Last updated: September 27, 2024
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If you've allowed access to Copilot in your HubSpot account, you can use Copilot to summarize contact, company, deal, and ticket records. You cannot use Copilot to summarize other record types.
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Click the name of the record you want to summarize.
- Click the Actions dropdown menu, then select Summarize. In the Copilot panel, review the record summary.
The record summary will display a table of the record's properties, as well as paragraphs that summarize the record's notes and activities. Depending on the object and the data stored on the record, the following properties are displayed in the table:
- Company: Company name, Create date, Owner, Status (from Type, Lifecycle stage, or Lead status), Number of employees, Revenue, Last activity date, Phone number, Address, and Industry. If the company is a prospect, the summary will also show Number of open deals, Potential revenue, and Upcoming close dates. If the company is a customer, the summary will also show ARR from closed won deals and Number of open tickets.
- Contact: First name, Last name, Create date, Owner, Company name, Association labels, Job title, Phone number, Email, Status (Lifecycle Stage), and Last activity date. If the contact is a prospect, the summary will also show Number of open deals, Potential revenue, and Upcoming close dates. If the contact is a customer, the summary will also show ARR from closed won deals and Number of open tickets.
- Deal: Deal name, Create date, Company name, Owner, Pipeline, Deal stage, Deal amount, close date, Deal type, Last activity date, Forecast category, and Next step.
- Ticket: Ticket name, Description, Create date and time, Time since the ticket was opened, Company name, Owner, Pipeline, Ticket status, Source, Priority, Time to close, SLA due date, and Last activity date. If the ticket is closed, the summary will also show Close date and Resolution.
Learn more about using Copilot.
