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 171 min 22 s
Documents and templates
Turn calls into briefs, summaries and PRDs.
Lesson 181 min 31 s
Build a workflow
Start from a template or describe it, preview it on real data, then switch it on.
Lesson 191 min 14 s
Scheduled reports
Customer issues in your inbox every week.
Lesson 201 min 7 s
BuildBetter in Claude and ChatGPT
Your customer evidence, inside the AI tools you already use.
Lesson 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.