Protected Content and AI Customer Agent

[NConley]

The protected content is an important part of serving KB Articles to our customers, while also protecting our features in our very predatory market.

I really like the new Customer Service Agent, but was very dissapointed to find out that it can't consume protected content as referenence material.  If I don't want one chat bot or another to have certain content, I'll build it that way.  I would love to see HubSpot add the ability to include protected content articles.  

Right now, it looks like the only workaround is to export the kb articles, save them as PDFs and upload them as files, but this is an opportunity for issues when that content becomes out dated (or a lot of overhead to maintain it).

[BérangèreL]

Hi @NConley, great news!

I have just heard that we got a new feature now, that just got released, for this:
"Train the Customer Agent on private Knowledge Base articles and control citations for public sources"!

How does it work?

For private Knowledge Base articles:
 

- Go to "Breeze" in the main navigation > Customer Agent
- Click on "Content"
- Click on "Add Content" > "HubSpot content & links"
- In the "Sync HubSpot content" field select "Knowledge Base"
- Click on "Add"
- All articles including private ones will automatically sync in the background

I hope this helps!

Best,
Bérangère

[NConley]

AWESOME! I’ll look in to that! Thank you so much for your help!

[BérangèreL]

My pleasure @NConley, glad to help! ❤️

Have a lovely day and I look forward to seeing you around the HubSpot Community soon!

Warmly,
Bérangère

[NConley]

So, this is not actually the solution I was looking for.  I need to be able to use "Protected Content" (Controlled Access), instead of only KB Articles with "Public" visibilty.

As confirmed by talking with support, only articles made public can be used.  Thank you.

[BérangèreL]

Hi @NConley, I hope that you are well!

Thanks for getting back to me!

In that case, for new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

Thank you for being part of the discussion!

Have a great day!
Bérangère

[BérangèreL]

Hi @NConley and welcome, we are so glad to see you here!

I'd like to thank you for sharing your valuable feedback! This means a lot to us.

I have shared it internally to bring more visibility to it.

Also, for new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

And please @NConley, let me know if there is anything else I can help with. I'll be delighted to do so!

Have a fantastic day! 🌞

Warmly,
Bérangère