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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

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📱 Install Native Apps (Recommended)

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

Google Calendar

  1. Go to Settings → Integrations
  2. Click “Connect Google Calendar”
  3. Authorize BuildBetter
  4. Select calendars to monitor

Outlook Calendar

  1. Go to Settings → Integrations
  2. Click “Connect Outlook”
  3. Sign in with Microsoft
  4. Grant permissions

Zoom

Connect directly for auto-recording without calendar

Google Meet

Works automatically with Google Calendar integration

MS Teams

Direct integration (requires Teams admin approval)

Webex

Connect with Webex credentials for auto-join
You can connect EITHER calendar integration OR direct platform integration - not both needed! Calendar integration works across all platforms.
1

Choose Your Platform

Intercom

Zendesk

Slack

Kustomer

2

Import Conversations

Select which conversations to analyze (by date, channel, or tag)
1

Choose Your CRM

Salesforce

HubSpot

2

Authenticate

Click Connect and sign in with your CRM credentials
3

Configure Sync

  • Choose objects to sync (Contacts, Companies, Deals)
  • Set sync frequency
  • Map custom fields

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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

  • For recordings: Use quiet environment with stable internet
  • For imports: Ensure data is properly formatted
  • For CSV: Include headers and consistent formatting
  • Test with small batches first
  • Always get consent before recording
  • Review data privacy settings for imports
  • Mark sensitive content appropriately
  • Set retention periods for compliance
  • Start with a pilot team or data source
  • Share early wins and insights
  • Create usage guidelines
  • Establish signal taxonomies
  • Combine multiple data sources for complete picture
  • Update custom context regularly
  • Review signals weekly
  • Generate documents for key insights

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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

Email Support

support@buildbetter.ai
You’re all set! Start analyzing your conversation data and let BuildBetter help you uncover insights that drive better decisions.