If your team lives in HubSpot and you want more first touches, more replies, and more meetings without adding headcount, the Prospecting Agent is your next upgrade. Below is the exact, step-by-step setup we use at HUSHinbound so you can go from zero to booked meetings with guardrails for brand voice, compliance, and data quality.
Step 1: Confirm prerequisites
Before you touch settings, make sure the essentials are in place, or the agent will not activate or perform well:
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You are enrolled in the Prospecting Agent beta.
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You have Sales Hub Professional or Enterprise.
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A sending inbox is connected.
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Your calendar is connected and Meeting Links are configured.
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CRM data is clean and enriched for contacts, companies, and core properties.
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You have admin access to Account Settings.
Step 2: Enable AI access and wire in your brand
Give the agent permission to learn from your HubSpot data, then define how it should sound.
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Turn on AI access: Settings → AI → Access, then enable: allow AI to access CRM data, allow AI to access customer conversations, enable CoPilot access, optionally allow file data.
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Configure brand identity: Settings → AI → Data Sources, then complete your Brand Kit, Brand Voice, Company Profile, Ideal Customer Profile, and Products and Services.
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Define user profiles: identify sender roles such as Founder or VP of Sales so messages come from a real human with the right context.
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Why this matters: the agent’s drafts inherit your voice, ICP, and value props, which protects brand consistency and boosts relevance.
Step 3: Create Target Accounts for ABM focus
Navigate to Sales → Target Accounts and add your high-priority companies. This lets you trigger agent research from account views, prioritize outreach to high-value companies, and keep prospecting focused. Add accounts via lists, by filtering on company properties, or manually.
Step 4: Build Selling Profiles for each persona
Selling Profiles teach the agent how to sell to specific audiences. Go to Sales → Prospecting Agent → Set Up Selling Profile and configure the following:
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Profile basics: unique name and description, sender selection, verify the inbox.
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Action settings: choose what the sequence drives toward, for example book a meeting, link a document such as a case study, or link a landing page.
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Outreach parameters: tone and length preferences, outreach days and time windows, autonomy level, persona-specific message rules. Create one profile per persona.
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HUSH tip: start with one ICP persona that already converts well, for example Engineering Managers at mid-market manufacturers, then clone and adjust for additional personas.
Step 5: Enroll contacts and companies
Once profiles are ready, put prospects into motion.
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Manual enrollment: find specific contacts or companies, assign a Selling Profile, confirm settings, then launch the AI-generated outreach.
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Automated enrollment: build workflows that enroll people in the Prospecting Agent when they submit a form, join a list, view key pages, or after inactivity thresholds.
Step 6: Control message quality and compliance
Your default sequence structure is three touches: initial email, follow-up, and a break-up email. Review drafts, refine tone or length with CoPilot, and add a human touch before sending if you run semi-autonomous.
Set a suppression list to exclude bounced or unsubscribed addresses and contacts you do not want messaged. Assign this list during agent setup to improve deliverability and stay compliant.
Step 7: Track performance and iterate
Open Sales → Prospecting Agent → Reporting to monitor emails delivered, opens, clicks, replies, meetings booked, contacts researched, and usage limits. Use Custom Reports to slice results by persona, send time, and message content.
Follow these proven best practices:
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Start in semi-autonomous mode for tighter control.
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Use one Selling Profile per distinct persona.
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Keep emails short and value-forward.
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Maintain clean, enriched CRM data.
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Review and refine drafts regularly.
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Adjust strategy quarterly based on performance.
Common pitfalls to avoid
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Skipping the Brand Voice and ICP fields, which leads to generic messaging.
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Enrolling low-quality lists, which hurts deliverability and reply rates.
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Ignoring suppression lists, which creates compliance risk.
Quick launch checklist
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Prospecting Agent beta access confirmed, Sales Hub Pro or Enterprise, inbox and calendar connected, CRM clean, admin access.
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AI Access enabled, Brand Kit and Voice completed, ICP and Product data set, sender roles defined.
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Target Accounts selected for ABM focus.
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Selling Profiles created per persona with clear goals and parameters.
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Enrollment paths built, manual and automated.
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Suppression list applied, review flow established, reporting set up.
Want help?
HUSHinbound configures Prospecting Agents for B2B manufacturers, sets up persona-specific selling profiles, and builds reporting that your leadership team actually uses. If you would like us to implement, audit, or optimize your setup, say the word and we will spin up a working session!