Value-First AI Daily - Feb 25, 2026

[00:00] **Intro** Speaker Name: Music

[00:12] **Technical Difficulties** [00:12] **Nico Lafakis**: Oh my gosh, he's restarting his computer again. Are you kidding me, Casey? And and it wasn't it it wasn't the music this time because we didn't [00:21] **Casey Hawkins**: We not on that. [00:21] **Nico Lafakis**: We didn't, huh? [00:22] **Casey Hawkins**: We can't blame it on the music this time. [00:24] **Nico Lafakis**: We can't blame it on the music. No, we can't. Um so, Chris'll be back in a second. Um [00:32] **Casey Hawkins**: Oh, I can hop over to the other one and uh [00:34] **Nico Lafakis**: Well, yeah, we'll see how long it takes him to we'll see how long it takes him to uh get back. But if you want to do that, that's uh fine as well. and then we'll get this show on the road for sure. [00:48] **Casey Hawkins**: Yes. Um, I'll just jump over there. That way we can go. [00:53] **Nico Lafakis**: Yep. [00:56] **Nico Lafakis**: Well, hello everybody. Another day, another episode. [01:03] **Casey Hawkins**: We're nailing it as always. [01:05] **Nico Lafakis**: Nailing it.

[01:08] **Nico Lafakis**: Nailing it. [01:10] **Chris Carolan**: Right. [01:10] **Chris Carolan**: Um, and holy oh, I need to be in the right portal. I just I about had heart failure because I was in a portal that uh, I hadn't looked at updates and it told me I had 36 updates. So, let me get in the right portal too. Uh, because yeah, that's much better. [01:38] **Casey Hawkins**: Yeah. Lead update. [01:39] **Chris Carolan**: Six. [01:40] **Casey Hawkins**: Um, also just worth calling out. Uh, calling out, if you will. [01:48] **Nico Lafakis**: He. [01:49] **Chris Carolan**: I should give you the little like, what is what is that? The little like there you go. [01:54] **Casey Hawkins**: The Call in Show. Uh, the HubSpot Helpline. We will be live today at 11:15 Eastern. Uh, we'll be back. the three of us, hopefully. Uh, with Kyle and Rob as well, and we'll be answering your questions in real time.

[02:22] **Nico Lafakis**: Yeah, we will. Yeah, we will. [02:24] **George B. Thomas**: Getting getting better at taking this uh unplanned hand off. [02:27] **Nico Lafakis**: We are. We are. [02:28] **Casey Hawkins**: I'll tell you, I didn't nail it at first actually. George. [02:32] **George B. Thomas**: Well, my slack went off and I saw the word restart and Chris's name and I'm like, okay, let's let's roll. Been here, done this. Been here, done this. [02:46] **Casey Hawkins**: I was waiting for my queue and totally was like, wait, what what happened? My queue? [02:52] **Chris Carolan**: Yeah. Uh, well, one variable checked off the list, not the song causing the problem. So, we are making progress there. [03:06] **Chris Carolan**: Um, uh, sounds like you guys told everybody about Hubspot Helpline later today. [03:11] **Casey Hawkins**: We did. [03:11] **Nico Lafakis**: We did. [03:11] **Chris Carolan**: Uh which means I get to get into some updates now. Um, as everything nicely reopened like nothing was ever a problem. Uh, yeah, quote associations to custom objects. And honestly at this point, folks, uh between quotes and line items and custom objects or not custom objects and all of the things that we can now associate with each other that we've never been able to before, I'm just going to read the updates every day. It feels like we probably went over this one already, but uh, could have been line items, could have been, you know, something else. So what is this one that is live? [04:13] **Chris Carolan**: Customers can associate quotes with custom objects. For example, if a customer creates a car up custom object, each quote can be linked to a specific car model or trim, ensuring the quote reflects the correct configuration. [04:31] **Casey Hawkins**: Why does it matter? Linking quotes to custom objects keeps everything in one place, making it easy to reference quotes directly from the object and ensuring accurate reporting. [04:41] **Nico Lafakis**: Very nice. [04:43] **Chris Carolan**: Yeah. And I'll highlight like the use cases where um the world where there's another object responsible for revenue that's not the deal because sometimes people buy stuff after closed one and there was no sales process. This this is going to make it a lot easier to still assign like um things like quotes to those things so that you're not losing track of of revenue um in the way that you want to. [05:27] **Chris Carolan**: Number two, show or hide pricing tiers on quotes. [05:34] **Nico Lafakis**: Oh. [05:36] **Chris Carolan**: I'm intrigued. What is it? Tiered pricing allows product prices to adjust based on the selected tier. When using tiered pricing, you can now control whether the pricing tiers are visible to buyers on quotes. [06:02] **Casey Hawkins**: Uh, why does it matter? You may not want buyers to see how you determine the price of a product when using tiered pricing. With this setting, you can control whether this information is displayed to buyers at both the quote template and quote level, both the quote template and quote level. Okay.

[06:24] **Nico Lafakis**: Okay. [06:24] **Casey Hawkins**: And nursery. [06:25] **Casey Hawkins**: Um, there's a demo. [06:29] **Chris Carolan**: Yeah, that's a good video here that you should watch if this is interesting for you. Uh, the options are show pricing tiers or show effective unit price only. Uh lots of screenshots in here actually. [06:51] **Nico Lafakis**: Tons of good info to go look at. [06:54] **Chris Carolan**: Yeah. Um have to learn more there. Number three today, edit ticket automation messages with the redesigned email editor. [07:11] **Chris Carolan**: What is it? You can now use the full power of HubSpot's redesigned marketing email editor to edit and modify the design of your ticket received and ticket closed messages. Even if you do not have a paid subscription to marketing hub. [07:38] **Nico Lafakis**: What? What? [07:40] **Chris Carolan**: Now you can easily add colors, images and logos to your email to create branded professional looking communications. Wow. Wow. That is a precedent, folks. [07:52] **George B. Thomas**: Why does this not have a major tag on it? [07:56] **Chris Carolan**: Yeah. [07:57] **George B. Thomas**: What the you're getting something without paying for something in hubspot to be able to do better. Mm. [08:07] **Nico Lafakis**: All right, Casey, why does it matter? [08:09] **Casey Hawkins**: Service hub starter, professional and enterprise users now have access to responsive design, drag and drop modules, powerful branding controls. [08:23] **Nico Lafakis**: Wow. [08:25] **Chris Carolan**: Wow, indeed. [08:26] **Casey Hawkins**: This is really cool. This is very cool. [08:31] **Nico Lafakis**: Yeah, I mean I I I'm kind of shocked. New world, folks. [08:37] **George B. Thomas**: Yeah. [08:38] **Chris Carolan**: Uh, that's it though. We're sending so many other kinds of emails now through HubSpot that are not marketing emails. [08:48] **Nico Lafakis**: I feel like and maybe I shouldn't go down this rabbit hole, but I feel like historically people have not started with a service hub subscription. So there wasn't like the need for this, but now as service hub becomes kind of independently a strong product. [09:15] **George B. Thomas**: You mean useful? [09:16] **Nico Lafakis**: Yes. [09:22] **Nico Lafakis**: Yeah. [09:24] **George B. Thomas**: Not that it wasn't before. I just we love you hubspot. Yeah. [09:27] **Nico Lafakis**: Whoops. [09:29] **Chris Carolan**: That's certainly part of it. [09:31] **Chris Carolan**: Yeah. [09:31] **Chris Carolan**: I I think this has been a struggle. Like if you came in not at marketing hub anywhere. [09:38] **Nico Lafakis**: Yeah. [09:38] **Chris Carolan**: Right? Like it was it was a struggle to find out that you wouldn't be able to do stuff like this from the platform where you're supposed to be able to do stuff like this unless you paid. That's why every forum ever thinks the price of Hubspot starts at $800 a month. Yep. Because that's the cost of marketing Pro and the cost of nothing else. Yep. Right? Like and this is like when we think about experiences throughout the the process, the understanding in these situations has kind of been like, well, it's transactional. We just need to say open or close, whatever. It doesn't need to be designed, it doesn't need to be branded. Doesn't need to give any kind of experience that matches the rest of our whole communication structure and people are just going to get this super awkward looking email because we can't do these things uh no longer. This is awesome. Kudos to Hopspot. Another awesome update. Uh, Yep. Inline association. [11:00] **George B. Thomas**: Your very cryptic post now makes sense by the way. [11:05] **Chris Carolan**: I knew that. [11:06] **Chris Carolan**: I knew that it would. [11:07] **George B. Thomas**: I'm like, context, please. [11:11] **Chris Carolan**: Yeah. All I did was I shared a screenshot with like mind blown emoji. Uh and here's your extra context, George. [11:19] **George B. Thomas**: There we go. [11:20] **Chris Carolan**: What is it? The inline association table lets you see and act on associated record data directly from any CRM index page. [11:34] **Casey Hawkins**: Why does it matter? Right now, you can't answer key questions about your business from the index page, like which contacts have an associated deal closing next month. Getting that answer requires clicking into individual records or cobbling together work arounds which is slow and frustrating. The inline association table brings cross object context to where you already work. So you spend less time navigating and more time acting.

[12:08] **Nico Lafakis**: So there's uh the image that you shared, Chris. So am I looking at this right and that's three companies that are associated to these six deals? Is that what we're what we're looking at here? [12:20] **Chris Carolan**: Uh, no. No? Uh, one company. [12:24] **Chris Carolan**: Six deals. [12:24] **Nico Lafakis**: Oh, it's opening. It's opening. Charles Rogers has six associated deals and then Wood Ink, we're not looking at. Ah, I got it. I got it. Yeah. [12:36] **Chris Carolan**: Yeah. Yep. Uh, so companies up here, we're looking at the company's index screen. And just that alone, like we're on a company's index screen, we can see a list of deals. [12:48] **Nico Lafakis**: Yeah. [12:48] **George B. Thomas**: That's dope. [12:49] **Chris Carolan**: Right? Like this is huge. [12:52] **Nico Lafakis**: I like that there's a search feature in the dropdown area too. So like if it had 32 deals, and all of a sudden you wanted to find one of them, that's pretty awesome. [13:03] **George B. Thomas**: Man hubspot. [13:03] **Nico Lafakis**: And you can filter and you can like sort within this sort, like you could sort by deal deal stages, for example, too, if you were just trying to find open deals or something. Uh, that'd be editable too probably. [13:21] **Nico Lafakis**: Maybe. Yeah. [13:23] **Chris Carolan**: I think so. The good thing is it's all hubs and all tiers, so that's beautiful as well. [13:28] **Nico Lafakis**: Wow. [13:30] **George B. Thomas**: Yeah. [13:31] **Chris Carolan**: Yep. Um customize columns and use bulk actions to update records without leaving the page. [13:43] **George B. Thomas**: I wish I could hit the request beta button. That would be nice. [13:46] **Chris Carolan**: Yeah. [13:47] **Chris Carolan**: Yeah. Somebody mentioned on LinkedIn yesterday that it filled in like 15 minutes. [13:52] **George B. Thomas**: Oh man. I'm sure. [13:54] **George B. Thomas**: Is is it's like a it's like when you're getting concert tickets and you got like five people on 17 phones. Yeah. How do you how do you do that? I need to build an AI that just looks for when betas are released and can press a button for me. Come on. [14:08] **Nico Lafakis**: Well, they have that new beta for developers that will auto enroll you in all betas. [14:14] **George B. Thomas**: Oh, well, that's good. [14:17] **Nico Lafakis**: Yeah. Bring it over. [14:20] **George B. Thomas**: Appreciate yeah, right. [14:22] **Chris Carolan**: All right. Uh brands support uh continues to expand across the platform and today it expands into invoices, payment links and subscriptions. What is it? If you have the brands add-on, you can assign different brands to invoices, payment link subscriptions and checkout pages in Commerce hub. So each transaction reflects the correct logo and brand colors. [14:54] **Nico Lafakis**: Yeah. [14:54] **Casey Hawkins**: Why does it matter? Businesses with multiple brands need to present the correct branding throughout the buyer journey, avoiding confusion and maintaining a professional appearance. Brand support provides a cohesive buyer journey for marketing to sales to payments. [15:11] **Nico Lafakis**: We need that cohesive journey if we want to us money. [15:13] **Casey Hawkins**: Yeah. [15:14] **Casey Hawkins**: Yeah, this is super nice. Um, I used I had a client a while ago that was using brands and their like parent company was not like a brand anyone would recognize. It was all of the like child brands that people were using. But on invoices and like all of this stuff used the parent company's brand which, yeah, anyone would be like, what is that?

[15:50] **Chris Carolan**: Yeah. Get gets awkward pretty quick. Um, that's when the brands add on is really like can do a lot of work for you. [15:59] **Casey Hawkins**: Mmhmm. [16:00] **Chris Carolan**: Uh and that's why they require it in those moments. Um number six, clean up automation for unused reports. What is it? Account cleanup automatically deletes unused reports to keep your hubspot account organized. [16:25] **Casey Hawkins**: Why does it matter? You can now easily manage report clutter in hubspot accounts. This feature helps you remove duplicate or outdated reports created by various users, maintain a clean efficient reporting environment, and save time on manual account maintenance. [16:48] **Chris Carolan**: Makes sense. Once enabled, the automation will run immediately and on the first of each month. Delete reports unused for the specified time period and send you a notification after each monthly cleanup. Uh, don't worry. You can recover deleted reports for up to 90 days from the recently deleted section in the reports tool. [17:20] **Casey Hawkins**: Um, and the cleanup threshold is three months to three years. Um, I think I remember when this first came out, I immediately got a little stressed because I have some reports that I really only reference for like annual reports, um, or, you know, quarterly and things like that. So knowing this goes up to three years makes me feel better. Um, because if I haven't opened it in like even a year and a half then probably not good.

[17:57] **Nico Lafakis**: Probably, right? [17:59] **Chris Carolan**: Yeah. And worst case scenario, uh you're just you're building a new report like the year after that if you really, really need that that question to be answered. Um, yeah, so give yourself permission, folks. Like if you set a time and then within the 90 days, you don't go looking for that report, like, yeah, you probably you probably didn't need it. Um, cleanup begins. This is available at the enterprise level. Uh, dynamic prompt suggestions in Breeze Assistant. [18:55] **Nico Lafakis**: Mm. [18:57] **Chris Carolan**: What is it? When users open Breeze Assistant, they can now see AI generated prompt suggestions organized into actionable categories like how do I, summarize and create. These suggestions are dynamically personalized based on the user's role, permissions, available portal capabilities, recent conversation history and current page context, replacing the previous unpersonalized suggestions. [19:36] **Nico Lafakis**: I like that little ending. Um, why does it matter? Users no longer face a blank assistant interface wondering what can Breeze do. The AI actively guides them towards capabilities they can use based on their role and context. [19:53] **George B. Thomas**: If I had a dollar for every person that has asked me that in the last like 60 days, so what can I do with Breeze? I'm like, what can't you do with Breeze? [20:02] **Nico Lafakis**: You'd have a few dollars. [20:03] **George B. Thomas**: I'd have a few dollars. At least enough to get a Happy Meal and a hot apple pie, so there we go. There's that. [20:10] **Chris Carolan**: Yeah. Um, they're making it so easy, folks. And and for most out there, like you just have to try it one time and and you'll you start to understand. What I'm excited about is all these moments where it's using current page context. Um, Yeah. to understand like the trust is building there. Um, in terms of you know it's seeing what you're seeing on the page even though it's seeing it in a different way. Um, that's the powerful stuff. Like this is all the things, right? All all it's using all the things to to figure out how to uh personalize these suggestions for you.

[20:57] **George B. Thomas**: Yeah, and make sure if you haven't, connect your junk, man, like Gmail, Google Drive, like there you can click on the like connect more and get to like the apps for Breeze Assistant and like Asana's in there. Like there's just a Azure, One Drive, Jira, like there's just a bunch that you can Dropbox, smart sheets, like Gitbook, like there's just so much that you can I'll stop. I'll stop. I'll stop. Hang on. But there's so much that you can add in there to go along with the context that's just in your CRM as well. Like, Yeah. So what can't you do? Like, [21:51] **Chris Carolan**: Right. Get your contacts, get your data in Hubspot and Breeze is going to do work for you. Um, and you're probably going to have some fun doing that work like with Breeze. Oh yeah. Right? Like everybody forgets that part, but when you see the excitement on people's faces and leader get it, like imagine if everybody in your organization start having fun like this. Like it's like a foreign concept in some places. [22:27] **Chris Carolan**: Tik Tok integration for social. Uh, what's changed? Added a link to the official Hubspot Knowledge Based article for this beta. You can now connect Tik Tok accounts to Hubspot to draft, schedule and publish Tik Tok videos, monitor and reply to comments on your posts and mentions of your account by others and analyze Tik Tok organic social performance. [23:03] **Casey Hawkins**: Why does it matter? Tik Tok continues to grow as an influential social network, enabling your business to stay competitive, build brand awareness and reach new audiences. Bringing Tik Tok publishing, replying and reporting into Hubspot enables you to manage your social presence across networks in one unified platform.

[23:30] **George B. Thomas**: Ypper. [23:32] **Chris Carolan**: Remember folks, you probably already own the solution you're looking for in Hubspot. Sometimes you just need to wake up to it. Join us tomorrow morning live at 7:30 a.m. Central or catch us later today uh on the Hubspot Helpline at 10:15 Central, 11:15 Eastern or anytime on Spotify, Apple Music or the profoundly Hubspot Updates blog. Drop your biggest takeaway in the comments and let us know what capabilities you want to wake up to next. Until then, I'm Chris Carolan. [24:06] **Casey Hawkins**: I'm Casey Hawkins. [24:07] **George B. Thomas**: And I'm George B Thomas. [24:09] **Chris Carolan**: And this has been wake up customer platform. Now go build something amazing. Have a great day everybody.