Use the company research agent

With the company research agent, you can assess the relevant information about a company including funding signals, organizational changes, tech stack and more. 

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it.

Understand requirements

• To configure the company research agent, Super Admin permissions are required.

Understand limitations & considerations

• A Smart CRM Professional or Enterprise subscription is required.
• A Sales Hub Professional or Enterprise subscription is required to use the company research agent from company records.

Set up the company research agent

1. In your HubSpot account, navigate to Breeze > Marketplace.
2. On the Agent Marketplace page, click the Company Research Agent card.
3. In the dialog box, click Add.
4. To open the agent, click Open. You'll be directed to the agent editor.

Configure the company research agent

Once the company research agent is added, Super Admins can manage access, add extra instructions, and automate the agent.

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. On the Agents tab, hover over the Company Research Agent card and click the verticalMenuIcon menu icon. Then select Configure. You can also click the agent card and then click Configure in the top right of the agent editor.
3. To continue configuring the agent, learn more about customizing Breeze Agents.

Use the company research agent

The company research agent gathers and evaluates data from sources that are accessible to the public, such as news and information on products or services. Additionally, the agent presents an overview of competitors, industry patterns, and data from your own CRM. 

You can use the company research agent from Breeze Studio. Users in an account with a Sales Hub Professional or Enterprise subscription can use the company research agent from company records.

• To use the company research agent from Breeze Studio:

1. 1. In your HubSpot account, navigate to Breeze > Breeze Studio.
   2. On the Agents tab, click the Company Research Agent card.
   3. In the Domain or Company name field, enter the name of a company (e.g., HubSpot) or the domain (e.g., hubspot.com).
   4. Click Run agent.
   5. Once the agent has researched the company, view the default output. To customize the output, learn more about customizing Breeze Agents. You can view the following sections:
      • Executive Summary
      • Company Overview & Background
      • Recent News & Trigger Events
      • Products & Services
      • Industry & Competitive Landscape
      • Customers & Market
      • Company CRM Research 
   6. To export the HubSpot Prospect Intelligence Brief, click Export PDF in the top left of the Output column. 

• To use the company research agent from company records:
  • In your HubSpot account, navigate to CRM > Companies.
  • On the company index page, click the name of a company.
  • To add the company research agent card to the company record, click Customize at the top right of the middle column. You'll be directed to the Record Customization tab for companies your settings. Learn more about customizing records.
  • On the company record, click Start research in the Company research agent card.
  • Once the agent has researched the company, view the output on the Company research agent card.

View the company research agent history

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. On the Agents tab, click the Company Research Agent card.
3. In the History column, select the name of a previous run of the agent.
4. In the Activities column, view the activities and actions the agent completed.
5. In the Output column, view the output from the agent.