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
5 lessons
Lesson 11c1 min 45 s
Permissions and admin controls
Members, groups, privacy and 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.