This is Agent #2 of 3 we recommend building during your 28-day free trial of HubSpot's Customer Agent. If you're exploring what Customer Agent can do for your business, this agent shows you how to turn passive website visitors into a qualified pipeline.
Why this agent matters during the trial: It shifts focus from cost savings to revenue impact. Even 2–3 influenced deals during the 28-day window provide clear proof that Customer Agent drives revenue. Deployed on just 1–2 strategic pages, it converts browsers into qualified leads in real time and routes them to the right rep instantly. This cross-team value, spanning Marketing, Sales, and Service, makes it far easier to justify continued investment after the trial ends.
This isn't just about answering FAQs. It's about capturing deals you'd otherwise lose.
Also explore: Agent #1: FAQ Deflection Engine | Agent #3: After Hours Coverage
Step-by-Step Setup
Phase 1: Identify High-Intent Pages (30 Minutes)
Step 1: Confirm Where Buying Intent Happens
Go to:
Reporting > Traffic Analytics
Identify:
- Pricing page
- Demo page
- Product comparison page
Choose 1–2 pages only for initial deployment.
Keep it focused.
Phase 2: Configure Customer Agent for Qualification
Step 2: Access Customer Agent
Go to:
Service > Customer Agent
Open your deployed agent settings.
Step 3: Create Qualification Flow
Inside the agent configuration:
Create a response flow for pricing-related questions, such as:
- “How much does it cost?”
- “Can I get a demo?”
- “What’s included?”
Then add structured follow-up questions:
Example flow:
- “How many employees are at your company?”
- “What’s your timeline for implementing a solution?”
- “Would you like to speak with a specialist?”
Keep it to 2–3 questions max.
Short = higher completion rate.
Phase 3: Create Deal & Lead Automation
Step 4: Enable Ticket or Record Creation
Instead of creating only tickets:
Ensure:
- A contact is created (if new)
- A deal is created automatically upon qualification
Go to:
Automation > Workflows
Create workflow:
Trigger:
- Form submission OR conversation property = Qualified
Actions:
- Create deal
- Assign deal owner
- Set pipeline stage
- Notify rep
Step 5: Assign Ownership Automatically
In workflow:
Use logic such as:
- If company size > 200 → Enterprise rep
- If < 200 → SMB rep
Or:
Rotate leads round-robin.
Phase 4: Deploy Strategically
Step 6: Limit Deployment to High-Intent Pages
Go to:
Settings > Inbox > Chatflows
Configure display rules:
Show Customer Agent only on:
- /pricing
- /demo
- /compare
Do not deploy site-wide for this hack.
The goal is intent-based engagement.
Phase 5: Test End-to-End
Step 7: Simulate a Buyer
Open an incognito browser.
Test:
- Ask a pricing question
- Complete qualification flow
- Confirm:
- Contact created
- Deal created
- Assigned correctly
- Rep notified
- Contact created
Refine if needed.
Phase 6: Measure Impact (Week 2–4)
Track:
Sales > Deals
Monitor:
- Deals created via Customer Agent
- Influenced revenue
- Conversation-to-deal rate
Primary KPI:
Pipeline generated from AI conversations.
What Success Looks Like
Before:
Pricing visitors leave without converting.
After:
Customer Agent captures, qualifies, and routes them instantly.
