Ah, AI agents! These virtual assistants that are propelled by artificial intelligence keep multiplying, so well that it's becoming more difficult to know which ones are pertinent for you, your team and your company.
What criteria do you need to consider to make the right choice?
We won't pretend to know everything about every AI agent on the market, but there is one thing we can confidently confirm: if HubSpot is your CRM and you have sales, marketing or RevOps goals, the wise choise is likely to be a HubSpot AI agent.
Generic AI agents like the ones ChatGPT, Gemini, Copilot or Claude proposes, to name some, are great at writing, summarizing, or analyzing what we give them, maybe even asking questions, provided they have the right context. This context has to be updated rigorously and be configured to follow best practices relating to your goals.
HubSpot AI agents live within your CRM and CMS, which allows them to be context-rich by default and follow industry best practices related to their respective roles. This context includes your e-mails, marketing content, meetings, notes and call transcriptions to search and recommend pertinent actions.
When you personalize a project in a generic agent like ChatGPT or Claude, you set it up with the instructions you thought of. HubSpot AI agents combine web knowledge with what they find in your CRM to complement your initial instructions, finding blind spots you didn't know existed. This constantly up-to-date double context is their strength.
Generic AI AgentsChatGPT, Gemini, Claude, etc. |
HubSpot AI AgentsProspecting, Customer and Content |
|
Context |
Must be copy-pasted from another source or connected manually. | Already present in the CRM: E-mails, meetings, call transcriptions, notes, marketing material, website content, and more. |
Actions |
Answers, writes, summarizes, analyzes and a variety of other actions. | Creates content and recommends actions that are personalized to your opportunities, situation and web positioning. |
Personalization |
What you thought to give it. | Relies on your CRM context, which is always up to date (company, services, products, brand tone, conversations, goals, etc.) |
Best Practices |
Must be explained in the instructions and updated as things change. | Already integrated, for example for prospecting, customer relations or SEO/AEO, and updated automatically. |
CRM Updates |
Can only update your CRM for you if you configure it properly and your organization's safety rules are respected. | Updates can be automatic, for example, Customer Agent can update HubSpot properties based on client communications. |
For the moment, HubSpot is concentrating their efforts on three agents: prospecting, customer service, and content.
As you probably already know, AI moves the needle quickly. HubSpot has announced partnerships with tools like ZoomInfo, Apollo, and Surfe to send intent signals and new contacts to Prospecting Agent.
For more information on what you can expect from these agents, feel free to read our article about HubSpot AI agent results. For more general information, we have webpages about AI agents.