Feedback and Ideas

I understand that Hubspot as a data source has limitations in indexing certain objects.

However, one feature we would like to enable is the Playbooks object, which aligns with our operational goal of improving quality.

To give some context, we plan to develop a Glean agent that reviews support tickets in Hubspot while information is being entered. This agent could perform a Functional Gap Analysis, offer troubleshooting suggestions to help resolve issues, and recommend what to include in the ticket to clarify details and provide resources for other teams to expedite their assistance. It would also keep track of external sources (such as TechNet, Stack Overflow, Acumatica release notes, community forums) and internal sources (like Jira) for updates.

This is where the Playbooks object becomes useful: by accessing it in Hubspot before submitting a support ticket to another team, the agent can use the data requirements for that team, refer to Confluence pages outlining business rules about ticket quality, and apply behavioural analytics based on previously accepted and rejected tickets for similar issues handled by that team. This allows the agent to perform a quality gap analysis and suggest additions to improve the ticket's quality.

It would be really helpful to have this object enabled to provide efficiency to our business.

Hubspot - Playbooks Object

Home

Forum

Events

Content

Courses

People

Contributors

Albums

Groups

Chat

Channels

Tools

Help

Welcome to the Gleaniverse. Empowering work with AI. Connected by knowledge. Growing together. Search Where would you like to start? Join the discussions.

Glean Community

Gleaniverse Community

Copyright

Terms of Service

Privacy Policy

Code of Conduct

Your Privacy Choices

It looks like there is no account associated with the email you provided. The event is for members only. Please complete the application to join our community first.

Thank you for your interest in joining us

Thanks for your interest in joining the event. However, your account is still pending. Once it's approved, you'll be able to register for the event. Please contact us via community@glean.com if you need support.

Pending Approval

Login to the Glean Community to connect with others, attend community events, and more!

Login or Sign Up for even more

To unlock all parts of the community and get the best experience, complete your profile.

Hey, complete your profile

It looks like there is no account associated with the email you provided. Please complete the application to join our community.

Thank you for your interest in joining Glean Community.

Thanks for your interest in joining Glean Community. We will review your request shortly and email you once it's approved. Meanwhile, please feel free to contact us via community@glean.com for any questions.