Customer Agent: quick answers for customers, more time for your team
We set up HubSpot's Customer Agent to answer common customer questions on your site chat and by email, from your own knowledge base. When a question needs a person, it hands over with the conversation so far.
Trusted by growing businesses in the US, UK and Australia
Your team answers the same questions every day.
We answer the same questions every day.
Pricing, hours, how-tos and account questions. No time left for the hard ones.
Customers wait for a reply.
Questions come in after hours and at weekends. They go elsewhere, or get frustrated.
Our chatbot gives wrong answers.
It works from an old or thin knowledge base. Customers stop trusting it.
Customers can't reach a person.
The bot sits in front of the team. Small problems become complaints.
Questions it can take off your team
It works best on questions that already have clear, written answers.
The skills and knowledge Alyssa and her team share have helped us grow in confidence and independence with HubSpot.
What the agent does, and what your team does
The agent does the groundwork. People make the calls.
Clear answers, any time of day
The agent answers from your knowledge base, help articles and CRM, in your tone, on site chat and email.
- Knowledge base written or tidied for customers
- Answers in your tone
- Clear rules on what it answers and what it doesn't
So you can cut wait times without cutting corners.
Your team takes the conversations that need them
We set clear handover rules, so complex or sensitive questions reach the right person with the full conversation.
- Handover to a person whenever it's needed
- Customers can always reach a human
- Answers checked and improved from real conversations
So you can spend time where people make the difference.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For teams answering the same questions every day
A good fit if
- You get a steady flow of repeat questions
- You have, or can write, clear answers to them
- You use HubSpot for service or chat, or plan to
- You want faster answers without losing the personal touch
Probably not a fit if
- Most of your conversations need judgment or negotiation
- You want to keep customers away from your team
- HubSpot isn't your CRM, and won't be
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Customer Agent setup
Good when you want this agent built and handed over.
- Discovery call and CRM check
- Agent built and tested in your accounts
- Your team trained, with notes
- Weekly report from the Reporting Agent
- Moves into a retainer, if you want
Fractional RevOps
Good when you want your agents run and improved every month.
- Agents reviewed and adjusted monthly
- CRM, reporting and new agents as you need them
HubSpot Audit
Good when you want to know if your CRM is ready first.
- What's working and what's missing
- 1-hour debrief call included
CRM Clean Up
Good when your data needs work before an agent can help.
- Duplicates merged, fields fixed
- Rules that keep it clean
Not sure which fits? That's what the first call is for. See how working with us runs.
What clients say about working with us
We've found working with Alyssa and the team at Gather & Grow has been a great fit for our needs and timing. We're based in New Zealand and use tools like Google Meet and ClickUp to collaborate on projects. Alyssa is always flexible with meeting times that suit our time zone, which means we can meet, train, and work through things without delay. The skills and knowledge Alyssa and her team share have helped us grow in confidence and independence with HubSpot. We were really pleased with the audit we received, and it helped us find smart ways to improve our CRM performance. HubSpot has loads of useful features, but it's easy to get stuck if you don't know how to use them properly. After working with Alyssa and her team, I feel much more confident navigating those tools. And if something's above my skill level, having their support ready to go is exactly what we need.
Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
Works well with
Follows up leads and quotes that go quiet, so nothing slips.
See the agent →AI agentData Research AgentFills in missing company and contact details, and keeps your CRM records up to date.
See the agent →ServiceHubSpot ImplementationService Hub and every other hub set up around how you work.
Find out more →GuideCustomer Agent: what it is and how to use itWhat the agent handles well, and what to set up first.
Read the guide →One system, from first click to closed deal
Questions about the Customer Agent
What is a Customer Agent?
It's HubSpot's AI agent that answers customer questions on chat and email using your own knowledge base and CRM, and hands over to a person when needed.
Will it give wrong answers?
It answers from what you give it, so the knowledge base matters most. We tidy or write the content first, test it on real questions and set limits on what it answers.
Can customers still reach a person?
Yes. We always set a clear way to reach your team, and the agent hands over with the conversation so far.
What do we need before we start?
Clear written answers to your common questions. If your knowledge base is thin or out of date, we help you fix that first.
Which channels does it work on?
Site chat and email are the usual starting points. We'll check which channels you use on the first call.
How do we know it's working?
We look at questions answered, handovers, response times and what customers say, and adjust from there.
Do we need a particular HubSpot plan?
The Customer Agent depends on your HubSpot plan. We'll check yours on the first call and tell you before you commit.
Tell us what customers ask you. We'll tell you what the agent could answer.
A call with Alyssa. No pitch deck.
- Which questions take the most time
- What your knowledge base needs first
- Whether a project or a retainer fits