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
46 lessons
Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
Lesson 581 min 10 s
How do I find anything fast?
One search for calls, docs, people and signals.
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 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 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 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 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 1558 s
Your morning brief and Loops
Read your brief, set up a Loop, and approve what it posts.
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.
Lesson 191 min 14 s
Scheduled reports
Customer issues in your inbox every week.
Lesson 521 min 8 s
Build a report by describing it
Describe it, check the preview, then publish, schedule and share.
Lesson 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.
Lesson 231 min 24 s
Track projects with customer evidence
Projects, evidence and status updates.
Lesson 241 min 8 s
Triage what needs you
Inbox views, items, routing and dismissing.
Lesson 251 min 26 s
Prototype a change on your real product
Capture a page, change it with the agent, share it.
Lesson 261 min 19 s
See how people use your product
Screens, screen flows and sessions.
Lesson 601 min 31 s
What did our coding agents decide, and how do I continue?
Read the history. Carry the context forward.
Lesson 271 min 26 s
Share a roadmap and changelog
Boards, a roadmap, and release notes on one portal.
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 531 min 9 s
See one customer on one page
Health, revenue, risk, plan, and every conversation.
Lesson 281 min 31 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
Lesson 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
Lesson 401 min 18 s
Know which trials will convert
Scores, next actions, and what counts as a trial.
Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
Lesson 471 min 16 s
See which contracts need you
Renewals, risk, and contract details.
Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
Lesson 611 min 14 s
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
Lesson 691 min 29 s
Who owns the next follow-up?
Customer commitments, task ownership and handoff context.
Lesson 701 min 50 s
Where is the full customer context?
People, companies and the work attached to each record.
Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.
Lesson 361 min 10 s
Track your credits in Billing
Balance, usage, top-ups, auto-recharge and quotas.
Lesson 711 min 44 s
Is my team actually using BuildBetter?
Activity, contribution and the people behind the numbers.
Lesson 801 min 19 s
How do I manage who is in my workspace?
Internal domains, invite links, member status and recording owners.