HubSpot Update: [Private Beta] Chat with Copilot during live calls - podcast episode cover

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

Nov 13, 20245 minEp. 47
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Episode description

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.

Transcript

Ben BinaryBen Binary

Okay. So you ready to jump into this HubSpot stuff?

Luna LogicLuna Logic

Yeah. Let's go for it.

Ben BinaryBen Binary

I'm pretty excited to dig into this Breeze Copilot thing.

Luna LogicLuna Logic

It's really interesting.

Ben BinaryBen Binary

Yeah. So for anybody who's maybe been living under a rock and hasn't heard HubSpot's rolling out this AI assistant thing for sales and service calls

Luna LogicLuna Logic

Right.

Ben BinaryBen Binary

And it's in private beta right now, so we don't have, you know, all the details.

Luna LogicLuna Logic

Uh-huh.

Ben BinaryBen Binary

But, but it's pretty exciting stuff. I mean, just think about it. Like, you're on a call, and you've got this, like, super smart AI sidekick just, like, whispering in your ear, giving you all the info you need, like, in real time.

Luna LogicLuna Logic

It's a game changer for sure. It

Ben BinaryBen Binary

really is. I mean, can you even imagine?

Luna LogicLuna Logic

Yeah.

Ben BinaryBen Binary

Like, having that kind of support during a call.

Luna LogicLuna Logic

Yeah. It's, I mean, HubSpot's known for their CRM, right, helping businesses manage all their customer relationships. Right. But this this is really taking it to a whole new level.

Ben BinaryBen Binary

Yeah. For sure.

Luna LogicLuna Logic

Because now you've got this, like, real time intelligence layer right on top of your calls.

Ben BinaryBen Binary

And they call it Breeze Copilot,

Luna LogicLuna Logic

which

Ben BinaryBen Binary

I love the name. Yeah. It sounds so friendly and approachable.

Luna LogicLuna Logic

Yeah. It does.

Ben BinaryBen Binary

Like, it's not some intimidating, like, you know, super scary AI.

Luna LogicLuna Logic

Exactly. Yeah. It's like a little helper.

Ben BinaryBen Binary

Yeah. Exactly. Exactly. So can we break down what this real time assistance actually looks like in practice?

Luna LogicLuna Logic

Yeah. So picture this. You're a sales rep. You're on a call with a potential customer. Okay. And you've got this little Copilot button right there in your interface. You click it, and boom. Breeze is ready to go.

Ben BinaryBen Binary

Okay.

Luna LogicLuna Logic

So the first thing you'll see is a really quick summary of the conversation so far. Oh, wow. Like, the key points that have been hit.

Ben BinaryBen Binary

That's helpful.

Luna LogicLuna Logic

And here's where it gets even cooler.

Ben BinaryBen Binary

Okay.

Luna LogicLuna Logic

You can actually type in questions or prompts based on what's happening on the call Okay. Live and in real time.

Ben BinaryBen Binary

Wow.

Luna LogicLuna Logic

And Breeze uses the live transcript to give you an answer.

Ben BinaryBen Binary

So it's not just analyzing, like, past calls or data. It's literally listening and providing insights as the call is happening. Exactly it.

Luna LogicLuna Logic

That's incredible. Like, it's mind blowing.

Ben BinaryBen Binary

They actually gave some examples of the types of prompts you can use. And I gotta say, the drafty notes on the fly, one is a lifesaver.

Luna LogicLuna Logic

Oh, yeah. For sure.

Ben BinaryBen Binary

Who hasn't been on a call, like, struggling to take good notes while also trying to, like, actively listen and engage?

Luna LogicLuna Logic

It's impossible.

Ben BinaryBen Binary

It's, like, impossible.

Luna LogicLuna Logic

Yeah. You can't do both well.

Ben BinaryBen Binary

Right. Exactly. So that's huge.

Luna LogicLuna Logic

But it gets even better.

Ben BinaryBen Binary

Okay.

Luna LogicLuna Logic

Imagine you're a brand new sales rep. Right? You're on a call with a potential client. Uh-huh. You're maybe a little nervous. You don't have all the answers. Sure. With Breeze, you can instantly access best practices or, like, detailed product information right there in the moment Wow. Like, while you're on the call.

Ben BinaryBen Binary

That's incredible.

Luna LogicLuna Logic

It's a huge boost to confidence, and it really speeds up the learning curve for new reps.

Ben BinaryBen Binary

Yeah. Absolutely. I mean, even for seasoned reps.

Luna LogicLuna Logic

Oh, yeah.

Ben BinaryBen Binary

Think about this. Like, you're on a call with a client, and you need to check if there are any open deals with them.

Luna LogicLuna Logic

Right.

Ben BinaryBen Binary

Instead of, like, fumbling through databases later, you can just ask Breeze

Luna LogicLuna Logic

Right there on the spot.

Ben BinaryBen Binary

And get the info you need instantly.

Luna LogicLuna Logic

Talk about efficiency. Right?

Ben BinaryBen Binary

It's mind blowing. I mean, it's like having this, like, superpower assisted by your side. Yeah. It is.

Luna LogicLuna Logic

Anticipating your needs before you even realize you have them.

Ben BinaryBen Binary

I know. It makes you wonder how we ever lived without it.

Luna LogicLuna Logic

Right. But it also makes me think about the human element. You know? Like, if we're relying on AI this much, do we risk losing that personal touch, that ability to build genuine rapport with customers.

Ben BinaryBen Binary

Yeah. That's a great point, and it's something to be mindful of. Yeah. It's crucial to remember that Breeze Copilot is designed to augment human skills, not replace them. Right. So think of it this way. The AI can handle the information gathering, you know, the heavy lifting.

Luna LogicLuna Logic

Okay.

Ben BinaryBen Binary

And that frees up the sales rep to really focus on building relationships, you know, addressing the customer's needs on a deeper level.

Luna LogicLuna Logic

So it's all about finding that balance.

Ben BinaryBen Binary

Exactly.

Luna LogicLuna Logic

Leveraging the power of AI while still retaining that irreplaceable human touch.

Ben BinaryBen Binary

Exactly. You got it.

Luna LogicLuna Logic

Now I'm curious if you were actually using Breeze Copilot, like, in your day to day, what feature would you personally find the most valuable? That's a tough one. There's so much potential there, but I think for me, it would be the ability to analyze sentiment in real time.

Ben BinaryBen Binary

Oh, interesting.

Luna LogicLuna Logic

Like, imagine being able to gauge a customer's emotional state during a call Oh. And then adjust your approach accordingly.

Ben BinaryBen Binary

Yeah.

Luna LogicLuna Logic

That kind of insight could be incredibly powerful for closing deals and building lasting relationships.

Ben BinaryBen Binary

That's a great point. I mean, it really makes you think about the possibilities, you know, and how this kind of technology is going to shape the future of sales and customer interactions in general.

Luna LogicLuna Logic

Yeah. Totally agree. It's super exciting. And, honestly, I think we're just scratching the surface of what AI can do in this space.

Ben BinaryBen Binary

Yeah. This is just the beginning.

Luna LogicLuna Logic

Totally.

Ben BinaryBen Binary

So for everyone listening, I wanna leave you with this. What if you had Breeze Copilot during your calls?

Luna LogicLuna Logic

Mhmm.

Ben BinaryBen Binary

What would be the most valuable use for you?

Luna LogicLuna Logic

Yeah. Think about that.

Ben BinaryBen Binary

How is AI changing the way we communicate and interact with customers? This is something we're all gonna have to grapple with.

Luna LogicLuna Logic

It's the future.

Ben BinaryBen Binary

It is the future. Fascinating stuff.

Luna LogicLuna Logic

Absolutely. So buckle up. We're in for a wild ride.

Ben BinaryBen Binary

We are. It's gonna be a fun one, though. It is. Alright. Well, that wraps up our deep dive on HubSpot's Breeze Copilot.

Luna LogicLuna Logic

Hunts nice time.

Ben BinaryBen Binary

See you later.

Luna LogicLuna Logic

Bye.

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