Tool
HubSpot
HubSpot Agent Hub (prospecting/qualification agents): Home for HubSpot AI agents across marketing, sales and service, built on CRM data. Vendor page
Customer Agent: Handles routine questions and resolves tickets 24/7, hands off with context. Vendor page
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12 use cases
HubSpot Agent Hub: Approve CRM updates and follow-up drafts after every meeting
Smart deal progression proposes CRM updates and follow-up drafts after each meeting for the rep to approve.
How: Hold the meeting with recording connected → Review suggested updates and draft → Approve and send
Source · Checked Oct 24, 2026
HubSpot Customer Agent: Resolve customer questions and hand off with context
Customer agent can resolve questions, take actions in your CRM, and hand off to your team with full context.
How: Train the agent on your content → Test before going live → Monitor handoffs in the help desk
Source · Checked Oct 24, 2026
HubSpot Customer Agent: Train a support agent on your content and voice
You can train the agent on your content and brand voice, personalize by audience, and coach it as it learns.
How: Upload help content → Set voice and audience rules → Review conversations and coach the agent
Source · Checked Oct 24, 2026
HubSpot Prospecting Agent: Find companies showing buying signals
The prospecting agent detects companies that match the buying signals you choose, so reps reach out when an account looks ready.
How: Set the buying signals that matter → Review recommended companies → Enroll the best fits
Source · Page updated Oct 21, 2026
HubSpot Prospecting Agent: Identify the right contacts at target companies
The agent sources relevant contacts at matched companies so outreach goes to the right people.
How: Define target personas → Review sourced contacts → Remove poor fits
Source · Page updated Oct 21, 2026
HubSpot Prospecting Agent: Generate personalized outreach from CRM and intent signals
The agent writes personalized emails using CRM data and recent high-intent signals.
How: Enroll leads → Review generated emails → Approve and send
Source · Page updated Oct 21, 2026
HubSpot Prospecting Agent: Build prospecting plays for each segment and persona
Plays guide the agent's research and outreach by segment and persona, keeping messaging consistent across the team.
How: Create a play per segment → Set research and outreach rules → Review results and refine
Source · Page updated Oct 21, 2026
HubSpot Breeze Assistant: Summarize CRM records before a call
Breeze Assistant summarizes records and completes tasks across HubSpot, saving reps time reading history.
How: Open Breeze Assistant → Ask for a summary of the contact or deal → Check details against the record
Source · Page updated Oct 21, 2026
HubSpot Breeze Assistant: Prepare for upcoming meetings from your calendar
With a connected calendar, Breeze Assistant shows a Meetings card to prepare for upcoming meetings.
How: Connect your calendar → Open Breeze Assistant and click the Meetings card → Review the prep and add questions
Source · Page updated Oct 21, 2026
HubSpot Breeze Assistant: Save team prompts for consistent sales outputs
Saved prompts, projects, and memories help teams get consistent outputs from Breeze Assistant over time.
How: Write a strong prompt for a common task → Save it with a clear name → Share the approach with the team
Source · Page updated Oct 21, 2026
HubSpot Breeze Assistant: Share a generated deck with a buyer by link
Breeze Assistant artifacts such as PPTX or HTML can be shared publicly via a read-only, optionally password-protected link.
How: Generate the deck in Breeze Assistant → Open Artifacts and choose Share → Turn on public access and a password, then send
Source · Page updated Oct 21, 2026
HubSpot Conversation Intelligence: Coach reps from call transcripts
Sales Hub Professional and Enterprise seats can transcribe and analyze recorded calls, helping managers coach more effectively.
How: Turn on call recording and transcription → Review the transcript and recording → Leave coaching comments
Source · Page updated Oct 9, 2026