Course 03 of 08
Understand your customers
Review calls, find the signals that matter, and decide who sees what.
Start lesson 0721 lessons, about 28 minutes
After this course
You’ll be able to
- Read any call in minutes
- Name every speaker on a call
- Jump to any signal on a call
- Trim a recording, and see the cost first
- Ask BoB for a highlight reel
- Discuss a call with your team
- Re-run a summary in another format
- Control automatic titles, tags and language
- Spot the signals on any call
- Ask your signals a question
- See the themes customers keep raising
- See which areas get the most feedback
- Organize signals into a clear hierarchy
- Group calls around one project
- Share a call with people and groups
- Manage members and owners
- Bring your docs into Knowledge
- See which pages need attention, and which get used
- See which docs your releases left behind
- Control page access
- Import editable docs
Lessons
about 28 minutes
Lesson 07 · 6 steps
Review a call
Summary, transcript, signals and sharing.
1 min 9 s
Lesson 42 · 7 steps
Fix who said what
Assign speakers, fix one section, and correct misheard words.
1 min 15 s
Lesson 49 · 6 steps
Add, fix and replay a call's signals
The Signals panel, Play All, editing, and a new signal from the transcript.
1 min 7 s
Lesson 55 · 7 steps
Trim a recording, take it anywhere
Edit Clip, downloads, Notion and other workspaces.
1 min 14 s
Lesson 73 · 6 steps
Make a highlight reel
Ask for it, trim and reorder, then share or download.
59 s
Lesson 63 · 7 steps
How do I work on a call with my team?
Comments, notes, and the details around a recording.
1 min 12 s
Lesson 08 · 4 steps
Make summaries yours
Switch formats, or build a template with your own headings.
1 min 13 s
Lesson 62 · 8 steps
How do I control what the AI writes?
Automatic generation, summaries and your tools.
1 min 21 s
Lesson 09 · 5 steps
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
1 min 13 s
Lesson 10 · 7 steps
Find insights with Signals
Ask a question, filter the evidence, share the view.
1 min 19 s
Lesson 39 · 7 steps
What keeps coming up?
Clusters group your signals into themes, and show which ones are growing.
1 min 27 s
Lesson 46 · 8 steps
Which areas get the most feedback?
Taxonomy Explorer sorts every signal into your product areas, and shows who's asking.
1 min 23 s
Lesson 64 · 6 steps
How do I shape the product areas signals sort into?
Levels, clear labels, and changes you can review.
1 min 22 s
Lesson 11 · 6 steps
Collections and permissions
Group calls by project and decide who sees them.
1 min 4 s
Lesson 11b · 10 steps
Share with the right people
Calls, documents and collections.
1 min 34 s
Lesson 11c · 9 steps
Permissions and admin controls
Members, groups, privacy and access.
1 min 45 s
Lesson 12 · 7 steps
Knowledge
Bring your docs in, link them to calls, and BoB answers with your context.
1 min 26 s
Lesson 51 · 8 steps
Keep Knowledge current
See what gets used, what needs fixing, and whether every source still syncs.
1 min 22 s
Lesson 57 · 7 steps
Find the docs your releases broke
Gaps, filters, a gap's evidence, and the four-step setup.
1 min 14 s
Lesson 75 · 7 steps
Who can see this page, and can agents trust it?
Access, evidence, revisions and skills.
1 min 47 s
Lesson 76 · 7 steps
How do docs flow in and out?
Imports, source sync and publication destinations.
1 min 48 s
Up next
All courses
8 lessonsCourse 04
Work with BoB
Ask BoB anything about your customers, and let it watch for you.
8 lessons, about 10 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 02
Capture everything
Bring every call, Slack thread, ticket and CRM record into BuildBetter.
8 lessons, about 11 minutes
