BetaUse the prospecting agent (BETA)

 

The prospecting agent researches contacts in your CRM and executes personalized outreach strategies for prospects within HubSpot's Smart CRM, helping to build a more qualified sales pipeline. You can manually select contacts for enrollment in the agent or set up rulesets to automatically enroll contacts based on set criteria. You can also research target accounts and generate emails based on that research without enrolling the companies in the prospecting agent.

To research, the agent considers recent engagements including:

• Form submission and page views from the last seven days
• Email content, call content, playbook submissions, notes, and meeting notes from the last 60 days. 

Please note: the prospecting agent uses artificial intelligence to generate outreach emails based on available information. Don't include sensitive information in your inputs, and check AI-generated content for errors.

Before you get started

• If you're a Super Admin, learn how to opt your account into the beta.
• If you're a Super Admin, click to toggle the Give users access to generate AI tools and features, CRM data, Customer conversation data, and Files data switches on in your AI settings.
• To use the prospecting agent, you must be a Super Admin or have Access prospecting agent permissions.
• For the prospecting agent to send emails on behalf of users, they must turn on agent access in their account:
  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to General, then click the Email tab.
  • Under Prospecting agent, select the Enable agent access checkbox.

Set up the prospecting agent

Before you begin using the prospecting agent, you must launch it.

• In your HubSpot account, navigate to Breeze AI > Overview.
• Next to Prospecting Agent, click Launch.

Create a selling profile

Your selling profile can help segment the value proposition, tone, and positioning of your emails. For example, each selling profile could represent a specific product, audience, and/or tone. You can create multiple selling profiles.

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• Click Agent set up.
• Click + Create new selling profile.

Confirm company domain

• In the Confirm your company domain field enter your website URL.
• In the bottom right, click Next.

Confirm selling information 

• On the Confirm selling information page, enter a name and description for your selling profile. 
• In the Selling information section, Breeze will automatically summarize information about your products and services based on your website. Review and make edits to this information for this selling profile as needed. To reset the information in a field, click Reset to original.
  
  

  Please note: industries and target personas are generated on the spot for the prospecting agent only. They aren't integrated to other data sources, such as HubSpot company data, your CRM properties, or third-party data sources

• In the bottom right, click Next.

Select user

• On the Select user page, you'll choose one of the following options. Click the right arrow to expand each section and the down arrow to collapse.
  • Send from single user: when the contact is enrolled in the agent, the emails will be sent from a single connected email address.
    • If you choose this option, click the Select a user dropdown menu and select user.
    • Then choose a connected inbox or click Connect a new inbox. This'll be the sending email address for all outreach. 
  
  
  
   
  • Send from contact owner: when a contact is enrolled in the agent, the emails will be sent from the contact owner's email address.
    • Click the Select a user dropdown menu and select user who'll be used as a fallback sender if the contact is enrolled to the agent, but has no owner upon enrollment or the contact owner has not enabled the right email settings.
    • Then choose a connected inbox or click Connect a new inbox. This'll be the fallback sending email address for emails from the contact owner.

• In the What do you want the agent to include in its outreach? section you can click to toggle any of the following options on. Click the right arrow to expand each section and the down arrow to collapse.
  
  • Request contact to book a meeting: Choose which meeting link type you'd like to include, then enter the details.
  • Attach a HubSpot document: Click Select document, then select the document you want to agent to include from your documents.
  • Include a URL: enter the URL you want the agent to include and enter a description. Click Generate for me if you'd like Breeze to generate a description.

Select autonomy

• On the Select autonomy page, choose how autonomous you want the agent to be:
  
  • Semi-autonomous: the agent will research the contacts you select, write three outreach emails, and require you to review emails, edit as needed, and start the outreach process manually.
  • Fully autonomous: the agent will research the contacts you select and write and sends three emails without your review. You can review the emails at any time. Emails sent in fully autonomous mode include a legal disclaimer in the footer that says:This email was written with the help of AI.

Please note: if you choose Fully autonomous, the send time of the agent's emails is chosen based on the contact’s time zone. If a contact’s time zone is unavailable, the agent uses your account's time zone. The prospecting agent uses the email signature configured in your settings.

• In the bottom right, click Create selling profile.
• Continue enrolling contacts in the prospecting agent.

Edit a selling profile

• In your HubSpot account, navigate to Breeze AI > Overview.
• Click Agent setup in the top right.
• Click the name of the selling profile you want to edit.

Agent Profile

• On the Agent profile page, you can edit your description and identity (users) on the respective tabs. 
• Click to Tone tab. Then, select a radio button to set the tone for how the prospecting agent will communicate with contacts.
• Click Save changes.

Sources and training

• In the left side menu, click Sources and training.
• On the Selling information tab, click Analyze website to re-analyze your website or manually edit any of the fields.
• Click the Call to action tab to edit the meeting link, document, and URL you want the agent to include.
• Click the Email guidance tab to give guidance to the agent for generating emails. Click the length dropdown to customize the length of the first email.
• Click Save changes.

Autonomous mode

• In the left side menu, click Autonomous mode to edit how autonmous you want the agent to be.
• Click Save changes.

Exclude contacts

You can exclude lists of contacts you don't want to enroll in the agent.

• In your HubSpot account, navigate to Breeze AI > Overview.
• Click Agent setup in the top right.

• In the left side menu, click Exclusions. Then, use the Search dropdown menu to select lists of contacts you don't want the agent to reach out to. If you'd like to create a list, click Create list.
• Click Save changes.

Enroll contacts or companies in the prospecting agent

You can enroll contacts in the prospecting agent through manual enrollment, automatic enrollment, using a workflow, or through the Target accounts tab in the sales workspace.

Manually enroll a contact or company 

Use manual enrollment to select contacts or companies you want the prospecting agent to research. The agent will then compose and send personalized emails.

You can manually enroll 10 contacts at a time, and the agent researches 10 contacts per minute. You can enroll additional batches of 10 contacts, and they will remain in the Queued status as the agent researches. The prospecting agent can only research and compose emails for 200 contacts per account each day. After 200 contacts have been enrolled for the day, the remaining contacts will be in Queued status until the next day.

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• Click the Enroll dropdown menu and select Manually enroll contacts or Manually enroll companies.
• Companies that match your industries will be labeled Matches ICP. Contacts that match your personas will be labeled Target persona. Use the filters and search bar at the top to refine your search.
• Select the contacts or companies:
  • If you selected Manually enroll contacts, click the checkboxes next to the contacts you want to assign to the prospecting agent. Then, click Next.
  • If you selected Manually enroll companies, click the checkboxes next to the companies, then click Next. Click the checkboxes next to the associated contacts you want to assign to the agent. Then, click Next. 

• On the Confirm the prospecting agent guardrails page, review your set up. Click Agent setup to make adjustments.
• Click Start enrolling.

Automatically enroll a contact using a ruleset

With rulesets in the prospecting agent, you can automate enrollment based on simple triggers and criteria. To automate enrollment using more complex and custom criteria, see the Automatically enroll a contact using a workflow section below.

With automated enrollment, up to 10 contacts will be researched at once. The remainder will remain in the Queued status. The agent researches 10 contacts per minute.

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• Click the Enroll dropdown menu and select Set up automated enrollment.
• You can use trigger-based rulesets which enroll contacts based on actions they take or criteria-based rulesets, which enroll contacts based on last engagement date or list membership. To turn on an automated enrollment ruleset, click to toggle the ruleset on.
• In the dialog box, click Turn on ruleset.
• To edit a ruleset, click Edit. In the right panel, make adjustments to the rules, then click Save.

 

• Click Back to overview to return to the Overview page.

On the Overview page (Breeze AI > Prospecting Agent), click View automations in the Automated Enrollment section to view and edit your automated enrollment rulesets.

Automatically enroll a contact using a workflow

To automate enrollment based on more complex and custom criteria (for example, if a specific property changes), use the Enroll in prospecting agent action in your contact-based workflow. Learn more about how to create a workflow and how to choose your workflow actions.

Please note: to avoid sending duplicate emails to contacts, don't duplicate automations in the prospecting agent and in workflows. If you have a ruleset turned on in the prospecting agent, turn it off before turning on a workflow using the same enrollment trigger. 

Manually enroll target accounts

If you have an assigned Sales Hub seat you can enroll contacts associated with target accounts in the prospecting agent from the sales workspace.

• In your HubSpot account, navigate to Workspaces > Sales. Then click the Prospecting tab.
• On the Target accounts page, click a target account.
• In the right panel, click the People tab.
• In the Contacts section, hover over a contact and click Actions, then select Enroll to agent.
• In the dialog box, click the Selling profile dropdown and select a selling profile. 
• Click Start enrolling.

Troubleshoot contact enrollment

When a contact is enrolled, you may see an Errored status. Below are details about why a contact enrollment may error.

View enrollments

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• In the top left, click the Enrollments tab.

• In the left side menu, click a status to filter enrollments based on status.
  • Researching: enrolled contacts that the agent is researching. 
  • Ready for review: enrolled contacts to whom emails have been written but not sent. Used in semi-autonomous mode, which requires your review before the agent can send its emails.
  • In progress: enrolled contacts that are in the process of being emailed. 
  • Finished: contacts for which the agent completed its outreach because they replied, booked a meeting, or didn't reply but received all scheduled emails. 
  • Errored: contacts whose enrollments failed. Review the Status column for the reason for error. 
  • Queued: contacts that are queued for research, either because your daily limit was reached, or because the agent is handling too many contact enrollments at one time.
• To locate a specific contact, enter a search term in the search search bar in the top left of the view, then enter text.
• Use the filters to filter for specific Companies or sources.
• To view more information about the contact click the contact's name.
  • To view the entire contact record, click More, then select View record.
  • To review a summary generated by Breeze click More, then select View research evidence.

Edit and send emails

If you selected semi-autonomous mode in your Agent setup, you can edit email content. To edit an email:

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• In the top left, click the Enrollments tab.
• To edit an email, on the Overview tab, in the Enrollments table, click the contact's name. Then, click Edit email.
• Edit the content or highlight the text and use Copilot, or click the breezeSingleStarAI icon to generate a new paragraph or sentence.
• Click Save email updates.
• To approve emails and begin sending them, click Start outreach.

To review information about your emails and enrollments, in your HubSpot account, navigate to Breeze AI > Overview.

In the Emails sending today section, click:

• Total: to view emails that are in progress today.
• Already sent: to view emails that were already sent today.
• Enrollments: to view emails that need review to view emails that need to be reviewed before sending.

In the Enrollments section:

• To review a list of contacts enrolled in the agent, click Contacts currently enrolled.
  
  • To enroll a contact, click the ellipses icon. Then, select Unenroll [X].
  • To view more details click Review conversations with [X] or if you selected semi-autonomous mode in Agent setup, click Review emails for [X]. Learn more about reviewing and sending emails.
• To review all contacts the agent has completed sending all outreach to, click Finished.
• To view the Enrollments tab with the list of all enrollments, click View all enrollments. Learn more about viewing enrollments.

Analyze enrollments

• In your HubSpot account, navigate to Breeze AI > Prospecting Agent.
• In the top left, click the Analyze tab.
• In the Outcomes section, review:
  • All enrolled: the number of contacts that have been enrolled.
  • Delivered emails: the number of emails delivered without error.
  • Opened: the number of emails that have been opened.
  • Clicked: the number of emails with links that have been clicked.
  • Replied: the number of email replies received.
  • Booked meeting: the number of meetings that were booked.
• In the What's happening today section, you can review the following metrics: 
  • Total emails sending today: the number of emails that are set to be sent today, both scheduled and already sent.
  • Sent already: the number of emails that have previously been sent today. 
  • Sending soon: the number of emails that are scheduled to be sent later today.

Research and email target accounts

If you have an assigned Sales Hub seat you can research your target accounts and draft AI generated emails based on that research without enrolling target account in the prospecting agent.

To research target accounts:

• In your HubSpot account, navigate to Workspaces > Sales. Then click the Prospecting tab.
• On the Target accounts page, view a list of your target accounts. 
• To research companies, click the checkboxes next to the target accounts, then click Start research. You can view the results on the Research Agent tab of the target account.

To draft an email with AI based on the research:

• In your HubSpot account, navigate to Workspaces > Sales. Then click the Prospecting tab.
• On the Target accounts page, click a target account.
• Click the People tab.
• Hover over the contact, click Actions, then select Draft an email with AI.
  • On the Rationale tab, click the dropdown to select a selling profile.
  • Click the Insights tab to view research from the prospecting agent.

• Once you've reviewed and edited your email, click Send email.

Turn off the prospecting agent

• To turn off the prospecting agent for a specific user, a super admin must remove the Access prospecting agent permissions for that user.
• To turn off the prospecting agent for the entire account, super admins can:
  • Remove the Access prospecting agent permissions for every user.
  • Click to toggle the Give users access to generate AI tools and features, CRM data, Customer conversation data, and Files data switches off in your AI settings.

Please note: toggling off the Generate AI switch may also turn off other AI features.