HubSpot Prompts

Write a concise, on-brand reply draft for ticket [TICKET_ID] in the HubSpot conversations inbox. Customer [CUSTOMER_NAME] reports [ISSUE_SUMMARY] about [PRODUCT]. Match our tone: [TONE]. Cite the relevant knowledge base article when one exists, propose one clear next step, and end with a single open question. Keep it under 120 words so an agent can review it with Breeze Assistant and send it without edits.

Review our HubSpot knowledge base article [ARTICLE_TITLE] against recent tickets tagged [TICKET_TAG]. Rewrite it so a frustrated customer can solve [PROBLEM] in five steps or fewer, with plain-language headings, a short FAQ section built from real ticket questions, and the search terms customers actually type. Flag anything outdated about [PRODUCT] and add internal notes our help desk agents need when the article alone does not resolve the case.

Create deflection-ready content for the Breeze Customer Agent at [COMPANY]. Topic: [TOPIC]. Include a clear title, a three-sentence answer first, numbered steps, common follow-up questions with answers, and one escalation sentence explaining how to reach a human. Base the wording on [TICKET_SAMPLE] so the Customer Agent matches answers to real customer phrasing across website chat, email, and WhatsApp.

Design ticket routing rules for our HubSpot help desk. Tickets whose subject or body contains [KEYWORDS] should route to pipeline [PIPELINE], owner team [OWNER_TEAM], and priority [PRIORITY]. Add a fallback rule for unclassified tickets, set SLA targets of [SLA_HOURS] hours, and include a workflow step that applies tag [TICKET_TAG]. Output a numbered rule list with exact conditions our admin can configure directly in Service Hub workflows.

Build a weekly QA scorecard for our HubSpot Service Hub support team. Score ten sampled tickets per agent on resolution accuracy [WEIGHT_A]%, tone and empathy [WEIGHT_B]%, knowledge base article usage [WEIGHT_C]%, and follow-up completeness [WEIGHT_D]%. Provide a 1 to 5 rubric for each criterion, an overall score formula, and coaching questions for any agent scoring below [THRESHOLD]. Output a copy-ready table for the week of [WEEK].

Write a CSAT recovery playbook for HubSpot Service Hub. When a customer gives a score of [LOW_SCORE] on the survey for ticket [TICKET_ID], agent [AGENT_NAME] must acknowledge it within [RESPONSE_TIME] hours, apologize about [ISSUE_SUMMARY], offer one concrete fix, and log the follow-up. Include a three-sentence outreach template plus an internal escalation path if the customer does not respond within [ESCALATION_DAYS] days.

Write five HubSpot conversations saved replies for [COMPANY] support agents. Cover these scenarios: [SCENARIO_1], [SCENARIO_2], [SCENARIO_3], [SCENARIO_4], and escalation to a human agent. Keep each reply under 80 words with placeholders for [CUSTOMER_NAME] and [TICKET_ID], a warm professional tone, and one clear call to action. Give each a short searchable label so agents can find it fast inside the help desk.

Draft a monthly service analytics summary for [COMPANY] using HubSpot Service Hub reporting. Analyze ticket volume, first response time, average resolution time, CSAT score, and the Breeze Customer Agent auto-resolution rate for [MONTH]. Compare every metric with the previous month, flag anything that missed its [TARGET] target, and list three data-backed recommendations to cut backlog and improve satisfaction next month.

Create eight training intents for our Breeze Customer Agent in Service Hub, all within [TOPIC_AREA]. For each intent give five example customer phrasings across chat, email, and WhatsApp, a short correct-answer summary, the knowledge base article to cite ([ARTICLE_TITLE]), and the exact condition for handing off to a human. Finish with one low-confidence fallback rule telling the agent to ask a clarifying question instead of guessing.

Write a 14-day customer onboarding playbook for [COMPANY] managed through HubSpot Service Hub. Map day-by-day actions: welcome ticket tasks on [DAY_1_ACTIONS], product setup milestones by day [SETUP_MILESTONE], check-in tasks using playbooks, and a feedback survey on day [SURVEY_DAY]. Include owner assignments, automated reminders, and customer health score checkpoints so at-risk accounts are flagged before day [RISK_DAY].