HubSpot AI Agents: Features, benefits, and use cases

As a business owner, sometimes you need a little extra help. With all the responsibilities that keep your business running smoothly, it’s no wonder many teams are turning to AI agents for assistance. One such solution is HubSpot AI Agents, an AI-powered assistant built natively into the popular HubSpot CRM ecosystem.

HubSpot’s AI tools are designed to streamline and accelerate your sales, marketing, and service processes to improve overall efficiency through automation. These solutions offer tools that can support both internal and external processes, adapting to meet your specific needs.

While HubSpot’s AI Agents can be a powerful tool with numerous benefits, this solution isn’t right for every business. Follow along as we explore the capabilities of these AI agents and highlight when alternative solutions, such as Jotform AI Agents, may be a better fit for businesses outside of the HubSpot ecosystem.

What are HubSpot AI Agents?

Powered by HubSpot’s Breeze AI platform, HubSpot AI Agents are AI assistants designed to help your team succeed in their everyday tasks and enable your customers to receive the support they need. 

HubSpot AI Agents’ capabilities extend beyond traditional automation. These advanced assistants can continuously learn and improve by analyzing data from customer interactions, understanding customer behavior, and making real-time adjustments to enhance the customer experience.

Additionally, the AI agents in HubSpot’s ecosystem are more than just a customer-facing solution. They also serve as an extension of the HubSpot CRM, assisting your team with their internal operations to improve productivity and enhance sales, marketing, and service workflows.

Key features and benefits of HubSpot AI Agents

HubSpot’s AI platform provides users with a suite of powerful features that can be used to automate and enhance key business processes:

• AI-powered chatbots: Customer-facing HubSpot chatbots are available through the Breeze Customer Agent feature and can handle customer requests, answer questions, and even provide your internal service team with the answers they need to better assist shoppers.
• Content generation: HubSpot’s Breeze Content Agent can streamline the way your team crafts and personalizes content. Through HubSpot’s AI tools, you can quickly and easily create quality AI-generated content for your sales, service, and marketing teams. This feature can handle anything from blog creation to website generation.
• Social media analysis and creation: Through the Breeze Social Media Agent, HubSpot can help your team analyze post performance and industry trends, enabling you to create the most effective social media campaigns possible.
• Lead outreach: The Breeze Prospecting Agent can assist your team in creating and sending out customized prospect outreach by streamlining research, generating content, and automating implementation across your sales pipeline.
• Knowledge base: Creating an internal knowledge base is simple with the help of the Breeze Knowledge Base Agent. This AI agent allows you to automatically generate knowledge base articles. It even detects potential gaps in your knowledge base to create relevant content. These knowledge base articles can then be integrated into your customer support process and internal workflows to enhance your team’s effectiveness.

With these advanced, AI-powered features, HubSpot’s AI tools can provide your business with an assortment of benefits:

• Efficiency: With the help of HubSpot AI tools, you can automate many of the mundane tasks that slow your team down. Not only will this improve your team’s productivity but it will also increase their value by freeing them up to focus on more important tasks.
• Personalization: For modern customers, personalization is everything. AI tools, such as generative AI agents, make creating custom content fast and straightforward, allowing you to adapt to and meet customer needs quickly.
• Customer engagement: AI chatbots have become a staple in customer service. These self-service solutions offer quick, personalized, and effective customer service options for simple issues and requests. These chatbots keep customers engaged and happy while your human agents focus on more complex issues.
• Lead generation: Integrating AI into your lead analysis and prospecting process can streamline the way you analyze customer data, qualify leads, and perform outreach. AI can automate many of these processes, including follow-ups and content generation.
• Cross-platform integration: For HubSpot users, this AI tool can be integrated across different hubs, including sales, service, and marketing, to expand the potential benefit of these capabilities and the overall value of the investment.

Use cases of HubSpot AI Agents

There are many ways your business can apply HubSpot AI tools within your everyday workflows, but having some real-world examples can help you identify how to use these tools to your advantage. Here are just a few use cases that show how you could apply this AI assistant to your business.

Content creation

As a small-business owner, you may be constrained by the amount of quality content you can produce. Your team’s time is limited and may be better spent on higher-value tasks that contribute to your business’s operations. But effective content is essential to scaling, marketing, and setting your business up for success.

By investing in HubSpot AI Agents, you can quickly and efficiently generate valuable content, including blog posts, web pages, and social media posts. This allows you to maintain an active online presence without diverting valuable resources from your day-to-day operations.

Customer support

One of the most common uses of AI chatbots is their ability to handle customer support. Consider this: Your customer service agents are getting bogged down with frequently asked questions or return requests. This mundane work is detrimental to the quality of your customer support because it both negatively affects your customer service team’s morale and drives up wait times, resulting in employee burnout and frustrated customers.

With the Breeze Customer Agent, you can automate many of these simple tasks. Since your AI agents are trained using your internal data, they can provide accurate answers to common customer questions in a fraction of the time. Meanwhile, your human agents can deal with complex issues that require a human response, without worrying about service tickets piling up.

Prospecting

Prospecting can be a drain on your team’s time and resources. Unqualified leads and poor outreach can lead to a dried-up sales pipeline, yet this process is an essential part of growing your business. That’s why AI can be essential to scaling and streamlining your efforts.

HubSpot’s AI Prospecting Agent lets you revolutionize the way you approach prospecting. You can use AI to analyze customer data, conduct research, and evaluate the quality of your lead pool. Once you’ve identified top leads, use the Prospecting Agent to generate outreach strategies, create personalized content, and automate the engagement process.

Social media

The HubSpot Breeze Social Media Agent goes further than simply creating social media posts. While the tool can assist you in creating quick and effective social media content, it can also help improve your overall strategy.

The Breeze Social Media Agent can analyze your social media performance data and industry trends to generate insights into how you should adjust your social media strategy moving forward. This can include post timing suggestions, potential content topics, insights into audience engagement, and target demographic analysis. Using this data, you can enhance your social media presence and create content quickly for increased engagement.

Why consider an alternative to HubSpot AI Agents?

Although HubSpot AI Agents offer powerful benefits and features to existing HubSpot users, this advanced AI solution may not be suitable for everyone. There are multiple factors that make this solution ineffective for many businesses:

• HubSpot limitations: The primary challenge with HubSpot’s AI tools is that they are confined to the HubSpot ecosystem. HubSpot AI Agents operate using HubSpot-specific data and cannot be applied to other solutions in your tech stack. So if you’re not in the HubSpot ecosystem already, you won’t be able to access the benefits of these AI tools.You would need to migrate your business systems to the HubSpot ecosystem, which may mean incurring a significant investment compared to your current digital tools.
• Lack of customization: An AI automation tool like a chatbot should allow for a certain level of customization so you can ensure your user interface aligns with your branding and expectations. However, HubSpot’s chatbot solution is limited in its personalization capabilities compared with similar solutions. This could be a deal-breaker if brand consistency and customization are important factors in your search.
• Finite flexibility: Due to its tether to the HubSpot ecosystem, this solution is also limited in its functional flexibility. HubSpot’s AI solutions are relatively new, which means their current capabilities are restricted. These solutions are also siloed into particular functions within the HubSpot interface, which means they may not be as malleable as you need or able to scale with your business.

With these factors in mind, it may be worth your time to shop around for an alternative to HubSpot AI Agents, especially if you’re not currently a HubSpot user. Consider solutions like Jotform AI Agents, which offer flexibility and customization for users both inside and outside the HubSpot ecosystem.

Jotform AI Agents: A powerful alternative

For an alternative to HubSpot AI Agents that can be personalized and created to fit your business needs, Jotform AI Agents has you covered. Jotform AI Agents is a dynamic, user-friendly AI solution that enables you to build AI agents from scratch to meet your specific needs. You can train them using your preferred methods and integrate them seamlessly into your workflows.

Not only does Jotform AI Agents offer an easy-to-use drag-and-drop interface to build your own custom agents but it also allows you to automatically generate tailor-made agents from your online forms. Agents generated using your Jotform online forms can seamlessly integrate those forms into their capabilities, allowing your chatbots to handle tasks such as onboarding and ordering.

Jotform AI Agents can also be trained to meet your exact expectations. You can upload internal documents, knowledge bases, and PDFs. You can also train your AI agent using both internal and external URLs. Or you can manually train your agent to handle specific prompts by engaging in practice conversations in your chatbot’s training screen.

If you don’t have the time to build an AI agent from scratch, Jotform AI Agents features more than 7,000 AI agent templates that can be used to quickly generate and customize an AI agent that can meet your exact needs. Templates are available for

• Customer Service & Support AI Agents
• Content Creator Agents
• Lead Generation Agents
• Social Media Management Agents

Jotform’s templates can save you time and hassle while offering a more customized AI agent experience than if you were to use HubSpot AI Agents.

Creating your own Jotform AI Agent is as easy as a few clicks. Simply follow these steps:

1. Start from scratch, start with a form, or use a template to save time.
2. Train your AI using your preferred training method, such as through documents or URLs.
3. Customize your AI agents using the Agent Builder to match your preferences.
4. Share your AI agents with your preferred channel.

Once your agents are created, they can be tweaked and customized over time. You can even adjust your AI’s persona to better match your customers’ preferences.

Elevate your workflow with Jotform AI Agents

HubSpot AI Agents have a lot to offer those who can use their features effectively. Offering everything from content creation to lead generation, these AI assistants could be an essential addition to your tool belt. 

But if you’re not currently operating inside the HubSpot ecosystem, consider a powerful alternative like Jotform AI Agents. This HubSpot alternative is free to try, making it easy to level up your workflow today.