BetaSet up and use the customer health agent

With the customer health agent, you can assess the health of an account based on logged CRM activities, call transcripts, and public information available on the internet. 

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Set up the customer health agent

1. In your HubSpot account, click More, then navigate to Agents > Agent Marketplace. If More doesn't appear in your account, navigate to Agents > Agent Marketplace directly.
2. Click Explore all at the bottom of the page.
3. On the Agent Hub page, click the Customer Health Agent card.
4. On the Customer Health Agent details page, click Add beta agent.
5. To open the agent, click Open. You'll be directed to the agent builder.

Configure the customer health agent

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

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. Click the Agents tab.
3. On the Customer Health Agent card click Edit.
4. To continue configuring the agent, learn more about customizing agents in the agent builder.

Use the customer health agent

The health of an account can be assessed by the customer health agent. The agent will assess logged CRM activities, call transcripts, and publicly accessible information on the internet.

1. In your HubSpot account, click More, then navigate to Agents > Agent Inbox. If More doesn't appear in your account, navigate to Agents > Agent Inbox directly.
2. Click the Run agents dropdown menu on the top left and select the Customer Health Agent.
3. In the right panel, enter the required inputs for the agent and then click Run agent.
4. Once the agent has assessed the company, view the Company Overview. You can view the following sections:
   • Recent Engagements
   • Account Health Risk & Grade
   • Retention Playbook Example (If Account Graded ‘At-risk’)
   • Summary

Learn more about running agents and reviewing output in the agent inbox.