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
19 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 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 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 081 min 13 s
Make summaries yours
Switch formats, or build a template with your own headings.
Lesson 11b1 min 34 s
Share with the right people
Calls, documents and collections.
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 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 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 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 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 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.