AI agents for small businesses: what they really do — and what they don't

Author: Ofer · Updated · 6 min read

What is an AI agent?

A chatbot answers from a script. An AI agent understands the question, looks up your information and completes a task: replies to a customer, writes a draft, updates a record or suggests the next step. In HubSpot, agents work inside your CRM, so they know your customers and history.

The agents small businesses use most

What they don't do

What does it cost?

HubSpot includes its Agent Hub in Starter plans and above. Some agents need a Professional plan and are charged per result: HubSpot lists about $0.50 per resolved conversation for the Customer Agent and $1 per recommended lead for the Prospecting Agent. Prices change, so check before you switch anything on.

How to start safely

  1. Pick one repetitive problem — for example, the ten questions you answer every day.
  2. Write down the answers once. That is the agent's knowledge.
  3. Set limits: what it may answer alone, and when it must hand over.
  4. Test with real questions, in your customers' language, before going live.
  5. Review its answers every month and improve them.

Want to apply this to your business?

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Sources

Ofer, founder of GrowFlow. 20+ years in information systems and CRM, Salesforce Agentblazer Champion.

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