> ## 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.

# ✨ Start Here: Your First 5 Customer Calls

> Turn your first customer conversations into actionable insights in 30 minutes—no experience needed

You're a product person at a small team. You've done maybe 1-2 user interviews, but the insights live in scattered notes that nobody looks at. You want to understand what customers actually need, but analyzing conversations manually takes hours you don't have.

**This guide shows you how to record 5 customer calls and get real insights in 30 minutes—not 30 hours.**

## What You'll Achieve

By the end of this guide, you'll have:

* ✅ **5 customer calls** recorded and transcribed
* ✅ **Patterns identified** across conversations (what 4/5 customers mentioned)
* ✅ **Visual dashboard** showing top problems and requests
* ✅ **Data-backed decisions** instead of gut feel
* ✅ **Shareable insights** for your team

<Info>
  **Time commitment**: 30 mins setup + your normal interview time. Analysis that used to take 5 hours now takes 15 minutes.
</Info>

## Prerequisites

<Check>
  BuildBetter account (sign up at [buildbetter.ai](https://buildbetter.ai))
</Check>

<Check>
  3-5 customer calls scheduled OR recordings from past calls
</Check>

<Check>
  Using Zoom, Google Meet, or Microsoft Teams (or have audio/video files to upload)
</Check>

***

## Step 1: Get Your Data In (10 minutes)

You have three options to start recording calls. Pick what works for you:

### Option A: Automatic Recording (Recommended)

Connect your calendar so BuildBetter automatically joins your customer calls.

\[screenshot: Settings > Integrations page showing Google Calendar and Outlook options]

<Steps>
  <Step title="Connect Your Calendar">
    1. Go to **Settings** → **Integrations**
    2. Click **Connect** next to Google Calendar or Outlook
    3. Authorize BuildBetter to read your calendar

    \[screenshot: Calendar connection success screen]
  </Step>

  <Step title="Set Up Recording Rules">
    1. Go to **Settings** → **Organization** → **Bot Recording Rules**
    2. Click **Create Rule**
    3. Set filter: "Event title contains" → type "customer" or "user interview"
    4. Save rule

    \[screenshot: Bot recording rules configuration showing a rule for "customer" in title]

    <Tip>
      This tells BuildBetter to only join calls with "customer" or "user interview" in the title. It won't join your internal standups.
    </Tip>
  </Step>

  <Step title="Verify Upcoming Calls">
    1. Go to **Home** page
    2. Check **Upcoming Calls** section
    3. Confirm your customer calls appear in the list

    \[screenshot: Home page with upcoming calls widget showing 3 scheduled customer interviews]

    That's it! BuildBetter will auto-join these calls.
  </Step>
</Steps>

### Option B: Manual Recording (For One-Off Calls)

For calls not on your calendar, join them manually.

<Steps>
  <Step title="Get Meeting Link">
    Copy your Zoom/Meet/Teams link from the calendar invite
  </Step>

  <Step title="Add to BuildBetter">
    1. Click **Upload** button (top right)
    2. Select **Join Call**
    3. Paste the meeting URL
    4. Click **Join Meeting**

    \[screenshot: Join call dialog with meeting URL field]

    The BuildBetter bot will appear in your call as a participant.
  </Step>
</Steps>

### Option C: Upload Past Recordings

Have recordings from previous calls? Upload them now.

<Steps>
  <Step title="Access Upload">
    Click **Upload** button in the top navigation

    \[screenshot: Upload button highlighted in navigation]
  </Step>

  <Step title="Upload Files">
    1. Drag and drop your audio/video files (or click to browse)
    2. Supported: MP3, MP4, WAV, M4A, MOV
    3. Max size: 5GB per file

    \[screenshot: File upload drag-and-drop interface]
  </Step>

  <Step title="Add Details">
    * **Title**: "Customer Interview - \[Company Name]"
    * **Date**: When the call happened
    * Click **Upload**

    \[screenshot: Upload form with title and date fields filled]

    <Note>
      Processing takes 10-30 minutes for hour-long recordings. You'll get an email when it's ready.
    </Note>
  </Step>
</Steps>

**What happens next?** BuildBetter automatically:

* Transcribes the audio
* Identifies speakers
* Extracts insights (problems, feature requests, questions)
* Makes everything searchable

***

## Step 2: Explore Your First Insights (5 minutes)

After your first call is processed, let's see what BuildBetter found.

\[screenshot: Calls & Recordings page showing a processed call with transcript and signals]

<Steps>
  <Step title="Open a Processed Call">
    1. Go to **Calls & Recordings**
    2. Click on your first customer call
    3. You'll see the full transcript with timestamps

    \[screenshot: Call detail page showing transcript on left, summary on right]
  </Step>

  <Step title="Review Auto-Extracted Signals">
    Scroll down to the **Signals** section on the call page.

    \[screenshot: Signals section showing 8 signals extracted from a call, with types like "Problem", "Feature Request", "Question"]

    Each signal shows:

    * **Type**: Problem, Feature Request, Question, Praise, etc.
    * **Summary**: What the customer said (in their words)
    * **Sentiment**: How they felt about it (😊 positive, 😐 neutral, 😣 negative)
    * **Severity**: How urgent (🟢 minor, 🟡 important, 🔴 critical)
    * **Quote**: Exact customer quote with timestamp link

    <Tip>
      Click the timestamp on any signal to jump to that exact moment in the recording.
    </Tip>
  </Step>

  <Step title="Understand Signal Types">
    BuildBetter automatically categorizes feedback:

    * 💡 **Feature Request**: "I wish I could..."
    * 🐛 **Problem/Bug**: "This doesn't work..."
    * 😤 **Complaint**: "I'm frustrated by..."
    * 🎉 **Praise**: "I love that..."
    * ❓ **Question**: "How do I..."
    * 🎯 **Need**: "What I'm trying to do is..."

    No tagging needed—it's automatic.
  </Step>
</Steps>

**After 2-3 calls**, you'll start seeing patterns. Let's find them.

***

## Step 3: Find Patterns Across Calls (10 minutes)

Now you have 3-5 calls recorded. Time to find what customers are really telling you.

<Steps>
  <Step title="Go to Signals Page">
    Click **Signals** in the left navigation

    \[screenshot: Signals page showing all signals from multiple calls in a list view]

    You'll see ALL signals from ALL your calls in one place.
  </Step>

  <Step title="Filter for Problems">
    Use the filter to focus on customer problems:

    1. Click **Filter** button
    2. Under **Signal Type**, select **Problem**
    3. Click **Apply**

    \[screenshot: Signals filter panel with "Problem" type selected]

    Now you see ONLY problems customers mentioned across all 5 calls.
  </Step>

  <Step title="Sort by Common Themes">
    Look for patterns:

    **Example**: You might see:

    * "Onboarding is confusing" (mentioned in 4/5 calls)
    * "Export doesn't work" (mentioned in 3/5 calls)
    * "Need mobile app" (mentioned in 2/5 calls)

    <Tip>
      If 3+ customers mention the same thing unprompted, it's a real pattern—not a one-off request.
    </Tip>
  </Step>

  <Step title="Try Natural Language Search">
    BuildBetter understands plain English. Try:

    Type in the search: **"pricing concerns"**

    \[screenshot: Search bar with "pricing concerns" typed, showing filtered results]

    It finds all signals related to pricing, even if customers used different words like "cost", "too expensive", "budget", etc.
  </Step>
</Steps>

**Key Insight**: You've just done in 10 minutes what used to take 5 hours of manual note review.

***

## Step 4: Create Your First Dashboard (5 minutes)

Make your insights visual and shareable.

<Steps>
  <Step title="Go to Clustering">
    Click **Clustering** in the left navigation

    \[screenshot: Clustering page showing signal analytics workspace]

    This is BuildBetter's visualization workspace.
  </Step>

  <Step title="Create a Simple Dashboard">
    1. Click **Customize Dashboard** (top right)
    2. You'll enter edit mode

    \[screenshot: Dashboard in edit mode with "Add Card" options]
  </Step>

  <Step title="Add 'Top Problems' Chart">
    1. Click **Add Card**
    2. Select **Bar Chart**
    3. Configure:
       * **Data Source**: Signals
       * **Filter**: Signal Type = "Problem"
       * **Group By**: Topic/Theme
       * **Title**: "Top Customer Problems"
    4. Click **Add**

    \[screenshot: Bar chart configuration panel]

    You'll see a chart showing which problems were mentioned most.

    \[screenshot: Bar chart showing "Top Customer Problems" with bars for different issues]
  </Step>

  <Step title="Add 'Feature Requests' Chart">
    Repeat for feature requests:

    1. Add another **Bar Chart**
    2. Filter: Signal Type = "Feature Request"
    3. Title: "Most Requested Features"

    \[screenshot: Dashboard with 2 charts - Problems and Feature Requests side by side]
  </Step>

  <Step title="Save & Share">
    1. Click **Save Dashboard**
    2. Copy the URL from your browser
    3. Share link with your team in Slack

    <Info>
      Anyone in your workspace can view this dashboard. It updates in real-time as you add more calls.
    </Info>
  </Step>
</Steps>

**Now you have**: A live, visual dashboard that updates automatically as you do more interviews.

***

## Step 5: Ask Questions with AI Chat (5 minutes)

BuildBetter's AI can answer questions about your calls instantly.

<Steps>
  <Step title="Open Chat">
    Click **Chat** in the left navigation

    \[screenshot: Chat interface with empty conversation]
  </Step>

  <Step title="Ask Your First Question">
    Try this: **"What are the top 3 customer problems based on my recent calls?"**

    \[screenshot: Chat response showing AI-generated list of top 3 problems with quotes and citations]

    The AI will:

    * Analyze all your calls
    * Identify the most-mentioned problems
    * Show you exact customer quotes
    * Cite which calls they came from
  </Step>

  <Step title="Follow Up Questions">
    Keep asking:

    * "What should I build first?"
    * "Which customers mentioned onboarding issues?"
    * "Are there any quick wins I could fix?"

    \[screenshot: Multi-turn conversation in Chat showing follow-up questions and answers]
  </Step>

  <Step title="Generate a Summary Document">
    1. After the AI responds, click **Generate** button
    2. Select **Generate Document**
    3. Choose template: "User Research Summary"
    4. Click **Generate**

    \[screenshot: Generate document dropdown with template options]

    You'll get a formatted document you can share with your team or stakeholders.

    \[screenshot: Generated document showing "User Research Summary - Week 1"]
  </Step>
</Steps>

***

## Real Example: Sarah's First Week

**Before BuildBetter:**

* Did 5 user interviews
* Took messy notes
* Insights scattered across Google Docs
* Took 6 hours to write summary
* Team didn't read it

**With BuildBetter:**

* Same 5 interviews, auto-recorded
* 15 minutes to review signals
* Created dashboard in 5 minutes
* Shared live link in Slack
* Entire team saw insights in real-time
* **Total time saved: 5+ hours**

**Key insight discovered**: 4/5 users mentioned the same onboarding problem in different ways. Sarah's team fixed it the next sprint. NPS went up 12 points.

***

## Common Questions

<AccordionGroup>
  <Accordion title="What if customers don't want to be recorded?">
    Always ask for consent! Say: "I'd like to record this so I can focus on our conversation instead of taking notes. Is that okay?"

    Most customers say yes. If not, use BuildBetter's upload feature to transcribe your notes after.
  </Accordion>

  <Accordion title="How accurate is the transcription?">
    95%+ accuracy for clear audio. BuildBetter handles accents, background noise, and multiple speakers well.

    You can edit transcripts if needed, but most teams find them accurate enough as-is.
  </Accordion>

  <Accordion title="What if I don't have 5 calls yet?">
    Start with 2-3! You'll still get value. The more calls you add, the better the pattern detection becomes.

    You can also upload old recordings or notes to bootstrap your data.
  </Accordion>

  <Accordion title="How do I know which problems to prioritize?">
    Look for:

    1. **Frequency**: Mentioned by 3+ customers
    2. **Severity**: Marked as 🔴 critical or 🟡 important
    3. **Sentiment**: Strong negative emotion (😣)
    4. **Segment**: Problems from your ideal customers

    Chat can help: "Which problems should I prioritize?"
  </Accordion>

  <Accordion title="Can I delete calls if I recorded the wrong meeting?">
    Yes! Go to Calls & Recordings, click the call, and click **Delete**. It's removed permanently.
  </Accordion>
</AccordionGroup>

***

## What's Next?

### After Your First 5 Calls

You're now set up to scale your user research:

<CardGroup cols={2}>
  <Card title="Set Up Automation" icon="wand-magic-sparkles" href="/pages/Workflows/workflow-automation">
    Create workflows to auto-tag calls, organize signals, and send summaries to Slack
  </Card>

  <Card title="Import More Data" icon="upload" href="/pages/Text%20Data/importing-feedback">
    Add surveys, support tickets, and sales calls for a complete view
  </Card>

  <Card title="Level Up: 20+ Interviews" icon="chart-line" href="/pages/Use%20Cases/level-up/product-csv-insights">
    Advanced techniques for analyzing 20-50 customer conversations
  </Card>

  <Card title="Research at Scale" icon="brain" href="/pages/Use%20Cases/product/user-research">
    Full user research intelligence for 100+ interviews
  </Card>
</CardGroup>

### Weekly Habit (10 minutes)

Make this your Friday routine:

1. Review this week's call signals
2. Update your dashboard
3. Ask Chat: "What did I learn this week?"
4. Share insights with the team
5. Plan next week's interviews

<Tip>
  The best product teams talk to customers every week. BuildBetter makes it sustainable by removing the analysis burden.
</Tip>

***

## Need Help?

<CardGroup cols={2}>
  <Card title="Watch Demo Video" icon="play" href="https://buildbetter.ai/demo">
    See this workflow in action (5 min video)
  </Card>

  <Card title="Book Onboarding Call" icon="calendar" href="https://buildbetter.ai/demo">
    Get personalized setup help (free)
  </Card>

  <Card title="Join Community" icon="users" href="#">
    Ask questions from other product teams
  </Card>

  <Card title="Contact Support" icon="life-ring" href="/pages/Help/support-channels">
    We respond in \<2 hours during business hours
  </Card>
</CardGroup>

***

**You're now equipped to turn customer conversations into insights in minutes, not hours. Record your next 5 calls and see the difference data-driven decisions make.**

<Info>
  Remember: The goal isn't perfect data—it's to make better decisions faster. Start simple, record calls, find patterns, and iterate.
</Info>