Explore Hubspot’s Customer Agent for B2B скачать в хорошем качестве

Explore Hubspot’s Customer Agent for B2B

Designed to act as a real-time AI assistant that engages leads, HubSpot’s Customer Agent answers customer questions, gathers qualification data, and updates CRM records automatically, Customer Agent helps marketers deliver personalized experiences at scale while reducing lift on sales and service teams. In this Demand Gen HUG session, we’ll break down how Customer Agent works, what you can automate today, and how it fits into a modern AI-enabled funnel. Whether you're responsible for pipeline creation, lifecycle automation, or marketing ops, this session will give you the strategy and the tactical steps needed to put Customer Agent to work inside your HubSpot portal. Perfect for: Demand Gen marketers, lifecycle marketers, RevOps teams, HubSpot admins, and B2B teams looking to modernize their funnel with AI. 0:00 Intro & Agenda 2:44 What is Customer Agent 6:13 Enable Customer Agent 7:10 Train Customer Agent: Content 18:35 Answering Knowledge Gaps 19:56 Rules for CRM Data 23:17 Rules for Hand-off to a Human 32:43 Enabling Actions 37:21 Testing 38:40 Performance Analytics 40:50 Credits Usage 43:38 Beta Features 47:40 Closing & Resources