The Meeting Prep agent can now access Cases in Salesforce and Tickets in HubSpot, in addition to existing data sources.
How it works:
- Access is based on the associated Account (Salesforce) or Company (HubSpot) – the agent finds the appropriate account via the primary guest's email, then pulls related Cases or Tickets
- The agent can read all content from the Case or Ticket
- This toggle is OFF by default – customers need to activate it to use it