Making time for the demo

Email thread

Jordan Pike asked Dana Pulaski for a demo date. Dana said this week is hard, the week after could work, and the operations team should attend. Jordan said that week is the earliest he can offer.

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What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike asked Dana Pulaski for a demo date. Dana said this week is hard, the week after could work, and the operations team should attend. Jordan said that week is the earliest he can offer.

Ask: Jordan proposed a demo on Bubbly Creek's own data about loads and customers. Dana replied the week after could work and asked for the operations team to be included.

Customer view: Dana is willing but time-constrained, and she wants operations to see it.

Next: Jordan is holding a slot and has asked Dana to confirm. Hannah Lowe is to cover the technical part for IT.

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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Messages3

First message2026-02-10

Last message2026-02-11

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Messages

Jordan Pike 10 Feb 2026 10:37
to Dana Pulaski
Hi Dana, Thanks for the call earlier. Here's where we are: the next step is a demo on your own data, so your team can see B-Viz answer real questions about loads and customers. What day works this week or next? I can work around your calendar. Thanks, Jordan
Dana Pulaski 10 Feb 2026 10:53
to Jordan Pike
Jordan, This week is tough, but the week after could work. Our operations team will want to be there, so please include them. Dana
Jordan Pike 11 Feb 2026 16:39
to Dana Pulaski
Dana, To be transparent, the week after is the earliest I can get your team in. I'll hold a slot for you and the ops team, and Hannah will cover the technical part so your IT people have no surprises. Confirm when you can and I'll send the invite. Thanks, Jordan

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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