Understanding Conversations
Conversations in BuildBetter represent any multi-message exchange between your team and customers:Support Tickets
Help desk conversations from Intercom, Zendesk, Kustomer
Chat Messages
Team discussions from Slack, Microsoft Teams
Email Threads
Customer email exchanges via Front or Gmail
CRM Activities
Salesforce cases and HubSpot ticket conversations
Importing Conversations
Supported Platforms
- Intercom
- Slack
- Zendesk
- Kustomer
What’s Imported:
- Customer conversations
- Internal notes
- Tags and attributes
- Customer data
- Response times
- Connect via OAuth in Settings > Integrations
- Select conversation types to import
- Configure sync frequency
- Map custom attributes
Conversations are imported with full context, including participant information, timestamps, and platform-specific metadata.
Viewing Conversations
Conversations List
Navigate to the Conversations section to see all imported exchanges: List Features:- Chronological ordering
- Platform filtering
- Participant search
- Quick preview
- Bulk actions
- Platform indicator
- Participant avatars
- Message preview
- Latest activity
- Signal count
Conversation Details
Click any conversation to view the full exchange:Messages Tab
Messages Tab
Full Thread View:
- Complete message history
- Participant information
- Timestamps and context
- Rich media attachments
- Platform-specific features
- Chronological order
- Author attribution
- Read receipts (where available)
- Inline reactions
Signals Tab
Signals Tab
Extracted Insights:
- Customer sentiment
- Feature requests
- Issues and complaints
- Action items
- Key topics
- Link to source message
- Severity indicators
- Type classification
- Export options
Participants Panel
Participants Panel
People Information:
- Contact details
- Company association
- Previous interactions
- Related conversations
- View person profile
- See all conversations
- Add to collection
- Export data
Working with Conversation Data
Filtering and Search
Find specific conversations using powerful filters:1
Platform Filter
Select specific platforms:
- Intercom only
- Slack conversations
- Support tickets
- All platforms
2
Date Range
Focus on time periods:
- Today
- This week
- Last 30 days
- Custom range
3
Participant Filter
Find by people involved:
- Customer name
- Team member
- Company
- Email domain
4
Content Search
Search message content:
- Keywords
- Phrases
- Signal types
- Topics
Signal Extraction
BuildBetter automatically extracts signals from conversations: Common Signal Types:- 🔴 Issues: Problems, bugs, complaints
- 💡 Feature Requests: Ideas, suggestions, wishlist
- ❓ Questions: Support queries, clarifications
- ✅ Action Items: Commitments, follow-ups
- 💰 Commercial: Pricing, upgrades, renewals
- 😊 Sentiment: Satisfaction, frustration, praise
Signals from conversations are integrated with meeting signals, providing a complete view of customer feedback across all touchpoints.
Collections and Organization
Organize conversations for analysis: Use Cases:- Product feedback collection
- Support issue tracking
- Customer success monitoring
- Feature request aggregation
- Churn risk identification
- Create topic-based collections
- Group by customer segment
- Organize by time period
- Filter by signal type
AI Analysis
Conversation Insights
The AI assistant can analyze conversations to provide: Summary Generation:- Thread overview
- Key points discussed
- Action items identified
- Sentiment analysis
- Resolution status
- Common issues
- Trending topics
- Customer pain points
- Feature demand
- Support quality metrics
Cross-Channel Analysis
Combine conversation data with meetings:Track customer journey across all touchpoints
Identify patterns between support and sales interactions
Measure topic consistency across channels
Generate comprehensive customer reports
Integration Workflows
Support Ticket Workflow
1
Import Tickets
Automatically sync support conversations
2
Extract Signals
AI identifies issues and requests
3
Create Tasks
Generate action items in project tools
4
Track Resolution
Monitor follow-through and outcomes
Product Feedback Loop
- Collect: Import from all communication channels
- Analyze: AI groups similar feedback
- Prioritize: Use signal severity and frequency
- Action: Create product tickets
- Communicate: Update customers on progress
Best Practices
Privacy First: Only import conversations with appropriate permissions
Regular Sync: Set up automated imports for real-time insights
Tag Consistently: Use platform tags to enhance signal extraction
Cross-Reference: Link conversations to related meetings and contacts
Act on Insights: Create workflows to address identified issues
Use Cases
Customer Success
- Monitor account health through support interactions
- Identify expansion opportunities in conversations
- Track feature adoption discussions
- Prevent churn with early warning signals
Product Management
- Aggregate feature requests across channels
- Understand user pain points
- Validate roadmap priorities
- Track feature impact post-launch
Support Operations
- Measure response quality
- Identify training needs
- Track issue resolution
- Optimize support workflows
Sales Intelligence
- Understand prospect concerns
- Track competitive mentions
- Identify decision criteria
- Monitor deal progression
Limitations
Current Limitations:
- Historical import limits vary by platform
- Some platforms require API access
- Real-time sync depends on platform capabilities
- Message formatting may vary
- Use CSV import for unsupported platforms
- Set up webhook integrations
- Export data for bulk analysis
- Use API for custom imports
Tips for Success
Start with your highest-volume communication channel to quickly build valuable insights
Create saved filters for common conversation types like “Feature Requests” or “Bug Reports”
Use the AI assistant to summarize long conversation threads before meetings
Set up alerts for high-severity signals from VIP customers