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HubSpot AI agents, built around how your team works
We design, build and look after HubSpot agents, which you may know as Breeze agents. They take on real work: qualifying leads, briefing reps, routing tickets and keeping records up to date.
Sounds familiar?
We pick the two or three jobs where an agent will earn its keep first, and build those properly. Your HubSpot plan already includes AI credits every month.
Agents do the research, summaries and record updates, so your people spend their time on customers.
An agent follows the same steps every time, so nothing gets missed or mistyped. We test each one on your real records before it goes live.
Agents start the moment something happens in HubSpot, day or night. A person only steps in where judgement is needed.
What HubSpot agents can do for each team
A few of the jobs HubSpot agents can take on. Each one starts from something that already happens in your HubSpot, and hands back to a person where judgement matters.
Sales
Marketing
Customer service
Operations
Lead qualification
Qualify every new enquiry in seconds
Starts when
A deal is created or a demo form comes in.
The agent
Checks the company against your ideal customer, marks it strong, partial or weak, and explains why in one line.
Strong fits go straight to a senior rep
Meeting prep
A brief before every sales meeting
Starts when
A meeting is booked on a deal.
The agent
Reads the notes, emails and open tasks, then writes a short brief: where things stand, what was agreed, open concerns and a suggested agenda.
Sent to the deal owner
Pipeline health
Spot deals going cold
Starts when
Every morning, for open deals with no recent activity.
The agent
Rates the risk, says what’s gone quiet and suggests the next step.
Creates a task for the owner
Prospecting
Research accounts and draft outreach
Starts when
You choose the accounts and the goal, such as booking a discovery call.
The agent
HubSpot’s Prospecting Agent researches each account and drafts personal outreach in your tone.
Reps approve before anything is sent
Follow-up
Win back contacts who’ve gone quiet
Starts when
Weekly, for leads with no engagement in 60 days.
The agent
Drafts a short, personal email based on what they looked at last.
The owner edits and sends
After the call
Next steps captured from every call
Starts when
A recorded call or meeting ends.
The agent
Summarises what was said, updates the deal and drafts the follow-up email.
The rep approves the updates
Handover
Leads handed to sales with context
Starts when
A contact becomes marketing qualified.
The agent
Writes a short summary for the rep: who they are, what they engaged with, what they’re likely interested in, and a suggested opening line.
Emailed to the rep with the lead
Segmentation
Sort new contacts by persona
Starts when
Someone downloads content or fills in a form.
The agent
Works out which of your personas they match from their role and company, and puts them in the right nurture.
Unknowns are flagged, not guessed
Content
First drafts in your brand voice
Starts when
You give a brief: topic, audience, goal and sources.
The agent
HubSpot’s Content Agent researches, outlines and drafts blog posts, landing pages and social posts.
Your team edits and publishes
Repurposing
One webinar, a month of content
Starts when
You publish a webinar, report or long article.
The agent
Turns it into LinkedIn posts, an email series and a blog summary.
Reviewed before scheduling
Subject lines written for each person
Starts when
A contact joins a nurture sequence.
The agent
Writes a subject line based on their role and what they’ve read, ready to use in the email.
Spot-checked every month
Housekeeping
Blog posts tagged and described
Starts when
A blog post is published.
The agent
Tags it with the right topic and drafts the meta description.
Optional review task
Self-service
Common questions answered day and night
Starts when
A customer asks a question on chat or email.
The agent
HubSpot’s Customer Agent answers from your knowledge base and the customer’s own record.
Hands over to a person with a full summary
Triage
Tickets sorted and routed on arrival
Starts when
A ticket is created.
The agent
Reads it, labels the type and priority, and sends it to the right queue.
Complaints go straight to a person
Handovers
No more “can you explain that again?”
Starts when
A ticket changes owner.
The agent
Writes a handover note: the issue, what’s been tried, where it stands and what’s next.
Saved on the ticket
Retention
Unhappy customers flagged early
Starts when
A customer leaves a low satisfaction score.
The agent
Reviews the ticket and account, rates the risk of losing them and suggests what to do.
Task for the account manager
Closing the loop
Resolution emails drafted for you
Starts when
A ticket is closed.
The agent
Drafts a short email confirming what was fixed and what happens next.
The agent’s owner reviews and sends
Reporting
A Monday summary for the service lead
Starts when
Every Monday morning.
The agent
Summarises last week: volumes, satisfaction, missed targets and the three issues that came up most.
Emailed to the manager
Data entry
Documents read straight into the record
Starts when
A quote, order or form is attached to a record.
The agent
Reads the PDF and fills in the fields your team used to type by hand.
Anything unclear is left blank and flagged
Deal notes
A running summary on every deal
Starts when
There’s new activity on a deal.
The agent
Keeps a two or three sentence summary of the calls, emails and meetings so far.
Visible to anyone who opens the deal
Research
New companies researched for you
Starts when
A company is added to HubSpot.
The agent
HubSpot’s Data Agent answers the questions you care about, such as what they sell and who they sell to.
Saved as smart properties you can report on
Other tools
Agents that work across your other tools
Starts when
Something happens in HubSpot or another system.
The agent
Checks an order, a finance record or a shared inbox, then updates HubSpot or replies.
We’re a Zapier Platinum Partner too
HubSpot’s own agents, and custom ones built for you
HubSpot’s AI used to go by the name Breeze. Today its agents live in Agent Hub, and you build your own in Agent Builder. These are the ones we set up most.
Customer service
Customer Agent
Answers customers on chat and email from your knowledge base and their record. We set what it can answer and when it hands over to a person.
Sales
Prospecting Agent
Watches for buying signals, researches accounts and drafts outreach. We set the targets, tone and approval steps.
Data
Data Agent
Powers smart properties: fields that fill themselves in with answers to your own questions about a contact, company or deal. We decide the questions with you.
Anything else
Custom agents
Built in HubSpot’s Agent Builder or inside your workflows, for the jobs that are particular to your business.
HubSpot also has a Content Agent, Campaign Agent, Nurture Agent and Revenue Agent, plus Breeze Assistant for everyday questions. We’ll tell you which are worth switching on for your team.
Kept under control
An agent switched on without the right data and limits will let you down, and the team will blame AI. We set every one up so that doesn’t happen.
01
One clear job each
Each agent does one thing well. We write its instructions in plain English and agree them with you before building.
02
Tested on your records
We run every agent against real deals, contacts or tickets and check the results with you before go-live.
03
A person in the loop
Anything customer-facing or high stakes is a draft for someone to approve. Agents never give refunds or make exceptions.
04
A named owner
Someone on your side owns each agent, with a simple monthly check and a handover note covering what it does and what to watch.
What's included
Every project starts with choosing the right job for an agent. The rest depends on what you need, and we agree it with you up front.
Always included
Use case workshop
We look at how your team works and pick the jobs where an agent will save the most time.
Data check
The fields and content the agent depends on, reviewed and fixed where needed.
Build and test
The agent built in your HubSpot and tested on real records with you.
Handover
What it does, what it needs, what to watch in the first 30 days and who owns it.
Added when you need it
Scoped and priced as part of your proposal
Knowledge base clean-up
Articles reviewed and gaps filled, so the Customer Agent gives the right answers.
Connections to other tools
Agents that read from or update systems outside HubSpot.
Team training
A live session on working alongside the agent, recorded for new starters.
Ongoing tuning
Regular reviews of what the agent is getting right and wrong, as part of a support plan.
HubSpot AI agent pricing
Every agent is a fixed price, confirmed once we know the job it's doing.
from £550
One agent doing one job inside your HubSpot, such as qualifying enquiries or writing meeting briefs. Built, tested and handed over.
By quote
HubSpot's Customer Agent or Prospecting Agent set up for your business, with the content, limits and handover rules they need.
from £250
a month
Monthly checks and improvements to your agents, so they keep up as the business changes.
All prices exclude VAT. HubSpot bills agent usage separately in HubSpot Credits; our credits calculator shows what to expect.
Will Andrew
Founder
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.
From idea to a working agent in four steps
Pick the right job
We look at where your team's time goes and choose the first agent together.
Fixed-price plan
What the agent will do, what it needs, its limits and a fixed price.
Build and test
We build it in your HubSpot and test it on real records until you're happy.
Go live and review
We switch it on, train your team and check its work closely for the first month.
Sivvy Mikitsey
GTM Lead, Octopus Energy
“Seamless HubSpot migration with no data loss. They built our funnel, automations, and integrations from scratch and still support us when needed.”
Fani Petrova
Integration Specialist, User Guest
“Bringing Pineo in gave us senior HubSpot expertise without needing to hire for it in-house. They sorted out our reporting and data structure, and made sure the team using HubSpot day-to-day felt confident with it.”
Dan Southall
Head of Proposition and Marketing, apetito
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Run by Will Andrew (10+ years’ HubSpot experience)
1
Book a time
Pick a slot that suits you.
2
30-minute review
On a screen share. No portal access needed.
3
Your findings
A health score and fixes in priority order.
What is a HubSpot AI agent?
Is this the same as HubSpot Breeze?
What are HubSpot smart properties?
Which HubSpot plan do we need for AI agents?
What's the difference between a HubSpot agent and a workflow?
How much do agents cost to run?
Will an agent email our customers without anyone checking?
Does our data need to be clean first?
Can HubSpot agents use our own knowledge base?
Can agents work with tools outside HubSpot?
How long does it take to set up a HubSpot agent?
Will agents replace people on our team?
What happens after go-live?
