Feature request: sharing saved questions with other teams

Ticketclosed

Kelbrook Mutual Insurance · Feature request: sharing saved questions with other teams

Tariq Mahmood asked for saved questions to be shareable across whole teams, and said it was not urgent. Connor Webb logged it for product discussion, with no release date and a shared folder workaround.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood asked for saved questions to be shareable across whole teams, and said it was not urgent. Connor Webb logged it for product discussion, with no release date and a shared folder workaround.

Problem: Saved renewal questions could only be found by the person who wrote them, so teams pasted them over. Tariq said it was not urgent but would save back and forth at renewal time.

Handling: Connor logged a feature request for the product team, gave no release date, and suggested keeping the question in a shared folder. He marked the ticket solved and invited a reply to keep it open.

Watch: The record does not show a release date for shared questions.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelchat

First response (min)549

CSAT5

Helpdeskmade from

Trail

created · Tariq Mahmood 31 Oct 2024 17:53
Hi, quick one from the chat earlier. Our relationship managers have built a handful of saved questions for renewals, and at the moment only the person who wrote one can find it. Would it be possible to share a saved question with a whole team, so member services and underwriting can run the same check without someone pasting it over? It is not urgent. We are fine for now, but it would save a bit of back and forth at renewal time. Let me know if this is already on the list or if there is a workaround I have missed. Thanks, Tariq
Public reply · Connor Webb 1 Nov 2024 03:02
Hi Tariq, thanks for sending this in. I have logged it as a feature request and tagged it for the product team's discussion on shared questions. I can't give you a release date, so I wouldn't plan around it yet. In the meantime, the nearest workaround is to keep the question in a shared folder your team can open, and I'm happy to walk through that on a call if it helps. I'm marking this as solved for now, but reply here if you'd like it kept open. Connor
Status change · Connor Webb 1 Nov 2024 17:15
Status change · 5 Nov 2024 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