RCAny business
Receptionist
Answers the phone day and night, books and logs.
Builtest. 12 hrs a month back
$3k to $9kCustom · by proposal
Any business · Prebuilt agent · buy now
Knowledge Agent
Answers from your own documents, with the source. The answer exists in a document somewhere. Finding it takes longer than asking a colleague.
Agent facts
Knowledge Agent
Any business · Prebuilt, runs inside HubSpot
- Reads
- The documents you publish to it
- May change
- Nothing
- Never
- Answers without a source, uses the open internet
- Approval
- Your experts own the library
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- Your HubSpot credits, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- The answer exists in a document somewhere. Finding it takes longer than asking a colleague.
- The agent
- Answers from your own documents, with the source. It changes: nothing.
- A person approves
- Your experts own the library.
Staff memberWhat is our policy on refunds after 30 days?
Knowledge AgentRefunds after 30 days need a manager's approval and are paid as credit, not cash. Source: Refund Policy v4, section 3.2.
- Answer given with its sourceDone
- No source, no answerBy design
- 2 new policy documents indexed overnightDone
$750 to set up.
Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
Your experts own the library.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
DFAny business
Support Deflection
Answers the question before it becomes a ticket.
Builtest. 20 hrs a month back
$750Prebuilt · buy now
PAAny business
Portal Agent
See, ask, act and pay inside your customer portal.
Builtest. 25 hrs a month back
$3k to $9kCustom · by proposal
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