What is Copilot in HubSpot CRM?

Copilot is an AI tool built into HubSpot that works with the data stored in your CRM. It acts as an internal chatbot that guides you through CRM processes, offers relevant information and makes it easy to work with data about clients, companies or business opportunities. It is a unifying element for the management of data across the entire CRM system. Whether you're working with contacts, companies, or business proposals, Copilot will help you get to the information faster and more efficiently.

Simplicity and efficiency

One of the main advantages of Copilot is its user-friendliness. Despite its advanced AI functionality, it is an intuitive tool that does not require complex setup or technical knowledge. Any HubSpot user, regardless of experience, can get started with Copilot.

How does Copilot work?

Copilot responds to where the user came to it from and contextualizes its responses. For example, if you're working in the contacts section, Copilot can give you a quick summary of information about a particular contact, their activities, or help you find out details about their behaviour and preferences.

Copilot uses internal data stored in CRM and works in real-time, which means it can respond instantly to your queries, whether they are about contacts, companies, stores or other objects in CRM. It not only provides quick answers, but also summaries and insights related to specific data objects.

Beta version and extended AI functionalities

Copilot is currently available in Public Beta, and is part of embedded AI tools such as Embedded AI Insights. These insights will help you better understand your customers' behavior and optimize your marketing and business activities. Copilot provides summaries of information about objects such as: contrails, companies, deals and more. Based on your queries, Copilot not only provides you with general information, but also detailed answers to additional questions about the activities of a specific object.

Copilot in HubSpot mobile app

Copilot is not limited to the desktop version of HubSpot. It's fully integrated into the HubSpot mobile app, which means you can access its features on the road. You can easily get data summaries, create tasks or reports, and continue working without being tied to your computer.

Copilot and real-time call support

One of the most interesting features of Copilot is its integration with calls in the HubSpot app. Copilot can listen to calls in real time, analyze their content and provide you with suggestions on what to answer to clients. If your firm has a large knowledge base, Copilot will directly recommend relevant articles or materials that may be useful to your clients.

When the call is over, Copilot will automatically create a summary of the call and suggest a follow-up message for the specific client. In addition, if new tasks arise during the call, Copilot will create them for you immediately - just briefly instruct it what task you want to assign.

It should be noted here that Copilot is designed for English speaking environments, and therefore not all features such as call summarization are available for calls in English.

Creating marketing content with Copilot

Another benefit Copilot brings is its ability to assist in the creation of marketing content. Whether you're writing a blog, email or SMS, Copilot can offer suggestions for changes, translations, grammar improvements or even links to relevant external resources that may be key to your content. All in line with your brand voice, so your content will still match the tone and style of your brand. You can read more about Brand voice in our article on Content Hub in HubSpot CRM.

Conclusion

Copilot is the next step forward in the AI enhancements to HubSpot CRM, allowing you to work more efficiently with data, automate routine tasks, and accelerate your sales and marketing processes. It's a versatile virtual assistant, available anytime, anywhere, providing you with support in all parts of your CRM.

If you're looking for a way to increase your team's productivity, Copilot is a tool you definitely shouldn't overlook.

__________

🔗 Follow us on LinkedIn and Facebook. There we share news, interesting facts and information about our events.

__________