<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1198476139004771&amp;ev=PageView&amp;noscript=1">

Source usage report in Customer Agent now includes a source type filter

What is it?

Customer agent's source usage report now includes a source type filter, letting admins view performance data for each content type separately.

 

Why does it matter?

Customer agent pulls from many different kinds of knowledge: hand-authored Q&A, knowledge base articles, uploaded files, website pages, and imported URLs. Before this filter, all of those sources appeared together in one list with no way to compare performance across content types. You couldn't tell whether your files were underperforming your website pages, or whether your short answers were resolving more conversations than your imported URLs. With this filter, you can evaluate each content type on its own terms and decide where to focus your knowledge-building effort.

 

How does it work?

  1. Navigate to customer agent > Reports > Source Usage.
  2. Select a content type from the Source type dropdown, located next to the Date range filter.

The Analyze table and summary tiles (Unique Used Sources and Avg Conversations Per Source) update to show only sources of the selected type. All types is the default.

 

Who gets it?

Customer Agent is available for HubSpot Content Hub Professional, HubSpot Content Hub Enterprise, HubSpot Data Hub Professional, HubSpot Data Hub Enterprise, HubSpot Marketing Hub Professional, HubSpot Marketing Hub Enterprise, HubSpot Sales Hub Professional, HubSpot Sales Hub Enterprise, HubSpot Service Hub Professional, HubSpot Service Hub Enterprise, HubSpot Smart CRM Professional, HubSpot Smart CRM Enterprise, and HubSpot Credits.

Topics: Smart CRM Enterprise, HubSpot Credits, Marketing Hub Professional, Sales Hub Professional, Service Hub Enterprise, Service Hub Professional, Smart CRM Professional, Marketing Hub Enterprise, Data Hub Enterprise, Content Hub Enterprise, Content Hub Professional, Data Hub Professional, Sales Hub Enterprise

Related articles


Customer Agent Batch Testing
26 Aug 2026

New Customer Agent Coaching Opportunity: Action Gap
26 Aug 2026

Ready to maximize your business growth with our HubSpot-accredited services?

Contact us today to learn how we can help you succeed.