Mobile Calls Reviews and Actions

Casey had this one on her screen and I did not have it on mine, which tells you how much of this depends on your seat and tier. The Review and Actions tabs are limited to Starter Core, Sales Hub Pro+ and Service Hub Pro+ seated users, and both HubSpot Calling and the generative AI settings have to be on.

What I care about is what the tabs ask a person to do. "This is the most impactful five minutes of anybody's day. It's after the transcript comes in. Does this stuff make sense? Are they getting names spelled right? Is this actually a task or action item? Or was it just said in a certain way to make AI think that?" We talked a lot about this while building our own AI-based system. Showing AI-suggested follow-up tasks and CRM property updates on the phone is something we would all love to see. But "that's where the human five percent is super important and making sure those are correct. Not quite to the days of self-updating CRM."

Who should act: reps and managers who take calls through HubSpot Calling on the mobile app, on a qualifying tier and seat. Admins should check that the generative AI settings are on, then tell reps what a good review looks like: names, real tasks, accurate property updates. Who can skip it: teams that do not use HubSpot Calling, or whose calls come through a third-party provider or are not recorded, since those calls show only the Details tab.