HubSpot Update: [Private Beta] Chat with Copilot during live calls

The Update Algorithm By Sidekick Strategies

Breeze Copilot Live Call Integration Briefing Doc

Date: November 12, 2024

Subject: New Feature - Chat with Copilot during live calls (Private Beta)

Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature.

What is it?

The new feature allows sales and service representatives to interact with the AI assistant, Breeze Copilot, during live calls. By clicking the "Copilot" button in the calling interface, reps can access Copilot and ask questions in real-time.

Why is it important?

Currently, Breeze Copilot assists reps by providing insights from past calls. This update expands its functionality, enabling reps to leverage its capabilities during ongoing conversations, thus streamlining their workflow and boosting efficiency.

Key Features:

• Real-Time Question Answering: Reps can ask Copilot specific questions related to the live call and receive immediate answers.
• Live Transcript Integration: Copilot utilizes the call's live transcript to provide accurate and contextually relevant responses.
• Outbound Widget: The feature is accessible through a dedicated widget within the outbound calling interface.

Use Cases & Sample Prompts:

The feature empowers reps with a range of capabilities, including:

• Note-Taking: "Draft notes for this call so far?"
• Follow-Up: "Help me draft a follow-up email for this call"
• Customer Insights: "Does the caller have any open tickets/deals?"

Availability:

This private beta feature is currently available to users with the following subscriptions:

• Professional Customer Platform
• Enterprise Customer Platform
• Sales Pro
• Sales Enterprise
• Service Pro
• Service Enterprise

Impact & Benefits:

• Enhanced Productivity: Real-time assistance from Copilot allows reps to focus on the conversation and make informed decisions quickly.
• Improved Customer Experience: Faster access to information leads to quicker resolutions and more personalized interactions.
• Increased Sales & Service Efficiency: Streamlined workflows and data-driven insights empower reps to close deals and resolve issues efficiently.

Conclusion:

The Breeze Copilot live call integration represents a significant step forward in leveraging AI to enhance sales and service operations within HubSpot. The private beta offers a valuable opportunity for early adopters to leverage this powerful tool and gain a competitive advantage.