How do I save a search for claims waiting on a reply?

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Shawsheen Freight · How do I save a search for claims waiting on a reply?

Jared asked how to save a search for claims waiting on a reply. Bethan gave the steps and the saved search worked, and Jared asked for newest claims first.

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What happened

What this says

As at Fri 9 Oct 2026

Jared asked how to save a search for claims waiting on a reply. Bethan gave the steps and the saved search worked, and Jared asked for newest claims first.

Problem: The team wanted a saved search of open claims waiting on a reply, opened each morning. Handling: Bethan gave three steps to save the search. First response took 64 minutes, the ticket was solved on 17 Jul 2026 and closed on 21 Jul 2026. Watch: Jared asked for the newest claims to show first, and the evidence does not show whether this was answered.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)64

CSAT5

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created · Jared Pelletier 7 Jul 2026 12:45
Hi, quick one. We would like to set up a saved search for the claims that are waiting on a reply, so the team can open it each morning. Is there a way to do that? Many thanks, Jared
Public reply · Bethan Lister 7 Jul 2026 13:49
Hi Jared, I've picked this up. Just so I've got this right, you want a search that stays saved and shows open claims only? If so, first run the search for open claims. Second, choose save search from the options. Third, give it a name the team will recognise. Can you try that and tell me what you see? Thanks, Bethan
Public reply · Jared Pelletier 9 Jul 2026 15:45
Thanks Bethan, the saved search works well. One small thing, the team would like it to show the newest claims first. Could that be changed? Jared
Status change · Bethan Lister 17 Jul 2026 14:08
Status change · 21 Jul 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.

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