This guide will walk you through setting up BuildBetter and getting your first insights within 15 minutes.

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Prerequisites

Browser Requirements

Chrome, Safari, Firefox, or Edge (latest versions)

Data to Analyze

Any conversation data: Meeting recordings, support tickets, Slack messages, or CSV files
You don’t need call recordings to use BuildBetter! You can start with:
  • Support tickets from Intercom, Zendesk, or Kustomer
  • Slack conversations or Microsoft Teams chats
  • CSV files with any text-based feedback
  • Existing recordings from Gong, Chorus, or similar platforms
  • CRM activity data from Salesforce or HubSpot

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🚀 Quick Setup (5 minutes)

Create Your Account

Sign up at app.buildbetter.app or buildbetter.ai/signup with your work email

Create Your Workspace

Name your workspace (e.g., your company name). Free users get 1 workspace, paid plans support unlimited.

Add Custom Context

Navigate to Settings → Custom Context and add:
  • Company description
  • Product/service details
  • Target customers
  • Key competitors
  • Important terminology
1

Download Mac App

Download from buildbetter.ai/download
2

Install Application

Open the .dmg file and drag BuildBetter to your Applications folder
3

Launch & Login

Open BuildBetter from Applications and sign in with your account
The desktop app provides faster access, local recording capabilities, and system notifications.

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🔌 Essential Integrations

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📞 Record Your First Call

1

Connect Your Calendar or Platform

Choose one method:
2

Configure Auto-Join Settings (Optional)

By default, BuildBetter joins all meetings. To be selective:
  • Platform Integration: Turn off auto-record in platform settings
  • Calendar Integration: Add Recording Rules:
    • Keywords in title (e.g., “customer”, “demo”)
    • Specific attendees
    • Meeting duration thresholds
3

Bot Joins Automatically

BuildBetter bot will join your next scheduled meeting based on your settings
The bot introduces itself and asks for consent. You can remove it anytime by clicking “Remove Bot” in the meeting.

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🎯 Explore Core Features

View Insights

Access AI-generated summaries, transcripts, and key moments from any data source

Extract Signals

Review auto-extracted feedback, requests, pain points, and action items

Generate Documents

Create PRDs, user stories, or custom reports from your data

Ask Questions

Query your data with AI: “What features are customers requesting?”

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🏆 Best Practices

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🚦 Next Steps

Invite Your Team

Go to Settings → Members to invite colleagues. Remember, no per-seat fees!Invitation Options:
Need SSO or SAML? Contact us for enterprise authentication options.

Connect Your Tools

Complete your integration setup:

Import Historical Data

Don’t start from scratch - import existing data:

Schedule Onboarding

Get personalized guidance for your use case:Book Your Onboarding SessionOur team will help you:
  • Configure advanced features
  • Set up custom workflows
  • Train your team
  • Optimize for your specific needs

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🆘 Need Help?

Documentation

Browse guides and tutorials

Support Chat

Click the chat bubble for live help
You’re all set! Start analyzing your conversation data and let BuildBetter help you uncover insights that drive better decisions.