Course 02 of 08
Capture everything
Bring every call, Slack thread, ticket and CRM record into BuildBetter.
Start lesson 035 lessons, about 7 minutes
After this course
You’ll be able to
- Record every customer call
- Name the bot and pick its image
- Send a bot to a live call
- Pull in your customer Slack channels
- Tie every call to a customer
Lessons
about 7 minutes
Lesson 03 · 5 steps
Record every call automatically
Calendar, recording rules and privacy.
1 min 23 s
Lesson 03b · 7 steps
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
1 min 27 s
Lesson 04 · 5 steps
Other ways to record
Live calls, uploads, BB Recorder and Zoom imports.
1 min 12 s
Lesson 05 · 6 steps
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
1 min 17 s
Lesson 06 · 6 steps
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
1 min 19 s
Up next
All courses
8 lessonsCourse 03
Understand your customers
Review calls, find the signals that matter, and decide who sees what.
8 lessons, about 11 minutes
2 lessonsCourse 01
Start here
Get your bearings and set up your workspace in a few minutes.
2 lessons, about 3 minutes
3 lessonsCourse 04
Work with BoB
Ask BoB anything about your customers, and let it watch for you.
3 lessons, about 3 minutes
