Feature request: weekly activity view by consultant

Ticketclosed

Hepscott Recruitment · Feature request: weekly activity view by consultant

Chantelle Errington asked for a weekly activity view by consultant and whether it was planned. Bethan Lister logged it with the product team against the account. Solved 23 Oct 2024; no roadmap answer shown.

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What happened

What this says

As at Fri 9 Oct 2026

Chantelle Errington asked for a weekly activity view by consultant and whether it was planned. Bethan Lister logged it with the product team against the account. Solved 23 Oct 2024; no roadmap answer shown.

Problem: Chantelle Errington asked for a weekly view of which consultants were active, and whether it was on the roadmap. She said the team likes searching across calls and emails.

Handling: Bethan Lister logged the request as a feature request and passed it to the product team against the account. The reply asked what the view would be used for.

Watch: The record does not show a roadmap answer or the intended use. The ticket was solved 23 Oct 2024 and closed 27 Oct 2024.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelweb

First response (min)257

CSAT3

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created · Chantelle Errington 21 Oct 2024 17:35
Hi, the team has been using B-Viz for a few months now and really likes being able to search across calls and emails. We'd like a view that shows which consultants have been active each week, but I can't see anything like that in the pages or the chat. Is this on the roadmap, or is there another way to get it? Thanks, Chantelle
Public reply · Bethan Lister 21 Oct 2024 21:52
Hi Chantelle, thanks for sending this over. Just so I've got this right, you'd like a weekly activity view by consultant rather than a dashboard? I've logged it as a feature request and passed it to our product team, so it's recorded against your account. Could you tell me a bit more about what you'd use the view for? Thanks, Bethan
Status change · Bethan Lister 23 Oct 2024 16:41
Status change · 27 Oct 2024 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