
HubSpot’s AI Transformation in Customer Experience
How HubSpot modernised CX with AI agents while doubling down on human connection.
Finbar O’Grady - Director of Customer Success Management - HubSpot
9:00 AM – 09:20 AM
Finbar shares how HubSpot shifted from “map-readers to explorers,” building AI fluency internally and embedding tools like Customer Agent to deliver fast, contextual, 24/7 support at scale. Now resolving around half of the tickets and most web chats with AI. At the same time, HubSpot leans into its real differentiator: human, strategic CSMs whose productivity has increased while they focus on discovery, business acumen, and consultative guidance that AI can’t replace.
Finbar opened the session by exploring how AI is reshaping the way businesses operate, moving from isolated “that’s cool” moments to scalable, connected processes that rely on real data and real context.
In this session, Finbar shares how HubSpot is evolving its customer success and support models through AI-powered tools and leadership principles that foster innovation. He invites businesses to rethink how they work, where AI adds value, and how teams can adapt with confidence as expectations accelerate. Watch the recording to learn how Finbar frames the AI transformation journey and the mindset needed to lead through rapid change.

Opening the Conversation on AI Adoption
Finbar opened the session by connecting with the audience through the familiar experience of discovering AI for the first time—often through light-hearted or unexpected moments. These early encounters, while simple, reflect how quickly AI has entered both personal and professional life. He used this to highlight that although AI experimentation is happening everywhere, it’s often isolated and unstructured within organisations.
He emphasised that these scattered “that’s cool” experiments, while exciting, don’t automatically translate into meaningful operational change. To unlock value, businesses must shift from novelty to strategy—moving from individual curiosity to shared, scalable outcomes powered by their own data and context. This framing set the tone for the rest of the session, anchoring the conversation in both practicality and opportunity.
The Reality Check: What Leaders Are Facing Today
Finbar presented two significant survey insights that illustrate the current pressures facing leaders in an AI-driven marketplace. With nearly half of business leaders feeling unprepared for the drop in website traffic caused by AI-powered answers, he underscored that digital behaviour is changing faster than most organisations can adapt to. Websites must now deliver deeper value, faster, to remain relevant in a world where AI often becomes the first point of contact.
He also highlighted that two-thirds of leaders lack confidence in their data infrastructure to support AI. This gap is critical, because AI cannot function effectively without unified, high-quality, connected data. Finbar made it clear: without strong data foundations, even the best AI ambitions will struggle. These datapoints framed the urgency and importance of adapting internal systems before the market forces organisations into reactive change.


HubSpot’s Cultural Shift: From Certainty to Experimentation
A key part of the session focused on the cultural transformation required to embrace AI at scale. Finbar described HubSpot’s shift from a certainty mindset—waiting for perfect clarity—to a scientist mindset rooted in testing, iteration, and curiosity. He shared how leadership embraced ambiguity and reframed innovation as a continuous learning process, rather than a fixed path with predetermined answers.
This mindset shift empowered teams to explore, experiment, and share insights openly. Rather than protecting ideas or seeking flawless outcomes, teams were encouraged to run quick pilots, gather data, and adjust. Finbar explained that this cultural evolution allowed HubSpot to innovate faster, adapt more confidently, and build AI solutions that aligned closely with real customer needs and internal experiences.
Building AI Fluency and Real-World Tools
Finbar shared how HubSpot invested intentionally in building AI fluency across the organisation. This included company-wide initiatives such as prompt-writing practice sessions, hackathons, learning modules, and dedicated Slack spaces where teams could share discoveries, experiments, and tools. These activities not only strengthened internal knowledge but also created an environment where teams felt empowered to engage with AI confidently and creatively.
These foundations supported the development of practical tools like Breeze Assistant, built directly on top of HubSpot’s CRM. Finbar explained how this tool streamlines the daily workflow of customer success managers by pulling together usage insights, past conversations, follow-up actions, and more into a single conversational interface. This allows teams to save time, access context instantly, and focus on more strategic, high-value work with customers.


Transforming Customer Support and Success with AI
To demonstrate AI’s tangible impact, Finbar discussed how HubSpot’s support organisation is already using AI agents to deliver fast, contextual answers around the clock. With AI resolving 50% of incoming tickets and handling 75% of chat interactions, teams can now focus on complex queries that require human judgment. This shift improves customer experience while allowing support teams to specialise and deepen their expertise.
He also shared an early look at the Outreach Agent—a new AI-powered tool designed for customer success teams. This tool will identify customer engagement opportunities, craft tailored outreach messages, and help CSMs stay ahead of changes such as usage drops or new stakeholders. Finbar concluded by emphasising that in an AI-accelerated world, taking action—even imperfect action—is more valuable than waiting for certainty. Organisations that experiment, iterate, and adapt will be the ones to lead.
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