The Prospecting Agent is a Breeze Agent built into Sales Hub in HubSpot (Starter and above) that researches contacts and companies, then drafts and sends personalized outreach on a rep's behalf. It's designed to take over the repetitive, top-of-funnel work, like looking up a contact, finding a relevant angle, and writing a first email.
Instead of spending time researching prospects and writing emails from scratch, reps can focus on conversations and closing deals while the agent handles repetitive prospecting tasks.
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The Prospecting Agent is a Breeze Agent built into HubSpot Sales Hub that helps sales teams automate prospecting activities. It researches contacts and companies, drafts personalized emails, sends follow-ups, and tracks engagement directly inside HubSpot.
Unlike a traditional AI assistant that requires prompts for every task, the Prospecting Agent can run prospecting activities automatically once configured.
What it is
Once you have Sales Hub, you can set up the Prospecting Agent by following these steps:
2. Set up your selling profile.
4. Choose call-to-actions.
Decide whether the agent can ask contacts to book a meeting, and if so, which meeting link to use. Optionally attach a HubSpot document or include a URL that the agent can reference, with a description Breeze can generate for you. Click Next.
5. Set outreach options.
Choose Review before sending if you want to approve every draft, or Send automatically for a fully autonomous flow. Pick a tone — either a preset tone or your brand voice. Click + Show additional options to set business-day execution, a send window and time zone, and frequency limits. Click Next.
6. Review and confirm.
Check the summary, click Show preview to see a sample email, then click Create selling profile.
7. Enroll contacts.
Enroll manually from Sales → Prospecting Agent → Enroll, selecting up to 10 contacts or companies at a time.
Or set up automated enrollment under Agent setup → Automated enrollments, turning on a ruleset that enrolls contacts who match your criteria.
8. Monitor and refine.
Use the Enrollments tab to see contacts by status: Researching, Ready for review, In progress, Finished, Errored, or Queued. Use the Analyze tab to track total enrollments, delivered, opened, clicked, replied, and booked meetings.
A Prospecting Agent is only as sharp as what it's grounded in, and that comes from two places.
The first is your selling profile's selling information: the product and service summary Breeze pulls from your website. This is worth treating like a real document, not a one-time auto-fill: keep it accurate as your positioning changes, and rewrite sections Breeze got wrong rather than leaving them.
The second is your CRM data. The agent looks at up to a year of engagement history per contact (form fills, page views, calls, meetings, notes, email opens) to personalize outreach and decide how aggressively to follow up. That means clean contact and company records, accurate engagement tracking, and correctly connected inboxes all directly affect output quality — a contact with broken or missing CRM data is also the most common cause of an Errored enrollment.
You can use HubSpot's Prospecting Agent to automate research and outreach across your sales team, with each role getting a different benefit depending on how they use it.
| Role | Use case | Benefits of using the Prospecting Agent |
| SDRs & BDRs | Auto-research and draft emails for new leads. | Start the day with drafts already done. |
| Account executives | Research accounts and draft emails for each contact. | Reach more people without leaving HubSpot. |
| Sales managers | See which tone and CTAs get the most replies. | Coach with data, not guesses. |
| Revenue operations | Auto-enroll leads and exclude key accounts. | Scale outreach without extra work. |
Beyond what each role gets individually, the agent as a whole cuts down manual prospecting work, keeps outreach consistent and on-brand, and lets your team grow outbound volume without adding headcount.
Begin with one selling profile and the Review before sending settings so you can validate tone and accuracy on a small batch of contacts before trusting the agent to send on its own.
The Prospecting Agent isn't a replacement for your sales team; it's a way to give every rep a head start. Set it up on a clean selling profile and accurate CRM data, review its first batch of drafts closely, and loosen the guardrails only once you trust what it produces. Done right, it turns the slowest part of prospecting into the fastest.