Course 04 of 08
Work with BoB
Ask BoB anything about your customers, and let it watch for you.
Start lesson 138 lessons, about 10 minutes
After this course
You’ll be able to
- Ask BoB a question in plain words
- Review the next meeting's details
- Choose who can ask BoB
- Ask BoB about customers, competitors and releases
- Get a chart, a highlight reel and new signals from BoB
- Read your morning brief in New Chat
- Start a Loop for each team from a starter
- Read today's brief and past letters
Lessons
about 10 minutes
Lesson 13 · 6 steps
Ask BoB
Ask a question, check the source, focus on the calls you pick.
1 min 11 s
Lesson 66 · 6 steps
How do I walk into every call prepared?
Meeting details, account context, and open commitments.
1 min 5 s
Lesson 74 · 6 steps
Who can ask BoB, and what can it see?
Call defaults, shared data and private answers.
1 min 23 s
Lesson 14 · 9 steps
What to ask BoB
Nine questions worth asking on your first day.
1 min 19 s
Lesson 38 · 8 steps
What can BoB hand back?
Charts, highlight reels, signals, emails and reports.
1 min 21 s
Lesson 15 · 5 steps
Your morning brief and Loops
Read your brief, set up a Loop, and approve what it posts.
58 s
Lesson 45 · 8 steps
Pick a Loop for every team
Four starters, then Run now and Data access.
1 min 22 s
Lesson 59 · 8 steps
What's in my brief, and what does BoB remember?
Start your day with context. Keep memory useful.
1 min 17 s
Up next
All courses
7 lessonsCourse 05
Put it to work
Turn evidence into documents, workflows, reports and answers in the AI tools you already use.
7 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
