How to Use the Intelligence Tab in Hubspot Records

The Intelligence tab in Hubspot is a powerful space on your contact, company, deal, and ticket records where you can use AI to summarize key details, ask questions, and generate follow-up content right from the CRM.

This guide explains how to open the Intelligence tab on a record, how the AI response area works, and how to switch between summary and question modes so you can make faster, smarter decisions in your database.

Where to Find the Intelligence Tab in Hubspot

The Intelligence tab appears in the middle column of a record sidebar whenever you are viewing a supported object in Hubspot.

You can access it on these record types:

• Contacts
• Companies
• Deals
• Tickets

On each record, the tab sits alongside other tools in the middle column. When you select it, the right side of the tab shows the AI response area for that specific record.

Opening the Intelligence Tab on a Hubspot Record

To open the Intelligence tab in Hubspot, follow these simple steps on any supported record:

1. Navigate to your chosen object in the CRM, such as Contacts or Companies.
2. Click the specific contact, company, deal, or ticket you want to review.
3. In the middle column of the record sidebar, select the Intelligence tab.
4. Wait for the AI panel on the right side to load. This is where you will see the response area and any available prompts.

Once open, the Intelligence tab stays focused on that record, using its associated data to power summaries and AI-generated answers.

Understanding the AI Response Area in Hubspot

The core of the Intelligence tab in Hubspot is the AI response area. This is the panel on the right where you interact with the AI and view its output.

Within this space you can:

• View a summary of the record’s most important details.
• Ask questions about data associated with the record.
• Generate follow-up content like emails and call scripts.

The AI reads from activities, properties, and interactions linked to the record, then formats its answer in an easy-to-scan layout. Depending on the type of record, the response area can show different actions, prompts, and outputs.

Switching Between Modes in the Hubspot Intelligence Tab

The Intelligence tab in Hubspot typically offers at least two main modes for the AI: a summary mode and a question mode. Each mode is tailored to a specific task.

Summary Mode in Hubspot

Summary mode focuses on giving you a quick, contextual overview of the record. When you select this option in the Intelligence tab, the AI compiles relevant data into a concise summary.

Depending on your subscription and configuration, the summary may include:

• Key properties, such as lifecycle stage or deal amount.
• Recent engagements, like calls, emails, and meetings.
• Notable activities or changes in the record timeline.

This mode is especially useful when you need to get up to speed before a call, meeting, or follow-up task.

Question Mode in Hubspot

Question mode lets you type natural language questions about the record. The AI then uses existing record data to respond.

Typical uses include:

• Clarifying a long history of emails or notes.
• Identifying the most recent important touchpoints.
• Surfacing blockers or opportunities mentioned in calls or meetings.

Within the Intelligence tab, you can usually switch to question mode via a toggle or prompt area, then enter your question and review the answer in the response panel.

Working With AI Responses in Hubspot

After the Intelligence tab generates an answer, you can usually refine or extend the response. Although exact options may vary by account, common workflows include:

• Asking follow-up questions based on the previous answer.
• Adjusting the tone or length of generated content.
• Copying the answer to use in emails, notes, or external documents.

When generating content like follow-up emails, you can adapt the output to match your company’s style and then log or send it through existing CRM tools.

Best Practices for Using the Intelligence Tab in Hubspot

To get the most value from the Intelligence features in Hubspot, consider the following best practices:

• Maintain clean data: The better your record data, the more accurate and helpful the summaries and answers become.
• Use clear questions: Ask focused questions in question mode, such as “What were the last three objections mentioned by this contact?”
• Confirm key outputs: Review AI summaries and generated messages before sharing them externally.
• Leverage it before meetings: Open the Intelligence tab to scan the summary right before a call or demo.

These habits help you transform the Intelligence tab from a novelty into a daily productivity tool.

Limitations and Requirements When Using Hubspot Intelligence

The Intelligence tab and its AI capabilities are subject to product availability, access levels, and feature updates. Some elements may depend on your subscription tier and region.

For the most accurate, up-to-date information about requirements, permissions, and feature rollouts, review the official documentation on the Hubspot Knowledge Base. You can find the specific article related to the Intelligence tab at this Hubspot help page.

Improving Your Overall Hubspot CRM Strategy

Using the Intelligence tab is just one part of building a strong CRM strategy in Hubspot. Combining AI insights with a sound data model, automation, and reporting approach will give your team reliable, scalable workflows.

If you want hands-on strategic help implementing CRM best practices, aligning marketing and sales, or designing custom automation, you can review consulting resources from partners. One example is the services catalog at Consultevo, which covers CRM optimization and digital strategy.

Next Steps

To put this guide into action, log in to Hubspot and open a contact or company record now. Navigate to the Intelligence tab, explore the AI summary, and then experiment with asking a few targeted questions.

As you use the feature across more records, you will quickly see how AI-powered summaries and answers can shorten prep time, improve follow-ups, and centralize your insights inside the CRM.

Need Help With Hubspot?

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