This guide walks you through the steps required to successfully install and configure Blitzz Visual Assist for HubSpot so you can launch video support sessions directly from HubSpot.
Table of Contents
- Step 1: Install the Blitzz Visual Assist app
- Step 2: Enter the Domain Key
- Step 3: Customize the Blitzz Visual Assist app view
- Step 4: Test the Blitzz Visual Assist integration in HubSpot
- Step 5: View Blitzz Session History
Step 1: Install the Blitzz Visual Assist app
Log in to the HubSpot Admin Portal and navigate to the HubSpot Marketplace.
Search for Blitzz Visual Assist and install it from the Marketplace.
Step 2: Enter the Domain Key
Navigate to Connected Apps.
Select the Blitzz Visual Assist app.
Click on the Settings tab.
Click the Configure Domain Key button.
After clicking the button, you will be redirected to the Blitzz configuration page.
Enter your Blitzz Domain Key in the provided field.
Click Connect to complete the setup.
Note: Your Domain Key is provided by Blitzz during onboarding. If you don't have one, contact your Account Executive or support@blitzz.co
Once connected successfully, you will see the message “Successfully Connected!” confirming that your HubSpot account is linked with Blitzz.
Step 3: Customize the Blitzz Visual Assist app view
- Navigate to Connected Apps and select the Blitzz Visual Assist app.
- Go to the App cards tab.
You can add the Blitzz Visual Assist app card to the middle column, help desk, preview sidebar, or right sidebar. Click Manage locations to choose where you want to add the Blitzz Visual Assist app card.
In the open sidebar, If you select Default view will add the card to the bottom of the chosen column or sidebar. To control the card’s position, click Customize.
Click Add card.
In the open sidebar, Go to the Card library tab, search for Blitzz Visual Assist, and click Add card.
The Blitzz Visual Assist app card is now added and visible in the selected location, Click Save.
Step 4: Test the Blitzz Visual Assist integration in HubSpot
- Navigate to CRM > Tickets from the left sidebar.
- Select any ticket.
- In the Blitzz Visual Assist app card, if multiple Collaboration Profiles are available, select a Collaboration Profiles and click Next. Otherwise, you will be redirected to the invite method screen.
- Select your invite method (e.g., SMS, WhatsApp, Email, or Copy URL). This can be configured from your Blitzz Admin Portal at {company-name}.blitzz.co.
Enter the Guest user’s phone number or email address, then click Invite & Join.
Step 5: View Blitzz Session History
After a Blitzz session is completed, all session details are automatically saved and accessible directly within the contact's record in HubSpot via the blitzz_history tab.
Accessing Session History
- Navigate to CRM > Contacts from the left sidebar.
- Open any Contact record.
- Click the blitzz_history tab at the top of the record.
- You will see the Blitzz Session History panel listing all past sessions for that contact, each identified by a session ID and timestamp (e.g., John Doe – 204728947 – Feb 27, 2026 08:15 AM).
- Click the arrow (›) next to any session to expand it, or click Refresh to load the latest sessions.
Session Details Tabs
Each expanded session contains the following tabs:
Details
Displays the core session metadata:
- Created – Date and time the session was created.
- Created By – The agent's email who initiated the session.
- Collaboration Profile – The profile used (e.g., Visual Support).
- Duration – Total session duration (e.g., 12:23).
- Invites Sent – Shows the invite method and contact used (e.g., WhatsApp: +91XXXXXX4392).
Notes
Displays agent notes added during the session. Each note shows:
- Title of the note
- Note content/body
- Created by (agent name) and Created on (timestamp).
Images
Displays screenshots or images captured during the session in a thumbnail grid. Each image shows:
- A preview thumbnail.
- The timestamp when it was captured.
- View and Download buttons to open or save the image
Recordings
List session video recordings. Each recording entry shows:
- File Name – The recording file (e.g., .mp4).
- Created – Date and time the recording was saved.
- Size – File size.
- Click the file name link to download or play the recording.
Files
Contains two sub-tabs
- Chat (1) – The chat transcript from the session as a .txt file, with file name, creation date, and size.
- Extracted Text (1) – Any text extracted from images captured during the session.
- Click any file name link to download it.
AI Summary
Provides an AI-generated summary of the session, including:
- Overview – A brief description of what the session covered.
- Topic – The main subject of the session.
- Situation – Context around the customer's issue or need.
- Action – Bullet points listing steps the agent took during the session.
- Resolution – The outcome of the session.
- Inspection Findings – Any findings noted during the session.
- Click Copy Summary to copy the full AI summary to your clipboard.
If you run into trouble, or just need a little help, please contact us and we will be happy to help.