In health and finance, the guardrails are the product.
Five rules sit under every build. Every agent ships with a label that says what it reads, what it may change, and what it must never do.
Five rules every build follows.
In health and finance, the guardrails are what you are actually buying.
Context first
We fix the data layer before we build an agent. Most failed AI projects are context problems.
Native first
If HubSpot's own agent does the job, we set that up. Custom only where native ends.
People approve
Money, signatures and clinical decisions stop at a named person. Approval is designed in.
One record
Everything an agent does is written back to HubSpot. See it, report on it, switch it off.
Limits published
What an agent must never do is specified, tested and written down before go-live.
Go on. Try to break one.
Rules only matter if they hold under pressure. Pick an attack, or write your own, and watch what the agent does.
If it is not on the label, the agent cannot do it.
Open any agent's label.
Plain answers.
Where your data lives, who can see it, and what the AI is trained on.
Where your data lives
In your HubSpot account. Agents read and write the record. They do not keep their own copy of your customers.
Who can see what
An agent gets the narrowest access that lets it do its one job, and a customer-facing agent sees only the signed-in customer's own records.
What is recorded
Every action, with a timestamp, on the HubSpot record. Calls may be recorded, and callers are told.
What the AI is trained on
We do not use your data or your conversations to train models.
Not sure where to start?
Answer six quick questions and Kat will pick your agents, what they cost and what they would save.