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
22 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 101 min 19 s
Find insights with Signals
Ask a question, filter the evidence, share the view.
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 131 min 11 s
Ask BoB
Ask a question, check the source, focus on the calls you pick.
Lesson 141 min 19 s
What to ask BoB
Nine questions worth asking on your first day.
Lesson 1558 s
Your morning brief and Loops
Read your brief, set up a Loop, and approve what it posts.
Lesson 191 min 14 s
Scheduled reports
Customer issues in your inbox every week.
Lesson 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.
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.
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 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.