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 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 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 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 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 11b1 min 34 s
Share with the right people
Calls, documents and collections.
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 171 min 22 s
Documents and templates
Turn calls into briefs, summaries and PRDs.
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 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.
Lesson 211 min 21 s
Close the feedback loop automatically
Match each release to the customers who asked for it, and draft the follow-up.
Lesson 531 min 9 s
See one customer on one page
Health, revenue, risk, plan, and every conversation.
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 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 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 351 min 9 s
Teach the transcriber your words
Transcription language and a custom dictionary.