What is it?
Closing agent is your AI-powered sales assistant that provides instant responses to buyer questions 24/7. It's trained on your content—files, URLs, and knowledge base articles—and identifies when human expertise is needed, notifying you in-app, via email, or through Slack and Teams.
Why does it matter?
Answering buyers' routine questions about pricing, terms, and product details takes hours—time that could be spent building relationships and closing deals. Buyers expect instant answers, and closing agent handles these questions so you can focus on what matters most. When discussions need human insight, your team gets notified instantly and can jump in live to prevent delays.
How does it work?
Agent identity: Set up in minutes with brand alignment using an avatar and brand colors.
Knowledge sources: Train your closing agent across all your quotes with your organizational context using files, URLs, and knowledge bases.
Handoff rules: When human expertise is needed, the agent smoothly transitions conversations to the quote owner or you can assign handoff to specific teams as a fallback. Sellers are notified in-app, via email, or you can connect to Slack or Teams. The agent's handoff messaging can also be configured here.
Messaging and quick replies: Set default messaging to control how your agent engages with buyers. Add quick replies to show buyers what kind of questions the agent can help answer.
Activate your agent: Once you've configured your agent, activating it will enable your sellers to use it on quotes. You can set closing agent as on or off by default at the quote template level.
Quote configuration and testing: Further configure the agent with quote-specific files and check the quality of context with the knowledge score to understand expected performance and enhance the agent. Preview and test the buyer experience directly within the quote editor before sending to prospects.
Engage with your buyers: When the agent connects the buyer and seller, the seller can respond live directly through the inbox created when closing agent is created.
Best practices
When working with your closing agent, it's recommended that you use content sources that:
- Contain common user queries, comprehensive information, and are regularly updated. For example, FAQs and knowledge base articles.
- Use clear headers and subheaders to break down content into sections.
- Include bullets and lists for easier readability.
- Use simple language and avoid overly complex sentences.
- Incorporate common search phrases that users are likely to use.
- Use variations of common search phrases to improve the accuracy of responses and cover more user search terms.
Who gets it?
Available to Commerce Hub Professional and Enterprise
Note: This feature does not yet consume use credits.
Beta features may consume credits and credit rates may change as features evolve. While we aim to provide 30 days notice before beta features begin consuming credits, this may not be possible given the rapid pace of beta development. All beta features are subject to the HubSpot Beta Services Terms.
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