# Customer 360 desk for Crisp chats and HubSpot deals

> One screen your team opens before every call: full chat history, open deals, and a prep brief written for you on demand.

- Workflow type: app
- Services: Crisp, HubSpot
- Categories: Customer Support, Sales
- Published: 2026-08-21

## What it does

- Search any customer by name or email and open a single page holding their profile, every chat they have ever had with you, and their commercial picture side by side.
- Read past conversations as clean transcripts with dates and the person who handled each one, showing the last twelve months by default and the full history on request.
- Press Prep me for this customer and a background assistant reads the whole relationship, then writes a short brief covering what they have contacted you about before, what is still unresolved, what they are trying to do, and what to watch out for on the call.
- Each brief is saved with a timestamp on the customer's page for the whole team, filed as a note on their CRM record, and left as a private internal note on their latest chat so whoever picks up the next conversation sees it too.

## What you'll need

- A Crisp account with chat history for the website your team supports
- A HubSpot login that can see contacts and deals, and can add notes
- Permission to post internal notes in Crisp, which are private to your team and never shown to the customer
- Customers with no HubSpot record still work; you simply see the chat side on its own

## Prompt

Build me a customer context desk that my support and success team opens before every call or escalation. It runs on Crisp for conversation history and HubSpot for commercial context. The people using it are frontline reps looking up one customer at a time, so speed of lookup and readability matter more than charts.

The landing view is a search box above a contact list. Load contacts with the Crisp List People Profiles operation for our website and let the person search by email or by name, matching against both. Show enough per row to pick the right person confidently: name, email, and when we last heard from them. Clicking a row opens that customer's detail page.

The detail page has three parts. First, the profile itself from Get People Profile: name, email, company, and whatever else Crisp holds on them. Second, a chronological timeline of every chat they have ever had with us. Get the threads with List People Conversations, then pull each thread's contents with Get Messages In Conversation, and render them as readable transcripts rather than raw data: group by conversation, show the date, show who said what, and name the operator who handled it. Third, their commercial context alongside the chat history. Find the CRM record with HubSpot Search Contacts filtered on their email address, then use Search Deals to show open deals and recently closed ones with stage and amount.

The headline action on the detail page is a button labelled Prep me for this customer. It kicks off a background agent that reads the full chat history plus the HubSpot deal picture and writes a short brief covering four things: what this customer has contacted us about before, any unresolved complaints still hanging, what they seem to be trying to accomplish overall, and what to watch out for on the upcoming call. Keep the brief short enough to read in under a minute standing up.

The finished brief lands back in the app on that customer's page so the whole team can see it, not just the person who pressed the button. The agent also files the same brief in two other places: as a note on the HubSpot contact using Create Note associated with that contact record, and as an internal private note on the customer's most recent Crisp conversation using Send Message In Conversation with the note message type, so it surfaces for whoever picks up the next chat. Make it obvious in the interface that the Crisp note is internal and the customer will never see it.

Reps should also be able to correct the contact record inline from the detail page, for example fixing a misspelled name or a stale company, saving through Update People Profile.

Some nuances to bake in. The timeline defaults to the most recent twelve months, with a clear option to load the entire history for long-running customers. Briefs are timestamped and kept as a running history rather than overwritten, so the team can scroll back and see how the relationship has changed over time. Customers with no matching HubSpot contact must still work: show the chat history on its own with a quiet note that no CRM record was found, never an error state. Crisp does not expose conversation ratings or satisfaction scores, so do not build any part of the interface around them.

## How to customize

- Change the default timeline window from twelve months to whatever range your team actually reviews before a call
- Retune what the prep brief focuses on, whether that is unresolved complaints, renewal risk, upsell signals, or onboarding blockers
- Choose where finished briefs get filed: kept inside the app only, or also pushed to the CRM record and the customer's latest chat

## FAQ

### What happens if the customer is not in our CRM?

The page still works. It shows the profile and the full chat history on its own, with a quiet note that no matching CRM record was found, rather than failing or showing an error.

### Does this change anything my customers can see?

No. The only thing written back into your chat tool is an internal note on the conversation, which is visible to your team inside the inbox and never delivered to the customer.

### How far back does the chat history go?

The timeline opens on the last twelve months, which covers the vast majority of what matters before a call. A single click loads the complete history for long-running customers.

### Can the whole team see the briefs, or just the person who ran one?

Everyone sees them. Briefs land on the customer's page for the whole team, and each one is kept with its own timestamp instead of replacing the last, so you can look back and see how the relationship has changed.

### Does it show customer satisfaction scores?

No. Chat ratings are not available to outside tools, so the desk works from the conversations themselves. In practice a brief drawn from what the customer actually wrote is more useful than a single score anyway.

Use this prompt in General Input: https://www.generalinput.com/prompts/customer-360-desk-for-crisp-chats-and-hubspot-deals