Shows / Sidekick's What Just Shipped
Sidekick's What Just Shipped
Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends. Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official…
Episodes
- Sidekick's What Just Shipped
HubSpot Customer Agent as live chat backup when no one's free | Shipped Jul 2026
When nobody on your team is available, HubSpot live chat conversations used to sit unassigned until someone triaged them. Now a live chat's assignment settings…
- Sidekick's What Just Shipped
HubSpot's new homepage: a daily brief to start your day | Shipped Jul 2026
HubSpot's new homepage, in beta, turns the first screen you see into a daily brief: your meetings and follow-ups, Prep with Breeze Assistant before a meeting…
- Sidekick's What Just Shipped
HubSpot Slack summaries on CRM records: context without the tab | Shipped Jul 2026
Our research reported in July that HubSpot's Slack card on CRM records would show an AI summary of the linked channel. We walk through what HubSpot actually…
- Sidekick's What Just Shipped
HubSpot QuickBooks and Xero customer mapping: invoices stay put | Shipped Jul 2026
HubSpot's Improved Customer Mapping beta lets you choose how each QuickBooks Online customer maps to a HubSpot contact or company, instead of relying on…
- Sidekick's What Just Shipped
HubSpot meetings calendar in the main nav: your week, one place | Shipped Aug 2026
Every HubSpot user can now open a meetings calendar from the main navigation, under Sales, then Calendar, without a Sales Workspace login. We cover what you…
- Sidekick's What Just Shipped
HubSpot Breeze CTAs in assignment emails: skip the catch up | Shipped Jul 2026
HubSpot's assignment notification emails can now carry AI-generated buttons that open the record with a pre-filled Breeze summary and suggested next steps. We…
- Sidekick's What Just Shipped
HubSpot Add to Dashboard panel: find the right report faster | Shipped Jul 2026
Our write-up says HubSpot rebuilt the Add to Dashboard panel, with Breeze recommendations, your saved reports, and ready-made templates in three sections…
- Sidekick's What Just Shipped
HubSpot Customer Agent email targeting: choose who gets AI replies | Shipped Jul 2026
HubSpot's customer agent can now be pointed at specific contacts on email channels. Include and exclude lists decide who gets an AI reply and who goes to a…
- Sidekick's What Just Shipped
HubSpot resizable chat widget: let visitors read long replies | Shipped Jun 2026
Visitors can now resize HubSpot's live chat widget, by dragging its edges or switching between compact and expanded views, and HubSpot remembers the size they…
- Sidekick's What Just Shipped
HubSpot Customer Agent Status: see which handoffs need a human | Shipped Jun 2026
HubSpot added a Customer Agent Status property to tickets, so your team can see which handoffs from the AI customer agent still need a person. We cover the…
- Sidekick's What Just Shipped
HubSpot Customer Agent Actions Library: pick actions, skip the API | Shipped Jun 2026
HubSpot's Customer Agent now has an Actions Library, a set of prebuilt actions the agent can run during a chat, like looking up CRM records or Shopify orders…
- Sidekick's What Just Shipped
HubSpot knowledge vault permissions: control who edits AI context | Shipped Jun 2026
HubSpot added access controls to knowledge vaults, the collections of files, HubSpot content, and CRM segments that projects and agents draw on. We cover where…
- Sidekick's What Just Shipped
HubSpot Customer Agent invoices: answer billing questions in chat | Shipped Jun 2026
HubSpot's customer agent can now look up a customer's invoice, explain the charges, and send a copy with a secure checkout link, in chat, email, or WhatsApp…
- Sidekick's What Just Shipped
HubSpot property history restore: undo a bad CRM change | Shipped Jun 2026
HubSpot added a Restore option to a record's property history, so you can start undoing a bad workflow, import, or edit from the record itself. We cover where…
- Sidekick's What Just Shipped
Brand Knowledge: give HubSpot AI your company context | Shipped Jun 2026
HubSpot's redesigned Brand settings split into Brand Kit, Brand Voice, and a new Brand Knowledge section that holds your products, competitors, and ideal…
- Sidekick's What Just Shipped
HubSpot personalized navigation: trim the sidebar to your tools | Shipped Jun 2026
HubSpot's left sidebar can list more than eighty items. A public beta called Personalized navigation lets each person keep their own tools one click away, add…
- Sidekick's What Just Shipped
HubSpot Breeze in the email composer: type a slash to draft | Shipped Jun 2026
HubSpot's CRM email composer now has Breeze built in. Type a slash, pick Suggest a draft, and the draft lands in the email you're already writing. We cover the…
- Sidekick's What Just Shipped
HubSpot Affirm and Klarna: installments at checkout, at a price | Shipped Jun 2026
If you're a US or Canadian business on HubSpot payments or Stripe, Affirm and Klarna may already be on your checkout. HubSpot's help page says they're enabled…
- Sidekick's What Just Shipped
HubSpot Breeze charts: ask for the chart, skip the spreadsheet | Shipped Jun 2026
Ask Breeze for a chart in plain English, refine it by talking, and blend in a CSV or public web data. HubSpot's Breeze Assistant now builds charts inside the…
- Sidekick's What Just Shipped
HubSpot price books: one price list per deal, not per rep | Shipped Jun 2026
If your reps quote from three different spreadsheets, HubSpot's price books put one price list inside each deal, and quotes follow it. We walk through setup…
- Sidekick's What Just Shipped
HubSpot Breeze in global search: summaries before you open | Shipped Jun 2026
Type a contact's name in HubSpot's search bar, and Breeze may already have a summary and a next step waiting. Since June, Breeze appears in global search…
- Sidekick's What Just Shipped
HubSpot email templates: core seats get the whole library | Shipped May 2026
Your admin built a great library of email templates, and Core Seat reps couldn't fully use it. In May, HubSpot said Core Seat users now get full access to all…
- Sidekick's What Just Shipped
HubSpot Breeze clarifying questions: one card before a wrong answer | Shipped May 2026
Ask an AI for your stalled deals and it will happily decide what stalled means for you. Since May, HubSpot's Breeze Assistant can pause and ask one clarifying…
- Sidekick's What Just Shipped
HubSpot Breeze Canvas: write with CRM context beside the draft | Shipped May 2026
You ask an AI to write an email, then open three tabs to remember who you're writing to. Breeze Canvas moves the draft into its own panel next to the chat, and…
- Sidekick's What Just Shipped
HubSpot buying groups: put the whole committee on the company record | Shipped May 2026
Your rep knows who the champion is, who holds the budget, and who's quietly blocking the deal, but your CRM shows one contact. HubSpot's buying groups put the…
- Sidekick's What Just Shipped
HubSpot routing to assignment workflows: close the unassigned gap | Shipped May 2026
You leave new tickets unassigned on purpose so a workflow can route them, and then a rep grabs one first and your routing logic never runs. HubSpot's "Use…
- Sidekick's What Just Shipped
HubSpot Email QA agent: catch problems before you send | Shipped May 2026
You schedule the newsletter and four thousand people get an email that opens with "Hi ," and nothing else. HubSpot's AI reviewer for marketing email, launched…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant Projects: set context once for every chat | Shipped Apr 2026
You open a new Breeze chat and paste the same paragraph of background you pasted yesterday. HubSpot's Projects let you set instructions, files, and HubSpot…
- Sidekick's What Just Shipped
HubSpot inline images in knowledge sources: agents read screenshots | Shipped Apr 2026
Your best help article says "see the diagram in step three," and until this year HubSpot's AI agents couldn't see the diagram. Now agents and assistants can…
- Sidekick's What Just Shipped
HubSpot team email signatures: one brand from every shared inbox | Shipped Apr 2026
You send a deal email from a shared sales address and it goes out with one rep's personal signature. HubSpot spent 2026 fixing that: team signatures that…
- Sidekick's What Just Shipped
HubSpot Breeze email drafting: one-to-one emails with CRM context | Shipped Apr 2026
You owe a prospect a follow-up and the context is buried in the timeline. Breeze Assistant can now draft a one-to-one email from your HubSpot data, let you…
- Sidekick's What Just Shipped
HubSpot brand fonts in marketing email: pick the fallback first | Shipped Apr 2026
You can now pick your Brand Kit fonts in HubSpot's drag and drop marketing email editor, but Gmail, Outlook, and most mobile web clients will show your…
- Sidekick's What Just Shipped
HubSpot Claude connector: set guardrails before it edits your CRM | Shipped Apr 2026
HubSpot's connector for Claude can now create and update your HubSpot records, not just read them. Here's who can connect it, what it can and can't see, the…
- Sidekick's What Just Shipped
Breeze Assistant moves into the HubSpot mobile app | Shipped Apr 2026
Breeze Assistant now lives inside the main HubSpot mobile app, and the standalone Breeze Assistant app is retired. Here's the one setting that turns it on…
- Sidekick's What Just Shipped
HubSpot Knowledge Base Agent: your tickets write the docs | Shipped Apr 2026
HubSpot's knowledge base agent reads your closed support tickets, finds questions your help articles don't answer, drafts new articles, and suggests edits to…
- Sidekick's What Just Shipped
HubSpot user permissions for views: share with exactly who needs it | Shipped Mar 2026
HubSpot added a Custom sharing option for saved CRM views, so you can share a view with exactly the teams or users who need it instead of a whole team or the…
- Sidekick's What Just Shipped
HubSpot flexible CRM views: calendar, Gantt, and reports on your index | Shipped Dec 2025
Update (shipped Oct 2026): Gantt view now covers many more objects, including custom objects, with your own date properties. Full episode: What Just Shipped…
- Sidekick's What Just Shipped
HubSpot Customer Agent Segments: one agent, different answers per audience | Shipped Jun 2026
Customer Agent Segments let one HubSpot customer agent serve different audiences with different knowledge sources, guidelines, and human handoff. Here's how…
- Sidekick's What Just Shipped
HubSpot Sales Extension sidebar cards: leads and agent work in your inbox | Shipped Aug 2026
HubSpot added a Leads card and a Prospecting Agent card to the Sales Extension sidebar, so reps can see lead stage and the agent's drafts and signals without…
- Sidekick's What Just Shipped
New HubSpot UI theme: same HubSpot, new look, no going back | Shipped Jun 2026
HubSpot's new theme became the default for every customer on August 31, 2026, and HubSpot says there's no switching back. Here's what changed, what didn't…
- Sidekick's What Just Shipped
HubSpot Breeze Agents MCP connections: agents that reach your other apps | Shipped Apr 2026
HubSpot's AI agents can now connect to apps like Gong, Asana, Linear, Notion, Slack and Zapier through MCP. HubSpot's help page lists eighteen apps today, up…
- Sidekick's What Just Shipped
HubSpot MCP server: plug any AI tool into your CRM | Shipped Apr 2026
The HubSpot MCP server lets any MCP compatible AI tool read and write your HubSpot CRM, with your existing permissions. Here's what it can do now, what blocks…
- Sidekick's What Just Shipped
HubSpot Agent for Microsoft 365 Copilot: your CRM in Teams | Shipped Apr 2026
Update, Nov 2026: The HubSpot agent for Copilot can now create and update records such as contacts, companies, deals, tickets, line items, and products, and…
- Sidekick's What Just Shipped
HubSpot connector for ChatGPT: from lookups to real work | Shipped Aug 2026
The HubSpot connector for ChatGPT went from read-only CRM lookups to building segments, emails, pages and reports from a chat window. Here's what it does now…
- Sidekick's What Just Shipped
HubSpot Agent Builder: custom AI agents for Starter and up | Shipped Jun 2026
HubSpot's Agent Builder lets you build your own AI agents on your CRM data, test them without spending credits, cap their monthly runs, and put them to work…
- Sidekick's What Just Shipped
HubSpot Notetaker Smart Deal Progression: the call drafts the update | Shipped Apr 2026
Notetaker records the call, and Smart Deal Progression drafts the CRM updates, tasks and follow-up email, with most changes waiting for a human to approve…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant in Slack: from beta helper to CRM doer | Shipped Apr 2026
Breeze Assistant in Slack went from answering questions to updating records, enrolling workflows and reassigning accounts, with a confirmation card before bulk…
- Sidekick's What Just Shipped
HubSpot Mobile Offline Mode: your CRM in a dead zone | Shipped Oct 2026
The HubSpot mobile app can now keep up to 200 recently viewed records on your phone when you lose signal. Read-only, with a few real limits. Who it's for…
- Sidekick's What Just Shipped
Trailer: Sidekick's What Just Shipped
Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana…