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
21 lessons
Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
Lesson 021 min 22 s
Set up your workspace
Your team, your company context, your bot.
Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
Lesson 03b1 min 27 s
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
Lesson 041 min 12 s
Other ways to record
Live calls, uploads, BB Recorder and Zoom imports.
Lesson 051 min 17 s
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
Lesson 061 min 19 s
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
Lesson 081 min 13 s
Make summaries yours
Switch formats, or build a template with your own headings.
Lesson 091 min 13 s
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
Lesson 111 min 4 s
Collections and permissions
Group calls by project and decide who sees them.
Lesson 11b1 min 34 s
Share with the right people
Calls, documents and collections.
Lesson 11c1 min 45 s
Permissions and admin controls
Members, groups, privacy and access.
Lesson 121 min 26 s
Knowledge
Bring your docs in, link them to calls, and BoB answers with your context.
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 201 min 7 s
BuildBetter in Claude and ChatGPT
Your customer evidence, inside the AI tools you already use.
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.
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.