Onboarding: call recordings missing from client pages

Ticketclosed

Rodenkirchen Assekuranzmakler · Onboarding: call recordings missing from client pages

Call recordings did not show against a client in B-Viz before a client review that week. Kate Ormerod replied in 49 minutes asking for the CRM client name; the ticket was solved on 26 May 2026.

Priority urgent

made from

What happened

What this says

As at Fri 9 Oct 2026

Call recordings did not show against a client in B-Viz before a client review that week. Kate Ormerod replied in 49 minutes asking for the CRM client name; the ticket was solved on 26 May 2026.

Problem: Nadine Schröder said call recordings from the call recorder were not showing against a client in B-Viz, and the account manager needed three months of call notes for a client review that week. The priority was urgent.

Handling: Kate replied in 49 minutes, asked for the exact CRM client name and the logging account, and promised an update. The ticket was solved on 26 May 2026 and closed on 30 May 2026, but the record does not show the cause, the fix or whether the review went ahead.

Watch: This is the first of two call recorder problems on this account.

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

AImade from

Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryonboarding

Channelemail

First response (min)49

CSAT4

Helpdeskmade from

Trail

created · Nadine Schröder 21 May 2026 15:44
Hello, We have a client review this week and the account manager needs the call notes from the last three months. The recordings from our call recorder are not showing against the client in B-Viz, although we set up the link with your team last week. Could someone look at this today if at all possible? Thank you, Nadine
Public reply · Kate Ormerod 21 May 2026 16:33
Hi Nadine, Thanks, I've looked into this. Can you tell me the client name exactly as it appears in your CRM, and whether the calls were logged under the account manager's own name or a shared address? With that I can check the connection straight away, and I'll update you here as soon as I have something. Kind regards, Kate
Status change · Kate Ormerod 26 May 2026 13:03
Status change · 30 May 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