> ## 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.

# Getting Started with BuildBetter

> Set up your workspace and start extracting insights from any conversation data in minutes

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

## Prerequisites

<CardGroup cols={2}>
  <Card title="Browser Requirements" icon="browser">
    Chrome, Safari, Firefox, or Edge (latest versions)
  </Card>

  <Card title="Data to Analyze" icon="database">
    Any conversation data: Meeting recordings, support tickets, Slack messages, or CSV files
  </Card>
</CardGroup>

<Note>
  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
</Note>

## 🚀 Quick Setup (5 minutes)

<Steps>
  <Step title="Create Your Account" icon="user-plus">
    Sign up at [app.buildbetter.app](https://app.buildbetter.app) or [buildbetter.ai/signup](https://buildbetter.ai/signup) with your work email
  </Step>

  <Step title="Create Your Workspace" icon="building">
    Name your workspace (e.g., your company name). Free users get 1 workspace, paid plans support unlimited.
  </Step>

  <Step title="Add Custom Context" icon="brain">
    Navigate to **Settings → Custom Context** and add:

    * Company description
    * Product/service details
    * Target customers
    * Key competitors
    * Important terminology
  </Step>
</Steps>

## 📱 Install Native Apps (Recommended)

<Tabs>
  <Tab title="🖥️ Desktop App">
    <Steps>
      <Step title="Download Mac App">
        Download from [buildbetter.ai/download](https://buildbetter.ai/download)
      </Step>

      <Step title="Install Application">
        Open the `.dmg` file and drag BuildBetter to your Applications folder
      </Step>

      <Step title="Launch & Login">
        Open BuildBetter from Applications and sign in with your account
      </Step>
    </Steps>

    <Note>
      The desktop app provides faster access, local recording capabilities, and system notifications.
    </Note>
  </Tab>

  <Tab title="📱 Mobile App">
    <Steps>
      <Step title="Join TestFlight">
        Install TestFlight from the App Store if you don't have it
      </Step>

      <Step title="Get BuildBetter iOS">
        Join our beta: [TestFlight Link](https://testflight.apple.com/join/b3sHstGN)
      </Step>

      <Step title="Enable Permissions">
        Allow microphone access for recording on-the-go
      </Step>
    </Steps>

    <Info>
      Perfect for recording in-person meetings, conferences, or impromptu conversations.
    </Info>
  </Tab>
</Tabs>

## 🔌 Essential Integrations

<AccordionGroup>
  <Accordion title="Calendar Integration (For Auto-Recording)" icon="calendar">
    <CardGroup cols={2}>
      <Card title="Google Calendar" icon="google" iconType="brands" href="/pages/Integrations/office/google-calendar">
        1. Go to Settings → Integrations
        2. Click "Connect Google Calendar"
        3. Authorize BuildBetter
        4. Select calendars to monitor
      </Card>

      <Card title="Outlook Calendar" icon="microsoft" iconType="brands" href="/pages/Integrations/office/outlook">
        1. Go to Settings → Integrations
        2. Click "Connect Outlook"
        3. Sign in with Microsoft
        4. Grant permissions
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Meeting Platforms (Direct Integration)" icon="video">
    <CardGroup cols={2}>
      <Card title="Zoom" icon="video" color="#2D8CFF">
        Connect directly for auto-recording without calendar
      </Card>

      <Card title="Google Meet" icon="google" iconType="brands" color="#4285F4">
        Works automatically with Google Calendar integration
      </Card>

      <Card title="MS Teams" icon="microsoft" iconType="brands" color="#5559DF">
        Direct integration (requires Teams admin approval)
      </Card>

      <Card title="Webex" icon="globe" color="#00BCEB">
        Connect with Webex credentials for auto-join
      </Card>
    </CardGroup>

    <Tip>
      You can connect EITHER calendar integration OR direct platform integration - not both needed! Calendar integration works across all platforms.
    </Tip>
  </Accordion>

  <Accordion title="Support & Chat Platforms" icon="comments">
    <Steps>
      <Step title="Choose Your Platform">
        <CardGroup cols={2}>
          <Card title="Intercom" icon="comment-dots" href="/pages/Integrations/ticketing/intercom" />

          <Card title="Zendesk" icon="headset" href="/pages/Integrations/ticketing/zendesk" />

          <Card title="Slack" icon="slack" iconType="brands" href="/pages/Integrations/chat/slack" />

          <Card title="Kustomer" icon="user-headset" href="/pages/Integrations/ticketing/kustomer" />
        </CardGroup>
      </Step>

      <Step title="Import Conversations">
        Select which conversations to analyze (by date, channel, or tag)
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="CRM Integration" icon="database">
    <Steps>
      <Step title="Choose Your CRM">
        <CardGroup cols={2}>
          <Card title="Salesforce" icon="salesforce" iconType="brands" href="/pages/Integrations/crm/salesforce" />

          <Card title="HubSpot" icon="hubspot" iconType="brands" href="/pages/Integrations/crm/hubspot" />
        </CardGroup>
      </Step>

      <Step title="Authenticate">
        Click Connect and sign in with your CRM credentials
      </Step>

      <Step title="Configure Sync">
        * Choose objects to sync (Contacts, Companies, Deals)
        * Set sync frequency
        * Map custom fields
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## 📞 Record Your First Call

<Tabs>
  <Tab title="🤖 Automatic Recording">
    <Steps>
      <Step title="Connect Your Calendar or Platform">
        Choose one method:

        * **Calendar Integration**: Connect [Google Calendar](/pages/Integrations/office/google-calendar) or [Outlook](/pages/Integrations/office/outlook) - BuildBetter will auto-join all meetings
        * **Direct Platform Integration**: Connect to [Zoom](/pages/Integrations/recording/zoom), [Teams](/pages/Integrations/recording/ms-teams), or [Webex](/pages/Integrations/recording/webex) directly
      </Step>

      <Step title="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](/pages/Calls%20%26%20Recordings/bot-recording-rules):
          * Keywords in title (e.g., "customer", "demo")
          * Specific attendees
          * Meeting duration thresholds
      </Step>

      <Step title="Bot Joins Automatically">
        BuildBetter bot will join your next scheduled meeting based on your settings
      </Step>
    </Steps>

    <Tip>
      The bot introduces itself and asks for consent. You can remove it anytime by clicking "Remove Bot" in the meeting.
    </Tip>
  </Tab>

  <Tab title="🎯 Manual Recording">
    <Steps>
      <Step title="Click Join Call">
        From the dashboard, click "Join Call" button
      </Step>

      <Step title="Enter Meeting Details">
        Paste your meeting link and password (if required)
      </Step>

      <Step title="Admit the Bot">
        When BuildBetter joins, admit it from the waiting room
      </Step>
    </Steps>

    <Warning>
      Always inform participants that the call is being recorded for note-taking purposes.
    </Warning>
  </Tab>

  <Tab title="📤 Upload Recording">
    <Steps>
      <Step title="Click Upload">
        Select "Upload Recording" from Quick Actions
      </Step>

      <Step title="Choose Files">
        Upload MP3, MP4, WAV, or M4A files (up to 4 hours)
      </Step>

      <Step title="Assign Speakers">
        Label who's speaking for accurate attribution
      </Step>
    </Steps>

    <Note>
      Uploaded recordings process in 5-10 minutes. You'll receive a notification when ready.
    </Note>
  </Tab>

  <Tab title="📊 Import Other Data">
    <Steps>
      <Step title="Support Tickets">
        Connect [Intercom](/pages/Integrations/ticketing/intercom), [Zendesk](/pages/Integrations/ticketing/zendesk), or [Kustomer](/pages/Integrations/ticketing/kustomer) to import conversations
      </Step>

      <Step title="Chat Messages">
        Connect [Slack](/pages/Integrations/chat/slack) or Teams to analyze team discussions
      </Step>

      <Step title="CSV Upload">
        Go to [Text Data](/pages/Text%20Data/importing-feedback) and upload CSV files with feedback, reviews, or any text data
      </Step>
    </Steps>
  </Tab>
</Tabs>

## 🎯 Explore Core Features

<CardGroup cols={2}>
  <Card title="View Insights" icon="file-lines" href="/pages/Calls%20%26%20Recordings/call-details-view">
    Access AI-generated summaries, transcripts, and key moments from any data source
  </Card>

  <Card title="Extract Signals" icon="signal" href="/pages/Signals/overview">
    Review auto-extracted feedback, requests, pain points, and action items
  </Card>

  <Card title="Generate Documents" icon="file-export" href="/pages/Documents/document-generation">
    Create PRDs, user stories, or custom reports from your data
  </Card>

  <Card title="Ask Questions" icon="comments" href="/pages/Chat/overview">
    Query your data with AI: "What features are customers requesting?"
  </Card>
</CardGroup>

## 🏆 Best Practices

<AccordionGroup>
  <Accordion title="Data Quality" icon="sparkles">
    * 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
  </Accordion>

  <Accordion title="Privacy & Compliance" icon="shield">
    * Always get consent before recording
    * Review data privacy settings for imports
    * Mark sensitive content appropriately
    * Set retention periods for compliance
  </Accordion>

  <Accordion title="Team Adoption" icon="users">
    * Start with a pilot team or data source
    * Share early wins and insights
    * Create usage guidelines
    * Establish signal taxonomies
  </Accordion>

  <Accordion title="Maximize Value" icon="chart-line">
    * Combine multiple data sources for complete picture
    * Update custom context regularly
    * Review signals weekly
    * Generate documents for key insights
  </Accordion>
</AccordionGroup>

## 🚦 Next Steps

<Steps>
  <Step title="Invite Your Team" icon="user-plus">
    Go to **Settings → Members** to invite colleagues. Remember, no per-seat fees!

    **Invitation Options:**

    * [Send direct email invitations](/pages/Organization/inviting-team-members)
    * [Generate and share invite links](/pages/Settings/team-management)
    * [Set up domain-based auto-join](/pages/Organization/inviting-team-members#domain-restriction)

    <Note>
      Need SSO or SAML? [Contact us](mailto:support@buildbetter.ai) for enterprise authentication options.
    </Note>
  </Step>

  <Step title="Connect Your Tools" icon="plug">
    Complete your integration setup:

    * [Support platforms](/pages/Integrations/comprehensive-overview#support-ticketing) (Intercom, Zendesk)
    * [Project management](/pages/Integrations/comprehensive-overview#task-management) (Jira, Linear, Asana)
    * [Documentation tools](/pages/Integrations/comprehensive-overview#documentation-tools) (Notion, Confluence)
    * [Analytics platforms](/pages/Integrations/analytics/overview)
  </Step>

  <Step title="Import Historical Data" icon="upload">
    Don't start from scratch - import existing data:

    * [Upload past recordings](/pages/Calls%20%26%20Recordings/recording-methods#upload-existing-recordings)
    * [Import support conversations](/pages/Organization/conversations-messaging)
    * [Upload CSV feedback data](/pages/Text%20Data/importing-feedback)
  </Step>

  <Step title="Schedule Onboarding" icon="calendar">
    Get personalized guidance for your use case:

    **[Book Your Onboarding Session](https://calendly.com/buildbetter/onboarding)**

    Our team will help you:

    * Configure advanced features
    * Set up custom workflows
    * Train your team
    * Optimize for your specific needs
  </Step>
</Steps>

## 🆘 Need Help?

<CardGroup cols={3}>
  <Card title="Documentation" icon="book" href="/pages/Help/common-issues">
    Browse guides and tutorials
  </Card>

  <Card title="Support Chat" icon="headset">
    Click the chat bubble for live help
  </Card>

  <Card title="Email Support" icon="envelope">
    [support@buildbetter.ai](mailto:support@buildbetter.ai)
  </Card>
</CardGroup>

<Check>
  **You're all set!** Start analyzing your conversation data and let BuildBetter help you uncover insights that drive better decisions.
</Check>