Use data agent

Use data agent to answer questions, transform data, and enhance workflows. With data agent, you can use:

• Smart Properties: custom properties populated with specific, AI-driven answers for data insights specific your business.
• Smart Actions: set up workflows and incorporate custom actions for Data Agent
• Smart Columns: use AI to research and analyze your data to add dataset columns in Data Studio.

Overview of Data Agent

To get an overview of Data Agent:

1. In your HubSpot account, navigate to Data Management > Data Agent.
2. On the Overview tab, you will see the following:
   • Quick start: select smart property templates or create a smart property from scratch.
   • Data agent quick actions for your CRM: create a smart property based on pre-selected quick actions.
   • Smart Properties: generate a smart property in the textbox or select and regenerate prompts.
3. On the Manage tab, you will see the following:
   • Smart property table: review a table of all the smart properties you have created. You can add properties in this table.
   • Search bar: use the search bar to find smart properties in your table.

Create smart properties from the Data Agent page

To create smart properties from the Data Agent page:

1. In your HubSpot account, navigate to Data Management > Data Agent.
2. Navigate to the smart property creation panel in one of the following:
   • At the top right, Click Quick prompt.
   • Under Quick start, click Create smart property or Use a smart property template.
   • Under Data agent quick actions for your CRM, click a template.
   • Under Smart properties, type a prompt in the Create a Smart Property textbox, then click Generate property.
   • Under Smart properties, click a template. To change the displayed templates, click Regenerate.
   • On the Manage tab, click + Add Property.
3. The smart property creation panel will appear. To create a smart property:
   • Click the Object type dropdown menu to select an object.
   • Fill in the Property label textbox.
   • Click the Field type dropdown menu, and select the field.
   • Click the Require unique values for this property checkbox if needed.
   • Click Add data agent prompt.
     • In the What do you want to know? textbox, type what you want to gain insight on.
     • Click + Insert property token to reference other properties within the dataset.
     • In the Where should this data come from? dropdown menu, select Web research, Company website, Property data, or Call transcripts.
     • Review the preview, then click Apply changes.
   • Click the Quick fill smart property checkbox if needed.
   • Click Create property.
4. The property will now appear.

Create smart properties from a CRM index page

Learn how to create smart properties on a CRM index page. These smart properties will still populate in the Data Agent smart properties table after creation.

Use smart actions and smart columns

Learn how to use smart actions and smart columns in Data Studio.