Following up on the demo

Email thread

After the 5 Aug 2025 demo, Philippa Dalzell said it matched most needs but asked to see front-of-house questions handled before agreeing. Lewis Kerr agreed and restated the £26k Starter proposal.

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What was said

What this says

As at Fri 9 Oct 2026

After the 5 Aug 2025 demo, Philippa Dalzell said it matched most needs but asked to see front-of-house questions handled before agreeing. Lewis Kerr agreed and restated the £26k Starter proposal.

Ask: Philippa wants Hannah Lowe to show how B-Viz handles the questions front-of-house teams ask, before she says yes to anything.

Customer view: her team was pleased with how quickly it found answers. Her yes is conditional on that further demonstration.

Next: Hannah to focus on those question types, then Lewis to put the proposal to Henry. A decision is targeted for 4 Sep 2025.

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

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Updated 9 Oct 26

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First message2025-08-05

Last message2025-08-06

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Lewis Kerr 5 Aug 2025 11:38
to Philippa Dalzell
Hi Philippa, Thank you for the demo today. I have copied Hannah Lowe, who ran it, in case you have questions about how the connections would work. She is the best person to ask. Could you let me know whether the demo answered your questions in the way your guest services team needs day to day? That will help us decide what goes into the proposal. Best, Lewis
Philippa Dalzell 5 Aug 2025 12:19
to Lewis Kerr
Hi Lewis, Thanks for sending this on. Yes, it matched what we need in most areas. My team was pleased with how quickly it found the answers, but I would like to see how it handles the questions our front-of-house teams ask before I say yes to anything. Could Hannah show that part on a call? Thanks, Philippa
Lewis Kerr 6 Aug 2025 14:08
to Philippa Dalzell
Hi Philippa, That is a fair request. I will ask Hannah to focus on the question types your teams raise most often. Once that is done, I can put the proposal in front of Henry. The proposal stands at £25,500 in total, on the Starter tier, and we are working towards a decision by 4 Sep 2025. I will confirm the order form details when they are ready. Kind regards, Lewis

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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