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Learning Paths
A path is a way to guide a user via cards, updates, knowledge checks to learn/retrain in the CRM. V1: Updates + Cards Take the user from A→Z through the path Track if they finished, how far they got, how long it took Interface to create a path should seamlessly let you create updates / cards (less priority) Updates created for a path are not visible except during the path "Action based trigger" instead of automatically visible Path can be targeted based on user / group Can be auto-assigned to new users (Onboard) Can be re-validated every X amount of time (Everboard) Remind people if they haven't finished Admin should quickly see who hasn't finished (dashboard) Individual user gets reminded via extension Put into packages V2: Knowledge checks added to paths Multiple choice Verification
Partner ticketing for whitelabel
If you have whitelabeling, we want to minimize the involvement of Supered (really should just be domain + chrome extension) Replace the intercom experience with a HubSpot-powered ticketing flow Integrates to HubSpot tickets Optional HubSpot live chat Powered from the partner's instance, which means we need to find a way to integrate that
Supered.io Partner to HubSpot Integration
Be able to use workflows to trigger client account creation and assign packages. For example, Deal is Closed Won → Create client account → Assign xyz package. Please, thanks!! ❤
Planned
Allow embedding "process rules banner" into HubSpot UI
User wants to be able to embed a warning banner at the top of the Create Contact form We'd want this to work really across any form in HubSpot Can we put the number of required field errors at the top of the form?
Recuring Process Enforcement Updates
It would be nice for updates popup/banner to have a recurring option, like appearing every Friday to ask your team to do something.
Card Tags
Allow ability to associate Tags to Cards so that you can have Cards in multiple collections and packages. If it's not via Tags then simply how can I have 1 Card live in multiple places across collections and cards
Add content/folder search in extension side bar
I want to be able to search for folders in the extension
Analytics around user engagment- Find out who is viewing cards
The issue here is that I am helping clients adopt and want to see who is viewing what card- to ID the leader or evangelist within the team to help implement and give kudos to!
Customer Portal Idea for the Home Page
Beyond using a form to create tickets as a support feature. Can we create a functionality around task creation and the status updates on the task?
Knowledge Base Articles and Customer Feedback Surveys
The ability to deploy these via packages. These can be used as templates for clients - similar to how Email Marketing and Sales Templates are being used.
Get an alert when someone downloads supered
Right now, we have to manually check to see who signed up for Supered and then assign an action plan. Let’s automate this so that we see, in HubSpot, Billy downloaded Supered. - maybe we have to manually assign an action plan or if we can automate that, even better. Thanks!
Advanced filtering on search. Search by base or asset type
Example: I need to find guide for an action plan, when I go to the search bar I get results for cards, guides and action plans. Yet I only want to search guides under the sales team base.
Home Page Creation
We create our clients home page, with their logo, a welcome video, AI chatbot and support form. Apart from the logo, we set up the same home page. It would be cool to have an option when creating a client account to duplicate/create template home page
Comment on Action Plan Tasks
I want to be ale to comment on action plan tasks and ‘@’ mention someone Is this something we could have or may be its in the road map? @Steve Bussey Thanks :) (maybe its already there and I just couldn’t find it.)