Gute Ideen sollten geteilt werden

I'm exploring data and there are so many instances where I want to bucket the data without creating a separate field. Could really use that feature in single object reports.    e.g. want to bucket leads time open and see nurture reasons etc.    Thanks!  ... Mehr anzeigen

The Prospecting Agent should be able add more contact level data to it's research evidence in order to generate personalized email content.   For instance: The agent should be able to gather intel from a Custom Property like "LinkedIn Bio" to learn more about the contact. A step further would be to look at a contact's LinkedIn posting and comment history to provide super personalized emails about something the contact said or did on LinkedIn. ... Mehr anzeigen

It would be helpful if HubSpot AI can auto-detect misspelled words and provide knowledge base results instead of the response of we can't find that...    For example: The user enters the keyword of receipts but they misspell it and type reciepts - provide the knowledge base doc for receipts even though it was spelled wrong.  ... Mehr anzeigen

It would be great if we can clone sections of the AI Chat Bot setup to different/ additional setup sections within the flow. ... Mehr anzeigen

Within the ChatFlow setup, it would be beneficial to be able to collapse sections of the setup/ chatflow.  ... Mehr anzeigen

 We want to add templates and and snippets allready created as sources for reply recommendations in help desk.  There is also a need for us to rate the recommendation given to us, and give feedback on what worked and not ... Mehr anzeigen

Enhance the invoicing process by automating VAT integration and enabling draft invoice creation. With this feature, invoices are generated automatically but remain in draft status, allowing the company to review and verify them before final confirmation and delivery to the customer.   This solution ensures greater control, minimizes errors, and improves the efficiency of financial workflows. ... Mehr anzeigen

We only assign contacts when its a hot lead for our sales team. They, however, have their inboxes connected and email new potential customers daily. Each time they do this they are automatically assigned to the new contact. It is very messy! Please create a native way to prevet a contact from being assigned to a user when they are linked to Sales extension. It would be so great just to be able to turn this off.  ... Mehr anzeigen

Olá comunidade! Entendendo que o bloqueio de agendamentos em horários simultâneos poderá ser um grande auxiliar na gestão do roteamento de filas. Isso poderá solucionar o gerenciamento para evitar a criação de eventos em um mesmo horário, reduzindo assim o ruído entre os horários.  ... Mehr anzeigen