HubSpot is now seeing a steady stream of new AI features being released, in particular Breeze AI agents. Agents are a great way to streamline your team's core processes, speed up decision-making and free up your experts' time for more complex, higher value-added development projects. In this blog series, we'll open up through concrete examples what different agents and features can do in practice, what organisations they are suitable for and what you need to consider to get the most business value out of the features - safely and securely. In the first part, we'll introduce you to the types of AI agents currently available on HubSpot.
HubSpot's Breeze AI Agents are digital collaborators that help you achieve your business goals by automating routine tasks as part of your sales, marketing and customer service processes. The agents use data and prompts defined in the system, and you decide the rules and sources from which the agent retrieves its data and how it works as part of the overall process.
In practice, HubSpot's AI agents can already do things like prospect potential customers based on different signals, act as a customer service agent in chat rooms and solve questions from website visitors, or generate analytics from large data sets to support decision making. With new functionalities being released all the time, the role of AI agents as part of driving growth and efficiency is growing rapidly.
HubSpot's AI capabilities leverage leading language models, and trust and security are built-in features. So you can use AI agents with confidence, even in demanding environments. Agents operate with transparent processes and clear operational logic, can be built with customisable workflows, and security and privacy are prioritised. You have full control over what data the agents have access to and how they work as part of your HubSpot solution.
Below you can read a summary of the agents currently available in HubSpot and their main functionalities. We also give you a taste of the agents that are still in Beta and will be released later.
An always-available digital expert who answers your customers' questions quickly and reliably, and directs the conversation to the right person when needed.
Benefits:A tireless sales prospecting agent who conducts customized prospecting, contacts qualified leads based on defined signals, and conducts sales outreach via email. The agent speaks in the voice of your brand and leverages customer data and CRM data.
Benefits:
A data analyst and expert who answers business questions automatically by analysing CRM data, customer conversations, documents and network data sources. Your team gets fast and comprehensive insights to support decision making and saves time on manual back-end work and data review. With Data Agents, you can also enrich and automate workflows with ease.
Benefits:
An intelligent sales agent that provides your team with deep insights into buyer engagement and bottlenecks in the sales process to accelerate deal progression and improve the likelihood of winning. Plus, it answers customer questions 24/7 by leveraging up-to-date information on products, pricing, terms, contracts and materials. The agent also notifies sellers when they need additional support or action from a human.
An assistant who identifies content gaps and writes instructional articles based on real customer cases and tickets. Keep your documentation up to date without consuming your team's time.
A creative content expert who designs, produces and scales content for different channels with your brand voice, not forgetting SEO optimisation. From blogs to podcasts to case studies, the agent handles content using existing references and data. Constantly analyse the best performing content, constantly learn more and improve the effectiveness of your communications.
Personalization Agent identifies which segments respond best to personalized content and creates tailored web pages and call-to-actions for audiences based on data. Improve conversions without manual effort and deliver personalised, relevant content to your target audiences.
A fast and efficient ABM agent designs and optimizes customer-specific landing pages that speak to target businesses with tailored messages, value propositions and actionable content.
Conducts background research on blog topics, suggesting perspectives, blog structures and key questions for articles. Reduces the fear of blank paper and increases the quality of content.
Compiles profiles of companies by analysing size, industry, potential pain points and buying signals. A great tool to streamline and facilitate meeting preparation.
Specialist account management agent that identifies opportunities for up-sell and cross-sell from existing customers based on CRM data and purchase history. Bring AI to systematically drive the growth of existing customer billing and share-of-wallet.
Assess customer satisfaction and retention by analyzing system usage, engagement, ticket history and feedback. Helps identify customers at risk of churn and enables proactive response to risks.
Analyses lost deals, grouping reasons for loss and identifying recurring situations and causes. Automatically and quickly generates data-driven improvement recommendations for the sales process to win more future deals.
RFP Agent helps you respond to requests for proposals. It structures requirements, suggests draft responses and ensures consistency with previous offers. Faster process, better quality and fewer errors.
Collects and structures sales feedback on lead quality, campaigns and messages and transforms it into easily usable information for marketing development. Speed up the feedback process and improve collaboration between sales and marketing.
As with any HubSpot functionality, we approach it from a business perspective. What challenge are you trying to solve or facilitate? What business objective do you want to support? Only then should you consider which agent is right for your situation. You can then go on to customize and tailor the agent to your preferences and test that everything is working as it should. Once the agent is installed and deployed, also remember to continuously monitor and improve the agent. They also learn as they are used and improve their performance.
We help our customers every day to deploy HubSpot AI tools to support their core business processes. To learn more, contact our experts.