Lesson 13 · Work with BoB

Ask BoB

Ask a question, check the source, focus on the calls you pick.

1 min 11 s6 stepsLesson 1 of 3 in Work with BoB

You’ll be able to

  • Ask BoB a question in plain words
  • Check every claim against its source
  • Focus on the calls you pick, or search them all

Read the docs

Synced from docs.buildbetter.ai

The help pages for this lesson, kept up to date. Read them here without leaving the lesson.

Chat Overview
Understanding BuildBetter's AI-powered chat capabilities
AI Assistant Overview
Your intelligent companion for extracting insights from calls and data
Agent Chat (BETA)
AI-powered research agent that investigates your data, plans analysis, and delivers evidence-backed insights
Chat Privacy & Data Access
Understanding privacy controls and data access in BuildBetter Chat

Transcript

BoB is your analyst. It has read every call, ticket and doc in your workspace.

Open BoB, then New Chat, and ask a question in plain words. What are the top customer pain points this month?

BoB searches your signals and calls, then answers with the themes and how many customers raised each one.

Every claim links to its source. Hover a source, and you see the exact quote from the call.

To focus on specific calls, click the plus, pick them from your library, and click Add to chat.

Then ask about only those calls. What did these customers say about exports?

If the answer needs more than what you attached, click Search all calls, and BoB widens the search.

Advanced mode does the research and uses credits. Basic mode is faster for simple questions and costs nothing.

Next up, what to ask BoB.