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
30 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 051 min 17 s
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
Lesson 411 min 20 s
Tour your integrations
What's connected, what needs you, and who owns each connection.
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 631 min 12 s
How do I work on a call with my team?
Comments, notes, and the details around a recording.
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 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 761 min 48 s
How do docs flow in and out?
Imports, source sync and publication destinations.
Lesson 131 min 11 s
Ask BoB
Ask a question, check the source, focus on the calls you pick.
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 241 min 8 s
Triage what needs you
Inbox views, items, routing and dismissing.
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 441 min 18 s
Give your agents your team's skills
Write a skill once. Every agent uses it.
Lesson 611 min 14 s
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
Lesson 701 min 50 s
Where is the full customer context?
People, companies and the work attached to each record.
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.