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This engine sets up HubSpot’s AI agents for the work your team repeats every day.
Each agent follows written rules. Hard cases go to a person.
HubSpot now includes AI agents that answer customers and research leads.
Switched on without a plan, an agent answers from out-of-date pages. It also misses the moments when a person should take over.
The work is choosing the right jobs and setting the rules.
Answers questions in chat and email using your help content. Hands complex or sensitive cases to your team, with the conversation attached.
Researches new leads and recommends outreach. Your reps approve each message before it goes out.
Answers a set question about each record, such as a company’s industry. It saves the answer to the record.
HubSpot releases new agents often. We test each one before it reaches your customers.
We review the questions and tasks your team handles today. We pick the ones an agent can do well and safely.
We audit the help articles, web pages and documents an agent will read. We fix gaps and remove out-of-date content.
We write down the topics each agent must leave to a person. We set the conditions that hand a case to your team.
We test each agent against real enquiries before customers see it. It starts on a narrow set of questions and widens as its answers prove accurate.
We report on volume, resolution rate, handoffs and customer feedback. Your pod adjusts the sources and rules each sprint.
We show your team how to review conversations. They learn to update an agent’s sources and rules themselves.
Each agent runs under our AI Agent Governance framework. It sets what the agent can do and when it hands off to a person.
Governance comes with every engagement.
The Prospecting agent feeds researched leads into the Lead-to-Pipeline Engine.
The Customer agent answers routine questions. Your team then has more time for the renewals and risks in the Customer Retention Engine.
The Data Integrity & Control Layer keeps the records agents read accurate.
Translation captures the rules. Production builds them on a monthly sprint cadence. The named pod (Principal Solutions Architect, GTM Engineer and Customer Success Manager) runs your platform from kick-off to year end. One predictable fee. No change orders for in-scope work.