Course 03 of 08
Understand your customers
Review calls, find the signals that matter, and decide who sees what.
Start lesson 078 lessons, about 11 minutes
After this course
You’ll be able to
- Read any call in minutes
- Re-run a summary in another format
- Spot the signals on any call
- Ask your signals a question
- Group calls around one project
- Share a call with people and groups
- Manage members and owners
- Bring your docs into Knowledge
Lessons
about 11 minutes
Lesson 07 · 6 steps
Review a call
Summary, transcript, signals and sharing.
1 min 9 s
Lesson 08 · 4 steps
Make summaries yours
Switch formats, or build a template with your own headings.
1 min 13 s
Lesson 09 · 5 steps
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
1 min 13 s
Lesson 10 · 7 steps
Find insights with Signals
Ask a question, filter the evidence, share the view.
1 min 19 s
Lesson 11 · 6 steps
Collections and permissions
Group calls by project and decide who sees them.
1 min 4 s
Lesson 11b · 10 steps
Share with the right people
Calls, documents and collections.
1 min 34 s
Lesson 11c · 9 steps
Permissions and admin controls
Members, groups, privacy and access.
1 min 45 s
Lesson 12 · 7 steps
Knowledge
Bring your docs in, link them to calls, and BoB answers with your context.
1 min 26 s
Up next
All courses
3 lessonsCourse 04
Work with BoB
Ask BoB anything about your customers, and let it watch for you.
3 lessons, about 3 minutes
2 lessonsCourse 01
Start here
Get your bearings and set up your workspace in a few minutes.
2 lessons, about 3 minutes
5 lessonsCourse 02
Capture everything
Bring every call, Slack thread, ticket and CRM record into BuildBetter.
5 lessons, about 7 minutes
