> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# AI Assistant Overview
> Your intelligent companion for extracting insights from calls and data
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.
## 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.
### Your First Conversation
"What were the main pain points discussed in yesterday's customer calls?"
"What did the team commit to delivering this sprint?"
"What features are customers requesting most often?"
"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.
## Interface Overview
The chat interface is divided into three main areas:
### 1. Conversation List (Left Sidebar)
* **Recent chats**: Organized by time (Today, This Week, This Month)
* **New chat**: Start fresh conversations
* **Quick access**: Resume any conversation with one click
### 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
### 3. Context Panel (Right Sidebar)
The context panel provides quick access to your workspace content for adding to conversations.
#### Data Type Selector
Switch between different content types using the dropdown:
* **Recordings**: Your call recordings and transcripts
* **Collections**: Folders containing organized content
* **Documents**: Generated documents and reports
#### View Options
* **List/Gallery Toggle**: Switch between list and gallery views
* **Sort**: Newest First or Oldest First
* **View Settings**: Customize which columns to display (list view only)
#### Actions
* **Upload**: Add new recordings directly from chat
* **Drag & Drop**: Drag items into the chat to add as context
#### Resizable Panel
* Drag the divider to resize the sidebar (300px - 600px)
* Customize your workspace layout
The context panel automatically loads your 50 most recent items of the selected type. Scroll to load more.
## Adding Context to Your Questions
The AI Assistant becomes more powerful when you provide specific context. There are several ways to reference your data:
### Drag and Drop
Simply drag any of these items from the context panel into the chat:
* 📹 **Calls**: Individual recordings or multiple calls
* 📁 **Collections**: Entire folders of related content
* 💡 **Signals**: Specific insights or feedback
* 📄 **Documents**: Generated reports or briefs
A drop zone appears with the message: *"Drop your call, document or Signal here to add it to the chat"*
### 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.
## Understanding AI Responses
### Citations and Sources
Every AI response includes transparent sourcing:
Shows what data the AI used to formulate its response. Click any citation to view the original content with exact timestamps.
* 🔓 Public content accessible to all
* 🔒 Private content with restricted access
* 👥 Participant-only recordings
Watch in real-time as the AI:
* Searches your workspace
* Reads specific transcripts
* Analyzes patterns
* Generates insights
### Response Actions
After receiving an answer, you can:
* **Copy**: Export the response text (internal links converted to full URLs)
* **Generate**: Dropdown menu with two options:
* **Generate Document**: Create a formal document from the insights
* **Generate Highlight Reel**: Create a video compilation of referenced moments
* **Add to Collection**: Save referenced items (calls, signals) to folders
* **Provide Feedback**: Thumbs up/down to improve AI performance
The Generate button only appears when your conversation references calls, folders, or other content sources.
## Advanced Features
### 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
### Document Generation
Transform any chat response into structured documents:
1. Click the **Generate** button on any response that references data
2. Select **Generate Document** from the dropdown
3. Choose your document template
4. Customize the output format
5. Generate professional documents instantly
### Highlight Reel Creation
Create video compilations from chat conversations:
1. Click the **Generate** button on responses referencing calls
2. Select **Generate Highlight Reel** from the dropdown
3. Review selected clips and timestamps
4. Adjust selections as needed
5. Generate and share your highlight reel
### Conversation Management
* Edit conversation titles for easy reference
* Conversations auto-organize by time period (Today, This Week, This Month)
* Delete old conversations to stay organized
* Resume any conversation from the sidebar
* Copy specific responses with proper URL formatting
* Share conversation links with teammates using URL parameters
* Reference chats in documents
* All conversations are secure and private
* Respect original content permissions
* No sharing of restricted content
* Audit trail for compliance
## 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.
**Use the data switcher**: Switch between Recordings, Collections, and Documents in the context panel to find the right content.
**Leverage citations**: Always check source material when making important decisions based on AI insights.
## Common Use Cases
### 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?"
### For Customer Success
* "Which customers mentioned considering competitors?"
* "What made our most successful implementations work?"
* "List all commitments made to \[Customer Name]"
### 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?"
### 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.
## Tips and Shortcuts
* **Enter**: Send message
* **Shift + Enter**: New line in message
* **Escape**: Cancel current message
* **⌘/Ctrl + K**: Quick search
* **Drag divider**: Resize context panel
The AI Assistant transforms how you interact with your workspace data, making every conversation, insight, and decision instantly accessible and actionable.