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
9 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 081 min 13 s
Make summaries yours
Switch formats, or build a template with your own headings.
Lesson 621 min 21 s
How do I control what the AI writes?
Automatic generation, summaries and your tools.
Lesson 11b1 min 34 s
Share with the right people
Calls, documents and collections.