Feature request: scheduled data exports

Ticketclosed

Brindlecote Insurance Brokers · Feature request: scheduled data exports

Customer asked for scheduled data exports because weekly manual exports take admin time. Support logged the request with the product team for review for a future release. The thread gives no delivery date.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Customer asked for scheduled data exports because weekly manual exports take admin time. Support logged the request with the product team for review for a future release. The thread gives no delivery date.

Problem: Toby Underwood said the team exports data by hand every week, and the task takes up admin time.

Handling: Bethan Lister logged the request with the product team, who will review it for a future release. The ticket closed on 31 Jan 2025.

Watch: The evidence does not show a release date, and no further reply appears in the thread. The first response took 263 minutes on a normal priority request.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)263

CSAT5

Helpdeskmade from

Trail

created · Toby Underwood 24 Jan 2025 11:16
Hi, we'd like a feature to schedule regular data exports. Right now we're doing them manually every week and it's taking up admin time.
Public reply · Bethan Lister 24 Jan 2025 15:39
Hi Toby, thanks for the suggestion. This is a good request. I've logged it with our product team and they'll review it for a future release.
Status change · Bethan Lister 27 Jan 2025 15:58
Status change · 31 Jan 2025 23:59

Helpdeskmade from

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