HubSpot Product Update
BBD Boom | HubSpot Elite Partner
Helping B2B businesses HubSpot better.
Hi, Welcome to our final HubSpot Product Spotlight for this year!
In this newsletter, we’ll explore some of our teams favourite HubSpot updates from the last month. Ready? Let’s dive in! ??
1. Customise Out-Of-Office Behaviour of Customer Agent
What is it?
Custom Hand-off Messages give businesses more control over how their Customer Agent handles unresolved queries. By customising when and how human agents take over, admins can ensure seamless transitions and deliver smarter, smoother experiences. This added functionality provides the perfect balance between automation and human touch, helping admins meet customer needs and exceed expectations.
To update your customer agent's hand-off messages:
There are four messages admins can configure and each are based on their fallback user's availability. Note: These messages will be translated to the visitor's language.
Note: For live chat, an email request will be sent to the visitor after the custom handoff message is delivered.
Why does it matter?
To address the frustration that customers and CX leaders have shared—namely, that self-service solutions (like the customer agent) don’t always resolve complex issues and can leave customers feeling uncertain or delayed—HubSpot has made it easier to customise how customer agent handles handoffs to human agents. Customers expect a seamless transition to a real person or clear communication about when their issue will be resolved. By improving this handoff process, we’re helping businesses provide a smoother experience, even for more complex inquiries.
2. AI-Company Research Insights in Sales Workspace
What is it?
We are adding AI-generated company research insights to the deal insights section in the sales workspace.
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Why does it matter?
Salespeople spend a lot of time researching companies and news to prepare for conversations with buyers. This makes them less productive and means they have less time to work on deals efficiently. By summarising company research on the deal page in the sales workspace, we are saving reps time that can now be used to engage more meaningfully with buyers.
3. Weekly Product Update Roundup Email
What is it?
Super admins can now subscribe to email notifications for Product Updates. By subscribing, admins receive a weekly e-mail with information on the latest betas and upcoming releases.
Why does it matter?
HubSpot is continually releasing new features with the goal of helping our customers grow better. These updates are published to the Product Updates page, but it can be challenging for admins to keep up with the influx of changes, especially without direct communication. This can result in significant changes going unnoticed, potentially disrupting users' workflows in HubSpot.
The Weekly Product Updates Roundup bridges this gap by providing admins with direct communication about the latest betas and upcoming changes to their account, ensuring they stay informed and prepared.
What's New at BBD Boom?
Register for our upcoming webinar "Must-Have HubSpot Reports to Power Up Your 2025 Strategy" and WIN a FREE HubSpot portal audit when you attend the webinar.
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