Settings Comprehensive Guide

Complete guide to configuring BuildBetter for your organization

BuildBetter’s settings provide extensive customization options to tailor the platform to your organization’s needs. This guide covers the full settings structure and what you’ll find in each section.

Overview

Settings in BuildBetter are organized into three sections:

Account

Your personal preferences, profile, notifications, integrations, and apps

Features

Call recorder, transcription, documents, AI labeling, and AI assistant

Administration

Workspace, members, billing, API & MCP, language, and referrals (admin only)

Account Settings

The account section covers your personal configuration. These settings affect only your experience.

Preferences

Display and behavior settings:

• Time zone configuration
• Date format preferences
• Theme settings

Profile

Control how you appear to others:

• Update your display name
• Upload a profile picture

Notifications

Configure which email notifications you receive:

• Call Summary Emails — email summary after calls you attend
• Call Pre-consent Emails — consent request sent to participants before scheduled calls
• External Call Summary Emails — summaries for calls with external participants
• Weekly Cluster Trend Report — weekly trending clusters and insights

All notification types are ON by default. Personal settings override workspace defaults.

Privacy & Security

Manage your data visibility and recording preferences:

• Default privacy level for hosted calls (Workspace or Participants only)
• Recording consent settings
• Pre-consent email toggle

Integrations

Connect your calendar and meeting platforms:

• Calendar connections — Google Calendar, Outlook
• Auto-record settings for scheduled and ad-hoc calls
• Supported platforms — Zoom, Google Meet, Microsoft Teams, Webex

See also: Bot Recording Rules

Apps

Manage connected applications:

• Slack, Asana, Zapier, and other third-party app connections

Feature Settings

Configure how BuildBetter’s AI and recording features work for your workspace.

Call Recorder

Configure the recording bot:

• Bot name — custom display name shown when the bot joins meetings
• Recording view — Gallery View or Speaker View
• Recording limits — set hour caps per billing period

Transcription

Control transcription behavior:

• Primary language selection
• Multi-language detection
• Speaker identification settings

Documents

Configure AI document generation settings.

AI Labeling

Configure how AI automatically labels and classifies your content. This page contains three subsections:

Custom Taxonomy

Define your organization’s classification system. Generate a four-level hierarchy (Domain > Product > Feature > Tag) from your product documentation, then let AI auto-label incoming signals.

See the full Taxonomy documentation for details.

Call Types

Configure how calls are classified (e.g. customer calls, internal meetings, sales demos).

Signal Types

Manage the signal types used for extraction (e.g. bug, feature request, complaint, testimonial). There are 35 built-in types.

AI Assistant

Customize AI behavior:

• Custom context for AI-generated content
• Tone and style preferences
• Summary settings

Administration Settings

Administration settings require admin permissions. Contact your workspace admin if you need access.

Workspace

Organization-wide configuration:

• Company name and branding — logo, organization profile
• Custom Context — provide company-specific information to improve AI accuracy (see Custom Context guide)
• Domain management — allowed email domains, auto-join rules
• Security policies — session settings, access controls

Members

Manage your organization’s team:

Inviting Members

• Invite by email (enter email, first name, last name)
• Invite by link (share a unique URL)

Managing Members

• Deactivate/activate user accounts
• Change roles (Admin or Member)
• Resend or revoke invitations

Roles

Role	Permissions
Admin	Full access to all settings, billing, team management, and integrations
Member	Access to core features but cannot change organization-level settings

Billing

Manage your subscription and usage:

• Current plan details and usage statistics
• Upgrade options
• Payment method management via Stripe portal
• Invoice history

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

API & MCP

Developer tools and integrations:

• API key generation and management
• MCP server configuration
• Webhook setup
• Usage monitoring

See the MCP documentation for details on the MCP server.

Language

Configure language preferences for your workspace.

Referrals

Manage your referral program and track referral status.

Best Practices

Regular Reviews: Review settings quarterly to ensure they match current needs

Security First: Regularly review security settings and access logs

Test First: Test new settings with a small group before org-wide rollout

User Training: Ensure team members understand setting impacts

Troubleshooting

Common Issues

Settings Not Saving

• Check your permissions (some settings require Admin role)
• Verify browser compatibility
• Clear cache and cookies
• Contact support if issue 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

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.