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Admin Guide
Explore all advanced settings and understand how to get the most out of ImpactPilot
- Required HubSpot permissions for ImpactPilot Admins
- Cycles
- Setting Up AI agents
- Embed ImpactPilot in HubSpot
- AI agent: Automated Notifications via Hubspot Workflow
- Workflow: Updating Customer Journey based on Impact Driver Status
- Hubspot Reports guides
- Configuring Impact Drivers
- Configuring Workflow Segments
- Confiuring Insights Segments
- Customer Quote Agent