University for admin & setup
BuildBetter for admin & setup,
in 37 minutes.
Set up the workspace, connect your tools, and decide who sees what.
The admin & setup path
Your lessons, in order.
26 lessons, about 37 minutes. Lesson 01 first, then everything a admin & setup team uses every week.
1 · Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
2 · Lesson 021 min 22 s
Set up your workspace
Your team, your company context, your bot.
3 · Lesson 651 min 13 s
What else should BuildBetter know about my business?
Competitor context, revenue, and the people behind your tools.
4 · Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
5 · Lesson 03b1 min 27 s
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
6 · Lesson 541 min 28 s
Choose which meetings get recorded
Recording rules, Never record, timing and screen sharing.
7 · Lesson 411 min 20 s
Tour your integrations
What's connected, what needs you, and who owns each connection.
8 · Lesson 481 min 13 s
Fill in every profile automatically
What enrichment adds, and what a backfill costs.
9 · Lesson 621 min 21 s
How do I control what the AI writes?
Automatic generation, summaries and your tools.
10 · Lesson 641 min 22 s
How do I shape the product areas signals sort into?
Levels, clear labels, and changes you can review.
11 · Lesson 11c1 min 45 s
Permissions and admin controls
Members, groups, privacy and access.
12 · Lesson 741 min 23 s
Who can ask BoB, and what can it see?
Call defaults, shared data and private answers.
13 · Lesson 181 min 31 s
Build a workflow
Start from a template or describe it, preview it on real data, then switch it on.
14 · Lesson 441 min 18 s
Give your agents your team's skills
Write a skill once. Every agent uses it.
15 · Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
16 · Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.
17 · Lesson 341 min 24 s
Label your calls with call types
Smart or manual labels, and who can read each kind of call.
18 · Lesson 431 min 38 s
Tag calls with your own labels
Define a Smart Tag, test it on real examples, then publish.
19 · Lesson 501 min 31 s
Label people and companies automatically
People Types, and smart Company Types.
20 · Lesson 561 min 9 s
Teach BuildBetter your own signals
Define a signal, check the cost, preview it, read the runs.
21 · Lesson 351 min 9 s
Teach the transcriber your words
Transcription language and a custom dictionary.
22 · Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.
23 · Lesson 371 min 7 s
Connect your tools with the API
Service accounts, credentials and access levels.
24 · Lesson 711 min 44 s
Is my team actually using BuildBetter?
Activity, contribution and the people behind the numbers.
25 · Lesson 791 min 18 s
Which GitHub repos can BuildBetter use?
Installation access, workspace selection and issue sync.
26 · Lesson 801 min 19 s
How do I manage who is in my workspace?
Internal domains, invite links, member status and recording owners.
Jobs you can do today
What admin & setup teams do in BuildBetter.
Each job is one step in a lesson: the exact clicks, a link to watch it, and a link that opens BuildBetter right there.
01
Set up the workspace and invite your team
Settings→Members→Send invite
Lesson 02, step 1: Invite your team
Admins only
02
Connect calendars, Slack, support tools and CRM
Settings→Integrations→Browse apps
Lesson 05, step 1: Find your tools
03
Set the meeting bot's name, consent and privacy defaults
Default recorder bot name · Bot image
Lesson 03b, step 4: Organization recorder
Admins only
04
Decide who sees what
Settings→Meeting Recorder→Default privacy level
Lesson 11c, step 5: Default privacy
05
Control public links and groups
Settings→Workspace→Public links
Lesson 11c, step 9: Public links
Admins only
06
Automate routine work with workflows
Flows→New Workflow→Start from a template→Use
Lesson 18, step 1: Start from a template
Ask BoB
Ask BoB like an admin
Inside BuildBetter, BoB answers these from your own calls, tickets and chats. Here, the assistant shows you how to ask.
