All lessons

A quick map of the app, and where to go for what.

One search for calls, docs, people and signals.

Your team, your company context, your bot.

Competitor context, revenue, and the people behind your tools.

Calendar, recording rules and privacy.

Bot name, consent, privacy and BoB in meetings.

Recording rules, Never record, timing and screen sharing.

Live calls, uploads, BB Recorder and Zoom imports.

Slack channels, support tickets and survey CSVs.

HubSpot or Salesforce, people, companies and enrichment.

What's connected, what needs you, and who owns each connection.

What enrichment adds, and what a backfill costs.

Summary, transcript, signals and sharing.

Assign speakers, fix one section, and correct misheard words.

The Signals panel, Play All, editing, and a new signal from the transcript.

Edit Clip, downloads, Notion and other workspaces.

Ask for it, trim and reorder, then share or download.

Comments, notes, and the details around a recording.

Switch formats, or build a template with your own headings.

Automatic generation, summaries and your tools.

What BuildBetter pulls out of your data, and how to tune it.

Ask a question, filter the evidence, share the view.

Clusters group your signals into themes, and show which ones are growing.

Taxonomy Explorer sorts every signal into your product areas, and shows who's asking.

Levels, clear labels, and changes you can review.

Group calls by project and decide who sees them.

Calls, documents and collections.

Members, groups, privacy and access.

Bring your docs in, link them to calls, and BoB answers with your context.

See what gets used, what needs fixing, and whether every source still syncs.

Gaps, filters, a gap's evidence, and the four-step setup.

Access, evidence, revisions and skills.

Imports, source sync and publication destinations.

Ask a question, check the source, focus on the calls you pick.

Meeting details, account context, and open commitments.

Call defaults, shared data and private answers.

Nine questions worth asking on your first day.

Charts, highlight reels, signals, emails and reports.

Read your brief, set up a Loop, and approve what it posts.

Four starters, then Run now and Data access.

Start your day with context. Keep memory useful.

Filter the evidence, select it, and generate a draft PRD with every quote linked.

Turn calls into briefs, summaries and PRDs.

Start from a template or describe it, preview it on real data, then switch it on.

Customer issues in your inbox every week.

Describe it, check the preview, then publish, schedule and share.

Your customer evidence, inside the AI tools you already use.

Four everyday prompts that answer from your BuildBetter data.

Projects, evidence and status updates.

Inbox views, items, routing and dismissing.

Capture a page, change it with the agent, share it.

Screens, screen flows and sessions.

Read the history. Carry the context forward.

Boards, a roadmap, and release notes on one portal.

Appearance, participation rules and the moderation queue.

Write a skill once. Every agent uses it.

Match each release to the customers who asked for it, and draft the follow-up.

Templates, rules and weights, preview and publish.

Health, revenue, risk, plan, and every conversation.

Stages, readiness, and a shared plan for each customer.

Risk, calls, and the work that needs you first.

Portfolio health, renewals and the accounts at risk.

Scores, next actions, and what counts as a trial.

Deals, contracts, and renewals by risk.

Renewals, risk, and contract details.

Clusters, evidence, drafts, and custom case studies.

Choose the evidence. Review recurring delivery.

Health, lifecycles, deal stages and release sources.

Customer commitments, task ownership and handoff context.

People, companies and the work attached to each record.

Stages, account matching, readiness and customer access.

Smart or manual labels, and who can read each kind of call.

Define a Smart Tag, test it on real examples, then publish.

People Types, and smart Company Types.

Define a signal, check the cost, preview it, read the runs.

Transcription language and a custom dictionary.

Balance, usage, top-ups, auto-recharge and quotas.

Service accounts, credentials and access levels.

Activity, contribution and the people behind the numbers.

Installation access, workspace selection and issue sync.

Internal domains, invite links, member status and recording owners.