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
3 lessons
Lesson 211 min 21 s
Close the feedback loop automatically
Match each release to the customers who asked for it, and draft the follow-up.
Lesson 221 min 36 s
Build a customer health score
Templates, rules and weights, preview and publish.
Lesson 281 min 32 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.