HubSpot AI Agents, Explained: What we covered in our live workshop
There’s been a lot of talk about HubSpot AI Agents lately. And while the excitement is high, many teams are still trying to figure out what these agents actually do inside HubSpot and how they fit into real sales, marketing, and service workflows.
That’s exactly why we hosted a live, one-hour virtual workshop led by Gracie DeSantis and Kelsey Simmons from our HubSpot and digital team. We focused on two things:
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Making HubSpot AI Agents easier to understand
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Showing real examples of how they work in live portals today
If you missed the session (or want to rewatch it), you’ll find the full video at the top of this page. Below is a practical recap of what we covered.
Why teams are exploring HubSpot AI Agents right now
AI isn’t a “future” topic anymore. It’s already shaping how customers expect to interact with companies and how sales and service teams get work done. HubSpot AI Agents add a layer of automation that goes beyond simple workflows:
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They can understand context
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They pull from CRM data
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They use knowledge sources to answer questions
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They take actions inside HubSpot
But here’s the challenge: most teams aren’t sure where to start, what’s possible, or what’s actually worth implementing. That’s why we broke the session into three practical agent types.
Customer Agent
A smarter, more flexible version of traditional chat flows
The Customer Agent is where most companies start. It looks like a chat widget, but acts more like a 24/7 AI concierge:
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Answers questions using your website content, knowledge base, PDF resources, and CRM data
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Routes people to sales when needed
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Shares marketing resources or service steps instantly
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Collects information and updates CRM records
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Uses tone you choose (friendly, professional, witty, etc.)
What stood out to attendees is how much time this saves across marketing, sales, and service—not just support teams.
Why it matters:
Most buyers don’t want to dig through menus or long pages. They want fast, context-driven answers. Customer Agent lets you deliver that without manually designing rigid, step-by-step chat flows.
Prospecting Agent
Personalized outreach at scale (without writing every email yourself)
The Prospecting Agent creates personalized emails for contacts based on:
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CRM records
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Job titles
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Notes
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Company details
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Public news and industry research
During the workshop, we showed an example where the agent wrote an outreach email referencing a company’s actual recent news announcement. That level of personalization would normally take a salesperson digging through LinkedIn, recent press releases, and old call notes.
Inside HubSpot, the Agent:
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Drafts the email
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Lets you edit and approve
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Sends on behalf of the contact owner
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Tracks opens, clicks, and replies
Why sales teams like it:
It automates the hardest part of prospecting: writing thoughtful outreach that actually feels like someone did their homework.
Deal Loss Agent
A simple way to understand why deals are being lost
The Deal Loss Agent is still in beta, but it’s already become one of our favorite internal tools.
It analyzes your CRM, looks at closed-lost deals, and generates a clear breakdown of:
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Themes and patterns
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Objection types
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Competitor mentions
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Activity insights
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Rep-level observations
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Recommendations for what to fix, improve, or test next
Instead of spending hours combing through notes and call logs, you get a clean summary in minutes.
What this unlocks:
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New campaign ideas
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Enablement materials
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Better qualification steps
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Cleaner pipeline structure
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Messaging improvements
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Battle cards your team can actually use
If you’ve ever stared at a CRM and thought, “We should be learning more from this,” this agent helps you make that happen.
Common questions we covered
Do AI Agents require perfect data?
No—but cleaner data unlocks better results. We help teams get “AI-ready” so these tools actually work.
Do agents replace people?
No. They remove repetitive, low-value steps so teams can focus on strategic work.
Do they use credits?
Yes. HubSpot “Breeze credits” power every AI action. How many you need depends on usage and volume.
Is this all available today?
Yes—Customer Agent and Prospecting Agent are fully available. Deal Loss Agent is in beta but usable now.
How Vye helps teams get started
Most teams aren’t struggling with interest—they’re struggling with setup. We help:
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Audit your CRM for AI readiness
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Build the right knowledge sources
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Configure your agents
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Test and refine your workflows
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Launch with guardrails
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Train your team on how to use everything
If you want help implementing any of these agents in your portal, you can request a Free HubSpot AI Readiness Audit.