# Release Notes: April Product Updates **URL:** \ **Category:** Releases and Updates\ **Created:** [May 1, 2026, 8:34pm UTC](https://community.hubspot.com/t/release-notes-april-product-updates/148935 "2026-05-01T20:34:27Z")\ **Posts on this page:** 1\ **Page:** 1
**Author:** ![MeganDumas](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/megandumas/32/13487_2.png) [@MeganDumas](https://community.hubspot.com/u/MeganDumas)\ **Post date:** [May 1, 2026, 8:34pm UTC](https://community.hubspot.com/t/release-notes-april-product-updates/148935/1 "2026-05-01T20:34:27Z")
![Screenshot 2026-05-01 at 3.21.32 PM.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/3X/8/4/84918da678028a9a08bd1ae37d33948d4dfbcecf.jpeg) ## **Release Notes: April Product Updates** April brought updates across AI, CRM, marketing, sales, service, and commerce, with a strong focus on making HubSpot smarter, more connected, and easier to govern at scale. Catch up on all the product updates that went live this month. ### **Now Live** #### **AEO: Track and improve your brand visibility in AI-powered search** AEO is now available in Marketing Hub Pro and Enterprise, so you can track how often your brand appears in answers from ChatGPT, Perplexity, and Gemini, compare against competitors, and act on content recommendations without leaving HubSpot. You get prompt-level visibility, daily tracking, and connected content tools to close gaps faster. **Availability:** Live for Marketing Hub Professional and Marketing Hub Enterprise. #### **Breeze Assistant: new ways to work across HubSpot** Breeze Assistant expanded into more surfaces and workflows so teams can keep AI support closer to where work happens. - **Projects:** Group related chats with shared instructions and connected knowledge so Breeze stays consistent across an initiative. - **Write and send 1:1 emails:** Ask Breeze to draft or reply to emails using CRM data, prior threads, and templates, then insert a ready-to-send message into the CRM composer. - **In Slack:** Mention Breeze in Slack to summarize records and threads or create HubSpot tasks and notes directly from conversations. - **In HubSpot Mobile:** Access Breeze on the go from the HubSpot mobile app, with synced chat history and CRM-aware answers. - **Create reports with AI:** From Reporting, choose “Create report with AI” to use Breeze Assistant to define and generate single- or multi-object reports, then open them in the right report builder. **Availability:** Live for all hubs and tiers where Breeze Assistant and Reporting are supported; see each rollout page for exact hub and tier details. #### **Data Agent: required and optional tokens for prompts** Data Agent prompts can now use multiple tokens with explicit required/optional flags, so prompts only run when critical context is present and skip cleanly (without charging credits) when required data is missing. **Availability:** Live for HubSpot Credits customers across Commerce Hub, Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub Starter+, and Smart CRM Professional and Enterprise. #### **Data Studio: smarter columns and source alerts** Two sets of Data Studio enhancements make it easier to trust and maintain datasets: - **Smart column previews:** When you add a smart column powered by Data Agent, you now see example output before saving so you can refine prompts with less risk. - **Source alerts:** Data Studio now surfaces alerts when data sources have issues (like expired credentials), with guidance on what to fix in the source management tab. **Availability:** Live for Data Hub Professional and Data Hub Enterprise. #### **HubSpot MCP Server: secure CRM access for external AI tools** The HubSpot MCP server (remote) is now GA, giving any MCP-compatible AI client structured, permission-aware read and write access to HubSpot CRM via natural language. It includes support for core CRM objects, engagements, segments, campaigns, and content, and respects user permissions and sensitive data settings. **Availability:** Live for all HubSpot accounts; developers need an MCP client that supports OAuth with PKCE. #### **Connect Breeze Agents with G2, Linear, Gong, and Amplitude** Breeze Agents can now use additional MCP servers to pull context and take actions in G2, Linear, Gong, and Amplitude, all via plain-language prompts. This lets your agents research software, manage issues, analyze calls, and query product analytics without leaving HubSpot. **Availability:** Live for Commerce Hub Professional/Enterprise, Content Hub Starter+, Marketing Hub Starter+, Data Hub Starter+, Sales Hub Starter+, Service Hub Starter+, and Smart CRM Professional/Enterprise. #### **Connect live G2 Buyer Intent to Breeze Agents** The G2 MCP for HubSpot pipes live G2 buyer intent and review data into Breeze Agents so reps can see what prospects are researching, which competitors they’re evaluating, and what real buyers are saying before they reach out. **Availability:** Live for customers with Professional or Enterprise HubSpot subscriptions using Breeze Agents and G2 Buyer Intent (add-on). #### **Conversational context limits add-on** HubSpot is now metering how many conversational records (calls, meetings, emails, chats) are analyzed per month for AI features like Smart CRM cards and brand identity. Most portals won’t hit the included limits; high-volume accounts can purchase an add-on to increase capacity without sacrificing AI capabilities. **Availability:** Live for all paid hubs and tiers; add-on purchase required to expand limits. #### **Knowledge Vault: connect HubSpot knowledge base and index inline images** Knowledge sources are now richer and easier to connect: - **Connect HubSpot Knowledge Base:** You can attach entire HubSpot knowledge bases as sources for Knowledge Vaults so Agents and Assistants can draw directly from your latest support content. - **Inline HTML images:** When you publish or update knowledge articles, blogs, landing pages, or site pages, up to ten inline images are extracted, described, and indexed so Agents and Assistants can reason over visual content, not just text. **Availability:** Live for all hubs and tiers. #### **Buyer Intent: more signals and richer context** Buyer Intent received multiple signal-level improvements to help GTM teams act earlier and with more context: - **Three new company news signals** for Attends Event, Product Development, and Client Signing, giving sales and marketing timely reasons to reach out. - **Unstructured engagement signals** convert conversational insights like Budget and Deal Timing from calls, emails, and notes into actionable company-level signals. - **Expanded signal volume and contact names** improve coverage and add named context (for example, which executive was hired), at no extra cost. **Availability:** Live for customers using HubSpot Credits with Buyer Intent. #### **Prospecting Agent: broader access and daily digest** Prospecting Agent is now easier to try and easier to keep up with. - **Available in Sales Hub Starter:** Starter customers can activate Prospecting Agent with a 28-day free trial that doesn’t consume credits, then move to paid recommendations using included Sales Hub Starter credits. - **Daily digest email:** Reps now get a 9am daily summary listing contacts with Prospecting Agent–drafted outreach awaiting review, with direct links back into the app. **Availability:** Live for Sales Hub Starter, Professional, and Enterprise (Prospecting Agent). #### **Customer Agent: safer rollout, better routing, and richer insights** Customer Agent picked up several updates that make AI support safer to deploy and easier to tune. - **Conversation coverage controls:** Route only a portion of incoming conversations (for example, 10–50%) to Customer Agent and scale up once you’re confident in performance. - **Conversation volume estimates:** When you configure Customer Agent on email or chat channels, HubSpot now estimates how many conversations the agent will handle based on history or similar channels. - **Inline citations in chatflows:** Chatflow responses can now show numbered citations that open a sources panel, so visitors can see exactly which article or page the agent used. - **Language switching mid-conversation:** Visitors can ask the agent to switch languages (for example, “reply in Spanish”), and it will continue in that language for the rest of the chat if it’s enabled. - **Conversation-based routing for human handoffs:** Human handoff workflows can now route conversations based on conversation properties for Inbox-connected channels, not just ticket workflows. - **Lead qualification reporting:** A dedicated Leads tab in Customer Agent Insights shows conversations, conversion rate, and the mix of qualified, partially qualified, and not qualified leads, with drill-through to individual chats. - **Draft mode & embedded testing:** You can now test changes safely in draft mode with inline testing panels that explain which sources and rules were used before you publish. - **Improved tester “Improve response” panel:** The tester now surfaces referenced and potentially relevant knowledge, plus tabs for actions, handoff, and experience, so admins can coach agents in one place. **Availability:** Live for HubSpot Credits customers on Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub Professional/Enterprise, and Smart CRM Professional/Enterprise; see each rollout page for exact hubs. #### **Help Desk: notes, snooze, capacity, and calling improvements** Service teams get a more coherent, AI-assisted Help Desk experience. - **Notes replace comments:** Internal collaboration in Help Desk now uses the same notes object as the rest of the CRM, including @mentions, associations, and Slack/Teams sync, so tickets and records stay in sync. - **Snooze tickets:** Reps can snooze tickets (for example, until tomorrow or next week) to temporarily hide them from views, with support for portal-wide or per-user snooze behavior. - **Smarter ticket capacity limits:** Capacity limits now focus on work that actually requires attention (not every open ticket), improving load-balanced routing, availability, and chatbot handoffs. - **Assignment details enhancements:** A redesigned Assignment Details side panel now walks managers step-by-step through how each ticket was assigned, including availability, capacity, and routing rules. - **Updated calling workspace (beta summarized here for context):** The new Help Desk calling experience (in beta) brings live captions, AI summaries, and Breeze Q&A into a single ticket thread. **Availability:** Live for Service Hub Professional and Service Hub Enterprise (see individual rollouts for per-feature details). #### **Assign tasks to customers** You can now assign tasks to your customers by setting “Assigned To” to Customer and specifying one or more responsible contacts, giving you a single place to track work required from both your team and the customer’s team. **Availability:** Live for Service Hub Professional and Service Hub Enterprise. #### **CRM record timeline and views: filters, visuals, and defaults** Multiple updates make CRM records faster to scan and easier to personalize: - **Timeline redesign:** Pinned and overdue activities now stand out visually, and new filters (direction, owner, timeframe, call outcome, and more) are available across Notes, Emails, Calls, Tasks, and Meetings tabs. - **Quick filter bar redesign:** Active filters surface first, a new picker groups properties by type, and an updated editor makes multi-filter management clearer. - **Improved company and contact defaults:** Pro+ portals can reset records to new default layouts with Catch-up (Smart CRM insight cards), About, Activities, and Revenue tabs, plus more flexible middle-column sections. **Availability:** Live for all hubs and tiers (timeline and quick filters) and for Professional/Enterprise subscriptions (record defaults). #### **Segments: membership history and upcoming intro sunset** Segmentation got clearer audit trails and a heads-up about an older experience going away. - **Membership history:** Each segment now has a Membership Changes log and optional CRM card showing when and why records were added or removed, so you can troubleshoot unexpected list changes. - **Segments Intro and AI suggestions sunset (May 22, 2026):** The Intro tab and legacy AI Segment Suggestions will be retired in May; existing segments remain functional, and AI-powered filters live in the core builder. **Availability:** Live for all hubs and tiers; sunset applies globally. #### **Meetings: index page, custom properties, and “never log” controls** Meeting data is now easier to manage and govern. - **Meetings index and properties:** A dedicated Meetings index shows all meetings (scheduled, synced, or booked), and you can create custom meeting properties for richer reporting and automation. - **Never Log for meetings:** The existing Never Log list now applies to meetings as well as email, so events with specified emails or domains are excluded from HubSpot while still syncing others. **Availability:** Live for all hubs and tiers. #### **Email: editor actions, unsubscribe behavior, sidebars, drafts, and templates** Key email and calendar improvements streamline sending and administration. - **Email management from the editor:** You can now clone, translate, move, archive, or delete marketing emails directly from the editor’s File menu without returning to the listing page. - **One-to-one unsubscribe behavior:** Unsubscribe links in one-to-one emails now lead to a page for that specific subtype, reducing accidental opt-outs from all communications. - **Improved sidebars:** The Gmail Chrome extension and Outlook add-in both now use updated side panels for contact cards and associations, improving readability and keeping more space for your inbox. - **Smart Transfer email templates:** Smart Transfer can now migrate email templates from Pardot, Marketo, ActiveCampaign, and Mailchimp so they can be rebuilt in Marketing Hub with AI Email Template Upload. **Availability:** Live across Marketing Hub, Sales Hub, and Service Hub where noted. #### **Campaigns: deeper automation, assets, and CRM behavior** Campaigns continue to behave more like first-class CRM objects and drive richer attribution. - **Use campaign properties in workflows:** You can now use campaign properties and events in workflows—for example, alerting when spend exceeds budget or following up when contacts are influenced by a campaign. - **Associate emails to multiple campaigns:** A single marketing email can be associated with multiple campaigns (with UTMs managed accordingly), avoiding clones and fragmented reporting. - **Scheduling pages as campaign assets:** You can add scheduling pages to campaigns so meetings booked from those pages are automatically attributed going forward. - **Associate custom objects with campaigns:** Enterprise customers can now associate custom object records with campaigns, see Campaign as a first-class CRM object in Data Model Builder, and use campaign properties in segments and conditional logic. - **Multi-campaign reporting:** New Analyze views let you report on groups of campaigns at once (by folder, bulk-select, or filter), including attributed contacts and revenue across related efforts. **Availability:** Live for Marketing Hub Professional and Enterprise (with some features available to Pro+ across Studio and Campaigns). #### **Marketing events: richer object and associations** Marketing events behave more like a standard CRM object and are better connected to the rest of your data. - **Object improvements:** A redesigned Marketing Event record page now uses the standard CRM layout with notes, timelines, export options, conditional logic on properties, field-level permissions, single-object reporting, and event-based segments. - **Associations:** Marketing events can now be associated with companies, deals, leads, payments, orders, custom objects, app objects, and other marketing events, making it easier to connect event engagement to revenue. **Availability:** Live for all hubs and tiers. #### **TikTok and Reddit: deeper social + ads coverage** Short-form and community channels are now first-class citizens in HubSpot. - **TikTok organic:** Create, schedule, and publish TikTok posts, reply to comments, and see performance alongside your other social channels. - **TikTok Ads:** Connect TikTok ad accounts to view performance in Ads, attribute contacts and deals, sync HubSpot audiences, and manage pixels. - **Video editor for Marketing Hub Pro+** : The TikTok-ready video editor from Content Hub is now available in Marketing Hub Professional and Enterprise for trimming, branding, adding overlays, and attaching trending TikTok audio. - **Reddit posting and analytics:** You can publish to subreddits, reply to comments and brand mentions, and track scores and engagement metrics from within the Social tool. **Availability:** Live for Marketing Hub Professional and Enterprise (see each rollout for specifics). #### **Reporting & dashboards: goals, unused reports, tags, and recurring shares** Operations and analytics teams get more control over what’s reported where. - **Goals in Custom Report Builder:** “Goals” is now a data source in CRB, so you can join goal targets to deals and other CRM objects for quota vs. performance reporting. - **Find unused reports:** A new Unused reports view shows reports not viewed in the last six months so you can safely archive or delete clutter. - **Centralized recurring share management:** A unified view in reporting settings lets you find and bulk-edit recurring report/dashboard shares, including those owned by deactivated users. **Availability:** Live for all HubSpot Starter, Professional, and Enterprise subscriptions. #### **Commerce Hub: richer invoicing, payments, and credit memo data** Commerce and RevOps teams got a raft of billing and payments enhancements. - **Billing cards on records:** New billing cards on the Revenue tab show payment methods, tax IDs, and billing contacts for companies and contacts. - **Set a default tax rate:** You can define a default tax rate in your tax rate library that auto-prefills on line items across quotes, deals, invoices, subscriptions, payment links, and credit memos. - **Invoice–project associations:** Invoices and projects can now be associated in both directions, making it easier to report on billed vs. unbilled project work. - **Edit non-balance-changing fields after payment:** You can update fields like PO numbers, notes, and recipient emails on partially paid or paid one-time invoices without affecting the amount due. - **Payments object enhancements:** Payments now appear in Data Model Builder with configurable associations and labels to standard and custom objects. - **Credit memos as first-class objects:** Credit memos now have object settings, can be associated and labeled in Data Model Builder, and are available as a source in Segments. - **Invoices and products in global search:** Global search now returns invoice and product records, making it easier to jump directly to key commerce data. **Availability:** Live across all hubs and tiers where Commerce Hub features are available; see individual rollouts for hub and tier specifics. #### **Quotes: better AI content, signer reassignment, and more secure access** Quote workflows are smoother and more controlled. - **Writing guidelines per section:** Admins can add section-level writing instructions to quote templates so Breeze generates on-brand content aligned to your standards. - **Signer reassignment:** Signers can delegate e-signature responsibility to someone else on their team directly from the quote, avoiding recall/resend cycles. **Availability:** Live for Commerce Hub Professional and Commerce Hub Enterprise. #### **Sales Workspace, meetings, and calling** Sales reps see a more unified workspace and richer call tooling. - **Sales Workspace refresh:** The workspace now uses native CRM index pages for companies, leads, and deals, and standard task queues, reducing duplication and keeping Sales Workspace aligned with Smart CRM. - **Recurring meetings sync (beta noted below):** Recurring calendar meetings now sync properly to HubSpot when created on your external calendar. - **Call transfers across workspaces & outbound:** Reps can transfer inbound and outbound calls between users and between workspaces (Help Desk ↔ Inbox), with group ringing for workspace transfers. - **IVR for Pro tiers:** Interactive voice response menus are now available on Service and Sales Hub Professional, not just Enterprise. - **Calling in Sales/Service trials:** Sales and Service Hub trials now include access to Calling so teams can evaluate end-to-end workflows. **Availability:** Live for Sales Hub and Service Hub Professional/Enterprise; see each rollout for details. #### **Admin, data governance, and sandboxes** New tools help admins manage changes, cleanups, and experimentation safely. - **Restore CRM properties and records:** Super admins can restore property values changed in the last 14 days (20 versions per record; 45 for contacts) across objects, without exports and imports. - **Workflow CRM property restore:** Within an individual workflow, you can undo property changes that a workflow made in the last 14 days, targeted to that workflow’s activity. - **Undo recent cleanup:** The Account Cleanup tool now lets you revert the most recent cleanup run for supported asset types and inspect exactly what was removed, with automatic prompts to disable problematic policies. - **Sandbox post-deployment tasks:** After deploying from sandbox to production, a post-deployment task list highlights follow-up actions you need to take so go-lives don’t miss critical steps. - **Teams & record customizations in sandboxes:** New standard sandboxes automatically copy team structures and team-based record customizations from production so testing better reflects reality. **Availability:** Live for Enterprise hubs and Smart CRM Enterprise, with some restore features extended to Starter and Pro. #### **Permissions, privacy, and AI training controls** Two updates give admins more predictable access control and AI governance. - **Decouple permission sets and seats:** Users can now belong to any permission set regardless of seat; HubSpot grants maximum access allowed by seat and clearly indicates full vs. partial access. - **Opt in/out of HubSpot AI model training:** Super admins now have an in-app toggle to control whether account data is used for HubSpot’s AI model training; accounts with Sensitive Data enabled are automatically opted out. **Availability:** Live for all hubs and tiers.