University for admin & setup
BuildBetter for admin & setup,
in 14 minutes.
Set up the workspace, connect your tools, and decide who sees what.
The admin & setup path
Your lessons, in order.
10 lessons, about 14 minutes. Lesson 01 first, then everything a admin & setup team uses every week.
1 · Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
2 · Lesson 021 min 22 s
Set up your workspace
Your team, your company context, your bot.
3 · Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
4 · Lesson 03b1 min 27 s
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
5 · Lesson 11c1 min 45 s
Permissions and admin controls
Members, groups, privacy and access.
6 · Lesson 181 min 31 s
Build a workflow
Start from a template or describe it, preview it on real data, then switch it on.
7 · Lesson 341 min 24 s
Label your calls with call types
Smart or manual labels, and who can read each kind of call.
8 · Lesson 351 min 9 s
Teach the transcriber your words
Transcription language and a custom dictionary.
9 · Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.
10 · Lesson 371 min 9 s
Connect your tools with the API
Service accounts, credentials and access levels.
Jobs you can do today
What admin & setup teams do in BuildBetter.
Each job is one step in a lesson: the exact clicks, a link to watch it, and a link that opens BuildBetter right there.
01
Set up the workspace and invite your team
Settings→Members→Send invite
Lesson 02, step 1: Invite your team
Admins only
02
Connect calendars, Slack, support tools and CRM
Settings→Integrations→Browse apps
Lesson 05, step 1: Find your tools
03
Set the meeting bot's name, consent and privacy defaults
Default recorder bot name · Bot image
Lesson 03b, step 4: Organization recorder
Admins only
04
Decide who sees what
Settings→Meeting Recorder→Default privacy level
Lesson 11c, step 5: Default privacy
05
Control public links and groups
Settings→Workspace→Public links
Lesson 11c, step 9: Public links
Admins only
06
Automate routine work with workflows
Flows→New Workflow→Start from a template→Use
Lesson 18, step 1: Start from a template
Ask BoB
Ask BoB like an admin
Inside BuildBetter, BoB answers these from your own calls, tickets and chats. Here, the assistant shows you how to ask.
