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
4 lessons
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 741 min 23 s
Who can ask BoB, and what can it see?
Call defaults, shared data and private answers.
Lesson 801 min 19 s
How do I manage who is in my workspace?
Internal domains, invite links, member status and recording owners.