Customer Health Agent: For Smarter Account Management

In today’s fast-paced customer success environment, understanding the true health of your accounts can make or break long-term relationships. That’s where HubSpot’s Customer Health Agent steps in, an AI designed to evaluate account health, detect risk signals, and recommend actionable next steps, all powered by the data already living inside your CRM.

Whether you’re a customer success manager, account executive, or sales leader, this intelligent agent acts as your built-in account strategist, summarizing engagement history, identifying potential churn risks, and preparing you with personalized talking points and outreach suggestions before every call.

What Is the Customer Health Agent?

The Customer Health Agent is one of HubSpot’s latest additions within the Breeze Marketplace, located under Breeze Studio → Agents after installation. Once launched, you can enter a company name, ID, or domain to generate a comprehensive health report for that account.

Behind the scenes, the agent combs through your CRM records, from calls and meeting transcripts to emails, deals, and support tickets, to analyze the overall state of the customer relationship. The result is a data-driven health summary that helps you understand how engaged, satisfied, or at-risk a company may be.

But it doesn’t stop there. The Customer Health Agent also provides tailored talking points, discovery questions, outreach recommendations, and even drafted email templates, all designed to guide your next customer interaction. Think of it as your virtual account manager, always ready with context, insight, and clear direction.

Setting Up and Configuring the Agent

Getting started with the Customer Health Agent is quick and intuitive. From your HubSpot dashboard, navigate to the Breeze Marketplace and add the agent to your workspace. Once installed, open Breeze Studio → Agents → Customer Health Agent.

From here, you can enter a company ID, name, or domain to analyze. The agent automatically searches across your CRM to locate and evaluate the correct record. If you need more input flexibility, you can customize the configuration by adding extra fields — such as an email address or region- ensuring more precise analysis.

You can also fine-tune how the agent behaves by providing additional instructions. For example, you might direct it to include a section in the report that associates related records or generates draft emails as part of its output. Once configured, hit Run Agent, and it begins processing data, reviewing calls, meetings, and transactions to produce a comprehensive report.

When the analysis is complete, you’ll receive an interactive summary that outlines the customer’s health status, risk assessment, and recommended next steps. Each report includes transparency into why a certain health rating was given and what actions you can take to strengthen the relationship.

Key Features

Company Health Summary

The agent consolidates CRM data to provide a clear summary of a company’s engagement health, including their level of activity, communication frequency, and satisfaction signals.

Meeting Prep Tools

Before hopping on a call, the agent gives you tailored talking points and discovery questions that help you address the right topics. These insights are based on the customer’s current health rating, ensuring that every conversation is informed and strategic.

Outreach Recommendations

It doesn’t just tell you what to do, it helps you do it. The agent drafts personalized email templates and subject lines, enabling immediate follow-up with at-risk or disengaged accounts.

Next Best Actions

Alongside its recommendations, the agent provides actionable steps such as scheduling a check-in, offering a service update, or reconnecting through new content, all designed to re-engage the customer and improve overall retention.

How It Works Behind the Scenes

The Customer Health Agent leverages the rich dataset already within your HubSpot CRM. It pulls information from call notes, meeting transcripts, emails, deals, and tickets to build a holistic understanding of each customer relationship. It then applies AI summarization and scoring techniques to evaluate engagement, risk factors, and potential upsell or churn signals.

Using this analysis, the agent produces a structured report that includes:

• A company health score and rationale

• Key signals contributing to that score

• Suggested outreach tactics

• Discovery questions for your next meeting

• An AI-drafted re-engagement email

This isn’t just data, it’s data transformed into strategy.

Configurable and Collaborative

Like other AIs in HubSpot’s Breeze ecosystem, the Customer Health Agent is fully customizable. You can adjust the level of analysis, determine which CRM fields it references, and even link it with other AI tools. Want it to generate a follow-up task automatically after identifying a high-risk account? You can configure that. Need it to pull in support ticket sentiment before scoring an account? Add that to its workflow.

These configuration options allow customer success and sales teams to align AI output with their internal processes, ensuring the recommendations fit seamlessly into existing playbooks.

Why It Matters

For teams managing dozens, or even hundreds, of accounts, the Customer Health Agent is a force multiplier. It transforms fragmented CRM data into cohesive, actionable insights that help your reps prioritize outreach, personalize communication, and prevent churn before it happens.

Instead of spending hours sifting through call logs and past emails, reps get a single-page summary of everything they need to know, from engagement history to next steps. This means more time spent building relationships and less time buried in research.

Most importantly, it empowers teams to act proactively, not reactively. By surfacing risks early and providing clear talking points, the Customer Health Agent helps organizations strengthen retention, increase renewals, and deliver consistently positive customer experiences.

Final Thoughts

The Customer Health Agent is more than a reporting tool, it’s a strategic assistant that turns CRM data into direction. It bridges the gap between insight and action by helping sales and success teams know who to talk to, what to say, and how to move accounts forward.

Whether you’re preparing for a client review, managing renewals, or addressing at-risk relationships, this AI agent provides clarity, context, and confidence in every customer interaction.

With the Customer Health Agent, HubSpot continues to redefine how businesses harness AI for smarter customer engagement, making every touchpoint more personal, informed, and effective.