Customer Quote Agent


1. Introduction to Customer Quote Agent 0:00


  • Overview of the Customer Quote Agent's purpose:
    • It searches through logged engagements in HubSpot.
    • It finds positive quotes for marketing and testimonial purposes.

2. Accessing the AI Insights Settings 0:23


  • Navigate to the settings in HubSpot.
  • Select 'AI Insights'.
  • Go to 'AI Agents'.

3. Creating a New Customer Quote Agent 0:43

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  • Choose 'Health Rationale' as the basis for the agent.
  • Start creating a new agent from scratch.

4. Prompt


Look for positive customer quotes that we can use in marketing or on our webiste in meetings or emails about our product and answer in the following format. The quote has to be positive feedback about the impactpilot collaboration or product

Format answer

[Topic] [Customer quote] [Date] [Stakeholder name]

Example answer

[ImpactPilot product] [ImpactPilot really helped us close more renewals] [24 April 2025] [Hans Beieren]

If there is no quote detected then answer [No quote detected]