Free HubSpot Breeze AI Agent Fast Starts 

Turn your website into a more useful sales and service channel

HubSpot’s Customer Agent can answer common questions, qualify interested visitors, and hand conversations to the right person when human help is needed.

The Customer Agent Fast Start gives you a working AI agent trained on your existing website and configured around one practical lead qualification use case.

What we configure

• Customer Agent name, role, tone, and introductory message
• Training based on your existing public website content
• One supported website or messaging channel
• Standard response guidelines
• One lead qualification action
• Lead qualification questions and criteria
• One qualified-lead outcome
• One human handoff route
• Basic handoff messaging
• Functional testing for common customer and sales scenarios

What you receive

• A configured Customer Agent
• Lead qualification setup
• Human handoff configuration
• Administrator walkthrough
• A guide for future customization and expansion

Best for

• Companies receiving repetitive website questions
• Sales teams that want to qualify visitors before human follow-up
• Service teams that want to reduce basic inquiry volume
• Companies looking for a practical first AI use case in HubSpot

Not included

• Custom knowledge-base or website content creation
• Custom API actions
• Multiple qualification paths
• Multiple languages, brands, or channels
• Complex routing or workflow automation
• Post-handoff revisions or ongoing optimization

Prospecting Agent Fast Start

Give your sales team an AI-powered head start

HubSpot’s Prospecting Agent can research contacts and companies, identify relevant context, and help produce personalized outreach based on your CRM activity and selling strategy.

The Prospecting Agent Fast Start configures one focused outbound prospecting motion for a defined audience.

What we configure

• One selling profile
• One target persona
• One value proposition
• One sender identity
• One outreach objective
• One outreach approach
• One enrollment ruleset
• Basic inclusion and exclusion criteria
• A small pilot group for testing
• Review of sample research and generated outreach

What you receive

• A configured Prospecting Agent
• One defined prospecting use case
• One enrollment framework
• Pilot testing against representative records
• Administrator walkthrough
• A guide for expanding to additional personas and campaigns

Best for

• Sales teams that struggle to personalize outbound outreach
• Companies with underused CRM activity and account data
• Teams that want to improve prospect research
• Organizations testing AI-assisted selling before a broader rollout

Not included

• Sales strategy development
• Multiple personas or selling profiles
• List building outside HubSpot
• CRM data cleanup
• Complete sales sequence creation
• Deliverability remediation
• Post-handoff revisions or ongoing optimization

Turn unstructured CRM data into useful business information

HubSpot’s Data Agent can research, summarize, classify, and enrich CRM records using AI-powered instructions.

The Data Agent Fast Start applies the agent to one specific data use case, such as categorizing companies, summarizing account activity, or generating a useful research field.

What we configure

• One clearly defined data use case
• One target HubSpot object
• One smart property or Data Agent workflow action
• One research or custom prompt
• One defined output format
• Basic instructions for unavailable or uncertain data
• Testing against a representative record sample
• Prompt adjustments identified during initial testing

What you receive

• One configured Data Agent use case
• One smart property or workflow-based output
• Tested prompt and output structure
• Administrator walkthrough
• A guide for additional data and enrichment use cases

Common use cases

• Generate company summaries
• Categorize records into an existing structure
• Summarize recent sales or service activity
• Identify likely customer needs
• Research a defined company attribute
• Normalize free-text data into approved categories

Best for

• Companies with useful information buried in notes and activity
• Teams that want to reduce manual CRM research
• Operations teams looking to improve record consistency
• Companies testing AI-powered enrichment inside HubSpot

Not included

• Large-scale data cleanup
• Taxonomy or data model development
• Deduplication
• Bulk remediation
• Multiple objects or properties
• Custom integrations
• Post-handoff revisions or ongoing optimization

Identify customer risk before it becomes a renewal problem

HubSpot’s Customer Health Agent reviews CRM activity, engagement, conversations, and available company information to identify potential risks and opportunities.

The Customer Health Agent Fast Start configures one pilot use case and tests it against a small group of existing customers.

What we configure

• Customer health priorities
• Basic risk and engagement instructions
• Preferred terminology and output emphasis
• Access and agent availability
• A pilot group of up to five customer accounts
• Initial customer health reports
• Review of agent findings against known account context
• Configuration adjustments identified during pilot testing

What you receive

• A configured Customer Health Agent
• Pilot analysis for representative customer accounts
• Documented CRM data gaps affecting output quality
• Administrator and user walkthrough
• A guide for expanding into health scoring, workflows, and retention processes

Best for

• Customer success teams managing a growing account base
• Companies with renewal or retention risk
• Teams that lack a consistent account review process
• Organizations looking for AI-assisted customer intelligence

Not included

• Formal customer health scoring
• Health score weighting or criteria development
• Renewal pipeline implementation
• Retention playbook creation
• Review of the full customer database
• Downstream workflow automation
• Post-handoff revisions or ongoing optimization

Help your team prepare faster for sales calls and account reviews

HubSpot’s Company Research Agent can combine public company information with existing CRM history to create a more complete account brief.

The Company Research Agent Fast Start configures one focused research use case for sales, account management, or meeting preparation.

What we configure

• One primary research scenario
• Research priorities and instructions
• Desired output emphasis
• User access
• Company record availability
• A pilot group of up to five companies
• Initial company intelligence briefs
• Review and refinement identified during pilot testing

What you receive

• A configured Company Research Agent
• Research briefs for representative companies
• Company record access where supported
• Administrator and user walkthrough
• A guide for future workflow automation and specialized research agents

Research can emphasize

• Recent company news
• Products and services
• Competitive position
• Likely business priorities
• Existing CRM history
• Sales talking points
• Meeting preparation insights

Best for

• Sales teams preparing for discovery calls
• Account managers handling strategic customers
• Companies targeting larger or more complex accounts
• Teams that spend too much time researching companies manually

Not included

• Manual research by No Bounds Digital
• Verification of every AI-generated fact
• Competitive market analysis
• Target-account strategy
• Research across the full CRM database
• Custom sales playbook development
• Post-handoff revisions or ongoing optimization