Conversational records

Getting Started
1

I just signed up for HubSpot Free 45 minutes ago and received a notice saying 25 of 25 conversational records have been analyzed this month. I haven’t intentionally run any analysis and don’t believe I have logged communications. How can I identify which records were counted?

3

Hey @Ally1,

Welcome!! :tada:

You don’t need to manually start an analysis for this to happen. HubSpot analyzes logged comms automatically in the background. A conversational record can be a transcript, an email thread, or a conversation/chat thread; notes aren’t included in this limit.

If you’re a Super Admin, you can check your usage by navigating to Settings > Users & Teams > Account & Billing > Other Limits →Conversational context. However, please note this doesn’t currently provide a self-serve list of the individual records that were counted.

You can also find more on this in this article here: Understand communication analysis limits and notifications.

Hope this helps!

Sam, Community Manager

4

I don’t understand. I haven’t logged any communications in it yet. How can I have reached my maximum?

5

That’s strange for a newly created account. I’d recommend checking your connected inboxes and conversation history first. If no records appear there, HubSpot Support may be able to identify which records used your monthly analysis limit and explain why it was triggered so quickly.

6

Hi @Ally1, HubSpot runs this analysis in the background on communications logged in your account such as call and meeting transcripts, 1:1 or shared inbox emails, and live chats. So it can count records without you starting any analysis yourself. You can check the usage figure in Account & Billing, under the Usage & Limits tab, then Other limits.

I couldn’t find anything in HubSpot’s documentation that lists which individual records were counted. If you connected an inbox or any logged emails came in during setup, those are the likeliest source. Hitting 25 of 25 within 45 minutes of signing up is unusual, so I’d suggest contact HubSpot Support and ask for a breakdown of what was analyzed.