Time for a demo

Email thread

Wekiwa Springs Insurance Brokers · sales

Logistical thread: Jordan Pike asked Tanya Reyes for a time for a demo on her own client data. Tanya said next week works and will send options. No time was fixed in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Jordan Pike asked Tanya Reyes for a time for a demo on her own client data. Tanya said next week works and will send options. No time was fixed in the thread.

Ask: Jordan proposed a demo on Wekiwa Springs' own client data so Tanya can judge whether B-Viz would help her service team.

Customer view: Tanya agreed and promised a couple of options. This is scheduling only, with no commercial position stated.

Next: Tanya to send time options.

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

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The thread

Updated 9 Oct 26

Typesales

Messages2

First message2026-07-24

Last message2026-07-27

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Messages

Jordan Pike 24 Jul 2026 14:49
to Tanya Reyes
Hi Tanya, Thanks for getting back to me. The next step is a demo on your own client data, so you can judge whether B-Viz would help your service team. Could you suggest a time next week? I'm flexible and can work around your schedule. Thanks, Jordan
Tanya Reyes 27 Jul 2026 17:38
to Jordan Pike
Jordan, Next week works for me. I'll send a couple of options from my side this week. Tanya

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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

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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.

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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.

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