All lessons

A quick map of the app, and where to go for what.

Your team, your company context, your bot.

Calendar, recording rules and privacy.

Bot name, consent, privacy and BoB in meetings.

Live calls, uploads, BB Recorder and Zoom imports.

Slack channels, support tickets and survey CSVs.

HubSpot or Salesforce, people, companies and enrichment.

Summary, transcript, signals and sharing.

Switch formats, or build a template with your own headings.

What BuildBetter pulls out of your data, and how to tune it.

Ask a question, filter the evidence, share the view.

Group calls by project and decide who sees them.

Calls, documents and collections.

Members, groups, privacy and access.

Bring your docs in, link them to calls, and BoB answers with your context.

Ask a question, check the source, focus on the calls you pick.

Nine questions worth asking on your first day.

Read your brief, set up a Loop, and approve what it posts.

Filter the evidence, select it, and generate a draft PRD with every quote linked.

Turn calls into briefs, summaries and PRDs.

Start from a template or describe it, preview it on real data, then switch it on.

Customer issues in your inbox every week.

Your customer evidence, inside the AI tools you already use.

Four everyday prompts that answer from your BuildBetter data.

Projects, evidence and status updates.

Inbox views, items, routing and dismissing.

Capture a page, change it with the agent, share it.

Screens, screen flows and sessions.

Boards, a roadmap, and release notes on one portal.

Match each release to the customers who asked for it, and draft the follow-up.

Templates, rules and weights, preview and publish.

Stages, readiness, and a shared plan for each customer.

Risk, calls, and the work that needs you first.

Portfolio health, renewals and the accounts at risk.

Deals, contracts, and renewals by risk.

Clusters, evidence, drafts, and custom case studies.

Smart or manual labels, and who can read each kind of call.

Transcription language and a custom dictionary.

Balance, usage, top-ups, auto-recharge and quotas.

Service accounts, credentials and access levels.