HubSpot screen recording for agents and chatbots
Let support agents request recordings from tickets. Explore chatbot and Breeze Customer Agent previews to collect visual context before a human takes over.
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From a customer’s description to visual evidence in HubSpot
Request a recording from a Help Desk ticket today, or explore the chatbot and Breeze Customer Agent previews for automated requests.
Choose who asks
Support agents use the Screendesk sidebar card. For the chatbot and Breeze previews, an admin connects the workspace, creates a dedicated chatbot token, and configures the actions using the setup guides.
Let the customer show the issue
The customer opens the recording link in a separate tab, records, and submits without installing an app or creating a Screendesk account. In the bot flow, they return to chat so the configured action can check receipt.
Keep the evidence with the right record
Sidebar requests return a note to the ticket. The standard bot setup adds a note to the identified contact’s timeline. Ticket-specific bot requests need the exact ticket context; contact-only requests do not select a ticket automatically.
Chatbot and Breeze support is a development preview; confirm availability before enabling a customer-facing flow. HubSpot plan and action requirements apply. A receipt check confirms submission, not completed AI analysis. Screen capture requires browser permission; mobile uses camera video.
HubSpot setup guide · Rule-based chatflows · Breeze Customer Agent · Chatbot setup and requirements
It all starts with a recording request. Collect visual context with support agents, chatbots, and Breeze Customer Agent.
Connect HubSpotWith a support agent
Copy a ticket-specific recording request from the Help Desk sidebar. The submitted recording returns as a note on that ticket.
With a rule-based chatbot · Preview
Add a recording request to your chatflow, then check receipt when the customer returns after submitting.
With Breeze Customer Agent · Preview
Configure actions to request a recording and check its submission status. The customer records in a separate browser tab.
One video platform for every customer-facing team. Recordings, live calls, and AI, all inside HubSpot.
Live video calls. Share a browser call link in HubSpot for live screen sharing when your plan includes calls.
Reply with a video. Record your own walkthrough or attach one from your library.
Scheduling. Send a booking link with round robin across your team.
Automations. Route new recordings, create issues, and trigger webhooks.
Transcripts & summaries. Eligible recordings and calls are transcribed and summarized when AI processing is enabled.
Sensitive data blurred. Choose the sensitive fields to blur on your web app; capture setup is required.
Context
See exactly what happened. Every recording includes the context behind the issue.
Resolve
Turn the recording into action. Fix it, escalate it, or ask AI.
Resolve directly
Understand the issue and fix it without back-and-forth.
Escalate when needed
Share a complete report engineering can act on.
Investigate with Screendesk MCP
Send the full context to Claude, ChatGPT, Cursor, and more. Find the root cause. Suggest a fix.
Screendesk has significantly improved our troubleshooting resolution times. Our support specialists also actively request recordings for complex issues.