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
7 lessons
Lesson 131 min 11 s
Ask BoB
Ask a question, check the source, focus on the calls you pick.
Lesson 661 min 5 s
How do I walk into every call prepared?
Meeting details, account context, and open commitments.
Lesson 741 min 23 s
Who can ask BoB, and what can it see?
Call defaults, shared data and private answers.
Lesson 141 min 19 s
What to ask BoB
Nine questions worth asking on your first day.
Lesson 381 min 21 s
What can BoB hand back?
Charts, highlight reels, signals, emails and reports.
Lesson 451 min 22 s
Pick a Loop for every team
Four starters, then Run now and Data access.
Lesson 591 min 17 s
What's in my brief, and what does BoB remember?
Start your day with context. Keep memory useful.