HubSpot Update: [Private Beta] Chat with Copilot during live calls

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You Can Visit All Seven Continents. But Should You? 26:46

12天之前26:46

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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

大约1年之前 5:24

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Breeze Copilot Live Call Integration Briefing Doc

Date: November 12, 2024

Subject: New Feature - Chat with Copilot during live calls (Private Beta)

Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature.

What is it?

The new feature allows sales and service representatives to interact with the AI assistant, Breeze Copilot, during live calls. By clicking the "Copilot" button in the calling interface, reps can access Copilot and ask questions in real-time.

Why is it important?

Currently, Breeze Copilot assists reps by providing insights from past calls. This update expands its functionality, enabling reps to leverage its capabilities during ongoing conversations, thus streamlining their workflow and boosting efficiency.

Key Features:

Real-Time Question Answering: Reps can ask Copilot specific questions related to the live call and receive immediate answers.
Live Transcript Integration: Copilot utilizes the call's live transcript to provide accurate and contextually relevant responses.
Outbound Widget: The feature is accessible through a dedicated widget within the outbound calling interface.

Use Cases & Sample Prompts:

The feature empowers reps with a range of capabilities, including:

Note-Taking: "Draft notes for this call so far?"
Follow-Up: "Help me draft a follow-up email for this call"
Customer Insights: "Does the caller have any open tickets/deals?"

Availability:

This private beta feature is currently available to users with the following subscriptions:

Professional Customer Platform
Enterprise Customer Platform
Sales Pro
Sales Enterprise
Service Pro
Service Enterprise

Impact & Benefits:

Enhanced Productivity: Real-time assistance from Copilot allows reps to focus on the conversation and make informed decisions quickly.
Improved Customer Experience: Faster access to information leads to quicker resolutions and more personalized interactions.
Increased Sales & Service Efficiency: Streamlined workflows and data-driven insights empower reps to close deals and resolve issues efficiently.

Conclusion:

The Breeze Copilot live call integration represents a significant step forward in leveraging AI to enhance sales and service operations within HubSpot. The private beta offers a valuable opportunity for early adopters to leverage this powerful tool and gain a competitive advantage.

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#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

HubSpot Update: [Private Beta] Chat with Copilot during live calls

The Update Algorithm By Sidekick Strategies

published 大约1年之前

MP3•单集首页

Breeze Copilot Live Call Integration Briefing Doc

Date: November 12, 2024

Subject: New Feature - Chat with Copilot during live calls (Private Beta)

Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature.

What is it?

Why is it important?

Key Features:

Real-Time Question Answering: Reps can ask Copilot specific questions related to the live call and receive immediate answers.
Live Transcript Integration: Copilot utilizes the call's live transcript to provide accurate and contextually relevant responses.
Outbound Widget: The feature is accessible through a dedicated widget within the outbound calling interface.

Use Cases & Sample Prompts:

The feature empowers reps with a range of capabilities, including:

Note-Taking: "Draft notes for this call so far?"
Follow-Up: "Help me draft a follow-up email for this call"
Customer Insights: "Does the caller have any open tickets/deals?"

Availability:

This private beta feature is currently available to users with the following subscriptions:

Professional Customer Platform
Enterprise Customer Platform
Sales Pro
Sales Enterprise
Service Pro
Service Enterprise

Impact & Benefits:

Enhanced Productivity: Real-time assistance from Copilot allows reps to focus on the conversation and make informed decisions quickly.
Improved Customer Experience: Faster access to information leads to quicker resolutions and more personalized interactions.
Increased Sales & Service Efficiency: Streamlined workflows and data-driven insights empower reps to close deals and resolve issues efficiently.

Conclusion:

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#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

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28 weeks之前3:44

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AI-Powered Writing Tools in Conversations Inbox + More This document summarizes key product updates released in September 2024, focusing on enhancements to the Help Desk module. Update 1: Customizable Views Sidebar (Released September 16, 2024) What: Users can now customize the Help Desk views sidebar, rearranging, blending default and custom views, and hiding unused views. The "Create ticket" button has been relocated to the top of this sidebar. Why: This addresses the issue of sidebar clutter from irrelevant views, which could impede workflow efficiency in fast-paced support environments. "Maintaining focus is crucial when working in fast-paced support environments. Previously, the help desk views sidebar was static, often cluttering the workspace with irrelevant views." Impact: Increased user control over their workspace, potentially leading to improved focus and faster support delivery. Availability: Service Pro and Service Enterprise tiers. Update 2: AI-Powered Writing Tools in Conversations Inbox (Released September 10, 2024) What: New AI features have been integrated into the Conversations Inbox composer across all channels, including: AI Command Shortcuts: Use the "/" command or highlight text to access AI writing assistance like drafting, rewriting, summarizing, expanding, shortening, and adjusting tone. Proofreading: AI-powered grammar, spelling, and punctuation correction. Popover Modal: Provides greater control over AI suggestions, allowing users to keep or regenerate text. Enhanced Summarize Feature: Now accessible via a dedicated icon in the footer, enabling quick summarization of lengthy conversations for improved handoffs and collaboration (excluding WhatsApp). Why: Responding to customer inquiries efficiently and effectively is crucial. These features aim to streamline response crafting and improve quality, leading to faster response times. "Responding to customer inquiries quickly and effectively is more important than ever, but crafting responses can be time-consuming without the right tools." Impact: Anticipated improvements in agent productivity, response quality, and customer satisfaction due to faster and more efficient communication. Availability: All hubs and tiers. Overall Impact: These updates represent a significant step towards a more efficient and intelligent Help Desk experience. The customizable sidebar empowers users to personalize their workspace, while the AI-powered writing tools automate tedious tasks and enhance communication quality. These changes are likely to significantly impact agent productivity and customer satisfaction.…