I’d like a “Conversation Mode” setting in the HubSpot app/Breeze Assistant that lets me work my daily tasks in a fully conversational flow, instead of manually clicking around the Tasks tool.
Example flow
- USER: “What are the tasks I have due today?”
- AGENT: Looks up Tasks due today in CRM and replies, for example:
“Your first task due today is ‘FOLLOW UP WITH [Contact/Company/Deal]’ at 3:00 PM.” - USER: “Open that task and give me options.”
- AGENT: Opens the underlying record context and offers a set of quick actions, such as:
- Reply to last email
- Create new email
- Insert note
- Log WhatsApp message
- Log SMS
- Log LinkedIn message
- (Optionally) Mark task complete or Snooze to [time/date]
Why this is valuable
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Lets reps run their day by “talking to HubSpot” in natural language (typed today, voice in the future).
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Reduces context switching between Tasks, Contact/Company/Deal records, and different communication channels.
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Encourages better data hygiene because logging the follow‑up is part of the flow.
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Fits well with Breeze’s vision as an AI copilot that not only answers questions but drives workflow (e.g., “Next task”, “Skip this one”, “Summarize last 5 activities for this contact, then draft a reply email”).
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Potential future enhancement
- Add true voice control (mobile and/or desktop) so a rep could literally say:
- “What’s my next task?”
- “Open it and draft a reply to the last email.”
- “Mark that task complete and move to the next one.”