Lesson 59 · Work with BoB

What's in my brief, and what does BoB remember?

Start your day with context. Keep memory useful.

1 min 17 s8 stepsLesson 8 of 8 in Work with BoB

You’ll be able to

  • Read today's brief and past letters
  • Find delivery and content settings
  • Review and manage BoB memory

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Intelligent Reports (BETA)
Automated AI-powered reports that analyze your customer signals and deliver actionable insights to your inbox
Skillsets
Build an organization-wide catalog of agent skills and distribute it to any AI client through MCP
AI Assistant Overview
Your intelligent companion for extracting insights from calls and data

Transcript

You can now read your morning brief, revisit past letters, and control what BoB remembers.

Open Morning brief. Your letter shows what happened overnight, what needs you, and today’s calls.

Use Prep this beside a meeting to get ready. Needs you brings decisions into one place.

Open More to choose a past brief. Older letters are snapshots of that day.

Find Morning brief in Reports. Schedule sets delivery. Edit opens your Morning brief skill if configured, or your skillsets.

Open What BoB remembers. Search for a preference, correction or rule. These shape future answers.

Use Everything you can see to filter Only yours or Shared with the company.

Forget this opens a confirmation. Read it before Forget it. Removing a shared memory changes BoB for everyone.

Listen reads your brief aloud. Talk to BoB lets you ask with your voice.

Next up, your coding agent sessions.