How to Use Hubspot AI Insights on CRM Index Pages

Hubspot now includes powerful AI Insights directly in your CRM index pages, helping you quickly understand which records need your attention most. This guide explains how to view, use, and manage AI Insights so your team can work smarter with contacts, companies, deals, tickets, and custom objects.

What Are AI Insights in Hubspot CRM?

AI Insights in Hubspot are automatically generated signals that summarize what is happening with a record and how important that record is at the moment. Instead of manually scanning long lists of records, you can rely on AI to flag what looks promising, urgent, or high risk.

On a CRM index page, these insights appear as a column that visually groups records based on impact. Hubspot evaluates activity, behavior, and context to highlight where you should focus your time.

Where You Can Use Hubspot AI Insights

AI Insights are available on several CRM index pages. Depending on your subscription and settings, you may see them on:

Contacts index
Companies index
Deals index
Tickets index
Custom object index pages

Each index page can surface different types of insights depending on the object type and your Hubspot tools, such as Sales Hub or Service Hub.

How Hubspot AI Insights Are Displayed

When AI Insights are active on an index page, you will see a dedicated column. Within this column, each record is grouped into a category such as:

High impact records that may deserve immediate follow-up
Medium impact records that should be monitored
Lower impact records you can safely review later

The exact labels and groupings can differ over time as Hubspot updates its AI models. However, the goal is always the same: make it easier to see which records matter most right now.

How to Enable the AI Insights Column in Hubspot

If you do not see the AI Insights column on a CRM index page, you may need to customize your table view. Follow these general steps:

Open the relevant CRM index page (for example, Contacts).
Click the Table actions or Edit columns option.
In the column list, search for the AI Insights column associated with that object type.
Select the checkbox to add the column to your view.
Drag and drop the column to the desired position in the table.
Save the view so the Hubspot AI Insights column remains visible for future use.

Once enabled, the column will start displaying AI-generated impact indicators as long as AI Insights are available for your portal and object.

Understanding Hubspot AI Insight Types

Specific AI Insight types may vary by object. Below are examples of insight categories you might see:

Hubspot AI Insights for Contacts

Signals that a contact is engaging more than usual
Contacts likely to convert based on recent behavior
Contacts that may be losing interest or going inactive

Hubspot AI Insights for Companies

Companies with rising engagement from multiple contacts
Accounts at risk of churn, based on declining activity
High-value accounts that may be ready for outreach

Hubspot AI Insights for Deals and Tickets

Deals that appear likely to close soon
Deals that are at risk or stalled
Tickets that might require escalation or faster response

Consult the official Hubspot documentation for the latest list of supported insight types and criteria: Hubspot AI Insights on a CRM index page.

How to Work with AI Insights in Hubspot

Once AI Insights are visible on your CRM index page, use them to prioritize your daily workflow.

Step 1: Sort or Filter by AI Impact

Use sorting or filtering features to bring higher impact records to the top of the list. This helps you focus first on records that AI suggests are more important.

Click on the AI Insights column header (if sorting is available).
Sort from highest impact to lowest impact.
Optionally combine with other filters such as owner, lifecycle stage, or pipeline.

Step 2: Review the Insight Details

Hover over or click the AI indicator to see more context, if supported in your view. The detail may explain why a record has been flagged, such as increased email opens or new activity from multiple users.

Step 3: Take Recommended Actions

After reviewing insights, update your records or follow up directly from the index page when possible. For example:

Enroll high-impact contacts in a sequence.
Assign a high-impact company to a dedicated account owner.
Move a promising deal to the next stage.
Escalate a risky ticket to a senior agent.

Best Practices for Using Hubspot AI Insights

To get the most from AI Insights, keep these best practices in mind:

Combine AI with human judgment: AI highlights patterns, but your team should still validate context.
Keep data clean: Accurate records improve the quality of Hubspot AI Insights.
Review regularly: Make it a habit to scan insight-based groups at the start of each day.
Align with sales and service playbooks: Turn consistent AI patterns into repeatable processes.

Limitations and Availability of Hubspot AI Insights

AI Insights may not be available in all accounts or for all object types. Availability can depend on:

Your Hubspot subscription tier
Region or data residency requirements
Whether AI features are enabled in your settings

Some insight types may roll out gradually or be limited in early access. Check your product updates and release notes to stay informed about new capabilities.

Improving Your Overall Hubspot Strategy

AI Insights are one part of a broader strategy for improving how you use your CRM. To fully leverage these features, consider reviewing your pipelines, properties, and automation.

If you need strategic support beyond native documentation, you can work with a Hubspot-focused consultancy such as Consultevo, which helps teams implement data-driven processes and optimize CRM usage.

Next Steps for Mastering Hubspot AI Insights

To deepen your understanding of AI Insights on CRM index pages, follow these steps:

Confirm that AI features are enabled in your Hubspot account.
Add the AI Insights column to key index pages.
Train your team on how to sort, filter, and interpret impact signals.
Monitor performance and refine your workflows based on what AI surfaces.

By consistently using AI Insights on your CRM index pages, you can ensure that you spend more time on the records most likely to move your business forward.

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