HubSpot’s AI features draw on a shared pool of context: your CRM records, your knowledge base, and the business details stored in Context Home. When that context is thin or out of date, the agents built on it inherit the gaps. So we start with your data, whether you’re exploring HubSpot AI or already running agents. We review what your portal knows about your business, fill in what’s missing, and clean up what’s stale.
If you’re early on, we pick first use cases whose results you can measure in your own HubSpot reporting. Customer support is usually the strongest starting point, and HubSpot’s leadership says the same, so Customer Agent is our most common first build. From there, we configure HubSpot’s prebuilt agents or build custom ones in Agent Builder for your own workflows.
If you already have agents live, we measure their output against your reporting, retune the ones that underperform, and expand where the return is clearest.
Every agent has defined handoff points, so your people keep the decisions that need a person. You finish with agents in production and the in-house skills to keep improving them.
