July 17, 2024 By Scott Underill
Unlock the Power of HubSpot AI: Call Summarization Made Easy
Welcome to Our New Video!
In this video, we will explain how you can use one of the AI enablements that HubSpot provides. This feature allows you to summarize calls with your prospects or clients that you record and register in HubSpot.
๐ Key Points Covered:
### Enabling AI Assistant:
- Ensure the AI assistant is enabled in your settings.
- Enable customer analysis.
- Enable transcription and analysis settings for calls.
### Using the Feature:
- Navigate to any existing or new call within a contact.
- Record the call with the enabled options.
- Generate a call summary using the provided button.
๐ Benefits:
- Get a concise summary of your calls.
- Improve your follow-up process.
- Save time on manual note-taking.
Watch the video to see a step-by-step guide and a demonstration of this powerful feature in action.
๐ Resources:
- HubSpot AI Assistant Documentation: [Link to documentation]
- Subscribe for more tutorials: [Subscribe Link]
๐ฅ Watch Now: [How to Use HubSpot's AI Feature to Summarize Calls](Source)
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