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Configuration Questionnaire

Tell us how your AI agent should behave, what it should know, and where qualified visitors should go. We build it; you confirm the inputs. This takes about 30 to 45 minutes, and you can answer only what applies to you.

Pro / Enterprise tier ~30-45 min Sandbox build first 28-day free trial on launch

The Customer Agent is conversational, not a scripted form. We steer it with instructions and a short list of must-ask questions rather than a fixed question tree. Wherever you already have a routing diagram, brand guide, or similar, just point us to it instead of re-typing.

Bold = a question for you Italic / pre-filled = our recommended default, edit or confirm Leave anything blank if it doesn't apply
0

About you

So we know who to follow up with.
1

Subscription, seats & credit budget

The Customer Agent runs on Professional or Enterprise and bills $0.50 per resolved conversation (handoffs are free).
Needs a paid seat and the Customer Agent editor permission.
2

Channels & deployment

Which channels at launch? Each must be connected to an inbox or help desk first.
3

Widget deployment & targeting

Applies if you selected Live chat. The HubSpot tracking code is required for the widget to load.
Everyone, or only known contacts / specific list segments / geographies (IP country) / devices.
4

Agent identity & voice

Drop a square image in the shared Drive folder.

If you choose brand voice, we need a 500+ word writing sample, exactly 4 personality traits, a mission statement, and terms-to-avoid.

HubSpot requires AI disclosure on the first message. Edit our draft below.
5

Knowledge sources

What the agent answers from. KB articles re-sync instantly; everything else weekly.
List them, or drop in the shared Drive folder.
Google Drive, SharePoint, Slack, Confluence, and login-gated help centers cannot be crawled, they would need exporting or rebuilding.
6

CRM data access

Contact properties only, maximum 10, each gated by identity verification.
Contact propertyReadUpdateIdentity gate
This affects marketable-contact counts and lifecycle stage. If yes, what lifecycle stage should new contacts get?
7

Lead qualification

For sales / lead-gen use cases. The agent qualifies conversationally and sets a Qualified / Partially / Not status.
Is this a lead-qualification use case?
8

Actions

If the agent must do things (order lookup, password reset, payment link, booking) by calling your APIs.
Does the agent need to take actions via your systems?
9

Guardrails & scripted responses

What the agent should not do. Confirm or edit our defaults.
Default guardrails
  • Pricing: shows published pricing; routes custom/volume to the team
  • Competitors: declines comparisons
  • Roadmap: declines speculation, offers to connect
  • Legal/contractual: always escalates
  • PII: never accepts SSNs, card numbers, sensitive data
Pre-written lines for specific high-stakes topics (up to 2 prebuilt templates).
10

Handoff & escalation

System triggers (can't answer, requests a human, agent paused) are always on. Add your own below.
Words, phrases, or plain-language conditions that force a handoff. Edit our starting set.
11

Working hours & availability

12

Rep / pre-meeting brief

A workflow can brief the rep at handoff: internal email + a CRM task, with answers, an AI summary, and a transcript link.
Do you want a rep brief at handoff?
13

Compliance & data governance

Legal, healthcare, financial, etc. Adds approval gates + content review.
legal.hubspot.com/dpa. AI sub-processors: OpenAI, AWS, Google. Your data is not used for model training.
14

Success metrics & pilot scope

15

Ownership & change management

Ready to send?

After we receive this:

  1. We stand up the agent in your HubSpot sandbox with your inputs
  2. We wire up the knowledge base and routing
  3. You walk through a sandbox demo with us before anything goes live
  4. The 28-day free Breeze credits trial starts when we activate in production
We'll reply within one business day.
Sector Labs

Thank you

Your questionnaire is in. We'll review your inputs and follow up within one business day to confirm the build plan. Questions in the meantime? Email prash@sectorgrowth.ca.