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Plan for 4 to 8 weeks, depending on knowledge-base state. Weeks 1 to 2 map ticket types, routing rules, and the questions worth automating. Weeks 3 to 6 build the knowledge base, configure the Customer Agent, and set escalation. Weeks 7 to 8 test on real tickets and train agents. A thin knowledge base adds time, because the agent answers from it.
Yes. Service Hub unifies email, chat, and form tickets into one help desk, and the Customer Agent resolves or routes them with full context. PYB has built support operations for teams whose ticket volume outgrew handling everything by hand.
The Customer Agent answers from your approved knowledge base, not from open guesses, and escalates anything it cannot match to a person. We set the boundaries of what it may answer and review where it escalates. The AI stays inside content you control.
Service Hub Professional or Enterprise for the help desk, knowledge base, and Customer Agent, with Breeze features running on HubSpot Credits. Operations Hub keeps customer data consistent if support data lives in more than one system.
HubSpot holds SOC 2 Type II and ISO 27001, and documents how AI processes prompts and content. PYB adds ISO 27001, ISO 9001, and ISO 42001 for AI management. For a team letting AI answer customers directly, that governance is the proof it was deployed under a managed system.
A 15-minute call to walk through the slow-response, repeat-ticket, and triage gaps in your support queue, and what closing them looks like. No prep, no pitch deck.