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
4 lessons
Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
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.