Explaining HubSpot Credits
Customer Agent
Prospecting Agent
Data Agent
Wild West 🤠
Breeze Champions
Breeze Use Cases
100
This is what HubSpot Credits represent in the AI ecosystem.
“What are the units that measure usage of HubSpot AI products and agents?”
100
Customer Agent primarily helps teams by doing this on high-intent website pages.
What is qualifying leads and/or booking meetings instantly?
100
Prospecting Agent helps sales teams by doing this research task automatically.
What is finding new prospects and researching their accounts?
100
Data Agent’s primary purpose is to turn this into insights.
What is unstructured data, such as calls, emails, or documents?
100
This stage of the AI Maturity Model is where most companies get stuck.
What is AI Curious?
100
What are the two (2) core Breeze use cases?
Assist Work & Automate Work
100
What is this customer's AI Maturity Level?
What is: Getting Started?
200
When advising a customer, this is the first thing a CSM should understand about a customer’s credit usage.
What is their current usage trend, and which tools/agents are consuming credits?
200
What’s one benefit of deploying Customer Agent after business hours?
What is capturing and converting leads when humans aren’t available?
200
Prospecting Agent personalizes outreach using these three (3) types of data inputs.
What are prospect details, company data, and CRM context?
200
One common use case is asking Data Agent to identify this within CRM or call data.
What are patterns, trends, or customer pain points?
200
These two elements form the foundation of AI success according to the Maturity Model.
What are clean data and proper setup?
200
Name the three (3) AI Maturity Levels in order from lowest to highest.
Getting Started → Building Momentum → Leading the Way
200
What is this customer's AI Maturity Level?
What is: Building Momentum
300
This setup task is essential because poor data quality increases credit waste and reduces output accuracy.
What is connecting and cleaning CRM data?
300
Customer Agent uses these three types of data sources to generate accurate answers.
What are CRM data, knowledge base content, and connected app details?
300
What are three ways Prospecting Agent saves sales teams significant time?
What are: automating research, drafting messages, and prioritizing outreach?
300
Companies need this foundational element before Data Agent analyses become meaningful.
What is clean, connected CRM data?
300
Which HubSpot AI product acts as a ‘companion’ that helps individuals with daily tasks?
What is Breeze Assistant?
300
How many hours does ASSIST WORK save per person, per week?
8-10 hours
300
Which feature(s) would you recommend to this customer?
What is: Breeze Assistant?
400
A customer says, “We’re burning through credits too fast.”
Name one strategic CSM recommendation that aligns with HubSpot’s credit model.
What is adjusting agent triggers, narrowing scopes, or optimizing workflows to reduce unnecessary AI calls?
400
A customer is worried Customer Agent will “replace” their support team. What is the correct CSM narrative?
What is that it handles Tier 0–1 (or repetitive) inquiries so humans can focus on higher-impact work, boosting customer satisfaction and agent efficiency?
400
What is one risk of poor CRM hygiene when using Prospecting Agent?
What is inaccurate or irrelevant outreach personalization?
400
What is an example of a strategic insight that Data Agent can provide for a CSM?
What is: identifying churn risk patterns, customer sentiment trends, or unmet needs within ticket/call history?
400
What’s one key sign a company is ready to move from “Building Momentum” to “Leading the Way”?
What is having proven success with multiple agents and needing customized workflows across teams?
400
Which use case features are already included and require no credits?
Assistant Work
400
Which Breeze use case fits best?
What is: Automate Work
500
Why is aligning credit usage with AI maturity stage (Curious → Started → Momentum → Custom) crucial for long-term adoption?
What is... customers unlock the right value at each maturity level, preventing overuse of credits before foundational systems and workflows are ready?
500
What’s one advanced optimization strategy to increase Customer Agent accuracy and reduce credit usage simultaneously?
What is tightening intent rules + enriching CRM context so the agent retrieves more precise answers with fewer calls?
500
A team wants more consistent pipeline generation. Provide one CSM-approved workflow leveraging Prospecting Agent.
What is setting a recurring research job that identifies new ideal-fit prospects weekly and drafts personalized first-touch sequences?
500
Describe how Data Agent fits into the Stage 2 → Stage 3 AI Maturity progression.
What is that Stage 2 uses Data Agent for insights, while Stage 3 customizes agent logic using deeper data sources (like PDFs, transcripts, and workflows) to operationalize decision-making across teams?
500
Give one example of how a business could combine Customer Agent + Prospecting Agent + Data Agent into a unified autonomous workflow.
What is: Data Agent identifies ideal-fit accounts → Prospecting Agent researches and drafts personalized outreach → Customer Agent engages website visitors and books qualified meetings — creating a full-funnel autonomous growth loop?
500
What percentage of tickets can Customer Agent handle automatically?
60-70%
500
Which feature would you recommend to this customer?
What is: Prospecting Agent?