Setting up a Customer Agent in HubSpot can transform how you interact with your customers:
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Instant, accurate responses – Pull answers from FAQs, knowledge bases, HubSpot content, or even public URLs to handle common questions without delay.
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Interactive CRM updates – Let customers view or update certain CRM properties themselves, like preferences or contact info, reducing manual work for your team.
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Customisable actions – Track orders, check invoices, or connect to other systems via APIs for real-time service.
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Smart human handoffs – Define triggers for when the AI should hand a conversation to a person, avoiding frustration in sensitive situations.
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Performance insights – See conversation data, visitor feedback, and knowledge gaps to continuously improve the agent.
Bottom line: Properly configured, a Customer Agent boosts efficiency, reduces repetitive work, and improves the customer experience—all while giving your team actionable insights to refine service.
By Chris Grant
