How to Set Up HubSpot’s Prospecting Agent: A Step-by-Step Guide

If your team lives in HubSpot and wants more first touches, replies, and meetings without adding headcount, the Prospecting Agent is your next upgrade. Here’s the exact playbook we use at HUSHinbound to help B2B manufacturers go from zero to booked meetings—while keeping guardrails for brand voice, compliance, and data quality.

Step 1: Confirm Prerequisites

Before touching settings, confirm these or the agent won’t run:

• Prospecting Agent beta access

• Sales Hub Pro or Enterprise

• Sending inbox + calendar connected

• CRM data clean + enriched

• Admin access

Step 2: Enable AI & Wire in Your Brand

• Turn on AI access: Settings → AI → Access. Enable CRM + conversation access, CoPilot, and optional file data.

• Configure brand kit: Voice, ICP (ideal customer profile), products/services.

• Define sender roles: Founder vs. VP of Sales, etc.

👉 Why it matters: The agent’s drafts inherit your voice and value props—protecting brand and improving reply rates.

Step 3: Add Target Accounts (ABM Focus)

Sales → Target Accounts. Prioritize high-value companies via lists, filters, or manual add. Keeps outreach focused.

Step 4: Build Selling Profiles

Profiles teach the agent how to sell per persona:

• Goals: book a meeting, share a case study, link a landing page

• Parameters: tone, send days/times, autonomy level

• HUSH tip: Start with one ICP persona (ex: Engineering Managers at mid-market manufacturers). Clone, adjust, repeat.

Step 5: Enroll Prospects

• Manual: Assign Selling Profile → launch AI outreach.

• Automated: Use workflows triggered by forms, lists, page views, or inactivity.

Step 6: Control Quality & Compliance

• Default = 3-touch sequence (email → follow-up → break-up).

• Review drafts in CoPilot, refine tone, and add human touches.

• Suppression lists = avoid bad data + compliance risks.

Step 7: Track & Iterate

Monitor via Prospecting Agent reporting:

• Emails delivered, opens, clicks, replies, meetings booked

• Slice by persona, timing, content

• Review quarterly, refine strategy

Common Pitfalls

• Skipping brand voice/ICP → generic spammy messaging

• Enrolling junk lists → low deliverability

• Ignoring suppression lists → compliance risks

Quick Launch Checklist

✅ Beta access + Sales Hub Pro/Ent
✅ Inbox + calendar connected
✅ AI + Brand Kit + ICP set
✅ Target Accounts + Selling Profiles built
✅ Enrollment paths live
✅ Suppression list active + reporting configured

Need Help?

HUSHinbound configures Prospecting Agents for B2B manufacturers—including persona-specific selling profiles and reporting your exec team actually uses.

👉 Want us to implement, audit, or optimize? Let’s book a working session.

FAQ

Q: Is this only for Enterprise?
A: No, Sales Hub Pro or higher works.

Q: Does it replace SDRs?
A: No—think of it as an SDR force multiplier.