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
30 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 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 081 min 13 s
Make summaries yours
Switch formats, or build a template with your own headings.
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 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 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 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 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 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.