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
40 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 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
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 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 091 min 13 s
What are signals?
What BuildBetter pulls out of your data, and how to tune it.
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 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 751 min 47 s
Who can see this page, and can agents trust it?
Access, evidence, revisions and skills.
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.
Lesson 162 min 1 s
Turn signals into a doc
Filter the evidence, select it, and generate a draft PRD with every quote linked.
Lesson 171 min 22 s
Documents and templates
Turn calls into briefs, summaries and PRDs.
Lesson 521 min 8 s
Build a report by describing it
Describe it, check the preview, then publish, schedule and share.
Lesson 201 min 7 s
BuildBetter in Claude and ChatGPT
Your customer evidence, inside the AI tools you already use.
Lesson 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.
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 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 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.