All lessons
CourseStart hereCapture everythingUnderstand your customersWork with BoBPut it to workBuild with customersCustomer successSettings and admin
Use caseGetting set upRecording callsCRMSlackSignals and insightsKnowledge and docsBoB, your AI analystMCP: Claude, ChatGPT and CursorWorkflows and automationReportsSharing and permissionsProjects and roadmapInbox and triagePrototypesScreens, flows and sessionsPortal, public roadmap and changelogAccount lifecycle and onboardingControl Panel and Success DashboardDeals, contracts and renewalsCustomer stories and case studiesCall types and labelsTranscription and custom dictionaryBilling and creditsAPI and service accounts
5 lessons
Lesson 231 min 24 s
Track projects with customer evidence
Projects, evidence and status updates.
Lesson 241 min 8 s
Triage what needs you
Inbox views, items, routing and dismissing.
Lesson 251 min 26 s
Prototype a change on your real product
Capture a page, change it with the agent, share it.
Lesson 261 min 19 s
See how people use your product
Screens, screen flows and sessions.
Lesson 271 min 26 s
Share a roadmap and changelog
Boards, a roadmap, and release notes on one portal.