BoB finds work worth doing across sales, success, product, and engineering. He connects the evidence, prepares the next step, and carries it out when you approve.
This is where BoB works: a brief with the evidence, the next action, and the responsibilities he keeps coming back to.
Useful work, already underway
He does the connecting.
You make the call.
Give BoB a responsibility. He investigates the company context available to him and brings you a proposed next step with the evidence attached.
Set the job and cadence
Prepare a morning brief. Follow commitments after calls. Look for customers to contact after a release.
Read the finding
See what changed, why it matters, and the source behind it. BoB checks the context before suggesting more work.
Decide what happens next
Review the proposed action and its credit cost. Approve useful work, reject the proposal, or dismiss the finding.
Inside a BoB proposal
The next step.
With the story behind it.
Customers are asking whether they could build their own customer-intelligence tools. BoB connects the pattern across calls, signals, and accounts, then proposes a customer story that explains the difference between a prototype and production.
The finding explains what customers are considering and why it matters.
Calls, signals, affected accounts, and revenue stay attached to the finding.
The proposed action and credit cost are visible before approval.
Follow a customer commitment from the sales call to the customer’s confirmation. Switch teams, inspect the evidence, and approve or reject the proposed work in this illustrative demo.
Follow Meridian’s commitment through BuildBetter.
Illustrative customer story
BoBAfter the sales call
1 of 5
Needs your attention
Sales promised Maya private-channel reports by October 16.
BoB found the commitment in the call and drafted the follow-up for the salesperson to review. The delivery date and success handoff are written into the email.
“We can have the weekly report delivered to your private Slack channel by October 16. I’ll put that in the follow-up and bring our success team into the kickoff.”
Sales call · Sept 24 · 18:42
Proposed outputEmail draft
To: Maya Chen, Meridian · Cc: Alex, BuildBetter
Meridian’s report delivery and kickoff
Hi Maya,
Thanks for walking us through your team’s reporting process. As promised, we’ll have your weekly customer report delivered to your private #customer-insights Slack channel by October 16, with links to the original customer quotes.
Security review
Here’s our trust center for your security team. You can review BuildBetter’s security and compliance information there.
I’ve copied Alex, who’ll lead your onboarding. We’ll connect your calls and support tickets, set up the report, and confirm who should have access to the channel.
Draft for the salesperson to review. Nothing is sent automatically.
Create the follow-up draft
350 credits · only on approval
Fictional customer, commitments, dates, and revenue. No actions are sent and no credits are charged.
Loops: responsibilities BoB returns to
Give BoB a job.
He keeps coming back to it.
A loop has a job and a cadence. You can change what BoB watches as the work changes. Start with a responsibility your team already spends time chasing.
Look for stale documentation, gaps in company knowledge, or skills that need a better instruction. Propose the update for review.
“Review the knowledge and skills our team relies on. Flag what no longer matches the product.”
How we built BoB
Six years of context.
An agent built on top.
BoB needs to know who made the request, what your team promised, and whether the work shipped. Read why we built the context infrastructure first—and how that shapes his judgment, feedback, and incentives.
BoB’s background reading and reasoning are free. Approved actions use credits, with the action cost shown before you decide. Data ingestion is billed separately.
Does BoB send things without asking?
BoB prepares the proposed action for review. Connected integrations require permission, and writes wait for approval. Rejecting a proposal does not send it or charge its action cost.
How does BoB learn what is useful?
Accepted work, rejections, dismissals, and self-audits inform later runs. BoB can propose changes to loops, knowledge, and skills. How We Built BoB explains these mechanisms and their limits.
Is BoB only for product teams?
No. BoB follows work across sales, success, product, and engineering. A customer promise may start in a sales call, shape a project, and end with a success follow-up after the release.
From hello to renewal
Less chasing the work.
More following through.
Meet BoB, with your team’s workflow in mind. Just a friendly hello.