# BuildBetter

> BuildBetter is the customer-led development platform for B2B product orgs. Pull every customer conversation — calls, tickets, Slack, surveys — into one place, automatically extract structured signals (feature requests, churn risk, sentiment, pain points), and turn them into action. The qualitative database for the agentic era.

BuildBetter helps B2B product, customer success, and engineering teams stop drowning in customer feedback. Instead of vector search returning fuzzy similar chunks, BuildBetter extracts typed, queryable signals you can act on — and feeds them into your agents, dashboards, and workflows.

## What we do

- **Capture** every customer touchpoint: Zoom/Meet/Teams recordings, Slack channels, support tickets (Zendesk, Intercom), feedback forms, CSV uploads, NPS surveys, CRM data
- **Extract** signals automatically: 35+ signal types including feature requests, churn risk, competitor mentions, pain points, sentiment shifts, commitments
- **Query** in plain English via BB Agent, MCP server, or REST API
- **Act** by routing insights to Slack, creating Linear/Jira tickets, generating PRDs and reports

## Customers

Trusted by B2B product orgs at Brex, Rappi, PostHog, AppFolio, Drip, Clay, Macmillan, Lufthansa, Procore.

## Agent access

Request any published page with `Accept: text/markdown` for its current content. Responses vary on Accept. Unsupported representations return 406. Missing pages return a real 404 and recovery links. API responses carry `API-Version` and `RateLimit` headers; a 429 includes `Retry-After`.

- [OpenAPI 3.1 specification](https://buildbetter.ai/openapi.json): public website endpoints, request bodies, errors, and response formats. Customer-data APIs are separate authenticated services.
- [Current website page index](https://buildbetter.ai/api/pages): machine-readable discovery.
- [Markdown homepage](https://buildbetter.ai/api/content?path=/): a direct Markdown endpoint.
- [Product MCP server](https://mcp.buildbetter.app): streamable HTTP with OAuth. Setup: https://buildbetter.ai/product/mcp. Server card: https://buildbetter.ai/.well-known/mcp/server-card.json. This website does not serve customer data or GraphQL resources.
- [OAuth authorization server metadata](https://mcp.buildbetter.app/.well-known/oauth-authorization-server/oauth): OAuth 2.0 for the product MCP server. Scopes: https://mcp.buildbetter.app/.well-known/oauth-protected-resource.
- [Documentation](https://docs.buildbetter.ai/): product and developer documentation.
- [BuildBetter University content](https://buildbetter.ai/university/content.json): every lesson as JSON, with steps, click paths, app routes, transcripts and docs.

## Pages

- [BuildBetter | Product Context Infrastructure](https://buildbetter.ai/) — The only platform that helps sales win deals, success spot churn, product know what to build, and engineering get the context to build it. Or, use BoB to do it all for you.
- [Artificial Business Intelligence | BuildBetter](https://buildbetter.ai/abi) — AI wasn't an afterthought. BuildBetter was one of the first B2B GPT-powered tools back in 2020, and we're building the first ABI.
- [Builder](https://buildbetter.ai/builder)
- [Built Different - BuildBetter](https://buildbetter.ai/built) — We understand what customers actually meant, not just what they said. That's the difference between insight and noise.
- [Careers](https://buildbetter.ai/careers) — Join BuildBetter and help end churn for B2B teams everywhere.
- [Case Studies | BuildBetter](https://buildbetter.ai/case-studies) — See how teams use BuildBetter to connect customer conversations to product, research, and GTM work.
- [Compare](https://buildbetter.ai/compare) — Compare BuildBetter with customer intelligence platforms, feedback tools and building your own context infrastructure.
- [Contact](https://buildbetter.ai/contact)
- [Book a Demo](https://buildbetter.ai/demo) — See BuildBetter in action. Schedule a personalized demo with our team.
- [BB Desktop - Meeting Recorder for Mac | BuildBetter](https://buildbetter.ai/desktop) — The most powerful local meeting recorder for macOS. Record, transcribe, and summarize with local AI. Sync to BuildBetter for team collaboration.
- [Download BuildBetter](https://buildbetter.ai/download) — Download BuildBetter for Mac and iOS. Desktop app, local recorder, and mobile.
- [BuildBetter Embed — Signals as a Service](https://buildbetter.ai/embed) — The anti-vectorization platform. Send unstructured data, get structured signals back. A qualitative, queryable database built for agents.
- [Integrations](https://buildbetter.ai/integrations)
- [Customer Love - BuildBetter](https://buildbetter.ai/love) — What our customers are saying about BuildBetter
- [The customer-led manifesto — BuildBetter](https://buildbetter.ai/manifesto) — Six years building context infrastructure for a customer-led world. Real customers behind every decision. Shared context across teams. Commitments that get kept.
- [Customer Led Development](https://buildbetter.ai/manifesto/customer-led-development)
- [Customer Led Growth](https://buildbetter.ai/manifesto/customer-led-growth)
- [Customer Led Organization](https://buildbetter.ai/manifesto/customer-led-organization)
- [BB Mobile - Meeting Recorder for iOS & Android | BuildBetter](https://buildbetter.ai/mobile) — Record meetings on the go with 100% local AI. On-device transcription and chat. No data leaves your phone.
- [Get Started - BuildBetter](https://buildbetter.ai/onboarding) — Ask anything and get an instant, fully-cited answer from all your customer & team data.
- [Pricing](https://buildbetter.ai/pricing) — Unlimited seats. Explore annual and monthly plans, compare features, and understand usage-based credits. Pro includes 1,728,000 annual credits.
- [Agent Sessions — Every coding session your team ran, searchable](https://buildbetter.ai/product/agent-sessions) — ZeroShot uploads the sessions your team runs in Codex, Claude Code, Cursor and Pi. BuildBetter makes them a searchable, permissioned data type linked to the customers and projects they were about.
- [Call prep — Walk into every call already briefed](https://buildbetter.ai/product/call-prep) — A brief reconciling prior conversations, promises, support activity, tickets, contracts, and CRM context, with every claim sourced.
- [Chat](https://buildbetter.ai/product/chat) — It's like ChatGPT but embedded with your entire company knowledge.
- [Clustering & Insights](https://buildbetter.ai/product/clusters) — AI-powered theme detection and visual analytics for customer feedback. Transform thousands of signals into actionable insights.
- [Documents](https://buildbetter.ai/product/documents) — Generate insane deep research documents over all your customer and company knowledge.
- [CRM + Enrichment](https://buildbetter.ai/product/enrichment) — Sync CRM data and enrich customer profiles with public information automatically.
- [CSV + Adhoc](https://buildbetter.ai/product/feedback) — CSVs, images, documents, spreadsheets. Drop your files and let AI extract signals from any text-based feedback.
- [Follow-ups — The follow-up is already written](https://buildbetter.ai/product/follow-ups) — Drafted from what actually happened, sent from wherever the conversation started, and logged against the request that triggered it.
- [Import](https://buildbetter.ai/product/import) — Import anything into BuildBetter - CSVs, images, documents, recordings, and more.
- [Knowledge](https://buildbetter.ai/product/knowledge)
- [Knowledge Gaps — Find the docs your releases outran](https://buildbetter.ai/product/knowledge-gaps) — Check every shipped release against your documentation. Missing, stale, and hard-to-find pages surface in a review queue with the evidence and a ready-to-use prompt.
- [Lifecycle — Onboarding, adoption, renewal, expansion](https://buildbetter.ai/product/lifecycle) — Define the stages your customers move through, gate them on real product state, and let the long tail run without a CSM assigned.
- [Developer Docs - MCP | BuildBetter](https://buildbetter.ai/product/mcp) — Connect your AI assistant to BuildBetter via MCP. Access calls, signals, contacts, and more from Claude, ChatGPT, Cursor, and other AI clients.
- [Recordings](https://buildbetter.ai/product/recordings) — Total recall for your entire team. Turn thousands of customer and team interactions into actionable deliverables.
- [Intelligent Reports](https://buildbetter.ai/product/reports) — AI-powered reports with statistical analysis, anomaly detection, and actionable insights delivered to your inbox. Currently in beta.
- [Research — AI-moderated interviews and surveys](https://buildbetter.ai/product/research) — Run AI-moderated audio and video interviews and native surveys with AI follow-ups. Recruit your customers or a panel, reward them through Tremendous, and turn every answer into signals.
- [Sharing & Privacy](https://buildbetter.ai/product/sharing-privacy) — B2B privacy controls, with enterprise compliance.
- [Signals](https://buildbetter.ai/product/signals) — Turn raw conversations into structured signals with 35+ types, 10+ enrichment properties, sentiment, severity, bias detection, and business impact scoring.
- [Skillsets — One skill catalog, every agent](https://buildbetter.ai/product/skills) — Publish your team's agent skills once and let anyone read the current version through MCP — with access control and revision history. Built on BB-Skills, open source.
- [Slack Integration](https://buildbetter.ai/product/slack) — Automatically capture feedback from Slack channels. Send insights back to the right channels based on your criteria.
- [Synthetic Personas](https://buildbetter.ai/product/synthetic-personas) — Run research every day with unlimited personas grounded in your real customer data. 80% as accurate as real users, at 1,000x the scale.
- [Tasks — One queue, whatever your CRM is](https://buildbetter.ai/product/tasks) — BuildBetter, Attio, and HubSpot tasks in a single prioritized list with provider identity, assignees, and linked records intact.
- [Taxonomy](https://buildbetter.ai/product/taxonomy) — Build an AI-powered product taxonomy to automatically categorize and label your customer signals. Four levels of hierarchy, powered by AI.
- [Tickets](https://buildbetter.ai/product/tickets) — Create Linear & Jira issues directly from customer feedback. Turn insights into action with one click.
- [Feedback + Conversations + Surveys](https://buildbetter.ai/product/tickets-conversations) — Import support tickets, chat conversations, surveys, and any feedback via integrations or API. Continuous sync keeps insights up to date.
- [Workflows](https://buildbetter.ai/product/workflows) — Send the right data, to the right place. Automatically.
- [Products | BuildBetter](https://buildbetter.ai/products)
- [BB Recorder - Bot or No-Bot Meeting Recorder, 100% Local | BuildBetter](https://buildbetter.ai/recorder) — Record Zoom, Meet, and Teams with local video and audio and no bot, or hand off to the BuildBetter bot. Dictation, screen recording, Series, and Plaud support. Free on Mac, Windows, iPhone, and Android.
- [Results](https://buildbetter.ai/results) — We gain nothing if you churn, so we're serious about making sure this is the right tool for you.
- [Trust | BuildBetter](https://buildbetter.ai/security) — Industry leaders trust BuildBetter. The only platform that empowers enterprises to innovate while safeguarding what matters most.
- [Ship First — How to Build Self-Improving Products | Spencer Shulem](https://buildbetter.ai/ship-first) — Get Spencer Shulem’s Ship First free. A practical guide to customer evidence, grounded research, and small working releases. Download the full PDF and EPUB.
- [Customer Success — What your customers say, not just what they click](https://buildbetter.ai/success) — BuildBetter records every call, email, Slack thread and support ticket, then scores health, runs the lifecycle, and closes the loop across your whole book. No per-seat pricing.
- [BuildBetter University](https://buildbetter.ai/university) — Short video lessons for every part of BuildBetter. Each step shows the exact clicks and opens the app right where you need it.
- [Search](https://buildbetter.ai/university/search)
- [Outcomes - BuildBetter](https://buildbetter.ai/use-cases) — See how every team transforms customer conversations into actionable outcomes with BuildBetter.
- [Leadership Use Cases - BuildBetter](https://buildbetter.ai/use-cases/leadership) — Transform customer interactions into strategic intelligence. Surface market trends, predict shifts, and make data-driven decisions.
- [Marketing Use Cases - BuildBetter](https://buildbetter.ai/use-cases/marketing) — Build authentic marketing from real customer conversations. Extract testimonials, develop messaging, and track competitive intelligence.
- [Scale Content Creation from Customer Insights | BuildBetter](https://buildbetter.ai/use-cases/marketing/content-generation) — Build a systematic content pipeline from real customer conversations and pain points. Generate blog topics, social posts, email sequences, and thought leadership from actual call data.
- [Track Competitive & Market Intelligence | BuildBetter](https://buildbetter.ai/use-cases/marketing/market-intelligence) — Build a market intelligence system from customer and prospect conversations. Detect trends, track competitors, and map buyer psychology — automatically from every recorded call.
- [Build Messaging & Positioning from Customer Language | BuildBetter](https://buildbetter.ai/use-cases/marketing/messaging-positioning) — Build messaging frameworks and positioning strategy from actual customer language — not marketing guesses. Rewrite your copy in one week using real conversation data.
- [Product Use Cases - BuildBetter](https://buildbetter.ai/use-cases/product) — Transform scattered customer feedback into actionable product insights. Automatically capture feature requests, identify patterns, and prioritize what customers truly need.
- [Turn Spreadsheet Feedback into Roadmap Priorities](https://buildbetter.ai/use-cases/product/csv-to-insights) — You have feedback in surveys and spreadsheets—turn it into a prioritized roadmap in 1 hour
- [Feature Request Intelligence](https://buildbetter.ai/use-cases/product/feature-requests) — Turn feature request chaos into strategic product decisions with AI that captures, analyzes, and prioritizes what customers truly need
- [AI-Powered Feedback Intelligence](https://buildbetter.ai/use-cases/product/feedback-collection) — Transform scattered customer feedback into actionable product insights with AI that captures, analyzes, and prioritizes what customers really need
- [Your First 5 Customer Calls](https://buildbetter.ai/use-cases/product/first-calls) — Turn your first customer conversations into actionable insights in 30 minutes—no experience needed
- [Customer Research — AI interviews, surveys, recruiting, and reports](https://buildbetter.ai/use-cases/product/user-research) — Run AI interviews and surveys, recruit and pay participants, record your own research calls, test ideas on synthetic personas, and get a study report your team will read.
- [BuildBetter for Research](https://buildbetter.ai/use-cases/research) — Run AI interviews and surveys, recruit and reward participants, and turn every answer into recordings, signals, and study reports.
- [BuildBetter for Sales](https://buildbetter.ai/use-cases/sales)
- [Sales Coaching & Feedback | BuildBetter](https://buildbetter.ai/use-cases/sales/coaching-feedback) — Transform every sales call into a coaching opportunity with AI-powered insights. Scale what top performers do, ramp new reps 40% faster, and improve quota attainment across your team.
- [Deal Intelligence for Sales Teams | BuildBetter](https://buildbetter.ai/use-cases/sales/deal-intelligence) — Transform every sales conversation into actionable intelligence that drives deals forward. Spot buying signals, identify risks, and close deals faster.
- [Lost Deal Analysis | BuildBetter](https://buildbetter.ai/use-cases/sales/lost-deal-analysis) — Turn lost opportunities into won deals — analyze why you lose to improve your win rate with data-driven battle cards and objection handling built from real calls.
- [Pipeline Intelligence & Management | BuildBetter](https://buildbetter.ai/use-cases/sales/pipeline-management) — Transform your sales pipeline with AI-powered insights that predict deal outcomes, surface risks early, and accelerate stalled opportunities before they slip.

## BuildBetter University

Short tutorial lessons for using BuildBetter. Each step has the exact click path and a link that opens that page in the app. Request a lesson with `Accept: text/markdown` for its steps and transcript.

- [Start here](https://buildbetter.ai/university/courses/start-here): Get your bearings and set up your workspace in a few minutes.
  - [Lesson 01: Welcome to BuildBetter](https://buildbetter.ai/university/welcome): A quick map of the app, and where to go for what.
  - [Lesson 58: How do I find anything fast?](https://buildbetter.ai/university/find-anything): One search for calls, docs, people and signals.
  - [Lesson 02: Set up your workspace](https://buildbetter.ai/university/workspace-setup): Your team, your company context, your bot.
  - [Lesson 65: What else should BuildBetter know about my business?](https://buildbetter.ai/university/data-mappings): Competitor context, revenue, and the people behind your tools.
- [Capture everything](https://buildbetter.ai/university/courses/capture-everything): Bring every call, Slack thread, ticket and CRM record into BuildBetter.
  - [Lesson 03: Record every call automatically](https://buildbetter.ai/university/record-calls): Calendar, recording rules and privacy.
  - [Lesson 03b: Set up your meeting bot](https://buildbetter.ai/university/recorder-settings): Bot name, consent, privacy and BoB in meetings.
  - [Lesson 54: Choose which meetings get recorded](https://buildbetter.ai/university/meeting-recorder-rules): Recording rules, Never record, timing and screen sharing.
  - [Lesson 04: Other ways to record](https://buildbetter.ai/university/other-ways-to-record): Live calls, uploads, BB Recorder and Zoom imports.
  - [Lesson 05: Bring in Slack, support and feedback](https://buildbetter.ai/university/slack-support-feedback): Slack channels, support tickets and survey CSVs.
  - [Lesson 06: Connect your CRM](https://buildbetter.ai/university/connect-crm): HubSpot or Salesforce, people, companies and enrichment.
  - [Lesson 41: Tour your integrations](https://buildbetter.ai/university/integrations-tour): What's connected, what needs you, and who owns each connection.
  - [Lesson 48: Fill in every profile automatically](https://buildbetter.ai/university/enrichment): What enrichment adds, and what a backfill costs.
- [Understand your customers](https://buildbetter.ai/university/courses/understand-your-customers): Review calls, find the signals that matter, and decide who sees what.
  - [Lesson 07: Review a call](https://buildbetter.ai/university/review-a-call): Summary, transcript, signals and sharing.
  - [Lesson 42: Fix who said what](https://buildbetter.ai/university/call-speakers): Assign speakers, fix one section, and correct misheard words.
  - [Lesson 49: Add, fix and replay a call's signals](https://buildbetter.ai/university/call-signals): The Signals panel, Play All, editing, and a new signal from the transcript.
  - [Lesson 55: Trim a recording, take it anywhere](https://buildbetter.ai/university/call-clips-downloads): Edit Clip, downloads, Notion and other workspaces.
  - [Lesson 73: Make a highlight reel](https://buildbetter.ai/university/highlight-reels): Ask for it, trim and reorder, then share or download.
  - [Lesson 63: How do I work on a call with my team?](https://buildbetter.ai/university/call-notes-comments-details): Comments, notes, and the details around a recording.
  - [Lesson 08: Make summaries yours](https://buildbetter.ai/university/custom-summaries): Switch formats, or build a template with your own headings.
  - [Lesson 62: How do I control what the AI writes?](https://buildbetter.ai/university/ai-assistant): Automatic generation, summaries and your tools.
  - [Lesson 09: What are signals?](https://buildbetter.ai/university/what-are-signals): What BuildBetter pulls out of your data, and how to tune it.
  - [Lesson 10: Find insights with Signals](https://buildbetter.ai/university/signals-insights): Ask a question, filter the evidence, share the view.
  - [Lesson 39: What keeps coming up?](https://buildbetter.ai/university/clusters): Clusters group your signals into themes, and show which ones are growing.
  - [Lesson 46: Which areas get the most feedback?](https://buildbetter.ai/university/taxonomy-explorer): Taxonomy Explorer sorts every signal into your product areas, and shows who's asking.
  - [Lesson 64: How do I shape the product areas signals sort into?](https://buildbetter.ai/university/taxonomy-builder): Levels, clear labels, and changes you can review.
  - [Lesson 11: Collections and permissions](https://buildbetter.ai/university/collections): Group calls by project and decide who sees them.
  - [Lesson 11b: Share with the right people](https://buildbetter.ai/university/sharing): Calls, documents and collections.
  - [Lesson 11c: Permissions and admin controls](https://buildbetter.ai/university/permissions): Members, groups, privacy and access.
  - [Lesson 12: Knowledge](https://buildbetter.ai/university/knowledge): Bring your docs in, link them to calls, and BoB answers with your context.
  - [Lesson 51: Keep Knowledge current](https://buildbetter.ai/university/knowledge-home-sources): See what gets used, what needs fixing, and whether every source still syncs.
  - [Lesson 57: Find the docs your releases broke](https://buildbetter.ai/university/knowledge-gaps): Gaps, filters, a gap's evidence, and the four-step setup.
  - [Lesson 75: Who can see this page, and can agents trust it?](https://buildbetter.ai/university/knowledge-page-controls): Access, evidence, revisions and skills.
  - [Lesson 76: How do docs flow in and out?](https://buildbetter.ai/university/knowledge-import-publish): Imports, source sync and publication destinations.
- [Work with BoB](https://buildbetter.ai/university/courses/work-with-bob): Ask BoB anything about your customers, and let it watch for you.
  - [Lesson 13: Ask BoB](https://buildbetter.ai/university/ask-bob): Ask a question, check the source, focus on the calls you pick.
  - [Lesson 66: How do I walk into every call prepared?](https://buildbetter.ai/university/call-prep): Meeting details, account context, and open commitments.
  - [Lesson 74: Who can ask BoB, and what can it see?](https://buildbetter.ai/university/bob-meeting-permissions): Call defaults, shared data and private answers.
  - [Lesson 14: What to ask BoB](https://buildbetter.ai/university/what-to-ask-bob): Nine questions worth asking on your first day.
  - [Lesson 38: What can BoB hand back?](https://buildbetter.ai/university/bob-answer-types): Charts, highlight reels, signals, emails and reports.
  - [Lesson 15: Your morning brief and Loops](https://buildbetter.ai/university/brief-and-loops): Read your brief, set up a Loop, and approve what it posts.
  - [Lesson 45: Pick a Loop for every team](https://buildbetter.ai/university/loop-recipes): Four starters, then Run now and Data access.
  - [Lesson 59: What's in my brief, and what does BoB remember?](https://buildbetter.ai/university/brief-and-memory): Start your day with context. Keep memory useful.
- [Put it to work](https://buildbetter.ai/university/courses/put-it-to-work): Turn evidence into documents, workflows, reports and answers in the AI tools you already use.
  - [Lesson 16: Turn signals into a doc](https://buildbetter.ai/university/signals-to-doc): Filter the evidence, select it, and generate a draft PRD with every quote linked.
  - [Lesson 17: Documents and templates](https://buildbetter.ai/university/documents-templates): Turn calls into briefs, summaries and PRDs.
  - [Lesson 18: Build a workflow](https://buildbetter.ai/university/workflows): Start from a template or describe it, preview it on real data, then switch it on.
  - [Lesson 19: Scheduled reports](https://buildbetter.ai/university/scheduled-reports): Customer issues in your inbox every week.
  - [Lesson 52: Build a report by describing it](https://buildbetter.ai/university/interactive-reports): Describe it, check the preview, then publish, schedule and share.
  - [Lesson 20: BuildBetter in Claude and ChatGPT](https://buildbetter.ai/university/mcp): Your customer evidence, inside the AI tools you already use.
  - [Lesson 33: What can you do in Claude and ChatGPT?](https://buildbetter.ai/university/bob-in-claude-chatgpt): Four everyday prompts that answer from your BuildBetter data.
- [Build with customers](https://buildbetter.ai/university/courses/build-with-customers): Run projects, the inbox, prototypes, screens and a public roadmap from what customers tell you.
  - [Lesson 23: Track projects with customer evidence](https://buildbetter.ai/university/projects): Projects, evidence and status updates.
  - [Lesson 24: Triage what needs you](https://buildbetter.ai/university/inbox): Inbox views, items, routing and dismissing.
  - [Lesson 25: Prototype a change on your real product](https://buildbetter.ai/university/prototypes): Capture a page, change it with the agent, share it.
  - [Lesson 26: See how people use your product](https://buildbetter.ai/university/screens-flows-sessions): Screens, screen flows and sessions.
  - [Lesson 60: What did our coding agents decide, and how do I continue?](https://buildbetter.ai/university/agent-sessions): Read the history. Carry the context forward.
  - [Lesson 27: Share a roadmap and changelog](https://buildbetter.ai/university/portal): Boards, a roadmap, and release notes on one portal.
  - [Lesson 72: How do I brand the portal and keep it clean?](https://buildbetter.ai/university/portal-settings-moderation): Appearance, participation rules and the moderation queue.
  - [Lesson 44: Give your agents your team's skills](https://buildbetter.ai/university/skillsets): Write a skill once. Every agent uses it.
- [Customer success](https://buildbetter.ai/university/courses/customer-success): Tell customers when their request ships, and catch churn risk while there is still time.
  - [Lesson 21: Close the feedback loop automatically](https://buildbetter.ai/university/close-the-loop): Match each release to the customers who asked for it, and draft the follow-up.
  - [Lesson 22: Build a customer health score](https://buildbetter.ai/university/health-scores): Templates, rules and weights, preview and publish.
  - [Lesson 53: See one customer on one page](https://buildbetter.ai/university/customer-account-page): Health, revenue, risk, plan, and every conversation.
  - [Lesson 28: Hand off accounts and keep commitments](https://buildbetter.ai/university/lifecycle): Stages, readiness, and a shared plan for each customer.
  - [Lesson 29: Start your day in the Control Panel](https://buildbetter.ai/university/success-home): Risk, calls, and the work that needs you first.
  - [Lesson 30: See your whole book of business](https://buildbetter.ai/university/success-dashboard): Portfolio health, renewals and the accounts at risk.
  - [Lesson 40: Know which trials will convert](https://buildbetter.ai/university/convert-trials): Scores, next actions, and what counts as a trial.
  - [Lesson 31: Which renewals and deals need me?](https://buildbetter.ai/university/revenue): Deals, contracts, and renewals by risk.
  - [Lesson 47: See which contracts need you](https://buildbetter.ai/university/contracts): Renewals, risk, and contract details.
  - [Lesson 32: How do I turn customer evidence into stories and case studies?](https://buildbetter.ai/university/stories): Clusters, evidence, drafts, and custom case studies.
  - [Lesson 61: Which reports should my customer success team run?](https://buildbetter.ai/university/success-reports): Choose the evidence. Review recurring delivery.
  - [Lesson 68: How do I set up Success for my team?](https://buildbetter.ai/university/success-settings): Health, lifecycles, deal stages and release sources.
  - [Lesson 69: Who owns the next follow-up?](https://buildbetter.ai/university/follow-ups-handoffs): Customer commitments, task ownership and handoff context.
  - [Lesson 70: Where is the full customer context?](https://buildbetter.ai/university/crm-people-companies): People, companies and the work attached to each record.
  - [Lesson 81: How do you define a lifecycle and tie product usage to accounts?](https://buildbetter.ai/university/lifecycle-definitions): Stages, account matching, readiness and customer access.
- [Settings and admin](https://buildbetter.ai/university/courses/settings-and-admin): Label your calls, teach the transcriber your words, track credits and connect your tools with the API.
  - [Lesson 34: Label your calls with call types](https://buildbetter.ai/university/call-types): Smart or manual labels, and who can read each kind of call.
  - [Lesson 43: Tag calls with your own labels](https://buildbetter.ai/university/smart-tags): Define a Smart Tag, test it on real examples, then publish.
  - [Lesson 50: Label people and companies automatically](https://buildbetter.ai/university/people-company-types): People Types, and smart Company Types.
  - [Lesson 56: Teach BuildBetter your own signals](https://buildbetter.ai/university/custom-signals): Define a signal, check the cost, preview it, read the runs.
  - [Lesson 35: Teach the transcriber your words](https://buildbetter.ai/university/transcription): Transcription language and a custom dictionary.
  - [Lesson 36: Track your credits in Billing](https://buildbetter.ai/university/billing-credits): Balance, usage, top-ups, auto-recharge and quotas.
  - [Lesson 37: Connect your tools with the API](https://buildbetter.ai/university/api-keys): Service accounts, credentials and access levels.
  - [Lesson 71: Is my team actually using BuildBetter?](https://buildbetter.ai/university/workspace-stats): Activity, contribution and the people behind the numbers.
  - [Lesson 79: Which GitHub repos can BuildBetter use?](https://buildbetter.ai/university/github-repositories): Installation access, workspace selection and issue sync.
  - [Lesson 80: How do I manage who is in my workspace?](https://buildbetter.ai/university/workspace-members): Internal domains, invite links, member status and recording owners.

---
_Generated from the site's routes at build time — do not edit by hand. Run `node scripts/generate-llms.mjs` to regenerate._