BuildBetter’s AI Assistant is a powerful conversational interface that understands your entire workspace—every call, document, signal, and piece of feedback. It’s designed specifically for product teams, trained on 200+ product leaders and over 2,000 product artifacts.

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Getting Started with Chat

Access the AI Assistant by clicking Chat in the left navigation or using the Start a new chat quick action from your dashboard.

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Your First Conversation

Ask Questions

“What were the main pain points discussed in yesterday’s customer calls?”

Get Updates

“What did the team commit to delivering this sprint?”

Research Insights

“What features are customers requesting most often?”

Strategic Analysis

“What competitive threats were mentioned this month?”
The AI Assistant has access to all your workspace data. The more calls and content you add, the more valuable its insights become.

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Interface Overview

The chat interface is divided into three main areas:

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1. Conversation List (Left Sidebar)

  • Recent chats: Organized by time (Today, This Week, This Month)
  • Search: Find past conversations by title
  • New chat: Start fresh conversations
  • Quick access: Resume any conversation with one click

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2. Main Chat Area

  • Message thread: Your conversation with the AI
  • Real-time streaming: See responses as they’re generated
  • Tool transparency: Watch the AI search and analyze your data
  • Citation links: Click to jump to source material

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3. Context Panel (Right Sidebar)

  • Recent recordings: Quick access to your latest calls
  • Drag & drop: Add calls as context to your questions
  • Upload: Add new recordings directly from chat
  • Filters: Find specific recordings by date or participant

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Adding Context to Your Questions

The AI Assistant becomes more powerful when you provide specific context. There are several ways to reference your data:

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Drag and Drop

Simply drag any of these items into the chat:
  • 📹 Calls: Individual recordings or multiple calls
  • 📁 Folders: Entire collections of related content
  • 💡 Signals: Specific insights or feedback
  • 📄 Documents: Generated reports or briefs

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Automatic Detection

The AI recognizes when you mention specific items:
  • Type call_123 to reference a specific call
  • Type folder_456 to include a folder’s contents
  • Type signal_789 to discuss a particular insight

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URL Parameters

Share pre-loaded conversations with teammates:
  • ?callIds=123,456 - Opens chat with specific calls loaded
  • ?documentIds=789 - Includes referenced documents
  • ?signalIds=101,102 - Adds signals as context
When you add multiple calls (more than 2), the AI uses summaries for broader analysis. For detailed transcript analysis, focus on 1-2 calls at a time.

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Understanding AI Responses

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Citations and Sources

Every AI response includes transparent sourcing:

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Response Actions

After receiving an answer, you can:
  • Copy: Export the response text
  • Generate Document: Create a formal document from the insights
  • Create Highlight Reel: Generate a video compilation of referenced moments
  • Add to Folder: Save important responses for later
  • Provide Feedback: Thumbs up/down to improve AI performance

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Advanced Features

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Smart Search Capabilities

The AI doesn’t just match keywords—it understands context and meaning:
  • Semantic search: Finds related concepts even without exact matches
  • Time-aware: Understands “yesterday,” “last week,” “Q3”
  • Person-aware: Knows who said what across all calls
  • Topic clustering: Groups related discussions automatically

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Document Generation

Transform any chat response into structured documents:
  1. Click the Generate button on any response with data references
  2. Choose your document template
  3. Customize the output format
  4. Generate professional documents instantly
The Generate button appears automatically when your messages reference calls, folders, or other data sources.

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Conversation Management

  • Edit conversation titles for easy reference
  • Search through all past conversations
  • Conversations auto-organize by time period
  • Delete old conversations to stay organized

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Best Practices

Be specific: “What pricing concerns were raised in last week’s enterprise calls?” works better than “What do customers think about pricing?”
Add context: Drag in relevant calls or folders when asking about specific topics or time periods.
Iterate: If the first response isn’t quite right, ask follow-up questions to refine.
Save important insights: Use folders to organize valuable AI responses for future reference.
Leverage citations: Always check source material when making important decisions based on AI insights.

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Common Use Cases

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For Product Managers

  • “What features did enterprise customers request this month?”
  • “Summarize the feedback from our beta users”
  • “What are the main blockers preventing adoption?”

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For Customer Success

  • “Which customers mentioned considering competitors?”
  • “What made our most successful implementations work?”
  • “List all commitments made to [Customer Name]“

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For Sales Teams

  • “What objections came up in lost deals?”
  • “Which features get prospects most excited?”
  • “What’s our typical sales cycle based on recent wins?”

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For Leadership

  • “What strategic themes emerged from Q3 calls?”
  • “How has customer sentiment changed over time?”
  • “What are the top risks mentioned by the team?”
While the AI is powerful, always verify critical insights by reviewing the source material through citations. The AI provides analysis, not absolute truth.

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Tips and Shortcuts

  • Enter: Send message
  • Shift + Enter: New line in message
  • Escape: Cancel current message
  • ⌘/Ctrl + K: Quick search
  • ?: Show all keyboard shortcuts
The AI Assistant transforms how you interact with your workspace data, making every conversation, insight, and decision instantly accessible and actionable.