> ## 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.

# Workspaces Overview

> Understanding and managing workspaces in BuildBetter - your team's dedicated environment for call intelligence

## 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.

<Note>
  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.
</Note>

## Key Concepts

<CardGroup cols={2}>
  <Card title="Organization vs Workspace" icon="building">
    Your **Organization** handles billing and owns workspaces. Each **Workspace** is an isolated environment for a specific team or project.
  </Card>

  <Card title="Data Isolation" icon="shield">
    Each workspace maintains complete data separation - calls, documents, signals, and settings are never shared between workspaces.
  </Card>

  <Card title="Unlimited Members" icon="users">
    All plans include unlimited seats per workspace - invite your entire team without per-user fees.
  </Card>

  <Card title="Segment Identifier" icon="fingerprint">
    Each workspace has a unique identifier used for tracking, analytics, and maintaining session state.
  </Card>
</CardGroup>

## Workspace Limits by Plan

<Table>
  <TableHeader>
    <TableRow>
      <TableHead>Plan</TableHead>
      <TableHead>Number of Workspaces</TableHead>
      <TableHead>Members per Workspace</TableHead>
      <TableHead>Data Processing</TableHead>
    </TableRow>
  </TableHeader>

  <TableBody>
    <TableRow>
      <TableCell>Free</TableCell>
      <TableCell>1 workspace</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>Limited DDU</TableCell>
    </TableRow>

    <TableRow>
      <TableCell>Growing</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>3,600 minutes/month</TableCell>
    </TableRow>

    <TableRow>
      <TableCell>Scaling</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>16,000 minutes/month</TableCell>
    </TableRow>

    <TableRow>
      <TableCell>Enterprise</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>Unlimited</TableCell>
      <TableCell>Custom</TableCell>
    </TableRow>
  </TableBody>
</Table>

## 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

<Info>
  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.
</Info>

## Core Workspace Features

### 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

### 2. Team Collaboration

<AccordionGroup>
  <Accordion title="Member Management">
    * 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
  </Accordion>

  <Accordion title="Shared Resources">
    * 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
  </Accordion>

  <Accordion title="Privacy Controls">
    * Set default privacy levels for new content
    * Control participant-only vs workspace-wide access
    * Manage guest access to specific resources
    * Configure data retention policies
  </Accordion>
</AccordionGroup>

### 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

## Joining Workspaces

There are multiple ways to join a BuildBetter workspace:

<Tabs>
  <Tab title="Email Invitation">
    Receive a direct email invitation from a workspace admin with a personalized join link.
  </Tab>

  <Tab title="Invite Code">
    Use a workspace invite code to automatically join when signing up or from your workspace selector.
  </Tab>

  <Tab title="Domain Auto-Join">
    Organizations can enable automatic joining for users with specific email domains.
  </Tab>

  <Tab title="Slack Integration">
    Connect through Slack and automatically join the associated workspace.
  </Tab>
</Tabs>

<Warning>
  Invite codes can be regenerated by workspace admins at any time. Old codes will immediately become invalid for security.
</Warning>

## Workspace Roles

<Table>
  <TableHeader>
    <TableRow>
      <TableHead>Role</TableHead>
      <TableHead>Capabilities</TableHead>
      <TableHead>Best For</TableHead>
    </TableRow>
  </TableHeader>

  <TableBody>
    <TableRow>
      <TableCell>**Admin**</TableCell>

      <TableCell>
        • Full workspace control<br />
        • Manage settings and integrations<br />
        • Invite/remove members<br />
        • Access billing<br />
        • Configure bot rules
      </TableCell>

      <TableCell>Workspace owners, team leads</TableCell>
    </TableRow>

    <TableRow>
      <TableCell>**Member**</TableCell>

      <TableCell>
        • Create and view content<br />
        • Use all features<br />
        • Invite guests<br />
        • Create folders<br />
        • Generate documents
      </TableCell>

      <TableCell>Regular team members</TableCell>
    </TableRow>

    <TableRow>
      <TableCell>**Guest**</TableCell>

      <TableCell>
        • View shared content<br />
        • Limited feature access<br />
        • No workspace settings<br />
        • Restricted to specific folders
      </TableCell>

      <TableCell>External collaborators, clients</TableCell>
    </TableRow>
  </TableBody>
</Table>

## 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

<Note>
  Each workspace maintains its own integration connections, so you may need to re-authenticate tools when switching workspaces.
</Note>

## Best Practices

<CardGroup cols={2}>
  <Card title="Organize by Purpose" icon="folder-tree">
    Create separate workspaces for different teams, projects, or clients to maintain clear boundaries.
  </Card>

  <Card title="Set Clear Naming" icon="tag">
    Use descriptive workspace names that clearly indicate the team or project purpose.
  </Card>

  <Card title="Configure Defaults" icon="sliders">
    Set up workspace defaults early to ensure consistent behavior for all team members.
  </Card>

  <Card title="Regular Audits" icon="clipboard-check">
    Periodically review workspace members, settings, and data usage to maintain security.
  </Card>
</CardGroup>

## Common Use Cases

<AccordionGroup>
  <Accordion title="Multiple Teams">
    Large organizations create separate workspaces for Sales, Customer Success, Product, and Engineering teams to keep data organized and relevant.
  </Accordion>

  <Accordion title="Client Projects">
    Agencies and consultants create dedicated workspaces for each client to maintain confidentiality and clear separation.
  </Accordion>

  <Accordion title="Geographic Regions">
    Global companies create workspaces for different regions to handle timezone differences and language preferences.
  </Accordion>

  <Accordion title="Development Stages">
    Software teams might have separate workspaces for Development, Staging, and Production environments.
  </Accordion>
</AccordionGroup>

## Technical Details

### 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

### 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

## Next Steps

<CardGroup cols={2}>
  <Card title="Create a Workspace" icon="plus" href="/pages/Workspaces/creating-workspaces">
    Learn how to set up a new workspace for your team
  </Card>

  <Card title="Invite Team Members" icon="user-plus" href="/pages/Organization/inviting-team-members">
    Start collaborating by inviting your team
  </Card>

  <Card title="Configure Settings" icon="gear" href="/pages/Settings/org-and-workspace">
    Customize your workspace settings and integrations
  </Card>

  <Card title="Set Up Integrations" icon="plug" href="/pages/Settings/integrations">
    Connect your favorite tools to BuildBetter
  </Card>
</CardGroup>