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AI Agents across customer journey

From the first brand and strategy to the renewal conversation. Working AI inside HubSpot.

Most AI work in B2B stops at a slide deck

You get a strategy, a maturity assessment, or a roadmap that lands on someone's desk and waits. We are doing something different.

We put AI agents into the actual stages your customers move through, so the work happens automatically inside HubSpot, across marketing, sales, and customer service.

One journey, with agents at every stage.

Here is how it looks in practice, organized the way your customers experience you.

Marketing

Before a single campaign goes out, the Brand, Strategy and ICP agents work together to set your voice, build your plan, and define who you want to reach.

From there, a Content agent produces the material you need, and the Social and Advertising agents push it out across the channels you are already using.

The result is a steady flow of qualified attention into the top of the funnel, generated continuously rather than in the usual campaign sprints.

Sales

Once leads start coming in, the Prospecting agent picks them up, researches the account, matches your offering against what they need, and prepares the outreach.

The Qualification agent then works out who is actually ready to buy, so your team can focus on the right conversations.

Around the sales meeting itself, the Meeting agent pulls together the customer history, recent buying signals, and pain points worth opening on, and takes notes during the call.

The Offer Creation agent then builds the proposal from what came up in the conversation. From there, the Closing and Handoff agents keep the deal moving and pass the customer cleanly to customer service the moment it is signed.

Customer service

By the time the customer reaches customer service, they arrive with full context rather than a cold start.

The Onboarding agent monitors their progress and flags anything that gets stuck. The Customer agent handles the questions and day to day.

The Health agent watches the relationship and warns you when active outreach is needed to keep it alive.

And the Reference agent turns happy customers into references your sales team can use in the next deal.

This is the part of the journey most teams under-invest in. It is also where revenue compounds over time.

Customer journey

AI agents across every stage of your customer journey

Tap a phase, then tap any agent to see what it does.

    Who this is built for

    This is built for growth-oriented companies ready to make AI part of how marketing, sales and customer success run day to day.

    From here to your own setup

    What you see here is the general case. The real work is translating it into your own setup, with your own data, your own team, and the journey your customers actually take. That is the conversation we are here to have with you.

    Talk to a HubSpot experts

    Fast track your way in, book the next available slot!