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SlateCX Launches AI Buyer Workspaces for HubSpot Agent Hub

New integration lets HubSpot Agent Hub workflows create and interact with persistent AI workspaces for any buyer. It enables Breeze agents to work alongside buyer agents to engage prospects, and write everything the buying committee does inside those workspaces back to the CRM.

What shipped. The nine Agent Hub workflow actions, and the four patterns they enable, in 36 seconds.

SlateCX, the buyer engagement platform for the HubSpot ecosystem, today announced SlateCX for HubSpot, available in the HubSpot App Marketplace and directly from SlateCX. The integration gives B2B buyers a persistent workspace where a buying committee can ask questions by text or voice, get answers grounded in the vendor’s own content, and store everything they learned for the life of the evaluation.

Buyers today research vendors before they will talk to a salesperson, and the tools waiting for them are not built for it. Chat windows forget the buyer between sessions, and nothing the buyer finds can be handed to the rest of the committee.

SlateCX’s Buyer Answer Gap Index graded 130 US B2B SaaS vendors on the 13 questions real buyers ask.

55%
of those questions get no answer at all on a vendor’s website
41%
get a claim with no explanation behind it
6%
of vendors could explain why a buyer should choose them over a named competitor
“Every question a buying committee asks a Slate becomes context in HubSpot, and marketers use that context to re-engage, recommending content matched to what that buyer actually needs. Slates help your buyers get the answers they need to move forward. HubSpot uses those signals to re-engage over email and to help sales understand the buyer’s needs.”
Callan Schebella CEO and co-founder, SlateCX

SlateCX now publishes nine Agent Hub workflow actions, five that read what is happening inside a buyer’s Slate and four that create workspaces and put content in them. They give HubSpot admins new ways to deepen engagement with prospects using the tools they already know. Four patterns they enable:

  • Give members of a contact list their own personal workspaces. A workflow qualifies contacts, checks which of them already have a Slate, creates one for everyone who does not, publishes personalized content onto it, and emails each contact a link to their own workspace.
  • Give a whole buying committee one room. From a deal record, a single action creates one shared Slate for every contact associated with it, so the security lead and the CFO work from the same answers instead of forwarded fragments.
  • Follow up on what buyers actually ask. When a buyer asks questions in a Slate and leaves, a workflow pulls the detail of that engagement and passes it to a Breeze agent, which decides how to reply.
  • Nurture on what the buyer did, not where they sit in a sequence. Workflows can be triggered by Slate engagement or any change in the contact record like a page visit or a job change. A SlateCX workflow action reads the buyer’s conversation, picks a card they have not been shown that fits where they got to, adds it to their Slate, and hands back the email copy with a link that opens on exactly that card.

The integration runs in both directions. Every question asked, document opened, colleague invited and goal completed is written back to HubSpot as native events, properties and scores, so workflows can branch on Slate engagement, and sales reps see the full history on the contact record.

“Our follow-up used to run on a schedule. Now a workflow reads what the buyer asked Nexie and hands it to a Breeze agent that writes the reply. The email arrives because of something they did or asked, and it answers at exactly the right moment.”
Jayashree Rajan CMO, Nexla

SlateCX for HubSpot is available today in the HubSpot App Marketplace and directly from slatecx.com. SlateCX will demonstrate the integration at UNBOUND at booth 53, September 16 to 18, and presents at the Tech Stack Showcase on September 17. Companies can score their own website against the 13 buyer questions with SlateCX’s free grader.

Learn more about SlateCX for HubSpot.

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About SlateCX

SlateCX is the buyer engagement platform for the HubSpot ecosystem. It gives every serious B2B buyer a persistent AI workspace, called a Slate, where buying committees ask questions, explore content and decide together, while everything they do syncs natively into HubSpot. Learn more at slatecx.com.

Media contact

Richard Dumas
richard@slatecx.com