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Set Up HubSpot Breeze & Agents

Agents who will be working starting in Week 1

We'll set up Breeze and the HubSpot Agents so they speak your language and follow your rules: Customer Agent for customer service, Prospecting Agent for sales, and Data Agent for clean data.

Go to the AI Checklist
  • HubSpot Platinum Partner
  • Stage T in the LOTSE Model
  • Operation under human supervision

The Starting Point

In HubSpot, agents are just a few clicks away. That’s exactly where the risk lies. A customer agent without a well-maintained knowledge base makes up answers. A prospecting agent without a clear ICP reaches out to the wrong people. The difference between a toy and an employee lies in preparation: context, rules, and supervision.

Set Up HubSpot Breeze & Agents

Your stage in the LOTSE model

Breeze Agents represent Stage T in the LOTSE model: the pilot. One agent, one team, clear guidelines, and approval from your team. The documented results serve as the basis for Stage S: scaling across additional teams and use cases.

  1. L Situation Report
  2. O Orientation
  3. T Test Run
  4. S Scaling
  5. E Yield

Our Approach

Context First

We encode your knowledge: knowledge base, tone, decision-making rules. The agent responds just like your best employee.

Define Guardrails

What the agent is allowed to do, what he escalates, and who approves it are all determined before he begins.

A Clean Use Case

We'll start with one agent per team and measure the impact. Only then will we scale up.

Team on Board

Colleagues learn how to work with the agent and improve it.

Here's what you'll get.

  • Use Case Definition and Success Criteria for Each Agent
  • Building and Expanding the Knowledge Base for the Customer Agent
  • Rules and Routines for the Data Agent
  • Escalation Logic, Approvals, and Monitoring Dashboard
  • Team Training and Supervised Test Operation

Set Up HubSpot Breeze & Agents

Here's how it works

  1. Selection Define Use Cases and Success Criteria

    Result: a test run with a clear goal

  2. Context Establish knowledge, rules, and tone

    The result: an agent with your expertise

  3. Test Run Start under supervision, with approvals and measurements

    Result: Substantiated value with low risk

  4. Handover Empower the team, establish operations

    Result: an agent in normal operation, ready to scale

Mark Lotse X You

For those who are interested.

For HubSpot users who want to use AI productively. Ideal for those with an existing knowledge base in customer service or a clear ICP in sales. Otherwise, we’ll help build both as part of the project.

FAQ

Frequently Asked Questions.

Which HubSpot Agent should we implement first?

Usually the customer service agent: The volume of service calls is high, and the impact can be measured quickly. In sales-driven companies, the prospecting agent often takes the lead. The current situation provides the answer.

How much does it cost to use HubSpot Agents?

HubSpot charges for agent usage via credits, and there’s also the effort involved in maintaining knowledge and rules. We disclose both of these transparently before we get started.

How do you prevent HubSpot agents from giving incorrect answers?

Context and control prevent incorrect answers: The agent responds only based on your verified knowledge base; it escalates any uncertainties to humans. The monitoring system displays every answer and every escalation.

Do we need to run the AI Readiness Check before implementing HubSpot Agents?

The AI Readiness Check is helpful because it validates the data foundation and use case selection. With a clear use case and a well-maintained knowledge base, we can move straight into the testing phase.

Send your first agent out into the field.

What's the best way to onboard your new colleagues? Let's figure it out together—during our initial meeting!

Schedule an Initial Consultation