AI & Agent Hub · Diamond Solutions Partner
HubSpot agents your team will actually trust.
HubSpot AI that works: Customer, Prospecting, Data and custom agents, launched on clean data.
Sound familiar?
The agent is on. Nobody trusts it yet.
AI in HubSpot fails for three reasons, and none of them is the model.
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01
Wrong answers from bad data
Empty properties and duplicates in, confident wrong answers out.
How we handle itData model and Context Home fixed first; agents go live on a portal that scores well.
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02
The credit bill surprised finance
Agents bill per outcome, custom ones per action; nobody set a cap.
How we handle itCaps, run limits, alerts and simulation set before day one.
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03
Switched on, never tuned
Launched in a week, abandoned in a month; nobody owned it.
How we handle itThirty days of tuning on real cases, then handover or ongoing care.
Agent Hub
Every agent, what it needs, what it costs to run.
Names and prices change often; this is the lineup as of this month, and we keep it current.
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Customer Agent
Resolves support and sales questions on chat, email and voice from your knowledge base.
- Needs
- Service or Sales Hub Pro+
- Runs on
- Credits per resolved conversation
- We set up
- Knowledge, channels, handoff, approval gates
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Prospecting Agent
Researches accounts, watches buying signals and drafts outreach for reps.
- Needs
- Sales Hub Pro+
- Runs on
- Credits per recommended lead
- We set up
- ICP, signals, sequences, send rules
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Data Agent
Enriches and cleans records, answers questions about your data.
- Needs
- Any Pro+ hub
- Runs on
- Credits per answer
- We set up
- Enrichment, dedupe, property mapping
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Content and Campaign Agents
Drafts pages, emails and campaign plans in your brand voice.
- Needs
- Marketing or Content Hub Pro+
- Runs on
- Credits per asset
- We set up
- Brand voice, templates, review flow
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Smart Deal Progression
Moves deals and flags risk from activity on the record.
- Needs
- Sales Hub Pro+
- Runs on
- Core included, credits for actions
- We set up
- Stage rules, triggers, rep alerts
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Custom agents (Agent Builder)
Your own agents on your data and tools: triage, routing, research, reporting.
- Needs
- Starter+ Builder, Pro+ triggers
- Runs on
- Credits per action unit
- We set up
- Scope, tools, guardrails, run limits
Breeze Assistant comes with every seat and uses no credits; we switch it on and train your team as part of any engagement. See HubSpot's current agent list →
Last reviewed: November 2026
Before anything runs
Caps, gates and an audit trail.
Every agent we launch ships with a monthly credit cap, run limits, alerts at 75 and 90 percent, human approval on actions that touch customers or money, and a log of what it did. Finance sees the number before the agent sees a customer.
See how we scope an agent
The method
Ready, pilot, then live.
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01
Readiness
Context Home score, data model, knowledge sources, permissions.
What you get: a readiness report and a go/no-go.
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02
Scope and cap
Use case, channels, guardrails, credit budget, simulation.
What you get: a one-page agent spec with a monthly cost.
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03
Pilot
Live on one channel or one team for 30 days, tuned weekly on real cases.
What you get: resolution and accuracy numbers.
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04
Scale or stop
Roll out, add agents, or switch it off and keep the data clean.
What you get: a documented agent your admin can run, or a Managed Services plan.
Track record
AI in HubSpot trusted, kept.
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300+
HubSpot implementations
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500+
Projects delivered
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13 yrs
On HubSpot
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25
HubSpot certifications
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5.0
Partner rating
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“Extremely qualified professionals. We worked side by side with very positive results. Versatile, agile and up to date with best practices.”
MMalena Figueiredo
Senior Product Manager at eureciclo
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“Excellence in strategy and full HubSpot implementation, far beyond simple configuration. A human, collaborative approach that delivers concrete results quickly.”
TTulio Ferreira
Head of Sales at Estuda
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“They navigate seamlessly between theory, practice and technical depth. Solutions that fit perfectly with our business needs. A truly hands-on company.”
RRaphael Santo
Head of Sales & Customer Success B2B at Quero Educação
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“Technical knowledge, accountability and lots of experience. Implementing HubSpot with them was easy. Professionalism above the average. Highly recommend!”
HHari Aizemberg
Marketing Manager at Koper
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“A partner with complete command of the platform. A year after implementation, the partnership and support remain at the highest level.”
PPedro Silva
Technology Manager at Tambasa
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“Insight showed genuine interest in understanding our product and our challenges. The quality of automations and integrations made all the difference. A truly top-tier partner.”
LLucas Rocha
Co-founder at Data Facts
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“Nothing but great feedback! My biggest regret? Not implementing a CRM sooner. Insight Sales made all the difference.”
FFabricio França Lima
CEO & Founder at Power Tuning
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“Super proactive support. We solved our challenges and have been partners for 5 years! Exceeding expectations from day one.”
HHenrique Vieira
Managing Partner at Colonial Netimóveis
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“It was a great experience. They helped us with everything from choosing the right plan to overcoming the challenges we faced and completing the onboarding process.”
FFelipe Dias
Head of Sales at Teachy.ai
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“Great experience, attentive and competent professionals. Highly recommend hiring them!”
PPedro Del Negro Tayer
GTM Data Engineering at Netlex
Common questions
HubSpot AI, answered.
What is Agent Hub, and what happened to Breeze Agents?
Agent Hub is the name HubSpot gave in July 2026 to the place where you find, switch on and manage the AI agents in your portal; what used to be called Breeze Agents now live inside it. Nothing you had configured was lost: the Customer Agent, Prospecting Agent and the others kept their settings and moved under the new name. Breeze Assistant, the in-app copilot every seat gets, kept its name and still uses no credits. Agent Builder, where custom agents are made, sits in the same Hub. We keep the catalogue on this page current as HubSpot renames things.
Which HubSpot plan do I need for agents?
Most agents need the Professional or Enterprise tier of the hub they belong to. The Customer Agent needs Service or Sales Hub Pro+, the Prospecting Agent and Smart Deal Progression need Sales Hub Pro+, the Content and Campaign Agents need Marketing or Content Hub Pro+, and the Data Agent runs on any Pro+ hub. Agent Builder is available from Starter, but most of the triggers it relies on, such as workflows, need Pro+. If you are on Starter, the readiness step tells you whether an upgrade pays for itself before you buy one.
How do HubSpot Credits work, and how do we stop overspending?
HubSpot Credits are a prepaid pool that agents draw from per outcome: a resolved conversation, a recommended lead, an answer, an asset, or an action unit for custom agents. Every portal gets an included monthly allowance and you buy more in blocks. We stop overspending with four controls set before launch: a monthly cap per agent, run limits per workflow, alerts at 75 and 90 percent, and simulation mode so a new agent shows what it would have spent before it spends anything. Finance gets the estimate in the agent spec, and the audit log shows where every credit went.
Which agent should we start with?
The one tied to a task with real volume, a clear owner and data you already trust. For most teams that is the Customer Agent on one support channel, because the knowledge base exists and resolution rate is easy to measure. Sales teams with a defined ICP usually start with the Prospecting Agent. If your properties are half empty, start with the Data Agent, since every other agent depends on what it fixes.
Can you build a custom agent for our process?
Yes, in Agent Builder, on your data and your tools. Typical builds are ticket triage, lead routing, account research before a call and weekly reporting summaries. We scope the trigger, the tools the agent may call, the guardrails and the run limit, then test it in simulation mode on real records before it acts on anything. Custom agents bill per action unit, so the spec states a monthly cost at your volume.
How long until an agent is live?
Two to four weeks to a live pilot on one channel or one team, followed by 30 days of tuning. Readiness takes about a week, scope and cap another, and the agent goes live as soon as the spec is approved. The variable is your data: a portal that scores well in readiness moves faster, one that needs a data model fix adds a sprint. Rollout to more channels or teams follows the pilot numbers.
Do agents need clean data first?
Yes. An agent reads the same properties, associations and knowledge your team does, and it answers with confidence either way. Context Home, HubSpot's view of what the portal knows about your business, is the first thing we check, alongside duplicate rates, required properties and association rules. If the score is low we fix the data model before any agent goes live. That is the readiness step, and it ends with a go or no-go.
Will the agent talk to customers without a human?
Only where you decide it should. The Customer Agent can resolve a conversation end to end, hand off below a confidence threshold, or draft for a rep to approve. We set approval gates on anything that touches money, contracts or an at-risk account, and the agent always identifies itself as AI. During the pilot every conversation is reviewed weekly, and handoff rules are tightened on what we see.
How much does it cost to have you set it up?
We price per agent: readiness, scope and cap, pilot and 30 days of tuning come as one package, with the credit estimate stated separately so you see both numbers. Custom agents in Agent Builder are scoped per build. After handover your admin runs the agent, or it moves into a monthly plan for ongoing tuning and cap reviews.
Can we use agents from outside HubSpot (n8n, Make, our own) alongside Agent Hub?
Yes, and many teams should. Agent Hub covers tasks inside HubSpot's data and channels; anything that needs your warehouse, another system of record or a model you choose runs better outside and writes back through the API. We build those with the same caps, logs and approval gates, so one governance view covers both.
Talk to us
Which job should an agent take?
Tell us the task, the hub you're on and how many conversations or records a month. A specialist replies with a readiness check and a credit estimate.
Average reply time under 2 business hours.
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