65 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 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 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 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 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 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 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 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 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 231 min 24 s
Track projects with customer evidence
Projects, evidence and status updates.
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 721 min 47 s
How do I brand the portal and keep it clean?
Appearance, participation rules and the moderation queue.
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 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 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.