Onboarding status: first refresh not yet running

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Hepscott Recruitment · Onboarding status: first refresh not yet running

Chantelle Errington said the first refresh had not run and nothing showed in search. Callie Brennan said it waits on confirmed access for each source, which IT was still checking.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Chantelle Errington said the first refresh had not run and nothing showed in search. Callie Brennan said it waits on confirmed access for each source, which IT was still checking.

Problem: Chantelle Errington, a Resourcing Coordinator, wrote on 25 Oct 2023 that the first refresh had not run and nothing showed in search.

Handling: Callie Brennan asked on 26 Oct 2023 for confirmation of access for each source before switching on the refresh. Chantelle replied that a colleague in IT still had to confirm access and asked for the exact list.

Watch: The ticket was solved on 7 Nov 2023 and closed on 11 Nov 2023. The record does not show when the access list was sent or when the refresh ran.

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)712

CSAT2

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Trail

created · Chantelle Errington 25 Oct 2023 17:04
Hi, we were expecting the first refresh to have run by now, and nothing has shown up in search yet. Could you tell me what is holding it up and what you need from us? We're keen to get going. Thanks, Chantelle
Public reply · Callie Brennan 26 Oct 2023 04:56
Hi Chantelle, thanks for flagging this. Before we switch on the refresh, what I need from your side is confirmation that the access for each source is in place. Once I have that I'll send you the next steps. Thanks, Callie
Public reply · Chantelle Errington 27 Oct 2023 14:24
Thanks Callie. We're still waiting on a colleague in IT to confirm the access, so I'm not sure when that will be. Could you send me the exact list of what they need to set up? Chantelle
Status change · Callie Brennan 7 Nov 2023 15:16
Status change · 11 Nov 2023 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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