HubSpot

Many universities run their service desks and CRM in HubSpot. Connecting LearnWise means the same knowledge articles that agents publish for the portal also feed the AI assistant, while any question the assistant can’t solve is converted into a HubSpot ticket so staff continue working in their familiar queue.

1. Real-Time Knowledge Retrieval from HubSpot

• LearnWise accesses HubSpot’s knowledge base, allowing the assistant to pull relevant articles for user inquiries.
• Students and staff receive accurate, up-to-date answers from verified HubSpot resources.
• LearnWise crawls the HubSpot Knowledge Base categories you select and refreshes that content on a fixed schedule so guidance inside the AI Assistant always mirrors what appears on the public portal.

2. Automated Ticket Escalation to HubSpot

• For complex queries, LearnWise two-way sync automatically escalates issues to HubSpot in real time with all relevant information including course ID, user role and the entire chat transcript to help agent efficiently resolve the case.
• Ticket numbers display instantly back in the chat so students know their request is logged.
• Halo assigns tickets to the right support team, ensuring efficient, seamless support.
• All field mapping—priority, custom properties, ownership rules—happens inside the LearnWise admin panel, so you don’t have to touch HubSpot workflows to make the two systems speak the same language.

3. Smart Routing and Insights

• LearnWise’s intelligent routing prioritizes tickets based on issue type, user profile, and urgency.
• Gain insights from HubSpot data within LearnWise to refine support strategies and improve response times.

LearnWise’s tailored integration with HubSpot meets the specific needs of educational institutions, enhancing support with AI-driven assistance and seamless escalation. This solution reduces IT workload while improving user satisfaction through accurate, timely responses.

Advantages of LearnWise with HubSpot:

• Verified Knowledge Access: Provides trusted answers directly from HubSpot’s resources.
• Efficient Support Workflow: Offers fast answers and escalates complex issues effortlessly.
• Customizable Escalation: Adaptable workflows fit your institution’s support needs.
• Data-Driven Improvement: Use insights from HubSpot data to enhance service quality continually.

Enhance your institution’s support efficiency with LearnWise and HubSpot, delivering faster, smarter support every time.