#69 - Agents in HubSpot: What They Actually Do (and How to Build Your Own)
HubSpot
PodSpot
AI agents are everywhere in the conversation around AI right now. Yet for many businesses, there is still a fairly basic question to answer: what does an agent actually do?
In this episode of PodSpot, Jon Pittham is joined by Maxime Lauricella, Senior Core Partner Manager at HubSpot, to look at what agents mean within HubSpot and where they could fit into the way businesses work.
One of the key distinctions is between AI that assists you and AI that can complete work for you. With access to the information already held within your CRM, agents introduce new possibilities for automating tasks that previously needed fixed workflows or manual input.
For professional and financial services firms, that raises some interesting questions. Which processes are suited to agents? How much autonomy should they have? Where should people remain involved? And how do you avoid creating AI for the sake of it?
Jon and Maxime explore where firms should begin, what HubSpot's Agent Hub makes possible and why the quality of your processes and CRM data matters before you start building.
They also look towards what comes after individual agents, as HubSpot develops towards a model where people and AI agents increasingly work alongside each other across sales, marketing and service.
If AI agents are on your agenda but you are still working out what they could mean for your business, listen to the full episode of PodSpot.
If you’d like to learn more about HubSpot or digital transformation, get in touch. We’re ready to help you unleash the potential of digital in your organisation.
Key discussion points:
- 02:03 - What is an AI agent?
- 06:42 - Ready-made agents vs Building your own (Agent Hub)
- 12:23 - Where to start: prioritizing use cases & governance
- 15:00 - Testing, sandboxes and human-in-the-loop
- 18:41 - AI agent results & case studies
- 24:59 - HubSpot’s vision: Agentic Customer Platform
