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
41 lessons
Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
Lesson 021 min 22 s
Set up your workspace
Your team, your company context, your bot.
Lesson 651 min 13 s
What else should BuildBetter know about my business?
Competitor context, revenue, and the people behind your tools.
Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
Lesson 03b1 min 27 s
Set up your meeting bot
Bot name, consent, privacy and BoB in meetings.
Lesson 541 min 28 s
Choose which meetings get recorded
Recording rules, Never record, timing and screen sharing.
Lesson 041 min 12 s
Other ways to record
Live calls, uploads, BB Recorder and Zoom imports.
Lesson 051 min 17 s
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
Lesson 061 min 19 s
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
Lesson 411 min 20 s
Tour your integrations
What's connected, what needs you, and who owns each connection.
Lesson 481 min 13 s
Fill in every profile automatically
What enrichment adds, and what a backfill costs.
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 091 min 13 s
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
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 11c1 min 45 s
Permissions and admin controls
Members, groups, privacy and access.
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.
Lesson 741 min 23 s
Who can ask BoB, and what can it see?
Call defaults, shared data and private answers.
Lesson 181 min 31 s
Build a workflow
Start from a template or describe it, preview it on real data, then switch it on.
Lesson 201 min 7 s
BuildBetter in Claude and ChatGPT
Your customer evidence, inside the AI tools you already use.
Lesson 441 min 18 s
Give your agents your team's skills
Write a skill once. Every agent uses it.
Lesson 221 min 37 s
Build a customer health score
Templates, rules and weights, preview and publish.
Lesson 281 min 31 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.
Lesson 341 min 24 s
Label your calls with call types
Smart or manual labels, and who can read each kind of call.
Lesson 431 min 38 s
Tag calls with your own labels
Define a Smart Tag, test it on real examples, then publish.
Lesson 501 min 31 s
Label people and companies automatically
People Types, and smart Company Types.
Lesson 561 min 9 s
Teach BuildBetter your own signals
Define a signal, check the cost, preview it, read the runs.
Lesson 351 min 9 s
Teach the transcriber your words
Transcription language and a custom dictionary.
Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.
Lesson 371 min 7 s
Connect your tools with the API
Service accounts, credentials and access levels.
Lesson 711 min 44 s
Is my team actually using BuildBetter?
Activity, contribution and the people behind the numbers.
Lesson 791 min 18 s
Which GitHub repos can BuildBetter use?
Installation access, workspace selection and issue sync.
Lesson 801 min 19 s
How do I manage who is in my workspace?
Internal domains, invite links, member status and recording owners.