Course 02 of 08
Capture everything
Bring every call, Slack thread, ticket and CRM record into BuildBetter.
Start lesson 038 lessons, about 11 minutes
After this course
You’ll be able to
- Record every customer call
- Name the bot and pick its image
- Choose which calendar meetings get recorded
- Send a bot to a live call
- Pull in your customer Slack channels
- Tie every call to a customer
- Spot connections that need you
- Fill in people and companies automatically
Lessons
about 11 minutes
Lesson 03 · 5 steps
Record every call automatically
Calendar, recording rules and privacy.
1 min 23 s
Lesson 03b · 7 steps
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
1 min 27 s
Lesson 54 · 7 steps
Choose which meetings get recorded
Recording rules, Never record, timing and screen sharing.
1 min 28 s
Lesson 04 · 5 steps
Other ways to record
Live calls, uploads, BB Recorder and Zoom imports.
1 min 12 s
Lesson 05 · 6 steps
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
1 min 17 s
Lesson 06 · 6 steps
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
1 min 19 s
Lesson 41 · 7 steps
Tour your integrations
What's connected, what needs you, and who owns each connection.
1 min 20 s
Lesson 48 · 7 steps
Fill in every profile automatically
What enrichment adds, and what a backfill costs.
1 min 13 s
Up next
All courses
21 lessonsCourse 03
Understand your customers
Review calls, find the signals that matter, and decide who sees what.
21 lessons, about 28 minutes
4 lessonsCourse 01
Start here
Get your bearings and set up your workspace in a few minutes.
4 lessons, about 5 minutes
8 lessonsCourse 04
Work with BoB
Ask BoB anything about your customers, and let it watch for you.
8 lessons, about 10 minutes
