How to Use the Customer Health Agent in Hubspot

The customer health agent in Hubspot helps success and service teams understand customer risk and opportunity by generating proactive insights from your CRM data. This step-by-step guide explains how to enable the feature, configure permissions, and work with the insights it produces, so your team can act earlier and more effectively.

What the Customer Health Agent in Hubspot Does

The customer health agent uses artificial intelligence to scan your account for signals that a customer may be healthy, at risk, or ready for expansion. It analyzes activities, lifecycle information, and other CRM properties to surface insights directly on company records.

With the customer health agent enabled, you can:

• See automatically generated customer health scores and AI summaries.
• Review key reasons why a customer is at risk or doing well.
• Identify recommended next steps to improve customer outcomes.
• Standardize how your team monitors customer health in Hubspot.

These insights appear as a dedicated card on company records, making it easy for account managers and success teams to prioritize outreach.

Requirements and Access for Hubspot Customer Health

Before turning on the customer health agent in Hubspot, verify that your account meets the tool and permission requirements. This ensures that the AI agent has enough data to work with and that only the right users can make changes.

Subscription and Data Requirements in Hubspot

Check that your Hubspot account has a subscription tier that supports AI customer insights and that sufficient company, contact, and activity data already exists in your CRM. The customer health agent performs best when it can access:

• Up-to-date company records with lifecycle stages.
• Associated contacts and owners.
• Meetings, emails, calls, and other logged activities.
• Relevant success or support notes stored in Hubspot.

If your CRM is new, consider importing records and standardizing properties before enabling the agent.

User Permissions in Hubspot

Only certain users should be able to enable or configure the customer health agent in Hubspot. Confirm that the admin or operations team members who will manage this feature have:

• Super admin permissions, or
• Custom permissions that allow managing AI tools and settings.

Individual users who simply consume health insights typically only need access to companies and activities. Your internal governance policies should define who can adjust customer health settings across Hubspot.

How to Enable the Customer Health Agent in Hubspot

Once prerequisites are met, you can turn on the customer health agent inside your Hubspot settings. The process is quick and only needs to be completed once per account.

Step-by-Step: Turn On the Customer Health Agent

1. Sign in to your Hubspot account with an admin-level user.

2. In the main navigation, go to your settings area.

3. Locate the AI or customer success section where the customer health agent configuration lives.

4. Find the option to enable the customer health agent and toggle it on.

5. Review any prompts or confirmations, then save your changes.

After activation, Hubspot begins analyzing your customer data. Depending on the size of your database, it may take some time before initial health insights appear on company records.

For reference and the most current interface details, consult the official documentation at Hubspot customer health agent help.

Working With Customer Health Insights in Hubspot

When the customer health agent is active, your team will see a new card or panel on each eligible company record. This section summarizes the customer’s overall health and the AI’s reasoning.

Where to View Customer Health in Hubspot

To see insights for a specific customer:

1. Open the Companies object in Hubspot.

2. Select a company record with enough associated data.

3. Locate the customer health card on the record sidebar or main panel.

4. Review the generated health status, score, and explanation.

The customer health agent in Hubspot typically provides:

• An overall health assessment (such as healthy, neutral, or at risk).
• A short explanation of the key drivers behind that status.
• Suggestions or recommended actions your team can take.

Understanding AI Explanations and Signals

The customer health agent analyzes patterns in your Hubspot data to justify its assessment. Signals may include:

• Recent engagement vs. long periods of inactivity.
• Meeting volume and success notes.
• Lifecycle stage movement or stagnation.
• Owner changes or internal comments.

Each health summary helps your team understand what is going well or poorly with the account. Use these explanations to tailor outreach, prepare for check-in calls, or adjust success playbooks inside Hubspot.

Best Practices for Using Customer Health in Hubspot

To get the most value from the customer health agent in Hubspot, embed the insights into your team’s daily workflows and reporting processes.

Incorporate Health Insights Into Success Workflows

Consider these practical ways to operationalize health scores:

• Daily review: Have customer success reps check the health card for assigned companies as part of their morning routine.
• Playbooks: Add internal playbooks in Hubspot that outline actions when a customer is flagged at risk.
• Meeting prep: Use AI explanations to prepare agendas for QBRs and renewal conversations.
• Task creation: Log follow-up tasks directly from the company record when health dips.

Improve Data Quality for Better AI Output

The more consistent your CRM data is, the more accurate the customer health agent will be. Within Hubspot, aim to:

• Standardize required fields for companies and contacts.
• Encourage reps to log calls, emails, and meetings consistently.
• Align lifecycle and deal stages with your real process.
• Regularly clean out duplicates and stale records.

Data hygiene directly influences the reliability of AI-driven health assessments in Hubspot.

Managing the Customer Health Agent in Hubspot

As your processes evolve, you may need to adjust how the customer health agent is used inside Hubspot or decide to pause it temporarily.

Update Settings and Review Impact

Periodically, admins should:

• Review whether teams are actively using the health card.
• Compare AI health assessments with renewal and churn outcomes.
• Adjust internal training, dashboards, or playbooks in Hubspot based on insights.

If needed, you can revisit the AI tools settings area to refine configurations or review any new options added by Hubspot.

Disable the Customer Health Agent (If Necessary)

If your organization decides to stop using the customer health agent in Hubspot:

1. Navigate back to the AI or customer success settings.

2. Locate the customer health agent toggle.

3. Switch the feature off and confirm your choice.

Disabling the agent prevents new insights from being generated, though existing CRM data in Hubspot remains intact.

Next Steps and Additional Resources

The customer health agent is one of several AI tools designed to help teams get more value from Hubspot. To deepen your CRM strategy and customer success operations, combine health insights with automation, reporting, and playbooks.

For broader CRM strategy guidance, you can explore resources from partners such as Consultevo, and always consult the official Hubspot customer health documentation for the latest interface updates and feature details.