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Use HubSpot’s AI assistant to generate initial template drafts, saving time and adding customization opportunities for personalized outreach.

Setting Up HubSpot’s AI Assistant in Gmail and the Mobile App

• Get Started:

  • Install the HubSpot Sales Chrome extension for Gmail or use the HubSpot mobile app on iOS.

  • Access resources in HubSpot’s knowledge base if you need help with setup.

• Creating an Email in Gmail:

  • When you start composing an email in Gmail, select Write an email for me to open the AI assistant.

  • Enter Email Details: Fill out the prompts with details about the email you’re sending:

    • Email Type: Choose from options like Introduction email, Cold outreach email, or Follow-up email.

    • What are you selling?: Describe your college program or service.

    • Who are you selling to?: Briefly describe the student profile or prospective student segment.

    • What do you want to communicate?: Provide a summary of the email’s content.

    • Tone: Select one or more options, such as Professional, Helpful, Witty, Formal, or Optimistic.

• Generate and Insert Content:

  • Click Generate to create the email content. You can Generate more if the first version doesn’t fit, or Insert content to add the AI-generated text into your email.

Generating and Customizing Content in HubSpot

• Where to Use AI Content Generation:

  • AI generation is available in pages, blog posts, knowledge base articles, emails, and CTAs within HubSpot.

  • Highlight existing text in these areas to transform it with options like Rewrite, Expand, Shorten, or Change Tone (e.g., Friendly, Professional, Witty).

• Creating New Content:

  • In the editor, type / to access commands like Generate Heading, Generate Paragraph, or Generate Image.

  • Enter specific prompts to guide Copilot in generating content that’s relevant to your audience.

Customizing Titles, Meta Descriptions, and Social Posts

• Titles and Meta Descriptions:

  • In blog posts or pages, click Settings > General to access Title and Meta Description fields. Use the AI icon to generate options based on a brief description.

  • For additional options, click Refresh up to five times.

• Social Posts from Blog Content:

  • After creating a blog post, you can use Copilot to generate social media posts that summarize or promote the content.

  • In the Publish dropdown, select Social and enter a prompt for Copilot to generate a tailored post.

Generating and Managing Sales Emails with AI

• Sales Email Generation:

  • For one-to-one emails in the HubSpot Sales Chrome extension or mobile app, enter details about your service, audience, and messaging to generate a professional email.

  • Generate Summaries: On the HubSpot mobile app, you can generate summaries for email threads, providing a quick overview of conversation history for easy follow-up.

• Best Practices:

  • Proofread and customize AI-generated content to ensure accuracy and alignment with your brand’s voice and style.

  • Balance AI-generated content with personal touches to make your emails more engaging.

With HubSpot’s AI assistant, co

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