AI is easy to switch on. Making it useful isn't.
HubSpot now ships AI agents with your subscription. Whether they help you or cost you comes down to the CRM underneath them. That's the part we build.
WHAT HAPPENS WHEN AI GOES IN TOO EARLY
A customer asks where their order is. The agent can't see your ERP, so it tells them there's no order on record.
Your sales manager asks for the pipeline. The agent adds up every duplicate deal and reports a number nobody recognises.
A prospect asks about pricing. The agent finds a page you forgot to unpublish and quotes last year's rates.
None of these are AI problems. They're data and systems problems, and they were there long before the AI arrived. The difference is that AI says them out loud, to your customers.
See the difference
YOUR AI IS ONLY AS SMART AS YOUR CRM.
Same question, same AI. The only difference is the data it's reading.
Watch it run, or choose a question to ask the AI yourself
AI on your CRM today
“I can’t find any order under your email address.”
What it cost youYour best customer now thinks you’ve lost their order. It shipped on Wednesday. The tracking number is sitting in NetSuite, where the AI can’t see it.
AI after Foundry 11
“It shipped on Wednesday and it’s out for delivery today. Here’s your tracking link.”
Why it workedOrder status and tracking now sync from NetSuite to the customer’s record, and the AI checks their email before it shares anything.
We fix the part underneath. Then the AI works.
Book an AI readiness reviewExample data, for illustration only. See what HubSpot's AI agent can actually see
HUBSPOT'S AGENTS CAN ONLY ANSWER FROM WHAT IT CAN SEE.
What it reads
The content you choose: knowledge base articles, website pages, blog posts, uploaded files and public URLs. Nothing else. If an old pricing page is still live, it can quote it.
What it sees in your CRM
Up to 10 contact properties, and it can check the customer's email matches the record before it shares them. Orders, invoices and deals are invisible to it unless the answer is put on the contact.
What it can reach
Up to 20 actions that call your other systems for an answer in real time, if those systems can be reached the way HubSpot supports.
Available on HubSpot Professional and Enterprise plans. You pay HubSpot Credits only when it resolves a conversation. The full detail, with HubSpot's sources.
FOUNDATIONS FIRST. AGENTS SECOND.
AI readiness review
We check your data, integrations, content and HubSpot plan against what you want AI to do. You get a plain-English report: what's ready, what isn't, and what it costs to fix.
Fix the foundations
Duplicates merged, properties tidied, pipelines rebuilt, systems connected. Only the work the agents actually need, priced as fixed-fee phases.
Set up the agents
Each agent gets a written brief: what it reads, what it can change, and exactly when it hands over to a person. We test it on real questions before it goes near a customer.
Tune and measure
Each month we review what the agents resolved, what they handed over and where they got it wrong, then adjust. Available as an ongoing add-on.
OUR RULES FOR AI IN YOUR BUSINESS
- A person approves anything that costs money or can't be undone.
- Every agent says it's AI. Your customers shouldn't have to guess.
- An agent only reads what it needs to do its job.
- We test before launch and review after, so we find the mistakes before your customers do.
- We use HubSpot's own agents first, and only build something custom when HubSpot can't do the job.
RECENT WORK
None of these started as AI projects. All of them are where AI has to start.
NetSuite connected to HubSpot
Medical equipment distributor
Celigo links NetSuite and HubSpot, and sales runs across multiple pipelines in HubSpot. The next step for AI: put the order status customers ask about on their contact record.
A member portal driven by CRM data
Financial services industry body
Members see content based on their membership and committee roles, read from their contact record. That same data tells an agent who it's talking to and what they're entitled to.
Bookings and payments in one record
Education business
Enrolments and Stripe payments land on each parent's record, with live seat numbers on the website. That's the data an agent needs to answer “is my child booked in?”
QUESTIONS WE GET ASKED
Do we need HubSpot Enterprise?
No. HubSpot's Customer Agent is available on Professional plans too. We confirm what your current hubs and plans include before we recommend anything.
What does it cost to run?
Customer Agent uses HubSpot Credits, and you're only charged when it resolves a conversation. Professional plans include a monthly allowance, with extra use charged on top. We estimate your usage in the readiness review, so there are no surprises on the bill.
Will it make things up?
It answers from the content and data you give it, which is exactly why that content needs to be right. We test it against real questions and set clear handover rules before it goes live.
Our CRM is a mess. Should we wait?
No, that's where we start. Most of the value is in the clean-up, and you get it whether or not you ever switch an agent on.
FIND OUT HOW READY YOUR CRM IS.
Tell us what you'd like AI to do. We'll look at what's underneath and tell you plainly what's ready, what isn't, and what it would take.