HubSpot

HubSpot

Customer agent: Coaching opportunities

Customer agent: Coaching opportunities

Customer agent: Coaching opportunities

Coaching opportunities reveal customer agent's performance gaps when it is in action with visitors. Customers can coach/optimize the agent accordingly to ensure quality of the agent. The opportunities include knowledge gaps, user feedback signals, CX scores… and more.

My Role

Designer

Designer

Team

Coming soon

Coming soon

Time

2026

2026

At HubSpot customer agent product group, I was tasked to drive design for testing and coaching, which is the main engagement of the product once an agent is activated.

Product Snapshots

Product Snapshots

Coaching opportunities overview

Coaching opportunities overview

Coaching details panel

Coaching details panel

Helpdesk coaching insights

Helpdesk coaching insights

Behind The Scenes

Behind The Scenes

Coaching signal matrix

Coaching signal matrix

Coaching critical user journey

Coaching critical user journey