The AI

How the AI works, layer by layer

B-Viz's AI never reads everything at once. It works in layers, and every layer is shown on a page of its own, so you can drill in at any level.

1. Every object, read on its own. Each call, email thread, support ticket, document and news item is read once, and what the AI found (what was said, the risks, the opportunities, the next steps; for a document, the dates, prices and commitments) sits on that object's own page. Each organisation's platform usage and its money (order forms, ARR, invoices, payments, credit notes and deals) are read the same way, once each, from figures computed in code: the usage read and the finance read on its page.
2. Rolled up by organisation and by person. Each earlier quarter of an organisation's conversations is condensed into one period digest (History by quarter on its page), so the long history reaches the top without dropping anything. From those reads and digests, each organisation (customer, prospect or former customer) gets an assessment with a status, next steps, its story and a reading of its documents; each person at an organisation gets an insight; each member of staff a profile; each booked call a prep note. Each uses the reasoning that fits it. Start from Organisation search or People.
3. The summaries at the top. The Summary's Executive overview and This week, the renewals, risks, actions and who needs a call, and the commentary on each Commercial page, such as the Dashboard: the accounts, the money and the people together.

Every document is also mapped by organisation and kind, and each document's page shows what was found in it and where, under As found in this document (Documents).

Figures are never the AI's: ARR, revenue, costs, cash, headcount and usage are computed in code and handed to it. Invoices, payments and deals reach the AI through each organisation's finance read, never row by row above it; the ledger feeds the figures. The Evidence trail follows any sentence or figure down through these layers to the source rows. The table lists every stage in order, with its model and the records it has written.