Lesson 02 · Start here

Set up your workspace

Your team, your company context, your bot.

1 min 22 s5 stepsLesson 2 of 2 in Start here

You’ll be able to

  • Invite your team
  • Add your company context
  • Name your meeting bot

Read the docs

Synced from docs.buildbetter.ai

The help pages for this lesson, kept up to date. Read them here without leaving the lesson.

Member Management & Invitations
Invite and manage team members in your BuildBetter workspace
Custom Context
Provide BuildBetter with information about your company to improve AI accuracy
Organization & Workspace Settings
Manage organization-wide settings, including billing, team members, and workspace configurations.
Notification Settings
Comprehensive guide to all notification options in BuildBetter, including user and workplace notifications.

Transcript

Bring your team in and tell BuildBetter about your company, so every summary fits how you work.

Start with your team. In Settings, open Members, add a name and an email, and send the invite.

If your team shares an email domain, use the invite link instead. Anyone on that domain can join with it.

Next, Workspace. Add your logo and your name, so shared links look like yours.

Then comes the step most teams skip, and it matters most. Under Data and mappings, open Company context.

Tell BuildBetter what you sell, who buys it, and who you compete with. Paste your own words, or generate a draft from your domain and edit from there.

Every summary, signal and answer reads this first.

Your meeting bot introduces itself on every call, so give it a name people recognize. Open Meeting Recorder, and set the default recorder bot name.

Finally, Account. Choose which emails you get, like a summary after each meeting.

Next up, record your calls automatically.