An AI agent that answers from your own policies.

HubSpot's customer agent can answer a lot of customer questions. It answers them well only when it has good material to work from and clear rules about when to hand over to a person. I set up both.

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BEFORE THE AGENT GOES LIVE

Help articlesfrom your policies

Guardrailswhat not to answer

Handoff rulesto a person

Customer agent switched on

What you get

What I do

Help articles first

Written from your own policies and existing answers, before the agent is switched on.

Guardrails and handoff

The questions the agent shouldn't answer reach your team.

Support email into tickets

Support email moves out of personal inboxes into a Help Desk channel, so every request becomes a ticket.

Categories, SLAs, saved replies

Plus support dashboards, kept on your current plan where possible.

Two client builds

Both agents run inside the client's own HubSpot portal.

Sauna Heater Supply: a customer agent with guardrails and handoff rules, 19 help articles written from the store's own policies, and a Help Desk with ticket categories, SLAs and 12 saved replies. Built on Sales Hub Professional, with no Enterprise upgrade.

Conference Badge: an AI chatbot and AI agent built inside HubSpot to handle inbound customer enquiries, and support email moved from a personal inbox into a Help Desk channel.

Client build

Conference Badge: an AI agent for enquiries, and four broken workflows fixed

AI agenthandling inbound customer enquiries

4silent workflow failures found and fixed

7,800+contacts scheduled off the paid marketing tier

Enquiries now go to an AI agent inside HubSpot, support email lands in a Help Desk channel instead of a personal inbox, and the workflows that had been failing without errors run as designed.

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Is your help content ready for an AI agent?

Book a free 30-minute call and we'll look at what the agent would have to work from.

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