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Capture and Qualify Leads

Features you'll explore

Customer Agent

Walk through the Breeze tools that help your team research accounts, personalize emails, and reach prospects when they're most likely to engage.

Convert Visitors without Adding Headcount

Customer Agent engages visitors 24/7, answers product questions, qualifies them on criteria you define, and captures contact info or books meetings. No forms. No delays. Just qualified leads ready to hand off to your sales team.

Start with Customer Agent to capture and qualify leads around the clock. Then layer in Lead Scoring to prioritize follow-up and Customer Handoff Agent to give sales complete lead context.

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On average, customers that use HubSpot AI

Generate

90%

more leads on average with Customer Agent

Create

53%

more deals on average with Customer Agent

Generate

60%

more MQLs on average with Customer Agent

Breeze Customer Agent is an enormous help, especially for filtering leads and service inquiries. It saves you hours and hours answering questions that the agent can resolve by itself.

PEDRO JOSÉ PABÓN

Founder & CEO

Mamut Rojo

Professional and Enterprise, All Products

Get Started With Customer Agent

Set up Customer Agent and start capturing leads today.

Step 1 - Create and Name Your Agent

Navigate to Service, then Customer Agent, and click “Set up your agent.” Choose a personality like Friendly or Professional that matches your brand.

Step 2 - Add Content Sources

Connect your knowledge base articles, website pages, landing pages, and blogs. Your agent learns from this content to answer visitor questions accurately and guide them toward conversion.

Step 3 - Test it First

Configure how your agent handles conversations: what it answers, when it books meetings, and when it hands off to a human. Add guidelines so it sounds like your brand. Then use the built-in preview to test responses until it's working the way you need it to.

Step 4 - Deploy to Channels

Choose where your agent will engage visitors, such as your homepage, pricing pages, or product pages. You can also deploy to email, WhatsApp, or Facebook Messenger to reach visitors across channels. Your first 28 days are free, so you can test with real conversations and prove impact.

Go Deeper with Related Tools

Once Customer Agent is capturing leads, add these tools to score and hand off leads with complete context.
Start here
lead_scoring_thumbnail_2x

Marketing Hub Professional, Sales Hub Professional

Lead Scoring

Scores contacts and companies based on fit and engagement signals like job title, company size, website visits, and email interactions. Use it to prioritize follow-up, so sales focuses on leads that actually matter.
customer_handoff_agent

Starter, All Products

Customer Handoff Agent (Beta)

Creates a handoff document with lead context, including campaign touches, content consumed, and qualification details. Use it so sales starts every conversation informed, instead of asking the prospect to repeat themselves.