Product Update: HubSpot UI Extension Enhancements

The HubSpot UI Extension continues to evolve based on user feedback. This update brings clearer visual layouts, conversational AI capabilities directly within HubSpot, and expanded deal review options in Data Parrot.

Visual Improvements to HubSpot Cards

The Data Parrot cards in HubSpot now display information more clearly. Scores use visual indicators that make them easier to scan at a glance. The layout has been reorganized to surface the most relevant deal insights first.

Chat with Your Deal in HubSpot

You can now ask questions about any deal directly from the HubSpot interface.

What the Data Parrot AI Considers

The assistant analyzes multiple data sources when responding to questions:

• Primary deal data including custom properties and historical property values
• All associated engagements and communications
• Linked companies and contacts
• Engagements from associated companies and contacts

This comprehensive context allows the assistant to answer specific questions about deal history, identify patterns in customer engagement, and suggest next steps based on the complete relationship picture.

Questions can range from straightforward inquiries about deal timeline to creative prompts about re-engagement strategies or analysis of why close dates might be shifting. The conversational AI is particularly useful for conducting Deal Reviews.

Full-Screen Deal Reviews in Data Parrot

Data Parrot now offers full-screen deal forms that consolidate all deal information on a single page. This view includes the complete deal analysis, showing both positive indicators ("Why We'll Win") and potential risks ("Why We'll Lose") alongside standard deal details.

The full-screen format eliminates the need to navigate between multiple tabs or sections to understand a deal's status. All relevant metrics, activity history, and AI-generated insights appear in one organized view.

Pipeline Time Machine Interface Update

The Pipeline Time Machine filters have been reorganized to follow a more logical workflow:

1. First, select your preferred time grouping (day, week, month, or quarter)
2. Then choose your date range for analysis
3. Optionally enable period comparisons to see changes over time (learn about pipeline inspection)

This sequencing matches how users typically think about pipeline analysis - starting with the level of detail needed, then specifying the timeframe, and finally adding comparative context if desired.

The improved organization reduces the number of clicks needed to configure common views and makes it clearer which filters are currently active.