Opt in to 28 days of free access to the customer agent

If you're setting up the customer agent for the first time, you can opt in to 28 days of free access. During the free access period, the customer agent does not use HubSpot Credits.

Before you get started 

When opting in to the 28-day free access period, keep in mind the following:

• You can use the customer agent and all supported features without impacting your credits.
• The free access period begins when the customer agent is deployed to a channel.
• You’ll receive a reminder notification four days before the free access period ends.
• When the 28-day free access period ends, the customer agent will automatically turn off. Learn more about re-enabling the customer agent. 
• To ensure eligibility, set up and start your trial from the customer agent page (Service > Customer Agent) instead of deploying it through bots or workflows. 

Check if your account is eligible for free access

Your account is eligible for free access if the following conditions are met:

• You have a Professional or Enterprise subscription with included credits and an assigned seat, or you’re a legacy non-seat customer who has purchased additional credits.
• You have not previously accessed the customer agent using free access.
• The customer agent is not deployed to any channels. Deployment includes connecting the agent to a channel or using it in automation, such as the Send to customer agent action in bots or workflows.

Opt in to free access

1. In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
2. Click the Usage & Limits tab.
3. In the Manage credits usage by feature section, click Customer Agent.
4. In the Free access section, click Open Customer Agent.
5. Click Set up your agent, and follow the steps here to set up your customer agent.

Re-enable the customer agent after free access

1. In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
2. Click the Usage & Limits tab.
3. In the Customer Agent usage section, toggle the switch on.

Please note: after the 28-day free access period, the customer agent will begin using credits.

Learn more about monitoring your credit usage in HubSpot.