B-Viz
Bubbly Creek Logistics logo

Demo write-up and open questions

Email thread

Bubbly Creek Logistics logo Bubbly Creek Logistics · sales

Jordan Pike asked Dana Pulaski to name an owner for open points before the proposal goes out. Dana will have her team list questions by the end of the following week. The proposal is held pending that list.

What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike asked Dana Pulaski to name an owner for open points before the proposal goes out. Dana will have her team list questions by the end of the following week. The proposal is held pending that list.

Ask: Jordan wanted an owner on the customer side for the open points, and offered Theo Gallagher to answer control questions with evidence and dates attached.

Customer view: Dana called it helpful, promised a question list from her team and asked that Theo stay on the thread. She did not name an owner.

Next: the proposal is nearly ready but held until the question list arrives. The thread shows no list received.

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

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-02-24
Last message2026-03-02

Messages

  1. Jordan Pike
    Jordan Pike 24 Feb 2026 16:39
    to Dana Pulaski
    Hi Dana, Thanks for the time this week. Theo is copied because he will handle the questionnaire answers, and he will provide the control references with the dates attached. Could we agree who owns the open points on your side? I'd like to close them before the proposal goes out. Thanks, Jordan
  2. Dana Pulaski
    Dana Pulaski 26 Feb 2026 17:24
    to Jordan Pike
    Jordan, Helpful. I'll get our team to list their questions by the end of next week. Please keep Theo on the thread. Dana
  3. Jordan Pike
    Jordan Pike 2 Mar 2026 16:00
    to Dana Pulaski
    Dana, Here's where we are: the proposal is nearly ready and we are holding for your question list. Theo will answer anything about controls with evidence attached, so you get answers you can rely on rather than a summary. Thanks, Jordan

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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only