Use the prospecting agent

🔗 HubSpot KB Bridge: Use the prospecting agent

💡 Core Capability

Please note: the following content applies to the current version of the prospecting agent. If you’re opted in to the Prospecting Agent Gets Smarter: Buying Signals and Contact Sourcing beta, learn how to prospect companies with buying signals.

🛠️ Key Operations & Headings Outline

• Before you get started
  • Understand requirements
  • Understand limitations & considerations
• Use buying signals in the prospecting agent (BETA)
• Set up the prospecting agent
  • Enable agent access
  • Prospecting agent properties
• Create additional selling profiles
• Edit a selling profile
  • Agent Profile
  • Sources and training
  • Guardrails

📋 Subscription Availability

• Revenue Hub Professional, Enterprise
• Marketing Hub Starter, Professional, Enterprise
• Sales Hub Starter, Professional, Enterprise
• Service Hub Starter, Professional, Enterprise
• Data Hub Starter, Professional, Enterprise
• Content Hub Starter, Professional, Enterprise
• Smart CRM Professional, Enterprise

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • drag-to-hubspot-blueprint
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot