Demo planning

Email thread

Matteo Ricci proposed a demo on Siebengebirge Spedition's own data. Claudia Becker agreed it would help and asked him to confirm it will show how the queue of customer enquiries is handled. No slot is booked.

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What this says

As at Fri 9 Oct 2026

Matteo Ricci proposed a demo on Siebengebirge Spedition's own data. Claudia Becker agreed it would help and asked him to confirm it will show how the queue of customer enquiries is handled. No slot is booked.

Ask: Matteo wanted a slot the following week for a demo on the customer's own records.

Customer view: Claudia replied within hours and is positive. Her condition is that the demo answers the enquiry queue question, which her team will ask first.

Next: Matteo needs to confirm that scope and book a slot. The thread has no reply to that yet.

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 message2026-09-02

Last message2026-09-02

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Messages

Matteo Ricci 2 Sep 2026 12:39
to Claudia Becker
Dear Claudia, Following our discovery call, I would like to show you a demo on your own data rather than a generic example. The aim is to show your team how B-Viz answers a customer service question from your own records. Could we book a slot next week? Best regards, Matteo
Claudia Becker 2 Sep 2026 14:51
to Matteo Ricci
Dear Matteo, Yes, a demo on our own data would help. Could you confirm that it will show how the queue of customer enquiries is handled? That is the question my team will ask first. Kind regards, Claudia

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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