Northwind Logistics ($92K, renews in 41 days) is down 47% in weekly active seats and has 2 open support tickets aging past SLA. Brightline Health ($61K) and Carmona Retail ($33K) both stopped using the feature their plan is priced on. None of this shows in their HubSpot health score yet.
How an agent works
An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.
You stay in control
An agent does what you'd do, and only what you've authorized.
The same trusted numbers
It acts on the same governed metrics as your dashboards, and every action is logged and traceable.
You approve anything that writes
It alerts and recommends on its own; anything that changes data is yours to approve.
Try it on a test channel first
Point a new agent at a throwaway channel and watch its judgment before it touches anything real.
No false alarms
It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.
What you can put an agent on
Know which account to call this week, before the renewal
It ranks your accounts by real churn risk, reconciling HubSpot pipeline and health against the product usage and billing HubSpot never sees, so you walk into Monday with a short list, not a stale spreadsheet. Each account comes with the why (usage dropped, tickets piling up, a deal stalling) and how much ARR is on the line, so you call the right one before the renewal date slips past you.
Catch pipeline coverage going soft before the forecast does
When new deal creation, stage velocity, or coverage drops below the pace you need to hit the number, it flags it with the deals and owners behind the move. You find out while there's still time to fix the quarter, not when the forecast call makes it obvious.
Spot accounts going quiet across every touch
It watches engagement across emails, meetings, and campaigns, and tells you when a high-value account stops responding, even when the deal still looks healthy on paper. The silent accounts are the ones that surprise you at renewal, and this surfaces them while you can still re-engage.
Run any Python it needs to get the job done
Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: enrich an account, draft the CSM outreach, push a call list into your CS tool, or wire into your own systems. The action space is yours to define.
Why not just build it yourself?
You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:
- →The cross-source join: not one tool's data, but it reconciled against the rest of your stack
- →A trusted, consistent metric: the same number your dashboards use
- →The investigation into why, when something fires
- →A full audit trail of everything it did
- →The upkeep, when the schema drifts or the script breaks at 2am
The data it works from
Every Hubspot object, modeled and query-ready the moment you connect.
It runs on your real HubSpot (duplicate contacts, half-filled custom properties, deals stuck in stages nobody updated), not a tidy demo.
Where it acts
Slack
A message in the channel you choose, with the context and a button to act on it.
A summary in the inbox of the people who need to see it.
Webhook
A payload to your own systems, to wire the agent into whatever you already run.
Warehouse write-back
A flag written back to your warehouse for everything downstream to pick up.
Hand off to Fi
Kick the question to Fi to investigate the why and propose the fix.
MCP
Expose it to your own agents and tools over MCP, and drive it from your stack.
Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.
Build your agents with Fi
Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.
Fi
Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.
Meet Fi →Agents
The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.
Autonomous agents →Get started
- 1Connect Hubspot, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
- 2See the numbers tie out to what you already trust.
- 3Put an agent on one thing you can't afford to miss. Fi helps you build it.