Skip to main content
Collections provide a simple yet powerful way to organize your BuildBetter content. Unlike AI-powered clustering, collections are manually curated folders where you can group related recordings, documents, signals, and more according to your team’s needs.

​
Understanding Collections

Collections are user-created organizational containers:

Manual Organization

You decide what goes where—perfect for project-specific groupings or custom categorization

Mixed Content Types

Combine recordings, documents, signals, and other content types in one place

Team Collaboration

Share collections with teammates for aligned access to important content

Flexible Structure

Create nested collections or flat structures based on your workflow

​
Collections vs. Clustering

Understanding when to use each feature:

​
Creating Collections

1

Navigate to Collections

Access Collections from the main navigation menu
2

Create New Collection

Click “New Collection” and provide:
  • Collection name
  • Optional description
  • Privacy settings
3

Add Content

Add items using:
  • Drag and drop from other views
  • “Add to Collection” from item menus
  • Bulk selection tools
4

Organize

Arrange content within your collection:
  • Sort by date, name, or type
  • Create sub-collections if needed
  • Add notes or descriptions

​
Managing Collection Content

​
Adding Items

Multiple ways to populate your collections:
  • From Item Menus
  • Bulk Operations
  • Drag and Drop
On any recording, document, or signal:
  1. Click the action menu (three dots)
  2. Select “Add to Collection”
  3. Choose your target collection
  4. Item is instantly added

​
Viewing Collection Contents

Collections display all content types in a unified view:
  • Recordings: With thumbnails and duration
  • Documents: With titles and preview text
  • Signals: With summary and sentiment
  • Other Collections: For nested organization
Each item shows its original location and metadata, making it easy to understand context even when viewing mixed content types.

​
Use Cases for Collections

​
Project Management

Create collections for specific initiatives:
  • Feature Launch: All related research, meetings, and feedback
  • Customer Onboarding: Training materials and success calls
  • Quarterly Planning: Strategy sessions and planning docs
  • Bug Investigation: Related calls and technical discussions

​
Customer Organization

Group content by account:
  • Key Accounts: All interactions with important customers
  • Renewal Discussions: Calls and documents for renewal prep
  • Support Escalations: Difficult cases and resolutions
  • Success Stories: Positive feedback and case studies

​
Team Resources

Build shared knowledge bases:
  • Onboarding Materials: Resources for new team members
  • Best Practices: Exemplary calls and documents
  • Competitive Intel: Market research and comparisons
  • Training Library: Educational content and examples

​
Research Projects

Organize research materials:
  • User Interviews: Group sessions by research topic
  • Market Analysis: Competitive calls and industry research
  • Feature Research: All feedback on specific features
  • Persona Studies: Content organized by user type

​
Sharing and Permissions

​
Collection Privacy

Control who can access your collections:
  • Only you can view and edit
  • Perfect for personal organization
  • Can be shared later if needed
  • All workspace members can access
  • Collaborative curation
  • Shared organizational structure
  • Specific people granted access
  • Granular permission control
  • Mix of internal and external users

​
Managing Permissions

  • View Only: Users can see content but not modify
  • Edit Access: Users can add/remove items
  • Admin Rights: Full control including deletion

​
Best Practices

Use descriptive names: “Q4 2024 Product Research” is clearer than “Research Folder”
Add descriptions: Help others understand the collection’s purpose and contents
Regular maintenance: Remove outdated items and reorganize as projects evolve
Combine with clustering: Use collections for manual organization and clustering for pattern discovery
Create templates: Build standard collection structures for recurring projects

​
Collection Actions

​
Quick Actions

Available from any collection:
  • Share: Generate shareable links or invite users
  • Export: Download collection metadata
  • Duplicate: Copy structure for similar projects
  • Archive: Hide without deleting
  • Delete: Remove with confirmation

​
Bulk Management

Work with multiple items efficiently:
  • Select all items in a collection
  • Move between collections
  • Remove multiple items at once
  • Apply bulk tags or properties

​
Integration with Other Features

​
Search Integration

  • Search within specific collections
  • Collections appear in global search results
  • Filter search results by collection membership

​
Chat Integration

  • Reference entire collections in AI chat
  • Ask questions about collection contents
  • Generate summaries from collection items

​
Workflow Integration

  • Trigger workflows when items are added
  • Automate collection organization
  • Export collections via workflows
Collections are perfect for organizing content YOU define, while clustering excels at discovering patterns you might not expect. Use both together for comprehensive organization.

​
Limitations

Current Limitations:
  • No automated addition rules (use workflows instead)
  • Maximum 1000 items per collection
  • Limited to workspace content only
  • No cross-workspace collections
Collections provide the manual organization flexibility that complements BuildBetter’s AI-powered features, ensuring you can structure your content exactly how your team works best.