BetaRun agents and review output in the agent inbox

Run agents and review the output generated in the agent inbox. Agent output includes the sources used, export options, and sharing settings available for each run.

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 running agents and reviewing the output in the agent inbox, 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

Run agents from the agent inbox

Run agents from the agent inbox to execute their configured instructions, inputs, and actions. 

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 and select an agent to run on the top left.

3. In the right panel, enter the required inputs for the agent and then click Run agent.

Review agent output from the agent inbox

Review agent output from the agent inbox when monitoring multiple agents or recent runs. You can also filter the agent output and mark all agent output as read.

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. By default, the inbox is filtered to Owners: All agent runs. To filter the inbox, click the Filters dropdown menu and select the filters. Then, click Apply.

• • Unread messages: displays agent runs that haven't been viewed.
  • Status: displays agent runs based on their current status. 
    • Needs approval: runs waiting for tool approval.
    • Success: completed runs without errors.
    • Running: runs currently in progress.
    • Failed: runs that encountered an error.
    • Waiting: runs queued or paused before execution.
  • Agents: displays agent runs for a specific agent (e.g., Company Research Agent)
  • Source: displays agent runs based on how they were triggered (e.g., Breeze Studio or Automation).
  • Owners: displays agent runs based on ownership or sharing context. 
    • All agent runs: all runs visible to the user.
    • Shared with me: runs shared by other users or teams.
    • Me: runs owned by the user.

3. In the left panel, click an agent run. 
4. In the right panel, review your output. At the top, you can review the following: 
   • Run title: the name of the run. To rename a run:
     •  In the left panel, click the ellipsesIcon three horizontal dots icon, and select Rename.
     • Then, enter a new name for your run.
   • Where the run was triggered from: whether the run was triggered from Breeze Studio or a different tool. 
   • Status: the status of the agent's run, such as Completed, In progress, and more.
   • User: the name of the user who triggered the run.
   • Estimated credits: the estimated credits cost to run the agent.
5. By default, agent output will be optimized for readability. To view the output in text instead, click the dashboardsIcon Output dropdown menu and select Text Output in the top right.
6. To take further action on your agent output, click the verticalMenuIcon three vertical dots icon. Then, you can export, share, or maximize your output view. 

7. To review the thinking or reasoning steps behind each run, click [x] thinking steps to expand the section. 
8. To review the sources the agent used to generate its output, click [x] sources at the bottom of the output. A list of sources used to generate the output will appear. 
   
   

Refine agent output

When reviewing agent output, you can request additional changes. The agent will re-run with new reasoning steps and produce a revised output. The refined output will appear under the previous output in your agent inbox.

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. In the left panel, select a run that you'd like to refine.
3. In the right panel, in the chat box, enter text to refine your output.For example, you can enter "make it shorter" to make your output more concise.

Export agent output

Export your agent's run output to a PDF file for sharing, record keeping, or offline review.

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. In the left panel, select a run that you'd like to share.
3. At the top, click the verticalMenuIcon three vertical dots icon. Then, click Export PDF or the pdfFileIcon PDF file icon.
4. When the export is ready, click the notification notification icon in the top navigation bar.
5. In the right panel, click the export notification to begin the download.
   
   

Share agent output

Share agent output with other users or teams by updating run visibility settings and copying a shareable link.

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. In the left panel, select a run that you'd like to share.
3. At the top, click the verticalMenuIcon three vertical dots icon. Then, click Share or the shareIcon Share icon.
4. In the dialog box, click the dropdown menu and select from the following:
   • Only me: the agent's output will only be visible to the user who ran the agent.
   • Everyone in my portal: all users within the account, that have access to the agent, can view the agent's run output.
   • Specific users and teams: only the selected users and teams that have access to the agent, can view the agent's run output.
5. When finished, click Copy link and send to your recipients.
6. To unshare an agent's run output, click Share. In the dialog box, select Only me and then click Done.