Set guidelines for the customer agent

🔗 HubSpot KB Bridge: Set guidelines for the customer agent

💡 Core Capability

Guidelines provide instructions for how the customer agent communicates. By configuring guidelines, you influence the agent’s persona, tone, response style, formatting, and behavioral boundaries.

🛠️ Key Operations & Headings Outline

• Set guidelines for your customer agent
  • Test and publish customer agent guidelines
    • Related content

📋 Subscription Availability

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

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • drag-to-hubspot-blueprint
  • Triage and Discovery Prep
  • Franchise KPI Dashboard Launch Announcement
  • Looker Studio Pro Architecture Blueprint
  • clg_delivery_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