How to Use the Hubspot AI Company Research Agent

The Hubspot AI Company Research Agent helps you gather key company insights in seconds so you can personalize outreach, qualify accounts, and prepare for sales conversations more efficiently.

This guide walks you through where to find the tool, how to run company research, and the best ways to use the AI-generated summaries in your daily workflows.

What the Hubspot Company Research Agent Does

The AI Company Research Agent in Hubspot is designed to save time when you need fast context about a prospect or customer. Instead of manually searching the web, you can use the agent to generate a concise summary right inside your workspace.

With the agent, you can typically:

• Look up a company and generate a quick overview
• Identify basic firmographic details and key facts
• Prepare talking points for sales or success calls
• Support account planning and research before outreach

The goal is to keep you in Hubspot while still benefiting from AI-powered research.

Where to Access the Hubspot Company Research Agent

You can access the AI Company Research Agent directly from supported Hubspot tools and record views. While exact navigation may depend on your account and interface version, it usually appears as an AI assistant panel or a research action in the sidebar.

Typical areas where you might find it include:

• Company records in your CRM
• Contact or deal records, when associated with a company
• Productivity or AI assistant panels within sales tools

The Company Research Agent is part of Hubspot’s broader AI feature set, which may require specific subscriptions, betas, or feature access. Refer to Hubspot documentation or your account admin if you do not see it yet.

How to Run Company Research with Hubspot AI

Once you locate the AI Company Research Agent in your Hubspot workspace, you can start generating insights with a few clicks. The exact labels may differ, but the overall process follows the same pattern.

Step 1: Open the Relevant Company in Hubspot

1. Navigate to CRM > Companies (or your companies view).
2. Select the company record you want to research.
3. Confirm that core details like name and website are accurate. This helps the AI return better results.

Working from a company record ensures that any AI-generated research is clearly associated with the right account inside Hubspot.

Step 2: Launch the Company Research Agent

1. Look for the AI or research panel on the right-hand side of the record, or an AI button available on the record view.
2. Choose the option that refers to Company Research or a similar label.
3. If prompted, confirm you want to run research for the selected company.

Hubspot will send the company details to the AI Company Research Agent and start building a summary for you.

Step 3: Review the AI-Generated Research Summary

After a brief processing period, the Hubspot AI Company Research Agent will present a concise overview of the company. The format may vary, but it typically includes:

• High-level description of what the company does
• Main products or services, if identifiable
• Business focus or industry context

Carefully review the summary for accuracy. AI insights are meant to assist, not replace, your own judgment, so always verify critical details if you plan to rely on them for strategic decisions.

Step 4: Add, Edit, or Save Research Notes in Hubspot

Once you have a usable summary from the Company Research Agent, you can capture it in your CRM so your team can reference it later.

1. Copy key points from the AI summary.
2. Paste the information into a note or dedicated field on the company record.
3. Edit or shorten the content for clarity and tone consistency with your team’s standards.

Storing the insights directly in Hubspot gives sales, marketing, and service teams a shared source of context for collaboration.

Best Practices for Using Hubspot Company Research

To get the most from the Hubspot AI Company Research Agent, follow a few best practices whenever you run research on a company.

Verify Sensitive or Strategic Information

AI-generated summaries are based on available information and patterns. When the output affects strategy, pricing, or contractual decisions, verify the information using official company sources or trusted third-party data.

Combine AI Insights with Human Context

The Hubspot AI Company Research Agent is ideal for first-pass research. Use it to quickly understand a business, then layer on your own notes about:

• Past interactions with the account
• Current deals, tickets, or campaigns
• Stakeholder preferences and internal history

This combination of AI and human knowledge creates a more complete view of each company in your CRM.

Keep Your Hubspot Data Clean

Accurate company names and domains greatly improve the quality of AI research. Before you run the Company Research Agent, make sure:

• The company name is spelled correctly
• The primary website URL is valid
• Duplicate company records are merged when appropriate

Good data hygiene in Hubspot helps the AI agent match the right organization and return more relevant information.

Use Cases for the Hubspot Company Research Agent

The Company Research Agent can support multiple teams and workflows throughout your organization.

Sales Prospecting and Qualification

Sales reps can open a new company record in Hubspot, run AI company research, and quickly decide whether the account fits their ideal customer profile. They can then:

• Tailor outreach emails with company-specific context
• Prepare discovery questions aligned with the prospect’s industry
• Understand basic positioning before the first call

Account Management and Customer Success

Customer success teams can use the agent to refresh their understanding of a customer’s business at renewal time or before strategic meetings. This supports:

• More relevant check-in conversations
• Better alignment between value propositions and customer goals
• Faster onboarding of new team members onto existing accounts

Marketing Research and Targeting

Marketers working inside Hubspot can use company research outputs to refine messaging for specific segments or campaigns by:

• Understanding typical language used in an industry
• Identifying trends or themes across similar accounts
• Capturing quick notes that feed into persona or ICP documentation

Limitations and Compliance for Hubspot AI Research

The Hubspot AI Company Research Agent relies on underlying AI models and data sources that can change over time. Hubspot may update capabilities, supported regions, or data handling policies as the product evolves.

Key points to keep in mind:

• Output may not always be complete or fully up-to-date.
• AI research should complement, not replace, your own diligence.
• You are responsible for how you use AI-generated information in your business.

For the latest official details, refer to the Hubspot knowledge base article on using the Company Research Agent at this Hubspot documentation page.

Next Steps: Get More from Hubspot AI

Once you are comfortable with the Company Research Agent, explore other AI features within your Hubspot portal, such as content assistance, email writing help, and analytics insights. Together, these tools can simplify daily tasks across marketing, sales, and service teams.

If you want strategic guidance on implementing AI and CRM processes, you can also review expert resources at Consultevo, which covers optimization best practices for revenue teams.

By using the Hubspot AI Company Research Agent alongside disciplined CRM management and human insight, your team can move faster, personalize communication, and maintain a reliable source of company knowledge directly inside your existing workflows.

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