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How do we get started with HubSpot's AI?

Five steps to start using AI in HubSpot in a way that makes an impact.

The easiest way to get started with HubSpot's AI is to start small with a clear use case and build from there.

How we recommend you start

  1. Review your data. The AI is never better than its input. Check in Context Home how complete your information is and fill in the most important parts, such as products, target audiences and tone of voice.
  2. Try Breeze Assistant. Let the team use the assistant day to day, for example for meeting prep and email drafts.
  3. Choose a first use case. Common starting points are Customer Agent for support or Prospecting Agent for sales.
  4. Set the boundaries. Decide which data the AI may use and who approves what the agents do.
  5. Monitor consumption. Keep track of how many credits are used to avoid unexpected costs.

Want help?

Structsales is a HubSpot Diamond Partner and helps companies introduce AI in HubSpot in a way that makes an impact. Contact us and we will look at your portal together.