Feature Request

Currently, users can send text, emoji, and tag users in the internal comment. It will be good if the internal comment support sends files as well so that the team can share files or documents with each other to facilitate communication. The current workaround to send images in a comment is by copying and pasting the image’s URL into the comment.

Business Problem: Businesses face challenges in efficiently handling meeting and appointment scheduling through chat. Key components of the issue include: Allowing contacts to easily schedule meetings or appointments via chat. Providing businesses with tools to manage availability, meeting durations, and other appointment settings. Sending appointment confirmations and reminders via chat to ensure contacts are informed about upcoming meetings. Enabling contacts to reschedule appointments directly through chat when needed. This lack of an integrated solution forces businesses to rely on external tools, leading to inefficiencies and potential friction in the user experience. Desired Outcome: Implement an integrated appointment scheduling feature within the platform. This feature should include: Seamless scheduling of meetings or appointments directly through chat. Customizable business settings for availability, meeting durations, and appointment preferences. Automated confirmation and reminder notifications via chat. Easy rescheduling options for contacts to adjust appointment times when necessary. Use Cases: Customer Support Appointments: Enable customers to book service or support sessions directly during chat interactions. Sales Meetings: Allow prospects to schedule demos or sales calls in real-time through chat. Automated Reminders: Ensure customers receive timely reminders and confirmations to reduce missed appointments. Workaround: Businesses currently use third-party applications like Calendly for appointment scheduling and share booking links with contacts. However, this adds extra steps and disrupts the seamless chat experience.

Business Problem: As a manager, I want to use AI to summarize calls after they end, so that I can quickly reference key points and action items without manually reviewing the conversation. Desired Outcome: Automatically generate concise summaries after calls. Highlight key decisions, action items, and follow-up points. Use Cases: Post-meeting review for client calls. Documentation of internal team discussions. The Current Workaround: N/A

Similar to how a personal Telegram or Whatsapp account, it will be great if we can have a section (e.g. in the contact details drawer) to see all the files that we have received from the Contact.

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Business Problem: Currently, there is no native action step in respond.io workflows that can directly interact with HubSpot. Users need a streamlined way to push updates, create records, or log activities in HubSpot as part of their automated workflows. Desired Outcome: Direct HubSpot Action: Introduce new Workflow Steps (actions )in respond.io that allows users to interact directly with HubSpot objects within the respond.io workflow builder. Flexible HubSpot Actions: Support essential HubSpot operations, such as creating or updating contacts, adding notes or activities, logging conversation histories and etc. Use Cases: Lead Generation: When a prospect reaches out on WhatsApp or Facebook Messenger, a respond.io workflow could automatically create or update a corresponding HubSpot contact record and log the initial conversation as an activity—streamlining the lead qualification process. Sales Nurturing: If a contact expresses interest in a product, the workflow can instantly update their lifecycle stage in HubSpot and add a note summarizing the conversation, enabling the sales team to follow up with relevant information and timely proposals. Current Workaround: Users currently rely on third-party integration platforms like Zapier or Make.com to bridge the gap between respond.io and HubSpot.

Business Problem: Currently, there is no direct integration between respond.io and HubSpot to automatically capture and log all respond.io activities on the corresponding HubSpot contact’s timeline. Without this centralized, automated recording of key interaction details, users must manually transfer information—leading to data discrepancies and communication gaps. Desired Outcome: Seamless Activity Sync: Automatically log all respond.io activities and messages to the HubSpot contact record. Comprehensive Interaction Details: Include critical data points such as the date and time of messages, when conversations were opened or closed, who opened or closed them, who assigned them to team members, and any conversation summaries or categories. Use Cases: Sales Handoffs: A sales representative can review a HubSpot contact record and instantly see all recent respond.io conversations, including timestamps, participants, and conversation summaries, before making a follow-up call or sending a proposal. Marketing Insight: Marketers can analyze the automatically logged activity data in HubSpot to identify communication patterns, conversation categories, and engagement trends. This insight informs campaign targeting, messaging strategies, and overall customer journey improvements. Operational Efficiency: Managers can track conversation handling times, assignment patterns, and resolution notes directly in HubSpot, reducing the need to switch platforms or search multiple systems for complete customer interaction histories. Current Workaround: At present, users rely on third-party integration tools such as Zapier or Make.com to sync activity data into HubSpot.

Business Problem: Currently, there is no native option to trigger respond.io actions (e.g. sending messages) directly from within HubSpot Workflows. This limitation forces teams to rely on external integration platforms or manual steps to initiate conversations or actions in respond.io , complicating their automation ecosystem and increasing the risk of delays or data inconsistencies. Desired Outcome: Native respond.io Workflow Action: Introduce a dedicated respond.io action type in HubSpot Workflows. This allows HubSpot users to seamlessly initiate respond.io actions—such as sending a WhatsApp message, assign the contact and etc. Unified Automation Ecosystem: Enable users to maintain a single automated workflow environment, eliminating the need for third-party connectors or manual updates. This ensures consistent data handling, reduces complexity, and streamlines cross-platform communication. Use Cases: Sales Handoffs: When a HubSpot contact reaches a new lifecycle stage (e.g., from Lead to MQL), a HubSpot Workflow could automatically trigger a personalized WhatsApp or SMS message via respond.io . This ensures timely engagement without manually switching tools or exporting contact data. Event & Campaign Triggers: Suppose a contact registers for a webinar or completes a form. HubSpot Workflows can immediately prompt respond.io to send a confirmation message or provide next steps, ensuring immediate, automated customer communication. Current Workaround: Users must rely on third-party integration tools (like Zapier or Make.com ) to trigger the respond.io actions based on HubSpot trigger. This adds complexity, creates additional costs, and is prone to errors or delays.

Business Problem: As a sales professional, I want automations and workflows for managing incoming and outgoing calls, so that I can ensure follow-ups are timely and data moves seamlessly across platforms, reducing administrative overhead. Desired Outcome: Automatically log call details and outcomes in CRM. Trigger follow-up tasks like messages or meetings post-call. Sync data across sales tools and communication platforms. Use Cases: Logging and tracking sales calls in the CRM. Automating post-call follow-ups and notifications. The Current Workaround: N/A