BetaSet up and use the content personalization agent

The content personalization agent analyzes existing content and audience data to generate personalized content suggestions. These suggestions support scalable personalization by finding opportunities to tailor content variants for specific segments.

Before you get started

Before you set up and use the content personalization agent, make sure to fully understand what steps should be taken ahead of time.

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.

Understand requirements

• A Super Admin must toggle the following switches on in AI Settings:
  • Give users access to generative AI tools and features
  • CRM data
  • Customer conversion data
  • Files data
  • Give users access to Breeze Assistant

Set up the content personalization agent

Set up the content personalization agent to begin receiving content and segment suggestions in the personalization tool. Setup prepares the agent to analyze existing content and audience data.

1. In your HubSpot account, navigate to Marketing > Personalization.
2. On the Personalization page, click the Suggestions tab.
3. On the Suggestions tab, click Activate Personalization Agent.
4. In the dialog box, click Add.

Use the content personalization agent

Use the content personalization agent to review personalization suggestions and generate content variants or segments. Suggestions surfaced in the personalization tool are based on analysis of existing content and audience data.

1. In your HubSpot account, navigate to Marketing > Personalization.
2. On the Personalization page, click the Suggestions tab.
3. On the Suggestions tab, two sections can be reviewed:
   • Pre-built personalization ideas: content and segments that are generated and ready to publish.
   • Personalization ideas for existing segments: review suggested content and segments that can be personalized. Suggestions are based on the personalization agent analyzing existing content and segments.
4. To review top suggestions, click Review on a content card in the Top suggestions ready to publish section. In the dialog box, click Edit and publish to continue customizing the content.
5. To review content suggestions, click Review on a content card in the Content suggestions section. In the dialog box, click Generate variant or Generate segment and variant.