Next steps on discovery

Email thread

Tom Ashdown asked Samina Akram for discovery dates. Samina suggested next Thursday, subject to her operations lead, and wants the session to cover what B-Viz would see from their systems.

made from

What was said

What this says

As at Fri 9 Oct 2026

Tom Ashdown asked Samina Akram for discovery dates. Samina suggested next Thursday, subject to her operations lead, and wants the session to cover what B-Viz would see from their systems.

Ask: Tom asked for a few dates for a discovery session, including whoever runs the day to day. Samina replied that next Thursday might work but she must check with her operations lead.

Customer view: Samina wants specifics, not a general overview: what B-Viz would actually see from Sheepscar Health's systems. That points to a connector and data-scope question.

Next: Samina will come back once she has checked. No date is confirmed in the thread.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2024-03-13

Last message2024-03-15

Emailmade from

Messages

Tom Ashdown 13 Mar 2024 12:19
to Samina Akram
Hi Samina, Lovely to speak the other week, and thanks for talking me through how things run across the sites. Let's get something in the diary for a proper discovery session, with whoever runs the day to day on your side. No drama if it needs moving. Could you send over a few dates that work? I'll fit around you. Cheers, Tom
Samina Akram 15 Mar 2024 08:08
to Tom Ashdown
Hi Tom, Thanks for following up. Next Thursday might work for me, though I'll need to check with our operations lead before I commit. I'd like the session to cover what B-Viz would actually see from our systems, rather than a general overview. I'll come back to you once I've checked. Best, Samina Akram Head of Patient Services, Sheepscar Health

Emailmade from

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