Upcoming Calls & Bot Rules
Managing scheduled calls and configuring automated recording rules
Upcoming Calls Overview
The Upcoming Calls section displays all scheduled meetings where BuildBetter can potentially join and record. This includes:
- Calendar-synced meetings
- Manually scheduled recordings
- Recurring call series
Viewing Scheduled Calls
Calendar View
See calls organized by day/week/month
List View
Chronological list with details
Call Information Displayed
- Meeting title and time
- Participants
- Recording status
- Bot join status
- Meeting platform
Bot Rules Configuration
Setting Up Bot Rules
1
Access Bot Settings
Navigate to Bot Rules in workspace settings
2
Configure Triggers
- Define keywords
- Set participant rules
- Specify time constraints
3
Test Rules
Verify rules against upcoming meetings
Managing Recordings
Before the Call
- Preview bot join status
- Adjust recording settings
- Add custom labels/tags
During the Call
- Monitor recording status
- View real-time transcript
- Add markers/notes
After the Call
- Access recording immediately
- Review auto-generated summary
- Share with team members
Bot rules require proper calendar integration and meeting platform permissions to function correctly.
Best Practices
Rule Organization
Create clear, specific rules to avoid conflicts
Regular Review
Periodically audit and update rules
Privacy Considerations
Default Privacy Settings
- Participant-only access
- Workspace-wide visibility
- Custom access rules
Compliance Settings
- GDPR requirements
- HIPAA compliance
- Data retention rules
Always inform participants when a call will be recorded by BuildBetter.
Troubleshooting
Keyboard Shortcuts
Action | Shortcut |
---|---|
View Calendar | Cmd/Ctrl + Shift + C |
New Rule | Cmd/Ctrl + Shift + R |
Toggle View | Cmd/Ctrl + T |
Use the search bar to quickly find specific meetings or rules.