01
Selection of Use Cases
We start with specific processes that yield measurable results, not just to add AI for the sake of it.
AGENT HUB · AI AGENTS WITH CRM CONTEXT
AI agents that work within the real-world context of your HubSpot.
We'll help you identify where Agent Hub can add value, set up available agents, and design custom agents with clear objectives, data, tools, and controls.
- Agent Hub
- Agent Builder
- CRM context
- HubSpot Credits
Agent HubHubSpot product connected to Smart CRM
Agent HubCRM context
Customer Service RepresentativeProspecting AgentData AgentContent AgentAgent BuilderCustoms AgentsConnected Data, Processes, and Equipment
CLEAR ANSWER
What is HubSpot Agent Hub?
Agent Hub is HubSpot's platform for activating, creating, managing, and monitoring AI agents that operate within the CRM. It includes agents pre-built by HubSpot and Agent Builder for creating custom agents; several features use HubSpot Credits, and some features may be in beta.
Key Capabilities
Customer Service RepresentativeProspecting AgentData AgentContent AgentAgent BuilderCustoms AgentsBreeze AssistantHubSpot Credits
The availability of certain features depends on the edition you've purchased or may be in beta; please contact us if you have any questions.
HOW WE DO IT AT MORNINGLABS
AI applied to processes that the team can truly understand and manage
We configure and develop only what the process requires, maintaining an architecture that is understandable, well-documented, and ready to evolve.
02
Agent Configuration
We activate and configure official HubSpot agents based on availability and edition.
03
Agent Builder
We design custom agents using prompts, knowledge, data, and controlled actions.
04
Facts and Context
We review what information from the CRM each agent needs to do their job effectively.
05
Automation and Handoffs
We define when an agent takes action, when it needs approval, and when it passes the task on to another person.
06
Measurement and Trends
We review results, credit usage, errors, and opportunities for improvement.
FREQUENTLY ASKED QUESTIONS
What You Should Know Before You Start
Does Agent Hub allow you to create custom agents?
Yes. HubSpot offers Agent Builder to create custom agents based on prompts, knowledge, and CRM data.
Are all agents available in all editions?
No. Availability may vary by edition, region, beta, and HubSpot Credits usage. Before designing the use case, we review what's available in the account.
Can MorningLabs integrate an agent with external processes?
When the situation calls for it, we can combine HubSpot's native capabilities with integrations, APIs, and agent tools from the Developer Platform.
NEXT STEP
Would you like to see how Agent Hub fits into your company?
Tell us what you have in place today, what you want to achieve, and which processes need improvement. We'll review the scope before proposing any configuration, automation, integration, or development.
FocusArchitecture · Implementation · Automation · Training
MorningLabsHubSpot Diamond Solutions Partner
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