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Learn How to Safely Enable the New Hubspot AI Tools

Darren Howerton | March 20, 2024 | HubSpot

Hey everybody, it's Daren, your AI expert at Evenbound. So many new and exciting things are happening in the world of artificial intelligence, and it can be hard to keep up. Don’t worry – I’m here to help! 

In this blog, we’ll explore the new HubSpot AI tools. I’ll walk you through where and how to activate the tools within your HubSpot portal. Let’s dive in!

Are you more of a visual learner? Take a look at my YouTube video explaining all the ins and outs of this blog! 

3 Ways to Activate HubSpot AI Tools: A Step-by-Step Guide

There are a couple of different places where you can turn HubSpot’s AI tools on and off, as well as links to some of the settings and usage policies that are associated with those tools. 

1. Turning On AI: Product Updates

Screenshot 2024-03-20 134749The first place is at the top right of your HubSpot portal. You'll see your account name. Then, on the right side, just below "Pricing and Features," click on "Product Updates." 

Here, we can search for product updates, which are colored or tagged based on whether they're already live, coming soon, in beta, in development, or the product has been sunset.

For our purposes, let's search for "AI." This will surface anything related to AI, but note that it may include other terms that include the two letters next to each other, like campaigns. Scroll down to find the HubSpot AI tools, such as AI forecasting. 

Click "Join the Beta" to enroll your account or individual user. Make sure to review and accept HubSpot's beta terms before joining.

Screenshot 2024-03-20 134846

2. Turning On AI: Settings Page

Other AI tools are available within your portal, located on the Settings page. Click on the Settings icon at the top right, then scroll down to "AI Assistance."

Screenshot 2024-03-20 135125

Here, you'll find AI assistance for Content Prompts and Customer Analysis. Simply toggle the switch to turn them on, and remember to review the beta terms and OpenAI usage policies.

Screenshot 2024-03-20 135500Screenshot 2024-03-20 135515

 

3. Turning On AI: Chatspot

Another area where HubSpot AI tools exist is just below AI Assistance, called "Chatspot." This is a HubSpot-specific AI chatbot that can connect directly to your HubSpot instance. You can learn more about Chatspot and its functionalities in the FAQs section.

chatspot 2chatspot 1

 

The Three Key Areas to Activate HubSpot's AI Tools

To recap, there are three different places to turn on AI tools within HubSpot:

  • Product Update Section: Enroll in beta tools by searching for AI-related updates.
  • Settings Page: Turn on AI assistants for Content Prompts and Customer Analysis.
  • Chatspot: Explore the HubSpot-specific AI chatbot for additional functionalities.

Empower Your Business with Evenbound's AI Expertise

If you have questions about implementing or utilizing HubSpot's AI tools discussed in this guide, don't hesitate to contact Evenbound. Our services can take your business to the next level, leveraging the power of AI to drive growth, efficiency, and success. Unlock the full potential of HubSpot's AI capabilities with Evenbound by your side!

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