BetaSet up and use the company research agent

With the company research agent, you can view important information about a companies funding signals, changes in the company's structure, tech stack, and more. For example, sales reps can prepare for a meeting with a prospect's latest news and company overview.

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 company research 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. Click the Company Research Agent card.
4. On the Company Research Agent details page, click Add beta agent.
5. To open the agent, click Open. You'll be directed to the agent builder.

Configure the company research agent

Once the company research 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 Company Research Agent card click Edit. 
4. To continue configuring the agent, learn more about customizing agents in the agent builder..

Please note: by default, Super Admins can edit the agent and all users can run the agent. Learn more about managing agent access.

Use the company research agent

The company research agent gathers and evaluates data from sources that are accessible to the public, such as news and information on products or services. Additionally, the agent presents an overview of competitors, industry patterns, and data from your own CRM. 

You can use the company research agent from the Agent Inbox and from company records. 

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. Click the Run agents dropdown menu on the top left and select the Company research 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.

Company records

1. In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
2. On the company index page, click the name of a company.
3. To add the company research agent card to the company record, click Customize at the top right of the center column. You'll be directed to the Record Customization tab for companies your settings. Learn more about customizing records.
4. On the company record, click Start research in the Company research agent card.
5. Once the agent has researched the company, view the output on the Company research agent card.