AI agents for sales and customer service, set up on HubSpot data you can trust
We set up HubSpot's AI agents (the Customer Agent, Prospecting Agent and Data Agent) and build custom agents for the jobs they can't do, on CRM data we clean first. A person on your team approves anything that reaches a customer.
Free, 30 minutes, and you'll leave with at least one clear next step.
Why does clean data come first?
An AI agent is only as good as what it reads. If your CRM has duplicate contacts, stale deals and a knowledge base left untouched for two years, an agent will give confident answers that are wrong.
Every AI project starts with the data underneath it. We check the CRM records, the help articles and the product details the agent will use, and fix what's broken. When we audited one client's HubSpot account, we found leads that had never been contacted. An agent working from that CRM would have missed them too.
HubSpot AI agents
Breeze agent setup
HubSpot's Breeze agents include a Customer Agent for support, a Prospecting Agent for outreach research and a Data Agent for cleanup. HubSpot charges for agents by use, so we estimate the cost before you switch one on.
HubSpotCustom agents where Breeze stops
For work Breeze doesn't cover, like reading quote requests, sorting inbound email or pulling data from your other systems, we build custom agents that run inside HubSpot workflows.
Custom AI workflowsStart with one agent and one team
We test each agent with a single team and compare the result with how things worked before. Only then do we add the next one.
How we workWhat can a custom agent do?
A custom agent handles one job that eats your team's time and follows clear rules. A manufacturer might want one that reads quote requests, checks the customer's history in HubSpot and drafts a reply for a rep to approve. A professional services firm might want one that sorts new inquiries and sends each to the right person. An online brand might want one that sorts customer emails into returns and order questions.
We keep a person in the loop wherever a mistake would cost money or a customer. The agent drafts, sorts and fills in fields. A person approves anything that goes out the door. Over time, as the agent proves itself on a task, you can decide to give it more room.
Want AI tools to mention your company?
That's a separate service: see generative engine optimization for how we get you named in ChatGPT, Claude and Google's AI answers.
How an AI project runs
- Week 1
See where you stand
We look at the jobs an agent could take on and check how clean the CRM records, help articles and product details behind it are.
- Weeks 2 to 4
Fix the foundation
Data cleanup in HubSpot and knowledge base updates, so the agent reads accurate records.
- Weeks 4 to 8
Pilot one agent
A single Breeze or custom agent with one team, and a person approving what it sends.
- Monthly
Measure and expand
We compare the before and after, like conversations resolved or hours saved, and decide together what to do next.
Data work that AI depends on
A top Amazon selling course moved from group chats to one HubSpot system
Read the case studyA commercial oven maker put its forgotten leads back in front of sales in just over 45 days
Read the case studyPhoton Brothers saves about 10 hours a week by connecting HubSpot to its other systems
Read itAI agents questions
Which HubSpot AI agent should we start with?
Start with the Customer Agent if you have a solid help center, or the Data Agent if your CRM is messy. We recommend one after we look at your data.
How much do HubSpot AI agents cost?
HubSpot charges for most agents with credits based on how much they run, and some need a paid plan. We check your plan and estimate usage before scoping, so the bill doesn't surprise you.
Will an AI agent replace our staff?
Usually not. Agents work best on repeat tasks like answering common questions or researching leads. A person still approves anything that goes out to a customer.
Do we need HubSpot for AI agent work?
For agents, yes, because we build them on HubSpot. If you don't run HubSpot yet, we can set it up first. See our HubSpot services.
Can an agent work with systems outside HubSpot?
HubSpot's own agents work mainly from your CRM records, help articles and website. When an agent needs your ERP, inventory or order system, we build a custom agent that reads those systems and writes back to HubSpot, with a person approving changes.
Related
More in AI services
See whether your HubSpot data is ready for an agent
On the call we'll talk through the job you want an agent to do and look at whether your HubSpot data is ready for it.