[AMA] Ask Us Anything about Prospecting Agent | May 12-16, 2025

[kinalara]

🗓️  May 12-16, 2025 🗓️ 

We're hosting an "Ask Me Anything" (AMA) session focused on the Prospecting Agent. This is your chance to connect with our Breeze experts and get all your questions answered.

Prospecting Agent is designed to help your sales team build pipeline faster by researching target accounts, personalizing outreach, and engaging prospects directly within your Smart CRM. We understand that adopting new tools can sometimes bring up questions, and we want to ensure that you feel equipped to leverage this tool to its fullest potential. 

🗓️ When: May 12-16, 2025

🏡 Where: Here! We’ll be answering questions through this Community thread. 

❓Ask us any questions about Prospecting Agent: 

• How can Prospecting Agent help my sales team conduct research?
• What are some best practices for personalizing outreach with Prospecting Agent? 
• How is Prospecting Agent different from other prospecting tools?

How to participate:

1. Drop your questions in the comments below and we'll get back to you between May 12-16. 
2. Our team will respond with answers and insights within 24 hours 
3. Feel free to ask follow-up questions or join conversations on other topics.

We're looking forward to your questions about Prospecting Agent! 

[MSaqlain6]

Hi HubSpot Team,

Thanks for hosting this AMA! I’m working on a wellness project inspired by tools like Calmytime , which offers mindfulness exercises to reduce stress. I’m exploring how HubSpot’s Prospecting Agent can help me identify and connect with leads who are interested in workplace well-being, such as HR managers or team leads looking to improve employee mental health. Can you share any tips on setting up Prospecting Agent to target this specific audience effectively? For example, are there particular filters or data points I should focus on to find companies prioritizing wellness initiatives? I’d also love to know if there’s a way to personalize outreach within Prospecting Agent to highlight mindfulness benefits. Thanks for your insights!

[WNHughes]

Hi @MSaqlain6,

Pardon the delay (I knew I forgot to hit send on something Friday 😅) 

There's a feature in beta right now being offered through breeze called 'Research Intent' - It lets you determine which accounts are researching a given topic - I know they have wellness! You could enrolls these companies to the agent and craft a selling profile that speaks clearly to the benefits of mindfulness or you could segment the different companies showing research intent for wellness and create selling profiles based on the different industries present in your list.

[kvlschaefer]

Hi @MSaqlain6,

Thank you for your thoughtful questions! Our Breeze experts are currently gathering their thoughts. Thanks for your patience 🙂 

Best,

Kristen

[kvlschaefer]

Hi team,

Thanks for hosting this AMA! 

I'm curious about best practices for personalizing outreach with Prospecting Agent: 
1) What level of customization does the agent offer to tailor outreach to specific industries or roles? 
2) Can Prospecting agent customize the timing of outreach to increase the likelihood of engagement? 

I also wanted to extend an invite to our esteemed community members to ask questions - Hi @danmoyle, @Jigar_Thakker, @TomM2, @Lucila-Andimol, @Gilempert, @Josh - Our product and product marketing team are hosting an Ask Me Anything session this week in case you're curious about Prospecting Agent or have feedback about its functionalities.   Hope this opportunity is helpful 🙂  Thanks!  

Best,

Kristen

[WNHughes]

Hi Kristen,

Great questions!

1. You can tailor the specific industries or roles you are selling to within the 'Selling Profile'. You can also emphasize the painpoints, positioning, and value prop you'd use when speaking to these roles and market segments so the agent can craft highly relevant messaging

2. Yes, the agent support customizable outreach hours. This allows you to control when the agent will email contacts associated with a particular selling profile. You can even modify the overall cadence of outreach as well.

Thanks,

Will

[kvlschaefer]

I love the amount of personalization offered by Prospecting Agent! Thanks for the helpful insights, @WNHughes! 

[nwoodhead21]

1. What are the daily enrollment limits to ensure that your email domain doesn't get burned using the prospecting agent? 
   
   
2. How is email deliverability being addressed when enabling prospectin agent to ensure that emails are actually landing in the inbox and not in spam?
   
   
3. What are the best practice recommendations in the way in which to create seamless activity between your Prospecting Agent and your BDR or SDR? What have you found are the right intent signals of a recipient that should trigger a lead?
   
   
4. With it living in a separarte workspace acting autonomosly of the Sales team would you recommend having the Prospecting Agent on it's own pipeline of activity so you can track the attempting, connected lead activities and measure success? 
   
   
5. Will the prospecting agent activity have it's own reporting that can be added to Sales Team dashboarding? 
   
   
6. We have seen a lot of innaccuracy in the reporting of the open and click rates of the email communications being sent out. Things like filters are marking emails as opened or clicked with little success in reply rate. How can we improve this? 
   
   
7. It is known that including booking links in the first email outreach has a higher chance of the email landing in spam for initial outreach efforts. What is the best way for us to tailor this? 
   
   
8.  What is the recommendation on setting up multiple prospecting agents? What are the use cases? Does each prospecting agent need it's own inbox to do this? 

[WNHughes]

Hi Noelle! Happy to see you in the AMA. Great in-depth questions.

1. We limit to 200 contact enrollments per day as a guardrail
2. Right now, we do a lot of optimization around send time as well leaning into some of the best practice Hubspot has learned from years of marketing email. More to come soon about how we'll help your outreach deliver more consistently and resonate better with your prospects soon 🙂
3. I'm all about intent and fit, so triggers like website visits and form fills are king. I've also seen our beta users succeed with using the agent in more of outbound motion to test new ICPs before investing in hiring human reps to work this 
4. I'd say it depends on whether you're using the agent in autonomous mode or if you have reps approving the emails before send. For both, I like to use the analyze tab in the agent to evaluate agent performance. In autonomous mode specifically, a separate pipeline can be a solid way to measure and scale your agent
5. Definitely top of mind and something we want to bring to the agent
6. I want the team to dig into this. I'll reach out to you directly via email
7. I'd suggest including a meeting link cta in most of the emails you send with the agent
8. I would configure multiple selling profiles. Two use cases could be different products per selling profile or creating a selling profile for a particular ICP. In a multiple selling profile scenario, I'd also suggest modifying the selling profile to send from contact owner inbox

[DGanasan]

1. what would be the best practice in sending automated emails by product? separate prospecting agent profiles per product? 

2. would it be possible to have translated email feature based on the lead location? example: latin america have spanish/portugese etc? or even a button to toggle on contact side on their preferred language

3. Recommended outreach frequency? 

4. What is the success metric?

[WNHughes]

1. Yes exactly, separate selling profiles per product. You could even go a level deeper and do selling profiles per product per buying group - ie. non-technical vs. technical buyers

2. Excited to say this is on our roadmap and we're hoping to deliver it soon

3. Right now, we currently support a fixed outreach cadence of 3 emails spaced out 2 business days apart. We are looking to make this more flexible in the not so distant future!

4. I'm a big fan of reply rate. The agent should be making it easier for your reps to generating highly relevant outreach and get replies.

[Rna709]

Hi! 

Thank you for hosting this AMA! I'm excited to learn more about Prospecting Agent from the experts 🙂 

1) What are the recommended steps for setting up the Prospecting Agent to ensure it's aligned with our existing sales process? 

2) What metrics should we be monitoring to evaluate the success of the Prospecting Agent’s lead suggestions over time? 

Thank you very much! 

[WNHughes]

Hi great questions!

1. In my opinion, it all starts with the selling selling profile. This helps align the agent with the messaging you want the agent to draft. This is crucial. The more information you provide to the selling profile, the more relevant the outreach will be that the agent crafts. Really try to give it all the info you would provide to a rep who was crafting these emails and then some!

Some other steps I like to check:

1. CTA - Make sure the call to action in the selling profile matches your strategy (driving to a mtg link, a form, etc).
2. Tone - Select a tone for the selling profile that matches your outreach strategy
3. Identity - Ensure that the agent is sending from the correct inbox

When enrolling to the agent (either via workflow or directly in the agent app or via the sales workspace) use this selling profile to ensure the agent's messaging aligns with your strategy.

If you're struggling with where to start, I'd suggest selecting a part of your outreach process you want to automate (ex. following up with prospects who submit a form) or experimenting with an outreach motion you'd like to be doing but don't have the resources for (ex. re-engagement with closed/lost deals).

2. For evaluation, I always say that reply rate is king and the true north star metric as you're calibrating your agent. Right now, our agent is capable of generating a reply rate approx = to a human SDR. If that's not your experience, there's probably some tweaking you can do at the selling profile level. And if not, we'd love to hear it so we can make the product better!

[Efigiann]

Hi there! 

I am interested to know how customisable is Prospecting Agent and how does it make sense to get started with the tool? We are thinking of testing it in the beginning with 2 users to understand the value and later on rollout for the rest of the team, how long would the set up take (we will do it internally). Also how does the pricing work?

[kinalara]

Hello! Thanks for your question. Here's a quick video walkthrough that shows you how easy it is to set up the Prospecting Agent. You can literally set it up in just a few minutes! You are able to customize selling profiles, tone of the email, who it's sent from, and the call to action.

If you are starting out with two users, I would recommend setting up two different selling profiles so that the agent's emails can come from those two different users. 

The Prospecting Agent is currently in public beta and available to all Sales Pro and Enterprise accounts.