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What are Workspaces?

Workspaces are the fundamental organizational units in BuildBetter. Each workspace provides a completely isolated environment where teams can collaborate, analyze calls, and extract insights from their conversations.
Think of a workspace as your team’s private office within BuildBetter - all your data, settings, and team members are contained within this secure environment.

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Key Concepts

Organization vs Workspace

Your Organization handles billing and owns workspaces. Each Workspace is an isolated environment for a specific team or project.

Data Isolation

Each workspace maintains complete data separation - calls, documents, signals, and settings are never shared between workspaces.

Unlimited Members

All plans include unlimited seats per workspace - invite your entire team without per-user fees.

Segment Identifier

Each workspace has a unique identifier used for tracking, analytics, and maintaining session state.

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Workspace Limits by Plan

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The Workspace Selector

The workspace selector is your command center, located in the top-left corner of BuildBetter. It provides:
  • Current Workspace Display: Shows your active workspace name and logo
  • Quick Switching: Instantly switch between available workspaces
  • Workspace Creation: Add new workspaces (paid plans)
  • Account Management: Access to logout and profile settings
Your active workspace is stored in your browser’s local storage, so you’ll return to the same workspace when you come back to BuildBetter.

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Core Workspace Features

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1. Complete Data Isolation

Each workspace maintains its own:
  • Calls & Recordings: Meeting recordings and transcripts
  • Documents: Generated PRDs, summaries, and reports
  • Signals: Extracted insights and feedback
  • Folders: Organizational structure
  • Team Members: User access and permissions
  • Settings: Configurations and integrations

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2. Team Collaboration

  • Invite unlimited team members via email or link
  • Set roles and permissions per member
  • Track member activity and engagement
  • Remove or deactivate members as needed
  • All workspace members can access shared calls and documents
  • Collaborative folders for project organization
  • Team-wide signals and insights
  • Shared custom context for AI features
  • Set default privacy levels for new content
  • Control participant-only vs workspace-wide access
  • Manage guest access to specific resources
  • Configure data retention policies

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3. Workspace Configuration

Each workspace can be customized with:
  • Branding: Custom name and logo
  • Bot Settings: Recorder bot name and behavior
  • Recording Preferences: Default views and quality settings
  • Integration Setup: Workspace-specific tool connections
  • Custom Context: Company/product information for AI assistance
  • Language Settings: Default language for transcripts and summaries

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Joining Workspaces

There are multiple ways to join a BuildBetter workspace:
  • Email Invitation
  • Invite Code
  • Domain Auto-Join
  • Slack Integration
Receive a direct email invitation from a workspace admin with a personalized join link.
Invite codes can be regenerated by workspace admins at any time. Old codes will immediately become invalid for security.

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Workspace Roles

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Switching Workspaces

When you switch workspaces:
  1. Your current workspace is saved to browser storage
  2. The page refreshes with the new workspace context
  3. All data switches to the selected workspace
  4. Your user preferences remain consistent
  5. Integration states may vary per workspace
Each workspace maintains its own integration connections, so you may need to re-authenticate tools when switching workspaces.

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Best Practices

Organize by Purpose

Create separate workspaces for different teams, projects, or clients to maintain clear boundaries.

Set Clear Naming

Use descriptive workspace names that clearly indicate the team or project purpose.

Configure Defaults

Set up workspace defaults early to ensure consistent behavior for all team members.

Regular Audits

Periodically review workspace members, settings, and data usage to maintain security.

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Common Use Cases

Large organizations create separate workspaces for Sales, Customer Success, Product, and Engineering teams to keep data organized and relevant.
Agencies and consultants create dedicated workspaces for each client to maintain confidentiality and clear separation.
Global companies create workspaces for different regions to handle timezone differences and language preferences.
Software teams might have separate workspaces for Development, Staging, and Production environments.

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Technical Details

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Session Management

  • Workspace selection is stored in localStorage under the key organization-key
  • The segment identifier uniquely identifies each workspace
  • Session state persists across browser sessions
  • Cookies may store invite codes for auto-joining

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Analytics Integration

BuildBetter uses Cometly for analytics tracking:
  • Each workspace has its own analytics context
  • User actions are tracked per workspace
  • Fingerprinting helps maintain user identity across sessions

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Next Steps

Create a Workspace

Learn how to set up a new workspace for your team

Invite Team Members

Start collaborating by inviting your team

Configure Settings

Customize your workspace settings and integrations

Set Up Integrations

Connect your favorite tools to BuildBetter