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HubSpot's customer agent: what it answers and when it hands off

It answers from your content and hands harder cases to your team.

Subscription
Professional or Enterprise
Permissions
Customer agent settings access
Time
4 min · Intermediate
Last verified

Short answer

HubSpot's KB: the customer agent answers questions using synced content, performs configured actions such as booking a meeting, and transfers conversations to a human. With brands, you can create one per brand. Reply recommendations don't require deploying it to channels and don't use HubSpot credits.

1. Chatflows

Chat channels in my demo portal.

Chatflows page with Web Chat, Mobile Chat and Facebook Messenger tabs and Create chatflow button
Chat channels (1) and Create chatflow (2).

2. Credits

See HubSpot credits.

3. Related

AI access settings.

Sources

New field notes by email

One email when a new article publishes.

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