Onboarding: order of connectors for our team

Ticketclosed

Feldmoching Software · Onboarding: order of connectors for our team

Lukas Brandl asked the order for connecting the CRM, helpdesk and call recorder. Bethan Lister advised CRM and helpdesk first, with finance after the first team is live, and asked who administers the call recorder.

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What happened

What this says

As at Fri 9 Oct 2026

Lukas Brandl asked the order for connecting the CRM, helpdesk and call recorder. Bethan Lister advised CRM and helpdesk first, with finance after the first team is live, and asked who administers the call recorder.

Problem: Lukas Brandl asked the order to connect the CRM, helpdesk and call recorder during onboarding, and whether finance access was needed now.

Handling: Bethan Lister said the CRM and helpdesk go first, the call recorder follows, and finance can wait until the first team is live. She asked who the call recorder admin is so she could confirm access.

Watch: The record does not show a reply naming the call recorder admin. The ticket was solved on 16 Apr 2026 and closed on 20 Apr 2026.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelemail

First response (min)288

Helpdeskmade from

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created · Lukas Brandl 1 Apr 2026 17:30
Good afternoon, we are starting the onboarding for our team and need to know what happens next. We have the CRM, the helpdesk and the call recorder to connect. Could someone confirm the order we should do these in, and whether finance access is needed now or later? Kind regards, Lukas Brandl, Support Operations Lead, Feldmoching Software
Public reply · Bethan Lister 1 Apr 2026 22:18
Hi Lukas, thanks for getting in touch and good to hear the onboarding is starting. Usually the CRM and the helpdesk go first, as they feed most of the answers, and the call recorder follows. Finance can wait until the first team is live, so you do not need to give access today. Could you tell me who the admin is for the call recorder, so I can confirm access? Thanks, Bethan
Status change · Bethan Lister 16 Apr 2026 10:42
Status change · 20 Apr 2026 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