Demo follow-up and your questions

Email thread

After the demo, Jackie Seed said the aim is to stop reconciling stock figures by hand, agreed a call next week and asked that Terence join to review costs. Her questions had not yet arrived.

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What was said

What this says

As at Fri 9 Oct 2026

After the demo, Jackie Seed said the aim is to stop reconciling stock figures by hand, agreed a call next week and asked that Terence join to review costs. Her questions had not yet arrived.

Ask: Sophie Ling asked Jackie for her questions and any data she wanted answered. Jackie replied that the main need is for the team to stop reconciling stock figures by hand, and promised the questions after the weekend.

Customer view: Jackie is engaged but slow to reply. She said Terence will want to look at the costs side before they decide, so a cost-focused buyer is involved. His role is not shown.

Next: Confirm the call, get Terence on it, and have Hannah Lowe's connector note ready. The thread does not show a tier or price discussed.

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 message2025-12-15

Last message2025-12-19

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Messages

Sophie Ling 15 Dec 2025 18:10
to Jackie Seed
Hi Jackie, Thanks again for joining the demo. Hannah is copied in because she can go deeper on how the connectors would be set up. Could you send over the questions you mentioned, along with anything you'd like answered on your own data? I'll pull them into a short plan for the next session. Best, Sophie
Jackie Seed 17 Dec 2025 17:37
to Sophie Ling
Hi Sophie, Sorry for the slow reply, it has been a busy week. The main thing for us is whether the team can stop reconciling stock figures by hand. I'll pull the questions together and send them over after the weekend. Thanks, Jackie
Sophie Ling 18 Dec 2025 08:53
to Jackie Seed
Hi Jackie, No rush at all. Hannah will send a short note on the connector set-up, so the team can look at it before our next session. Would a quick call next week suit you? Best, Sophie
Jackie Seed 19 Dec 2025 08:47
to Sophie Ling
Hi Sophie, A call next week works for me. Will Terence be joining? He'll want to look at the costs side before we decide, so it would help to have him there. Thanks, Jackie

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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