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BuildBetter’s settings provide extensive customization options to tailor the platform to your organization’s needs. From basic profile management to advanced AI configurations, this guide covers everything you need to know about configuring BuildBetter.

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Overview

Settings in BuildBetter are organized into three main categories:

Personal Settings

Your individual preferences, profile, and account configurations

Organization Settings

Company-wide configurations, team management, and billing

Feature Settings

Specific feature configurations for AI, recordings, and integrations

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Personal Settings

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Profile Management

Control your personal information and how you appear to others:
Name & Avatar
  • Update your display name
  • Upload a profile picture
  • Set your role/title for context
Contact Details
  • Manage email preferences
  • Set notification channels
Authentication
  • Single Sign-On (SSO) configuration
  • Password management
  • Two-factor authentication
API Access
  • Personal API keys
  • Token management
Display Settings
  • Time zone configuration
  • Date format preferences
  • Language settings
Default Behaviors
  • Default workspace selection
  • Preferred notification methods

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Notification Settings

Configure how and when you receive notifications:
  • Email Notifications
  • In-App Notifications
  • Integration Notifications
  • Meeting summaries
  • Action item reminders
  • Weekly digests
  • System updates
Notification preferences can be set at both personal and workspace levels. Personal settings override workspace defaults.

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Privacy Controls

Manage your data visibility and sharing preferences: Recording Consent
  • Default recording permissions
  • Opt-out preferences
  • Guest recording settings
Data Sharing
  • Signal visibility settings
  • Document default permissions
  • Meeting transcript access
Content Controls
  • Personal information redaction
  • Sensitive data handling
  • Export permissions

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Organization Settings

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General Configuration

1

Organization Profile

  • Company name and branding
  • Logo upload for reports
  • Custom context for AI
  • Industry classification
2

Domain Management

  • Allowed email domains
  • Auto-join rules
  • Guest access policies
  • SSO configuration
3

Security Policies

  • Password requirements
  • Session timeout settings
  • IP allowlisting
  • Audit log retention

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Team Management

Efficiently manage your organization’s members: Member Roles Invitation Management
  • Bulk invite via CSV
  • Domain-based auto-approval
  • Invitation expiry settings
  • Onboarding workflows

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Billing & Plans

Only organization admins can access billing settings. Contact your admin if you need to upgrade or modify your plan.
Plan Management
  • Current plan details
  • Usage statistics
  • Upgrade options
  • Feature comparisons
Billing Information
  • Payment method management
  • Invoice history
  • Usage reports
  • Subscription details

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Feature Settings

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AI Assistant Configuration

Customize how BuildBetter’s AI works for your organization:
Provide organization-specific context that the AI uses in all interactions:
  • Company terminology
  • Product names and descriptions
  • Team structures
  • Industry-specific knowledge
Control AI output preferences:
  • Default language for summaries
  • Tone and style preferences
  • Summary length settings
  • Technical detail levels
Configure signal extraction:
  • Custom signal types
  • Keyword triggers
  • Sentiment thresholds
  • Priority indicators

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Recording & Transcription

Bot Configuration
  • Bot display name
  • Bot avatar/image
  • Join message customization
  • Recording indicators
Recording Rules
  • Auto-record settings by:
    • Calendar keywords
    • Participant count
    • Meeting duration
    • Specific attendees
Transcription Settings
  • Primary language selection
  • Multi-language detection
  • Speaker identification
  • Technical term dictionary
Add industry-specific terms to the dictionary to improve transcription accuracy for specialized vocabulary.

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Scheduled Tasks

Create automated workflows that run on schedules:
1

Create Task

Define what the task should do:
  • Generate weekly reports
  • Send meeting summaries
  • Export signal data
  • Update CRM records
2

Set Schedule

Configure when to run:
  • Daily, weekly, or monthly
  • Specific time zones
  • Business hours only
  • Custom cron expressions
3

Configure Output

Determine task results:
  • Email recipients
  • Slack channels
  • Document creation
  • Data exports

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Integration Settings

Manage connections to external tools: Available Integrations
  • Video conferencing (Zoom, Teams, Meet)
  • CRM systems (Salesforce, HubSpot)
  • Project management (Jira, Linear, Asana)
  • Communication (Slack, Teams)
  • Documentation (Notion, Confluence)
Configuration Options
  • Authentication methods
  • Data sync frequency
  • Field mappings
  • Webhook endpoints

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Advanced Settings

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Taxonomy Management

Create structured categorization for your content: Signal Taxonomies
  • Define signal hierarchies
  • Create custom categories
  • Set classification rules
  • Import existing taxonomies
Call Type Classification
  • Customer calls
  • Internal meetings
  • Training sessions
  • Sales demos

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Custom Workflows

Build automated processes:
Workflows require a paid plan. Contact sales to enable advanced automation features.
Workflow Components
  1. Triggers: What starts the workflow
  2. Conditions: When to proceed
  3. Actions: What to do
  4. Outputs: Where to send results
Common Workflows
  • Post-meeting follow-up
  • Signal escalation
  • Document generation
  • Task creation

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API & Developer Settings

For technical integrations: API Configuration
  • Generate API keys
  • Set rate limits
  • Configure webhooks
  • Monitor usage
MCP Server
  • Enable/disable MCP
  • Security settings
  • Access controls
  • Usage analytics

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Best Practices

Regular Reviews: Review settings quarterly to ensure they match current needs
Document Changes: Keep a log of significant setting changes for compliance
Test First: Test new settings with a small group before org-wide rollout
Security First: Regularly review security settings and access logs
User Training: Ensure team members understand setting impacts

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Troubleshooting

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Common Issues

Settings Not Saving
  • Check your permissions
  • Verify browser compatibility
  • Clear cache and cookies
  • Contact support if persists
Integration Failures
  • Re-authenticate connections
  • Check API limits
  • Verify webhook URLs
  • Review error logs
Access Problems
  • Confirm role assignments
  • Check workspace membership
  • Verify domain settings
  • Review SSO configuration

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Getting Help

If you encounter issues:
  1. Check the in-app help documentation
  2. Review error messages for specific guidance
  3. Contact your organization admin
  4. Reach out to BuildBetter support
Most setting changes take effect immediately, but some (like recording rules) may take up to 5 minutes to propagate.
Settings in BuildBetter provide powerful customization options to match your organization’s unique needs. Take time to explore each section and configure the platform to maximize your team’s productivity and insights.