All lessons
CourseStart hereCapture everythingUnderstand your customersWork with BoBPut it to workBuild with customersCustomer successSettings and admin
Use caseGetting set upRecording callsCRMSlackSignals and insightsKnowledge and docsBoB, your AI analystMCP: Claude, ChatGPT and CursorWorkflows and automationReportsSharing and permissionsProjects and roadmapInbox and triagePrototypesScreens, flows and sessionsPortal, public roadmap and changelogAccount lifecycle and onboardingControl Panel and Success DashboardDeals, contracts and renewalsCustomer stories and case studiesCall types and labelsTranscription and custom dictionaryBilling and creditsAPI and service accounts
19 lessons
Lesson 071 min 9 s
Review a call
Summary, transcript, signals and sharing.
Lesson 421 min 15 s
Fix who said what
Assign speakers, fix one section, and correct misheard words.
Lesson 491 min 7 s
Add, fix and replay a call's signals
The Signals panel, Play All, editing, and a new signal from the transcript.
Lesson 551 min 14 s
Trim a recording, take it anywhere
Edit Clip, downloads, Notion and other workspaces.
Lesson 7359 s
Make a highlight reel
Ask for it, trim and reorder, then share or download.
Lesson 631 min 12 s
How do I work on a call with my team?
Comments, notes, and the details around a recording.
Lesson 621 min 21 s
How do I control what the AI writes?
Automatic generation, summaries and your tools.
Lesson 091 min 13 s
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
Lesson 101 min 19 s
Find insights with Signals
Ask a question, filter the evidence, share the view.
Lesson 391 min 27 s
What keeps coming up?
Clusters group your signals into themes, and show which ones are growing.
Lesson 461 min 23 s
Which areas get the most feedback?
Taxonomy Explorer sorts every signal into your product areas, and shows who's asking.
Lesson 641 min 22 s
How do I shape the product areas signals sort into?
Levels, clear labels, and changes you can review.
Lesson 111 min 4 s
Collections and permissions
Group calls by project and decide who sees them.
Lesson 11b1 min 34 s
Share with the right people
Calls, documents and collections.
Lesson 121 min 26 s
Knowledge
Bring your docs in, link them to calls, and BoB answers with your context.
Lesson 511 min 22 s
Keep Knowledge current
See what gets used, what needs fixing, and whether every source still syncs.
Lesson 571 min 14 s
Find the docs your releases broke
Gaps, filters, a gap's evidence, and the four-step setup.
Lesson 751 min 47 s
Who can see this page, and can agents trust it?
Access, evidence, revisions and skills.
Lesson 761 min 48 s
How do docs flow in and out?
Imports, source sync and publication destinations.