Predicting customer health for renewal risk

Sharing something super useful for folks working in HubSpot. HubSpot has added a new workflow action called "Run Agent" that lets you place an AI agent inside an automation. Up to now, workflow steps have mostly been mechanical, things like sending an email or updating a property. This action is different, because it hands the thinking task to Breeze AI agent, gets a result back, and then passes that result to whatever step comes next.

Now you get to control three things: which agent runs, what information it receives, and how the answer comes back. The answer can return as plain text, or as structured data, which means specific named fields you define up front such as company size or industry. The structured option tends to be the more useful one for automation, because each field can flow cleanly into later steps like updating a record or branching the contact down a different path.

HubSpot gives two example use cases that make it concrete. A Company Research agent can pull together a summary of a prospect's company and write it onto the record before a sales rep makes the first call. A Customer Health agent can score an account into a category, and the workflow then routes healthy and at-risk contacts down different branches automatically. The common thread is that the agent handles the judgment step, and the workflow handles everything around it.

A few practical notes if you want to try it. It is currently in beta, capped at 100 runs per day, free during the beta but credit-based once it launches fully, and it needs a Professional or Enterprise plan. One thing worth knowing: the agent dropdown only shows agents from HubSpot's Breeze ecosystem, so you cannot plug in an external agent here. Still, it is a meaningful shift in what HubSpot workflows can do, and worth a look if automation is part of your day. This is a Beta feature. :)

PS: This will only work if you have installed agents in the first place. :)

Learn More: https://lnkd.in/g4Svqs2c

#RevOps #HubSpot #GTMEngineering #MarketingOps #AIautomation

Trust isn't a metric you can prompt.
(Are AI agents really going to replace humans in the sales process?)

Don't get me wrong, I use AI every day.
I feed it usage data, measure engagement, and let it spit out beautiful, predictive health scores for my Customers.

It’s brilliant. Truly.

But a green dashboard has never saved a multi-million dollar renewal.
When an implementation drags on for six months, the champion is furious, and the account is hanging by a thread, an automated sequence won't save you.

You know what saves the account?

An incredibly uncomfortable Zoom call.
A human being looking at another human being, absorbing the frustration, and taking absolute ownership of the mess.
Deals and renewals happen because the person on the other side trusts that you won't get them fired.

Trust isn't a metric you can prompt.
It’s judgment. It’s empathy. It’s knowing when to shut up and just listen to the customer.

If you rely entirely on agents to manage your accounts, you aren't scaling your post-sales motion.

You’re just building a very efficient churn machine.

How much of your sales cycle is automated right now?