Workspaces are the foundation of organization in BuildBetter. They provide isolated environments for different teams, projects, or use cases, ensuring your data stays organized and secure while enabling seamless collaboration.

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Understanding Workspaces

Think of workspaces as separate instances of BuildBetter for different purposes:

Team Separation

Create distinct workspaces for Product, Sales, Customer Success, or any team structure

Project Isolation

Separate workspaces for different products, initiatives, or client projects

Personal vs Work

Keep personal research separate from company data with dedicated workspaces

Data Security

Complete data isolation between workspaces ensures information stays where it should

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What’s in a Workspace?

Each workspace contains its own isolated set of:
  • Recordings: All calls and meetings
  • Documents: Generated and uploaded files
  • Signals: Extracted insights
  • Folders: Organizational structure
  • Chat History: AI conversations
Everything in BuildBetter is workspace-scoped. When you switch workspaces, you’re switching to an entirely different set of data and settings.

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Creating Workspaces

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For Paid Plans

Create unlimited workspaces to organize your work:
1

Open Workspace Selector

Click your current workspace name in the top-left corner
2

Create New Workspace

Click “Create New Workspace” at the bottom of the dropdown
3

Name Your Workspace

Enter a descriptive name like “Product Team” or “Q1 Research Project”
4

Start Fresh

Your new workspace starts empty, ready for your content

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For Free Plans

Free plans include one workspace. To create additional workspaces, upgrade to a paid plan for unlimited workspace creation.

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Switching Between Workspaces

Navigate between your workspaces easily:
  1. Click the workspace name in the top-left corner
  2. View all workspaces you have access to with member counts
  3. Select a workspace to switch
  4. Page refreshes to load the new workspace context
Your most recently used workspace is remembered and loaded automatically when you return to BuildBetter.

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Workspace Roles

Each workspace has two user roles:

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Managing Team Members

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Inviting Members

Admins can add team members in several ways:

Email Invitation

Send invites to specific email addresses. Recipients receive an email to join your workspace.

Domain Auto-Join

Allow anyone with your company email domain to join automatically when they sign up.

Share Link

Generate a join link to share with your team (if enabled by admin).

Bulk Import

Import multiple users at once via CSV or integration sync.

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Member Management

As an admin, manage your team effectively:
  • View all members: See active, pending, and deactivated users
  • Change roles: Promote members to admin or demote to member
  • Deactivate users: Remove access without deleting their contributed content
  • Resend invites: Send reminder emails to pending users
  • Monitor activity: See last login and usage statistics

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Workspace Settings

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Basic Configuration

Navigate to Settings → Organization to configure:
1

Workspace Identity

  • Name: Your workspace display name
  • Logo: Custom branding for your workspace
  • Bot Name: Customize how your recording bot appears in meetings
2

Access Control

  • Domain Whitelist: Auto-approve users from specific email domains
  • Join by Link: Enable/disable link-based joining
  • Default Permissions: Set default privacy for new content
3

Recording Preferences

  • Auto-join Rules: Which meetings to record automatically
  • Skip Rules: Patterns to exclude from recording
  • Language Settings: Default transcription language

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Advanced Settings

Add company-specific information that the AI uses across all features:
  • Product descriptions
  • Competitor information
  • Industry terminology
  • Company goals and values

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Data Privacy and Security

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Workspace Isolation

Complete Data Separation: Each workspace is completely isolated. Users cannot access data from workspaces they’re not members of, even if they have access to multiple workspaces.
  • No cross-workspace search: Search only returns results from current workspace
  • No shared content: Documents, recordings, and signals exist in one workspace only
  • Separate integrations: Each workspace has its own connected services
  • Independent settings: Configuration changes affect only the current workspace

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Content Permissions

Within a workspace, content can be:
  1. Private: Only the creator can access
  2. Shared: Specific users granted access
  3. Workspace: All workspace members can access

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Best Practices

Use descriptive names: “Product Team - Mobile App” is clearer than “Workspace 2”
Set up domains early: Configure auto-join for your company domain to streamline onboarding
Assign multiple admins: Ensure continuity by having 2-3 admins per workspace
Regular cleanup: Review and deactivate inactive members quarterly
Document your structure: Keep notes on what each workspace is for and who should have access

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Common Workspace Patterns

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By Team Structure

  • Sales Workspace: All sales calls and materials
  • Product Workspace: User research and product planning
  • Support Workspace: Customer issues and resolutions
  • Leadership Workspace: Strategic planning and reviews

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By Project

  • Project Alpha: All materials for a specific initiative
  • Q4 Planning: Temporary workspace for planning cycle
  • Customer X: Dedicated space for enterprise clients

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By Use Case

  • External Calls: Customer-facing recordings
  • Internal Meetings: Team discussions and planning
  • Research: User interviews and analysis
  • Training: Onboarding and educational content

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Workspace Limits

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Switching Workspaces via URL

Power users can switch workspaces by modifying the URL:
  • Current workspace ID is stored in browser localStorage
  • Each workspace has a unique identifier
  • Bookmarks maintain workspace context
Create browser bookmarks for frequently used workspaces to switch instantly.
Workspaces provide the flexibility to organize BuildBetter exactly how your organization works, ensuring the right people have access to the right information at the right time.