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What is ChatSpot?
First, let’s unpack what ChatSpot is. As the name suggests, the tool combines technology from HubSpot’s CRM with OpenAI’s ChatGPT, DALL-E 2 and Google Docs, enabling users to ask questions and provide instructions for tasks in a chat interface.
As explained in a video by HubSpot’s founder and CTO Dharmesh Shah, ChatSpot works just like ChatGPT by using generative AI to process natural language queries (i.e. prompts) and then combining the power of the aforementioned tools to give you the outcome you are looking for. If you’re interested in the finer details, we’d recommend watching Dharmesh’s video.
For now, let’s jump in to some of the time-saving, efficiency-improving and user-experience-enhancing tasks that ChatSpot is capable of doing, such as:
- Prospecting research
- Adding contacts to the CRM
- Creating custom reports without the report builder
- Summarising HubSpot data
- Drafting personalised marketing messages and emails
How is ChatSpot changing CRM interaction?
ChatSpot is making waves in the world of HubSpot CRM by transforming the way in which users interact with the platform. A key component of ChatSpot's capabilities is its ChatUX feature, which is designed to enhance the user experience and streamline the process of completing tasks within a CRM system.
ChatUX is based on a declarative ("describe and done") approach rather than an imperative ("point and click") approach, making it easy for users to achieve their objectives with ease. This means that users can quickly and easily complete tasks , such as lead report building and content creation, without needing to spend time searching for the relevant features or commands. As a result, users are able to work more efficiently and effectively, saving time and improving their overall productivity.
By providing a more intuitive and natural way of interacting with software, ChatUX is helping to bridge the gap between humans and machines. Instead of needing to learn complex commands or memorise complicated workflows, users can simply chat with ChatSpot and let it handle the heavy lifting.
The benefits of ChatSpot are not limited to building reports and content creation, however. ChatSpot can also help with other tasks within HubSpot, such as data entry and customer support. By providing a seamless and intuitive way of interacting with software, ChatSpot is helping to improve the user experience and drive greater productivity and efficiency in the world of CRM.
What are some of ChatSpot's top features?
ChatSpot’s features are in abundance, but we’ve touched on a few of our favourites below
Integration with ChatGPT, HubSpot, DALL-E, and Google Docs
ChatSpot integrates with 4 platforms (currently ChatGPT, HubSpot, DALL-E and Google Docs), enabling users to retrieve and share data between these platforms. This feature allows users to work more efficiently and save time, as they can use ChatSpot AI to complete tasks on multiple platforms without leaving the application.
Prompt templates and library
To help users get started quickly, ChatSpot offers prompt templates and a library of resources. These templates cover a wide range of use cases and can be customised to fit the needs of the user. The library of resources can also help users troubleshoot issues or find answers to common questions quickly.
Push HubSpot data to Google Sheets
Another key feature is that ChatSpot can push HubSpot data to Google Sheets, providing an easy way to visualise and analyse data. It is particularly useful for businesses looking to make data-driven decisions. Users can customise the data pushed to Google Sheets, ensuring that they only see the data that is most relevant to them.
What are the best prompt examples with ChatSpot?
Within ChatSpot, there’s a library of over 40 prompts to help you better understand how the AI chatbot can streamline your marketing and sales processes
Marketing Prompts
- Draft a blog post about [[topic or topics]]
- Generate an image of [[describe image]] that is [[adjective]]
- What PPC keywords does [[company url]] buy?
- Draft an email to promote our new product [[product description]] aimed at [[persona description]]
- Research keywords [[domain name]] ranks for organically
Writing Prompts
- Explain [[concept]] to me like I am 5 years old
- Come up with an [[adjective]] tagline for our new product which [[describe the product]]
- Draft Tweet about [[topic]] that is [[adjective]]
- Modify this blog post by [[desired improvement]] [[blog contents]]
Reporting Prompts
- Create a report of [[object name]], grouped by [[property name]]
- What are the top reports I need to track [[business objective]]?
- Create a report of [[object name]] added [[timeframe]] summarised by [[property name]]
- Analyse the performance of our most recent email campaign
Sales and Prospecting Prompts
- Add contact [[email]] and follow-up in [[number of days to follow up]] days
- Assign [[contact email]] to me
- Look up info on [[email address]]
- Research company [[company domain]]
- Show me funding data for [[company url]]
How can businesses get started with ChatSpot AI?
Are you as sold on ChatSpot as we are? Follow these 3 simple steps to get set up:
1. Sign up for a free account via chatspot.ai
2. Link your account to your HubSpot CRM and Google Account
3. Check out the prompt library and get prompting
A recap and a few final words
HubSpot's ChatSpot is a powerful tool that seamlessly blends the capabilities of CRM with OpenAI's generative AI to provide a user-friendly and versatile experience. The ChatUX feature makes navigating through different features and functionalities a breeze, simplifying the process of completing tasks within a CRM system.
ChatSpot's exceptional features, including integration with various platforms, prompt templates, and library, and the ability to push HubSpot data to Google Sheets, make it a must-have tool for modern marketing and sales automation. We highly recommend trying out ChatSpot to experience the ease and convenience it brings to your workflows.
If you need assistance in using the tool or have any questions, our Senior Growth Manager Mike is available to assist you. Book a call with him here.
