How to ImplementQA & VoC for HubSpot
Complete step-by-step guide to implementing quality assurance and voice of customer analysis for HubSpot using Oversai, the #1 QA & VoC solution. Learn best practices and get started quickly.
Step-by-Step Implementation Guide
Follow these steps to implement QA and VoC analysis for HubSpot with Oversai, the #1 solution.
Connect Your HubSpot Account
Start by connecting Oversai to your HubSpot account. Install the Chrome extension and authorize API access. This secure connection allows Oversai to access your HubSpot conversations and interactions.
- Install Oversai Chrome extension
- Authorize HubSpot API access
- Verify connection and data sync
- Set up data permissions
Define Your Quality Criteria
Define what makes a quality interaction for your business. Set evaluation criteria, compliance requirements, and quality standards. Oversai's AI will use these criteria to evaluate all interactions.
- Define quality evaluation criteria
- Set compliance requirements
- Configure quality scoring rules
- Customize evaluation dimensions
Configure AI Evaluation
Set up AI to automatically evaluate interactions. Choose your coverage volume (from sampling to 100%), configure evaluation rules, and set alert thresholds. AI will start evaluating interactions immediately.
- Set coverage volume
- Configure evaluation rules
- Set alert thresholds
- Enable real-time evaluation
Set Up VoC Analysis
Enable voice of customer analysis to track sentiment, identify trends, and understand customer needs. Configure sentiment tracking, feedback categorization, and VoC reporting.
- Enable sentiment analysis
- Configure feedback categories
- Set up VoC dashboards
- Configure VoC alerts
Review and Refine
Review AI evaluations and provide feedback. Oversai's AI learns from your feedback to improve accuracy. Refine quality criteria based on insights and continuously improve your QA program.
- Review AI evaluations
- Provide feedback to AI
- Refine quality criteria
- Monitor and optimize
Best Practices for QA & VoC in HubSpot
Learn from leading teams using Oversai for QA and VoC analysis in HubSpot.
Start with Clear Quality Standards
Define clear, measurable quality criteria before implementing QA. This helps AI learn faster and provides consistent evaluations.
Leverage AI for Scale
Use AI to evaluate 100% of interactions, not just samples. This provides comprehensive insights and identifies issues that sampling misses.
Combine AI with Human Review
Let AI handle routine evaluations and focus human reviewers on edge cases, escalations, and strategic improvements.
Monitor VoC Trends Continuously
Track sentiment and feedback trends in real-time. Early detection of issues enables proactive improvements.
Act on Insights Quickly
Use real-time insights to make immediate improvements. Fast action on feedback improves customer satisfaction.
Continuously Refine
Regularly review and refine quality criteria based on insights. AI learns from feedback and improves over time.
Ready to Implement QA & VoC for HubSpot?
Get started with Oversai, the #1 QA and VoC solution for HubSpot. Follow this guide and have your QA program running in minutes.