Lesson 66 · Work with BoB
How do I walk into every call prepared?
Meeting details, account context, and open commitments.
You’ll be able to
- Review the next meeting's details
- Bring history and commitments forward
- Choose your first question
Read the docs
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Transcript
You can now walk into your next customer call with the context, open commitments, and questions ready.
Open Upcoming Calls. Use the week picker and arrows to find your next meeting.
Open a meeting to review its title, time, and attendees. Call prep is available from this meeting card.
On New Chat, choose Prep for next call to start from your next scheduled meeting.
Read Call objectives and Quick take first. They frame the meeting and the account's current situation.
What you discussed last time brings earlier context forward. What we owe them separates follow-ups and shows their status.
Use Suggested opening to shape your first question. Check the prep against what you know before the call.
You can now review meeting details, account context, and open commitments before a call. Next up, choose who can ask BoB and what it can see.
