For HubSpot customers only. What if your customers could get accurate, on-brand answers 24/7? Customer agent makes that possible. Through live demos, hands-on building, and expert coaching, you'll learn to write agent guidelines, structure knowledge sources, configure smart handoffs, and test before launch.

You'll leave able to:

• Configure knowledge sources, handoff rules, and guidelines
• Test your agent against your FAQs
• Build a deployment plan to launch with confidence

Best for: HubSpot admins, ops leads, service managers, and marketers with editor access to customer agent required.

Integrating your tech stack with HubSpot gives you a unified view of your business—but it starts with asking the right questions. In this lab, you’ll meet fictional company Fern Baby Fern, whose messy stack needs help. You’ll learn a repeatable process for auditing tools and, with a partner, recommend what to integrate, migrate, or rebuild in HubSpot. Leave with an audit template, a proven process, and integration resources you can apply to your own business.

ENCORE due to popularity! Integrating your tech stack with HubSpot gives you a unified view of your business—but it starts with asking the right questions. In this lab, you’ll meet fictional company Fern Baby Fern, whose messy stack needs help. You’ll learn a repeatable process for auditing tools and, with a partner, recommend what to integrate, migrate, or rebuild in HubSpot. Leave with an audit template, a proven process, and integration resources you can apply to your own business.