Set up and use the cross-sell/upsell agent

The cross-sell/upsell agent, powered by Breeze, HubSpot's AI, helps you identify and nurture opportunities to grow your install base. Once you define a target account, the agent uses your product library to search for similar companies that have bought products the target account hasn’t bought.

Starting with an understanding of your specific business which you help define, the agent uses the CRM to find opportunities to add value for your customers. After uncovering additional opportunities, the agent creates an outreach strategy based on the specific problems the customer has as it relates to the additional product or service you're offering. 

Please note: avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Understand AI-generated content best practices

• Proofread and edit your AI-generated content before publishing it.
• Edit AI-generated content to maintain your brand's voice and style.
• Balance the use of AI-generated content with content written by a human.
• While HubSpot has security measures in place, AI agents may occasionally generate incorrect, biased, offensive, or misleading information. Verify the accuracy of the output's content, especially any statistics or facts.
• The large language model that powers AI agents tends to produce inconsistent results in non-English languages. HubSpot is working on better supporting these languages in the coming months. For now, use extra care in checking non-English content for accuracy and clarity. 

Before you get started

• Turn on AI settings in your account, including the Files data setting.
• Super Admins can configure the cross-sell/upsell agent.
• You must have Breeze Studio permissions to use the cross-sell/upsell agent.
•  The cross-sell/upsell agent is currently in public beta. It doesn't use HubSpot Credits at this time, but may in the future.

Add cross-sell/upsell agent to your account

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click Browse Marketplace.
3. In the Search text field, enter Cross-sell, then click Cross-sell/Upsell Agent.
4. In the Cross-sell/Upsell Agent section, click Add beta agent.
5. Agree to the beta terms, and click Add beta agent.
6. In the Cross-sell/Upsell Agent section, click Open.

Configure the cross-sell/upsell agent 

Configure the agent by adding extra instructions, tools, and knowledge, to help it create an outreach strategy. 

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
   
2. Click the Cross-sell/Upsell Agent card.
3. In the upper right, click Configure.

What this agent needs from users 

By default, the agent requires your value proposition during setup and a target company each time the agent runs. Other inputs can be added that are used during set up (and are used automatically each time the agent runs), or each time the agent runs. 

To edit the inputs:

1. In the upper left, click Manage inputs.
2. To add an input that's used during the set up of the agent:
   • Under During setup, click the Add input dropdown menu and select an input.
   • Configure the input. 
   • Select the Required checkbox to make it a required field.
     
   • To add another input, click the Add input dropdown menu and select an input.
     
3. To add an input that's used each time the agent is run:
   • Under Each time the agent runs, click the Add input dropdown menu and select an input.
   • Configure the input. 
   • Select the Required checkbox to make it a required field.
     
   • To add another input, click the Add input dropdown menu and select an input.
     
     
     
     
4. When you have finished configuring your inputs, click the X in the upper right of the right panel.
   
5. In the Value Proposition field, enter your company’s Value proposition (i.e., Our software and consulting services help businesses design and implement security solutions to keep employees and customers safe.).

Guide how this agent behaves

In the Guide how this agent behaves section, review the instructions. These instructions for performing a cross-sell/upsell analysis are pre-determined and uneditable, but you can add additional instructions, tools and MCP Servers, and knowledge sources.

Tools are split into three categories. Tools that:

• Get data.
• Generate information.
• Take action.

To configure how the agent behaves:

1. Click Add extra instructions.
2. In the Extra instructions field, enter the additional instructions.

To add tools and MCP Servers that the cross-sell-upsell agent can access to help it complete tasks like researching, summarizing, or generating content:

1. Click Add tool.
2. In the right panel, use the search bar to search for a tool.
3. Click the Types dropdown and select a type to filter the results.

4. To add a tool from the list of tools, hover over the tool and click Add. You can add as many tools as you'd like.
5. To view the tool details, hover over a tool and click View details. To go back, click the back arrow in the upper right. To add the tool, click Add tool.
   
6. To remove a tool from the list of tools, hover over the tool and click Remove. 
   
7. To add MCP Servers, click the MCP Servers tab.
   • To view the MCP server details, hover over a tool and click View details. To go back, click the back arrow in the upper right.
   • To add the tool, click Connect and add. In the dialog box, click Connect to X. Then follow the prompts to connect.
8. To add knowledge to the agent, like documents and data, click foldAdd knowledge. If you don't add knowledge sources, the agent will use general knowledge, or knowledge from your settings (e.g., brand kits).
9. Existing knowledge vaults will be listed below the search bar. To view the details of the vault, hover over it and click View in settings. To add existing vaults to the agent, hover over them and click Add.
10. To create a new knowledge vault, in the upper right of the right panel, click Create.

• • Enter a name in the Name field.
  • Enter a description in the Description field.
  • Under Files, click Upload to add a file (.pdf, .txt, .md, .html, .pptx, and .docx formats are supported).
  • Under CRM Objects, click Add to add a CRM object (e.g., you could add your HubSpot knowledge base as an object for the agent to use when creating the RFP response).
    • Select the CRM object to add (custom objects aren't supported).
    • Click + Add filter, and set your filters.
    • Click Add to vault. 

11. Click Create & Add.
12. To edit a custom knowledge vault's name and description, hover over the vault and click View details. In the upper right, click the ellipses ellipses, then click Edit.
13. To delete a custom knowledge vault, hover over the vault and click View details. In the upper right, click the ellipses ellipses, then click Delete.
14. To remove a knowledge vault from the agent (the knowledge vault will still be available for this and other agents), hover over the vault and click Remove.
15. When you've finished configuring the knowledge vaults, click the X in the upper right of the right panel.

Manage access

By default, only the owners and Super Admins can edit and run the agent. To manage access to the agent:

1. In the About this agent section, click Manage access.
2. In the right panel, in the Agent access section, select an option.
   
   
   
3. Click the X in the upper right of the right panel.

Test and publish the agent

To test the agent:

1. In the Target Company dropdown menu, select a company.
2. Click breezeSingleStar Test agent. The agent may take up to a few minutes to run.
3. Review the results. Click See more to expand the full note. If you’d like to publish the note to the object record, in the Create note with agent section, click Yes, go ahead. Then, click View note to view the note on the record.
4. Once you have tested the agent, in the top right, click Publish.

Use the request for proposal agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Cross-sell/Upsell Agent card.
3. Click the Target Company dropdown, select a target company.
4. Click Run Agent. The agent may take up to a few minutes to run.
5. In the Output section, Review the results. Click See more to expand the full note. In the top right, to modify the view, click the Visual Output/Markdown Output.
6. To make edits, in the Activities panel, enter what you'd like to change and click the send icon.
7. To export a PDF of the output, click Export PDF. To share a link to the output, click Copy link.
8. If you’d like to publish the note to the object record, in the Create note with agent section, click Yes, go ahead. Then, click View note to view the note on the record.

Edit the cross-sell upsell agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Cross-sell/Upsell Agent card.
3. Click Configure.
4. Continue setting up the cross-sell upsell agent.

View agent history

You can view the history of when the agent has run in Breeze Studio.

To view the agent history:

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Cross-sell/Upsell Agent card.
3. In the History panel, hover over an entry to view the date and time of the agent run.
4. To rename an entry, hover over the entry, click the ellipses ellipses, then click Rename. Enter a new name and press enter on your keyboard.
5. To copy a link to an entry, hover over the entry, click the ellipses ellipses, then click Copy link.

Clone the agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the Cross-sell/Upsell Agent card and click the verticalMenu three vertical dots in the upper right of the card.
3. Click Clone.
4. In the dialog box:
   • Select Stay connected if you want the cloned version of the agent to receive updates whenever the marketplace version of the agent changes.
   • Select Make it your own to get a fully customizable copy of the agent that won't receive any future updates.
5. Click Clone.
6. Configure the agent, then click Publish.

Delete the agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the Cross-sell/Upsell Agent card and click the verticalMenu three vertical dots in the upper right of the card.
3. Click Delete.
4. Click Delete agent to confirm deletion.