Updates?

Foreign. For you.

Good morning it is time to wake up customer platform with your official hot spot update morning where we help you the platform that you are on. I'm Chris Car join I'm Cod B. Thomas we're here every week running from shore and not sleeping on if you hello in the comments and let us know what you're building and the day is October 9th Thursday we doing folks.

Doing good almost to vacation almost.

Feel like you on Thursday to be honest. That's Thursday Friday that's right we got eight updates today on the list before we dive into for tomorrow live live problem solving three of us and one Mr. Jones give us a call give us voicemail and we'll handle it live on the show 3pm Eastern 2pm Central streaming live from the from the page on LinkedIn and phone number is 1-857-575-9526 so see you there. For the updates today I would like starting with an email oriented update streamline email opened notifications on mobile this is in development is it improvements notifications which reduce the noise from too many email open notifications on mobile.

Mobile users notifications for other workflows and delete trust in notifications with the change we will bundle the email open notifications and make them more relevant and reduce the frequency in move frequency and move cases on mobile. I think I I think that these at the agency I work at it's interesting sometimes you could tell like someone email then they report and then tenant later get an email with a question about reports something but I am curious what you know privacy changes in the way data test backed talks about how reliable these notifications are and therefore I can see how it would just be creating more noise if they're not super reliable.

Well that's that's why because for the last six even a year when reaching talking about how email open rates aren't as important as they once were because it's like Apple automatically opens it or whatever and so this because it's in development I go did they figure out something new? So I don't know like something's working effort is developing on the ground but if you fix something not make it work then my brain says you make the effort in that direction anyway.

Yeah that probably won't stop all the way and they are screwed when it happens like the next day or day after that or two weeks later. So maybe they can put some you know delays in and by the time you get it they'll show you like the bundle of 10 times that happened many of them are like right out the gate and it was just them loading their dream running about shopping that had one looks like it's more intentional so I definitely see them going in the direction either way we like streamlined notifications. Number two association actions Mouse port the lead object what is it? You can now use association actions in lead based workflows. Additionally, the lead object may now be used as the association associated in any of the associated actions. Actions affected include create associations, apply association labels, update association labels and remove association labels.

Ability to seamlessly include leads in their automated processes to reduce manual or ensure data stability across the entire CRM. This has to be related to becoming full object. Full object. I was like wait what?

So still learning what standard means? Yeah, a lot of people will be happy about this should be seeing us later. I think it is just like if it's going to be an object we got to be able to state it Web things and many associations so super important they take a step and give me the order is not RV There we go. Number three CRM Smart Insights and it's time to play Guess that Update. What are these words? What are these words going to mean.

When you click on this CRM?

Sorry.

So Smart Insight exists.

Insights all over the world. Yeah. Thank you.

I have not opened this yet, so I think CRM Insights model it's powered by Breeze. Let's say it's some type of conversational data insight delivered to you at a record level.

I don't know. We'll see. All right, What is it? CRM Spread Insight instantly services the most important data, Recommended actions and insights directly in your workflow, helping you move from data to action with speed and confidence.

From the attraction instantly. Rather than navigating threat tools or reports, you can now see Intelligent Insights, recommended actions, data quality flags and more directly in your workflow. We surface what matters most so you can act faster and with more confidence. Anyone still short.

Any contact, company, deal or index table view Network flow To be clear, Network flows not records. Click the Breeze icon. See your Smart Insights Digest is an AI power summary of current views CRM data I love that. I was trying to do that yesterday daily with that Smart Properties automates your research by finding information from the web or your company's records and putting it right into your CRM. Suggestive filters offer one click recommendations to quickly find what matters most from high priority deals to overdue contacts while also finding data quality issues like missing values or misspelling to help you keep your data clean. And this is another data connected to the flexible CRM user data so you need to be more than that and this is private data also by the way. So yeah I think the non disco that requires password if.

Yeah this is cool. I like the thing I'm most excited about with it is currently one thing I'm thinking like immediately because I filter to like all customers and then see what other similarities you'll have from there.

Yeah this is going to be it's going to be very powerful I think. Very interesting.

Sorry I didn't have just kept saying the word of the title over and over again.

Oh let's go back under emails defaults to external emails Is it adding email like rules? Previously rules only by email sent from contact pages but now they extend emails to HubSpot PCC and porting addresses connected inboxes and squares that update email logging rules email stats every single time.

And then we are set again. Why does it matter? With unified logging modes you'll spend less time manually organized emails.

Improved channel assignment and human handoff experience yeah, we've improved how customer agent is employed across channels Enhance the handoff experience when an agent can't answer a question. These updates made it easier to set the agent provide a smoother transition to human apps when needed.

As a matter of these changes give you more control and flexibility over how customer agent shows up in your customer experience. With faster setup and better human handle options it's not easy to protect the agent with confidence and ensure customers help they need even when the agent doesn't have the answer.

I'm very interested in this. How does it work the Android log setup if you don't have any customer communication channels configured the deployment flow now guide you through a simple integrate like that stuff configuration, async handoff, conditional routing and everybody gets it as long as you have some credits. Doesn't matter which we have because customers go across all they do. They do. Yeah, I'm having some function as far as like okay, customer agent can use.

Stuff no friction yet but I'm also kind of not the looking for friction thing guy. That makes sense but no, everything's going for good. I've been impressed with some of the stuff we've been able to build and you know jury's still out of like how many people are going to feel like they can use this? Like it's not bad but I picked up real quick and was able to impress a group of humans when they saw what was built. They know that I was able to do what I did based off of 2 years of doing all this stuff doing other AI yes so how do we make sure that. Never mind how do we which memorable humans can do these things so yeah.

Yeah you find that soon enough. Now we're sat in today. Number six I'm sorry number six Preview segments filters. What is it? A new filter tab in the segment details panel allows you to pre read only segment filters without needing to click.

Into the segment is better understanding how a segment was created in a easier and faster you can quickly review sigma filters without loading segment page saving timely entry segments Ah, this helpful? Well it's just I wasn't well I was a little confused what's meant when reading it but yeah so it's showing that there will now be a detail button to do the other string path and then I found the impression that details button will include the filters for the list. This is actually be helpful because I am normally opening list just to figure out like is this the list I'm looking for? Is this the filter criteria that I think is because you see when we're reading correct dating sometime the name of your assignment list is not critical here. There's really so much you can do really with your naming you can't put every single filter criteria in there. So now this is easier. You don't have to open really slow.

And everything this is huge I think because that was awkward having to wait for going into new screens every time. Obviously if the training enable and is everything to be like the list name is how you understand that but I'm being able to flip through and see the details especially without going in and leaving up a chance to edit stuff. Very cool the content about focus hug on Tuesday I mentioned that social surprising later there and segments the segment team was also there showing off. That's how you should doing content. So number seven snooze tickets in the help desk Tickets hide them from views and combat them later without losing focus. Whether dealing with speaking to volume, wrapping up their day or reading a follow up from another team, Snooze gives teams the flexibility to stay focused and organized.

Matter prioritization is a core part of a support agent's role with reps often juggling multiple tickets of varying urgency levels throughout the day. With snooze users temporarily clear lower priority tickets from their help ask views with a single click helping to keep the workday team clear and and making it easier to identify what needs engine right now this is famous. I've never used help desk a user actually nothing available. I'll reframe it and I do just go through the help desk from clients.

Yeah and Sue's button in the morning Last for today AI email someplace upload what is it? AI Email template Upload Luminous needs manual rebuild bringing external designs into Simply paste HTML from your existing Figma or other platforms into our new AI template tool. The AI enriched design into a fully editable editor. No coding required.

Manually rebuilding El tempets every time you want to use an externally designed external design in ups. Whether you are migrating from Mitch and Claudio or using Design principles like QuickMarket, TELUS and HubSpot email editor take time. This manual process can delay campaigns and lead to frustrating inconsistencies. New AI upload tool allows you to super reel entirely. Just upload or paste your existing HTML and AI recruit it with this is very cool. I haven't but I've like in the last week I'm like a bunch of questions about misfor laying data and like it's for emails.

It's easy when you just have all emails is it True but easier to have now if you have emails. So here I'm wellbeing let's use this functionality because yeah as we close today show don't forget to hop on tomorrow streaming from The Brown page 3 Eastern 3am Central. Give us a call, leave a voicemail and let them show live. Call us at 1-857-575-9526. And remember folks, you probably already own the solution you're looking for in hotspot. Sometimes you just need to wait up to it. Join us tomorrow morning live at 7pm Central anytime on Spotify. Music takeaway comments and let us know what heroes you want to copy next. Until then, I'm Chris Kellen.

Thank you.

Closer to vacation and.

Platform. Now go build something amazing. Have a great day everybody.

The fight before Christ make up and watch my business the life won't be for you what your system can do.