Putting an AI agent on your phone line means deciding what it knows, who it sounds like, and what happens when it can't answer.
Sarah Hall, from HubSpot's calling team, said all of those settings live under the customer agent: "the knowledge sources, the agent's identity," plus the actions it can take and the hand-off: "how do you want that routed if the AI agent can't actually answer the questions." Once it's running, you watch the resolution rate and the knowledge gaps that hold it back.
A minute and fifteen seconds on what you set up once and what you track after.
https://valuefirststudios.com/media/episode/episode-2025-11-08-lets-unbox-hubspot-calling-power-dialer-with-sarah-hall
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Where this came from
Let's Unbox HubSpot: Calling & Power Dialer with Sarah HallWatch the full conversation this clip was pulled from.
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