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How to use RoloChat

Welcome to RoloChat, a cutting-edge browser extension designed by TAISK Labs to revolutionise your interaction with HubSpot data. This guide will help you understand how to access and use RoloChat efficiently.

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Overview

RoloChat allows you to communicate with your HubSpot data seamlessly using natural language queries. Our extension transforms complex data requests into intuitive chats and precise data insights, enhancing your productivity and decision-making capabilities.

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Key Features

  • Natural Language Queries: Interact with your data effortlessly through simple conversational language.

  • Secure API Integration: Your queries are securely translated into precise HubSpot API calls, ensuring reliable data handling.

  • Comprehensive Data Insights: Easily access detailed views on deals, contact information, and analytics.

  • Productivity Tools: Automate tasks such as drafting emails, summarising conversations, and generating reports.

  • User-Friendly Experience: Receive actionable responses quickly and efficiently.

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Prerequisites

  • HubSpot Account: Ensure you have a HubSpot account with full permissions to access all data and services.

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Installation

  1. Visit the Chrome Web Store: Search for "RoloChat" in the Chrome Web Store.

  2. Download and Install: Click on the 'Add to Chrome' button to install the RoloChat extension in your browser.

  3. Grant Permissions: Accept the permission prompts to allow RoloChat access to your HubSpot data.

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Getting Started

  1. Launch RoloChat: After installation, you can open RoloChat from your browser's extension menu.

  2. Sign In: Log into your HubSpot account through the RoloChat interface to authenticate your session.

  3. Start Chatting: Begin using natural language queries to interact with your data. Simply type or speak your request within the RoloChat window.

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Using RoloChat

  • Querying Data: Ask questions like "Show my recent deals" or "Fetch contact details for [Name]." RoloChat will provide concise and actionable results.

  • Productivity Actions: Use commands to draft emails, summarise meeting notes, or generate reports. For example, say "Create an email draft for [Name]" to begin composing.

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Support

For assistance or to report any issues, please contact our support team via email at labs@taisk.com or visit our support page on the Chrome Web Store listing.

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Updates

Keep your extension updated to the latest version to enjoy improved features and security enhancements. Updates can be managed directly through the Chrome Web Store.

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Thank you for choosing RoloChat. We are excited to help you transform your HubSpot interactions with a smarter and more intuitive approach.

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last updated: 12/10/2024

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