AI agents in HubSpot

Put HubSpot's AI agents to work on your pipeline.

We set up HubSpot's AI agents, and custom AI agents where they fit, around your ICP, your data and your processes, so AI takes on research, outreach, enquiries and data work, and your team focuses on closing.

Prospecting Agent for researched, personalised outreach
Customer Agent resolving tickets across channels 24/7
Data Agent keeping your records complete

The agents we set up

Outbound
Prospecting Agent

Researches target accounts and drafts personalised outreach for your team to review and send.

Targets built from your ICP tiers
Firmable data for the right contacts
Human review before anything sends
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Service
Customer Agent

Resolves tickets and answers customer questions across your service channels, trained on your own content.

Trained on your pages and FAQs
Hands over to a person when needed
Works across multiple service channels
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Data
Data Agent

Researches and fills company and contact properties, so scoring and routing work on complete data.

Custom properties filled automatically
Feeds ICP tiering and scoring
Less manual data entry
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Custom
Custom AI Agents

Agents built for your specific use cases, from lead qualification to internal admin, working with your HubSpot data and processes.

Scoped around a specific use case
Built on your data and processes
Guardrails and human review built in
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How we set up AI agents safely

Clean data first

Agents are only as good as the data they read, so we fix that first.

Clear guardrails

Rules on what agents can say, do and send.

Human in the loop

Review steps wherever the stakes are high.

Measured results

Reporting on meetings, replies and time saved.

AI agents FAQs

Which HubSpot plans include AI agents?

Availability depends on your hubs, tier and HubSpot credits. We'll confirm what your portal can use during the audit or demo.

Will AI agents send emails without us checking?

Only if you want them to. We usually set up review steps for outreach until you're confident in the results.

Can the Customer Agent answer questions about our services?

Yes. It's trained on your website, FAQs and knowledge base, and hands over to your team when it can't help.

Do AI agents replace our team?

No. They take on research, first responses and data work, so your team spends more time on conversations that close deals.

See HubSpot's AI agents working on your business.

Book a custom demo