HubSpot's AI tools use two types of information to inform AI features: context and knowledge vaults. Context is foundational information about your business that's automatically applied across multiple AI tools in HubSpot. Knowledge vaults are sets of information that you manually add to projects or agents for specific use cases.
Keeping your context up to date ensures that AI features across HubSpot reflect your organization's latest information and communicate in ways that align with your business.
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.
Add or customize AI context
Permissions required
Super Admin or Partner Admin permission is required to update most context details, except in the following scenarios:
- 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.
- Click the Context tab.
- Click the Business tab to edit your company information:
- In the Brand kit section, click Manage brand kits to navigate to your brand kit settings and define your company's voice, tone, and brand guidelines. Learn more about managing your brand kit.
- In the Identity and classification, Location and scale, Business profile, Market and ecosystem context, and Technology stack sections, click Edit to the right of each section header. Then in the right panel, enter values to provide additional context about your business.
- In the Product and services section, manage the details about what your company offers:
- Click Add product or service to add a new product or service.
- To edit or delete an existing product or service, click the verticalMenuIcon three vertical dots in the Actions column and select Edit or Delete.
- Click the Customers tab to edit information about your target audience:
- In the Ideal Customer Profiles section, manage characteristics of companies or buyers that are the best fit for your offerings:
- To add a new ICP, click Add ICP. In the right panel, enter the ICP details and then click Create.
- To edit an existing ICP, click the verticalMenuIcon three vertical dots and select Edit. In the right panel, update the ICP details and then click Save.
- To delete an ICP, click the verticalMenuIcon three vertical dots and select Delete. In the dialog box, click Delete.
- In the Personas section, manage the types of customers your business targets:
- To add a new persona, click Add persona. In the right panel, enter the persona details and then click Create.
- To edit an existing persona, click the verticalMenuIcon three vertical dots and select Edit. In the right panel, update the persona details and then click Save.
- To delete an existing persona, click the verticalMenuIcon three vertical dots and select Delete. In the dialog box, click Delete.
- Click the Team & Processes tab to update your profile and email personalities used by your team:
- In the User profile section, click Manage user profile to navigate to your user profile settings. Learn more about managing your user profile and preferences.
- In the Email personality section, update the preferred tone, style, and voice used in email communications:
- To add a new email type, click Add email type. In the right panel, enter the email type details and then click Add email type.
- To edit an existing email type, click the verticalMenuIcon three vertical dots and select Edit. In the right panel, update the email type details and then click Save.
- To delete an email type, click the verticalMenuIcon three vertical dots and select Delete. In the dialog box, click Delete.
- Click the Custom tab to update custom details about your business:
- In the Custom context section, click Add custom context.
- To enter custom text, select Write free-form text. In the right panel, select your visibility and enter your custom context.
- To use files as your custom context, select Upload files. In the right panel, select your visibility and then click Upload files.
- Click the Knowledge vaults tab to update knowledge vaults that provide projects and agents with additional context about your business. Learn more about managing context with knowledge vaults.
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