Tag saved questions by department

Ticketclosed

Ovenden Software · Tag saved questions by department

Aaron Crowther asked for saved questions to be tagged by department so finance and sales requests could be tracked. Connor Webb passed it to the product team; tagging is not yet available.

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What happened

What this says

As at Fri 9 Oct 2026

Aaron Crowther asked for saved questions to be tagged by department so finance and sales requests could be tracked. Connor Webb passed it to the product team; tagging is not yet available.

Problem: Aaron Crowther said finance and sales were asking the same things in different wording and wanted tags by department to track them.

Handling: Connor Webb passed the request to the product team on 19 Nov 2024 and said he would update Aaron if tagging was scheduled. Aaron replied that the team would keep using search, and the ticket closed on 24 Nov 2024.

Watch: The record does not show a product decision. With search as the workaround, repeated questions across finance and sales remain hard to track.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

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First response (min)587

CSAT5

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created · Aaron Crowther 19 Nov 2024 08:05
Could we get a way to tag saved questions by department? Our finance and sales teams are asking the same things in different wording and it would help us keep track of what has been asked. Aaron
Public reply · Connor Webb 19 Nov 2024 17:52
Hi Aaron, thanks for the suggestion. I've passed the request to the product team with your department use case. Tagging isn't available yet, but I'll update you if it's scheduled. Thanks, Connor
Status change · Connor Webb 20 Nov 2024 13:07
Public reply · Aaron Crowther 20 Nov 2024 15:29
Thanks Connor, that's helpful to know. We'll keep using search for now. Aaron
Status change · 24 Nov 2024 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.

Help