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
4 lessons
Lesson 341 min 24 s
Label your calls with call types
Smart or manual labels, and who can read each kind of call.
Lesson 351 min 9 s
Teach the transcriber your words
Transcription language and a custom dictionary.
Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.
Lesson 371 min 9 s
Connect your tools with the API
Service accounts, credentials and access levels.