Lesson 05 · Capture everything
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
You’ll be able to
- Pull in your customer Slack channels
- Bring in support tickets
- Import survey feedback from a CSV
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Transcript
Calls are half the story. The rest lives in Slack, support tickets and survey answers.
Open Integrations in Settings. Under Browse apps, pick a category, or search for the tool you use.
Start with Slack. Under Communication, click Connect and sign in to your workspace.
Once it's connected, click Manage, then Manage public channels.
Search for your customer channels and select them. Turn on summaries, signal import, or both, then add the selected channels.
To catch channels you create later, save the name as a suggestion. BuildBetter lists new matches for you to approve.
For support, open Customer support and connect Zendesk, Intercom or Front. Tickets flow in as conversations, with their own signals.
Got survey answers in a spreadsheet? Open Library, then Feedback, drop in the CSV, and match the columns.
Next up, connect your CRM so every call knows the account.
