Changelog

Agentic workflows (workflows built on AI agents) can now be added to packages and installed like any other workflow.

When building:

• Select an agentic workflow, just like you would normally select other workflows.

• The agent comes along automatically as a dependency (no need to separately add it).

• Requirement: Agent hub (beta) must be enabled in both the source and target portal.

How to use it:

1. Enable agent hub (beta) in both portals.

   • In HubSpot → Agents → Agent Hub → Join the Beta → Join Beta → Enroll entire account → Check the box for terms → Join Beta → Success, you’ve been enrolled!

2. Build your package and select the agentic workflow you want to include.

3. Install as usual. The agent installs with it automatically.

Package Builder now supports “AI agent (Beta)” as a HubSpot resource type.

Benefit:

Package and deploy AI agents across client portals with one click! Build a fleet of agents once and replicate them instantly, instead of rebuilding each agent manually per portal.

How to: Add AI Agent (Beta) to package

• Partner → Partner Packages → Create Package

• Input Name and any other details you’d like

• Click Build Package

• Click HubSpot Resources

• Select source portal

• Add HubSpot Resource → AI Agent (Beta)

• Click Add → Click Add Dependencies

  • Resource warning: Agent Hub (Beta) must be enabled in the target HubSpot account before installing, or the agent cannot be created.

  • Follow instructions below to enable AI Agent in HubSpot

• Go back to package, click Publish Package Draft

How to: Enable AI agent in HubSpot

• Go to HubSpot → Click Settings → Scroll down and click AI

• Ensure AI is turned on: Give users access to generative AI tools and features

• Once on, go to Agent Hub (Click Agents on lefthand side bar → Click Agent Hub)

• Click Join the beta → Agree to terms → Click Join beta

• Click Step 1: Start Install → Click Open Installer

• Select the portal to install into → Click Install Resources

What gets copied on install:

• Agent instructions

• Monthly run limits

• Agent goals

• Actions, knowledge, and inputs

Package Builder and HubSpot Resources have a new in-app install flow that creates a smoother experience for users.

• Navigation: No more navigating out of the app to HubSpot.

  • New feature: ‘HubSpot Resources’ is now a tab within the app rather than sending you elsewhere.

    • Legacy access: A link remains to trigger the old flow. You can open the sidebar, navigate to your portal, and work as normal. There is also a legacy installer.

• Built-in portal selection: Open the portal, select your account, and you’re good to go.

  • Tab proxy: The system proxies to your browser tab where the source account is.

  • Lock 🔒: A lock icon appears on the dependency-source tab. If you try to close it, you’ll get a warning that changes may not be saved.

  • Live updates: No need to refresh in-app because changes will update live. Refreshing is only needed when using the legacy path.

  • Installer: The installer now works in-app too, so it won’t send you elsewhere. The legacy installer is still available if you prefer it.

• How to: Initiate, build, and install

  • Initiate the package build: Click Partner → Partner Packages → Create Package → Name the package → Click Save.

  • Build package: Click HubSpot Resources → Select your HubSpot Portal → Add your HubSpot Resources → Add Dependencies → Click Publish Package Draft.

    • Legacy build: Select Click here to use the legacy resource builder if you want to still utilize the old way of building a package.

  • Install package: Click Step 1: Start Install → Open Installer → Select your portal or click Open a HubSpot Portal → Select the account → Click Install Resources.

    • Legacy install: Click Use the legacy installer if you want to still utilize the old way of installing a package.