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DELIVERY MODULE 2 to 3 weeks

HubSpot Customer Agent Setup

Set up a HubSpot Customer Agent that answers visitor questions from your own content on your website live chat, and hands over to your team when needed.

Delivery module

AU$1,440

2 to 3 weeks

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What this module actually does

Included

Client has a HubSpot Customer Agent live on their website live chat.
The agent answers common questions from the client's own website and documents, in the voice agreed in the design brief.
Visitors who ask for a person, or raise topics the agent should not handle, are handed to the right team members.
The team has a guide for keeping the agent's knowledge current and has reviewed its first two weeks of results.

Not included

HubSpot Credits and any subscription or seat costs (billed by HubSpot per resolved conversation)
Discovery and persona design (see Customer Agent Discovery and Persona Design)
Customer agent actions that look up or change data in other systems or through an API (separate module)
Lead qualification setup
Email, WhatsApp, Facebook, SMS or calling channels
Building the chat into a mobile app (done by the client's app developer using HubSpot's mobile chat SDK)
More than one agent, brand or language
Audience segments
Writing new content or building knowledge base articles or website pages
Ongoing monitoring and knowledge updates after the post-launch review

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

A HubSpot Professional or Enterprise subscription with HubSpot Credits available for the agent, needed before Prerequisites and Permissions
A signed-off design brief for the agent (from Customer Agent Discovery and Persona Design, or your own), needed before Agent Identity and Guidelines
Admin access to HubSpot, plus a seat with the Customer agent editor permission for the person managing the agent, needed before Prerequisites and Permissions
The website address, FAQs, policies and other documents the agent should answer from (up to 20), needed before Knowledge Sources
Who should receive handoffs, with their working hours set in HubSpot, needed before Handoff Rules
The HubSpot tracking code on your website if it is not hosted in HubSpot, needed before Website Live Chat Deployment
Examples of recent customer enquiries to base the test questions on, needed before Testing
Availability for the handover session and the two week review, needed before Handover and Maintenance Guide

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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