AI for HubSpot

AI that works from your data.

Useful AI starts with a complete, accurate record. Customer agents grounded on your CRM, AI inside WhatsApp journeys and AI document reading, all working from the data you already hold in HubSpot.

Book a callChat on WhatsApp
A laptop on an oak desk showing a chat assistant, beside an orange notebook

Goldfor Future You, a careers quiz inside WhatsApp, at the College Marketing Network Awards 2026

What we build

Six ways to put AI to work.

Each one works from your HubSpot data, so answers come from facts you already hold and your team can see what happened.

  • Breeze customer agents

    HubSpot's Customer Agent, trained on your website and documents first, then grounded on CRM data so it can answer from the person's own record. It hands over to your team when it is unsure.

  • AI inside WhatsApp

    AI steps inside a WhatsApp journey, such as a personalised portrait at the end of a quiz, built on Flowella, with the conversation on the HubSpot timeline.

    WhatsApp Automation

  • AI document reading

    Flowella's AI Document Reader is a HubSpot workflow action: it reads a PDF or image and writes the values it finds to contact properties.

  • Workflows from plain-English prompts

    HubSpot workflows built from a plain-English description of the process, then checked by a person before they go live.

  • Your AI tools, connected

    HubSpot's connectors bring your CRM into AI tools your team already uses, such as Claude and ChatGPT. We set them up and agree with you what each tool can see.

  • Be found in AI answers

    Clear, factual pages and structured data help AI assistants such as ChatGPT quote you. We review your site for that, and run ChatGPT Ads below the answers where your sector can advertise.

    ChatGPT Ads

How a customer agent works

Data first, then the agent.

An agent can only be as good as the record behind it. So we check the data, start with your content, and keep your team in the loop.

  1. Check

    Your data

    • Data model health check on your CRM
    • Context Home for your business context
    • Gaps closed before launch

  2. Train

    Your content

    • Your website first
    • Documents you supply
    • Tested with your team

  3. Answer

    Breeze Customer Agent

    • Answers from the person's own record
    • Chat, email and WhatsApp
    • For example: when is my interview?

  4. Hand over

    Your team

    • Whenever the agent is unsure
    • AI-drafted replies checked before sending
    • Every conversation in HubSpot

At Oaklands College, a Breeze Customer Agent trained on the college website has been in testing since May 2026. Grounding it on the applicant record comes next.

AI inside WhatsApp

A form in. A portrait out.

Flowella journeys can include AI steps. This demo turns a short form into a comic-book portrait, sent back in the chat.

A real WhatsApp Flow we built for a MemberWise demo in May 2025. The form is filled in WhatsApp, HubSpot records the submission, and an AI-generated superhero portrait comes back in the chat.

Oaklands College

Future You: a careers quiz in WhatsApp.

Many applicants are unsure what they want to study. Future You, built on Flowella from an idea by the college's own staff, gives them a starting point at an open event.

Visitors scan a QR code, answer a few emoji-style questions inside WhatsApp, and get suggested course areas plus an AI-generated image of themselves in that career.

  • Promoted by QR code at open events
  • Answers scored against 20 subject areas
  • Gold for Innovation and Creativity at the College Marketing Network Awards 2026
Read the Oaklands College case study
The Oaklands College team on stage holding the Gold award in front of the Future You backdrop

Work

AI in practice.

Questions about AI for HubSpot

Will an AI agent give our customers wrong answers?

We reduce the risk in three ways: the agent answers from your own content and CRM data, we test it with your team before launch, and it hands the conversation to a person whenever it is unsure.

Do we need to tidy our CRM first?

Usually, yes. An agent is only as good as what it can read. HubSpot's data model health check shows the gaps in your CRM, and its new Context Home scores how complete the business context behind its AI is. We close the gaps before switching an agent on.

Can AI work inside WhatsApp?

Yes. HubSpot's Customer Agent works across chat, email and WhatsApp, and Flowella journeys can include AI steps such as Future You's personalised images. We advise where each one fits.

Can our team use AI tools such as Claude or ChatGPT with HubSpot?

HubSpot's connectors bring your CRM into the AI tools your team already uses, such as Claude and ChatGPT. We can help you set them up and decide what each tool should see.

Which HubSpot plan do we need?

HubSpot's Customer Agent needs a Professional or Enterprise subscription to Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, Smart CRM or Revenue Hub, plus HubSpot Credits. We check your subscription with you before we plan an agent.

How much does it cost?

Our work is £992 a day, plus VAT, and we agree a fixed quote with you before we start. HubSpot charges for Customer Agent separately, in HubSpot Credits for each resolved conversation. See pricing.

Next step

Is your CRM ready for AI agents?

An agent can only answer from what HubSpot knows. Our AI readiness review checks your data, your content and your processes, then shows you where an agent would help first and what to fix before it goes live.

Book an AI readiness review

Find the first job for AI.

Tell us which questions your team answers again and again. We will show you what an agent could take on, and what to fix in your data first.

HubSpot support from £496 a month, plus VAT. See pricing

Chat on WhatsApp

Book a call