BetaSet up and use the deal loss agent

With the deal loss agent, you can analyze how and why deals were marked as closed lost. The agent reviews closed-lost deals and their associated records across the timeline you set up. It then generates a report with details such as common loss patterns and action recommendations. You can also share the generated reports or download them as PDFs.

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.

Before you get started

Before you begin using the deal loss agent, review the requirements and considerations.

• 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 deal loss 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 Deal Loss Agent card.
4. On the Deal Loss Agent details page, click Add.
5. To open the agent, click Open. You'll be directed to the agent builder.

Configure the deal loss 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 Deal Loss Agent card click Edit.
4. To continue configuring the agent, learn more about customizing agents in the agent builder.

Use the deal loss agent

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.

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