Setting up the discovery call

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Lewis Kerr asked Caoimhe Dunne to set a discovery session. She agreed to the following week, Thursday afternoon, and stated the goal: customer success answers without chasing data across systems.

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As at Fri 9 Oct 2026

Lewis Kerr asked Caoimhe Dunne to set a discovery session. She agreed to the following week, Thursday afternoon, and stated the goal: customer success answers without chasing data across systems.

Ask: Lewis wanted to learn which team would use B-Viz first and when it is needed live. Caoimhe, Head of Customer Success, agreed to a Thursday afternoon slot.

Customer view: she wants her team to get answers without chasing data across systems, and will check whether the chief executive joins the first part.

Next: the session is to be booked for Thursday afternoon.

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

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Updated 9 Oct 26

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First message2025-09-16

Last message2025-09-18

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Lewis Kerr 16 Sep 2025 11:34
to Caoimhe Dunne
Hi Caoimhe, Thanks for speaking with me. Could we set up the discovery session for next week? I'd like to understand which team would use B-Viz first and when you need it live. Send me a couple of times that suit you and I'll put them in the diary. Kind regards, Lewis
Caoimhe Dunne 18 Sep 2025 13:29
to Lewis Kerr
Hi Lewis, Next week works. Thursday afternoon would suit me best, and I'll check whether our chief executive wants to join the first part. What we want is for our customer success team to get answers without chasing data across systems. That's the goal. Thanks, Caoimhe

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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