Chat

Tip: BuildBetter's Chat is your AI assistant for deeper insights. It can reference all recorded calls, uploaded documents, and signals to help you brainstorm, extract information, or generate structured outputs.

Overview

The Chat section is a unified interface where you can:

• Ask specific questions about your calls, documents, or signals.
• Generate product requirements, user stories, status updates, or any custom document.
• Reference single or multiple calls for context—BuildBetter will use full transcripts or summaries automatically.
• Share Chat outputs with team members using URL parameters.

flowchart LR
    A[User Query] --> B[Chat Interface]
    B --> C[References Calls & Docs]
    C --> D[AI Powered Response]
    D --> E[User Refinement or Actions]

Info: When you drag a single call into Chat, BuildBetter has access to the entire transcript—allowing for more detailed Q&A. If multiple calls are dragged, the AI references summaries, offering broader but slightly less granular insights.

Key Features

• Integrated Data

  Chat can pull from any source you've connected: calls, docs, CRM data, signals, feedback, etc.

• Advanced Document Generation

  Quickly generate PRDs, user stories, SOWs, or summaries by referencing calls or signals.

• Context-Aware

  Your queries use BuildBetter's custom context, ensuring the AI understands your domain, product, and goals.

• Drag & Drop

  Drag calls, collections, or documents from the context panel into Chat. Switch between content types using the dropdown selector.

Using Chat

Unsupported source component: Steps

Note: If transcripts are incomplete or missing, Chat may return limited info. Make sure your calls are fully uploaded and speaker-labeled first.

Common Scenarios

Generating Meeting Minutes

1. Drag a single call into Chat.
2. Ask, "Provide concise meeting minutes highlighting next steps."
3. Chat references the full transcript, returning a bullet-point summary with assigned owners.

Creating a PRD from Multiple Calls

1. Drag 3–5 calls you had with different customers about the same feature request.
2. Ask, "Draft a PRD that captures user needs and potential design constraints from these calls."
3. Chat compiles a product requirements doc, pulling from each call's summary.

Analyzing Sentiment or Priorities

1. Mention relevant signals or filtered data (e.g., "Pull signals tagged as 'feature request'").
2. Ask, "Which requests appear most critical to customers based on severity and sentiment?"
3. Chat aggregates signals into an easy-to-digest list.

Tips & Troubleshooting

Incomplete Transcript?

If a call wasn't fully uploaded or didn't capture all audio, Chat may return partial information. Make sure the speaker labeling is correct and the call is processed.

Wrong or Repetitive Answers?

• Ask Chat to refine or "Try again with X emphasis."
• Adjust your prompt or attach more relevant context.

Document Exporting

You can copy & paste Chat's output anywhere, or create a more structured document via the Documents feature for advanced templating.

Warning: For sensitive calls (HIPAA, GDPR, or internal confidential discussions), ensure your default privacy settings or participant-only access are set before referencing them in Chat.

Best Practices

• Combine Chat & Signals: Reference signals (complaints, feature requests) to quickly build action items.
• Use Templates: If you consistently produce certain docs (like PRDs or SOWs), set up Document templates for repeatable Chat outputs.
• Collaborate: Share the Chat link or invite teammates to the conversation. BuildBetter logs all exchanges for future reference.
• Experiment: Chat is designed to handle a range of tasks—test different prompts or levels of detail.

Info: Chat is your AI co-pilot within BuildBetter. By providing structured context—like call transcripts, signals, or custom background info—you'll get more accurate, actionable insights.

Chat Privacy & Sharing

• Default Visibility
  • Personal chats are private by default
  • Workspace-level chats are visible to all workspace members
  • Sensitive calls require explicit sharing permissions
• Sharing Options
  • Generate shareable links for specific chat threads
  • Invite teammates via email or username
  • Control access levels (view-only or collaborative)

Sharing Chat Conversations

• Copy responses to share insights with your team
• Use URL parameters to share pre-loaded conversations
• Generate documents from chat insights for formal sharing

Accessing Past Chat Sessions

1. Find Previous Chats

• Access the Chat History in the left sidebar
• View chats organized by date (Today, This Week, This Month)
• Browse through your conversation history

2. Resume a Conversation

• Click any past chat to continue where you left off
• All context and references remain intact
• Add new calls or documents to expand the discussion

3. Manage Conversations

• Edit chat titles to keep conversations organized
• Delete old conversations when no longer needed
• Use URL parameters to share specific chats with teammates

Sharing Chat Insights

Info: Share valuable chat insights with your team using URL parameters and by copying responses with properly formatted links.

Sharing Methods

• Copy Responses: Use the copy button to share AI responses (internal links automatically converted to full URLs)
• URL Parameters: Share conversation links with pre-loaded context using ?callIds=, ?documentIds=, or ?signalIds=
• Generate Documents: Convert chat insights into formal documents for distribution
• Add to Collections: Save referenced items to folders for team access

Best Practices for Sharing

1. Use clear, descriptive chat titles for easy reference
2. Include relevant context when sharing conversation links
3. Generate formal documents for stakeholder distribution
4. Copy responses with citations for credibility

Advanced Chat Techniques

Refining AI Outputs

Formatting Commands

• "Summarize this in bullet points"
• "Make this more technical"
• "Convert to a table format"
• "Highlight key action items"

Context References

• Reference calls by name: "Use insights from the Q2 Planning call"
• Filter by signal type: "Focus on bug reports from last month"
• Combine multiple sources: "Compare feedback across these three customer calls"

Iterative Refinement

• Start broad, then narrow down
• Ask for specific examples or evidence
• Request alternative perspectives
• Polish final output with formatting preferences

Context Panel Features

The right sidebar provides quick access to your workspace content:

Data Type Selector

Use the dropdown to switch between:

• Recordings: Browse and drag call recordings
• Collections: Access organized folders
• Documents: Reference generated documents

View Controls

• List/Gallery Toggle: Choose your preferred view
• Sort Options: Newest First or Oldest First
• View Settings: Customize columns in list view

Actions

• Upload: Add new recordings directly from chat
• Resize: Drag the divider to adjust panel width (300px - 600px)
• Pagination: Scroll to load more items (50 at a time)

Troubleshooting

AI Response Issues

• Add more specific context
• Break complex questions into smaller parts
• Check if referenced calls are fully processed
• Verify speaker labels are correct

Access & Privacy

• Review workspace permissions
• Check call-specific access settings
• Verify compliance tags are properly set
• Contact admin for restricted content

Performance Tips

• Limit the number of simultaneous references
• Use specific date ranges for searches
• Clear chat cache if experiencing slowdown
• Update browser for optimal performance

Note: For additional support or feature requests, use the feedback button in the Chat interface or contact your BuildBetter account representative.