Request: weekly exceptions summary email

Ticketclosed

Clayhithe Logistics · Request: weekly exceptions summary email

Toby Westwood asked for a weekly Monday email of exceptions by client. Bethan Lister logged it as a feature request with no promised date and offered a shared saved view in the meantime.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Toby Westwood asked for a weekly Monday email of exceptions by client. Bethan Lister logged it as a feature request with no promised date and offered a shared saved view in the meantime.

Problem: Toby Westwood asked for a weekly Monday email summarising exceptions by client for the operations team.

Handling: Bethan Lister logged it as a feature request with the product team, linked it to the account, and made no promise of a date. The ticket closed on 28 Mar 2026.

Watch: Bethan offered a shared saved view as an interim option, and the record does not show whether Toby took it up.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)154

CSAT4

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Trail

created · Toby Westwood 23 Mar 2026 13:55
Hi, would it be possible to add a weekly summary email for the operations team showing exceptions by client? We'd like it to go out on Monday mornings. Thanks for all the help this year, it's been really useful. Toby
Public reply · Bethan Lister 23 Mar 2026 16:29
Hi Toby, thanks for the suggestion and for the kind words. I've logged this as a feature request with the product team and linked it to your account, so it's visible. I can't promise a date, but I'll let you know if anything changes. In the meantime, a shared saved view may cover some of what you need, so I'm happy to walk you through it if that helps. Thanks, Bethan
Status change · Bethan Lister 24 Mar 2026 11:59
Status change · 28 Mar 2026 23:59

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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.

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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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