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
26 lessons
Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
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 071 min 9 s
Review a call
Summary, transcript, signals and sharing.
Lesson 091 min 13 s
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
Lesson 101 min 19 s
Find insights with Signals
Ask a question, filter the evidence, share the view.
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 121 min 26 s
Knowledge
Bring your docs in, link them to calls, and BoB answers with your context.
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 162 min 1 s
Turn signals into a doc
Filter the evidence, select it, and generate a draft PRD with every quote linked.
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.
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 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 371 min 9 s
Connect your tools with the API
Service accounts, credentials and access levels.