theo Gallagher's written answer and reply early the following week.

Ask: Jordan Pike cited a deal record of £28k with a target close of 9 Nov 2026 and asked what would make this a yes. Jenna named two open points: morning data freshness and priority support on Starter.

Customer view: engaged but cautious. She is working through Theo's note with her team before going further.

Next: Theo owes a written answer. The thread does not show it being sent, or a reply from Jenna.

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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Messages4

First message2026-09-22

Last message2026-09-25

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Messages

Jordan Pike 22 Sep 2026 15:06
to Kristen Haugen, Jenna Lindstrom
Hi Kristen and Jenna, Thanks for the demo. Here's where we are: our deal record shows £28,000, with a target close of 9 Nov 2026. Theo is copied for the technical questions. What would make this a yes for you? I'd value an honest list of what's still open. Thanks, Jordan
Jenna Lindstrom 22 Sep 2026 16:21
to Jordan Pike
Hi Jordan, Thanks for this. Two things we'd need clarity on before we go further: how the connectors would be kept fresh each morning, and what a priority support issue looks like on Starter. Happy to talk it through. Jenna
Jordan Pike 23 Sep 2026 10:35
to Kristen Haugen, Jenna Lindstrom
Hi Jenna, Great questions. Theo will take both and send a short written answer on data freshness and support, so you have it in writing. Let's find a call once you've had a look. Thanks, Jordan
Jenna Lindstrom 25 Sep 2026 12:55
to Jordan Pike
Jordan, Thanks. We'll review Theo's note with our team and come back to you early next week. Jenna

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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