Onboarding: adding the rest of the customer service team

Ticketclosed

Shawsheen Freight · Onboarding: adding the rest of the customer service team

Jared asked how to set up the rest of the customer service team as users after going live. Olivia gave the steps and offered to check access, and the ticket was closed.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Jared asked how to set up the rest of the customer service team as users after going live. Olivia gave the steps and offered to check access, and the ticket was closed.

Problem: Shawsheen Freight wanted to add the rest of the customer service team and was unsure which settings to change. Handling: Olivia explained how to add users and check page access. First response took 32 minutes, the ticket was solved on 19 Jun 2026 and closed on 23 Jun 2026. Watch: The team has just gone live on shipper accounts, so user adoption is a point to follow up.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryonboarding

Channelweb

First response (min)32

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created · Jared Pelletier 16 Jun 2026 14:21
Hi, we are now live on the shipper accounts and the team is keen to get going properly. Could you help us set up the rest of the users for the customer service team? I am not sure which settings we need to change for them. Thanks, Jared
Public reply · Olivia Grant 16 Jun 2026 14:53
Hi Jared, great to hear you are live. For the rest of the team, add each person as a user and check they can see the shipper pages once they have signed in. If anyone cannot see a page, let me know their name and the page and I will check their access straight away. Olivia
Status change · Olivia Grant 19 Jun 2026 12:12
Status change · 23 Jun 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

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.

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