Guide · 5 min read

AI in HubSpot: what to turn on, what to skip

HubSpot shipped a lot of AI in 24 months. Some of it earns its keep; some is demo-ware.

Turn on

  • AI summary on records
  • Auto-logging call summaries
  • Predictive lead scoring for large lists

Skip in favor of best-of-breed

  • Prospecting agent for outbound at scale
  • Full conversation intelligence beyond summaries
  • Real-time call copilot

The right stack

HubSpot as the system of record, a best-of-breed agent platform on top for the sales motion. Same pattern most Salesforce mid-market shops end up with.

See CoLive run this workflow live

Six named AI agents. One revenue engine. Talk to the founders — literally.