Customer Agent Auto-Setup

What it is

Customer Agent can now be created, configured, tested, and deployed using context already in your portal. It can pull from past Help Desk or Inbox conversations to help define the agent's identity, tone, knowledge, guidelines, handoffs, and workflows. It's available across Professional and Enterprise tiers of Marketing, Sales, Service, Content, Data, and Revenue Hub, and Smart CRM.

Why it matters

HubSpot built this specifically because complexity and unclear setup steps were the reason teams weren't finishing Customer Agent setup. If that's been you, this is worth trying this week — your own Help Desk history becomes the starting point instead of a blank configuration.