Best AI Assistants for HubSpot CRM

Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction. - Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support. - Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience. - We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.

Viktor is an AI-powered coworker built to live natively inside Slack and handle complex tasks autonomously. Equipped with its own cloud computer, Viktor can write and execute code, build and deploy applications, analyze metrics, and manage workflows across more than 3,000 integrated tools. It proactively monitors systems, flags issues, and suggests actionable next steps instead of simply responding to prompts. Teams can request reports, create tickets, audit marketing campaigns, or retrieve analytics directly within Slack conversations. Viktor maintains persistent context over long-running projects, coordinating tasks and deadlines across multiple weeks. It connects seamlessly to platforms like Linear, PostHog, Google Ads, and other business tools to automate cross-functional operations. The agent drafts artifacts such as documents, issues, and updates for approval before execution. With both free and enterprise plans, Viktor scales to match team workload and automation needs. Security and workspace controls ensure safe collaboration within organizational environments. By combining autonomy, integrations, and persistent context, Viktor acts as a highly capable digital teammate embedded in daily workflows.

Kore.ai enables enterprises worldwide to harness the power of AI for automation, efficiency, and customer engagement through its advanced AI agent platform and no-code development tools. Specializing in AI-powered work automation, process optimization, and intelligent service solutions, Kore.ai provides businesses with scalable, customizable technology to accelerate digital transformation. The company takes a model-agnostic approach, offering flexibility across various data sources, cloud environments, and applications to meet diverse enterprise needs. With a strong track record, Kore.ai is trusted by over 500 partners and 400 Fortune 2000 companies to drive their AI strategies and innovation. Recognized as an industry leader with an extensive patent portfolio, it continues to push the boundaries of AI-driven solutions. Headquartered in Orlando, Kore.ai maintains a global presence with offices in India, the UK, the Middle East, Japan, South Korea, and Europe, ensuring comprehensive support for its customers. Through cutting-edge AI advancements, Kore.ai is shaping the future of enterprise automation and intelligent customer interactions.

Adapt is an advanced AI-driven platform built to act as a unified digital workspace for modern teams, enabling seamless interaction with multiple business tools. It connects to a wide range of systems, including analytics platforms, CRMs, and internal databases, allowing users to retrieve insights instantly. Through simple natural language queries, teams can access data, generate reports, and automate processes without needing technical expertise. The platform intelligently gathers context from integrated tools and routes requests to the most suitable AI models for accurate results. Adapt also empowers organizations to create internal applications and dashboards that consolidate key metrics in one place. By operating directly within Slack or through its web interface, it fits naturally into existing workflows and reduces friction in daily operations. Businesses benefit from faster decision-making, improved collaboration, and fewer interruptions to technical teams. Additionally, Adapt minimizes repetitive data requests by centralizing knowledge access across departments. Its automation capabilities help teams execute tasks more efficiently, from marketing analytics to engineering workflows. With enterprise-grade security, including encryption, compliance certifications, and strict data controls, Adapt prioritizes data privacy and trust.

Cognigy.AI is an enterprise-grade conversational AI platform designed to automate customer interactions across various channels, including voice and chat. Leveraging advanced natural language understanding (NLU) and large language models (LLMs), it enables businesses to create intelligent AI agents capable of delivering personalized, human-like conversations. The platform offers robust integration capabilities, allowing seamless connectivity with existing contact center and CRM systems to enhance customer experience orchestration. With features like Agentic AI, Cognigy.AI introduces autonomous, goal-oriented agents that can think, adapt, and collaborate with both AI and human agents, navigating complex queries with flexibility and precision. This comprehensive solution empowers organizations to streamline customer service operations, improve engagement, and achieve higher efficiency in handling customer inquiries.

Curiosity is redefining enterprise knowledge discovery with a blend of in-memory performance and AI intelligence. It unifies all your company’s tools: Slack, Confluence, Microsoft 365, Google Workspace and more; all into one seamless search experience. With Curiosity, you can instantly search and interact with information across multiple systems. Its AI Assistant transforms your workflow: summarize complex documents, draft content or ask questions directly to your company’s knowledge base. Everything happens securely, right where your data lives. The platform’s in-memory search engine delivers lightning-fast results across structured and unstructured data, while fast setup means you can deploy and connect your data sources within minutes. Built for flexibility, Curiosity scales from small teams to large enterprises, adapting to your infrastructure, privacy and compliance requirements. Whether you’re an engineer, knowledge manager or IT leader, Curiosity helps your organization work smarter; not harder. Fast setup. In-memory speed. Flexible for enterprise.

Runbear empowers teams to rapidly build AI-powered agents without any coding, seamlessly integrating them into widely used communication platforms such as Slack, Teams, Discord, and HubSpot. The platform enables users to deploy specialized AI assistants connected to models like OpenAI, Claude, and Gemini, enhanced by integrations with knowledge sources including Google Drive, Notion, and Confluence to keep content updated automatically. Runbear’s flexible multi-agent management lets organizations customize AI experiences for different teams, improving productivity and collaboration across departments. Key features include automating meeting prep, generating PRDs from Slack threads, querying databases with natural language, and triggering workflow automation through Zapier—all directly from chat environments. The product is designed to simplify complex workflows by reducing repetitive tasks and providing instant, context-aware AI responses to common questions. Companies across various industries praise Runbear for its intuitive interface, seamless setup, and transformative impact on team communication and efficiency. Additionally, Runbear supports compliance with enterprise-grade security standards such as SOC2. This makes it a reliable choice for businesses looking to incorporate AI assistants while maintaining data integrity and privacy.

With Folderr, you can create AI tailored to any task, whether it's a friendly chat assistant based on your uploaded data or a robust automation system for your business needs. Users can effortlessly upload an unlimited number of files, which then become the foundation of a versatile AI assistant. Our sophisticated AI is capable of processing and comprehending a diverse array of data formats, including complex spreadsheets and lengthy PDFs that can exceed 500 pages. You have the flexibility to upload data from multiple sources, including your computer, smartphone, Google Drive, Dropbox, FTP, or even via web scraping, and you can send emails directly to your AI with attached files. The generative AI chat feature integrates all essential tools to overcome the constraints of conventional AI solutions. Not only can you create images and tackle challenging math problems, but you can also browse the internet, all from an intuitive chat interface. Furthermore, Folderr Assistants surpass the capabilities of standard generative AI chat by allowing integration with hundreds of applications and endowing assistants with advanced functionalities to perform intricate tasks with remarkable precision and dependability. This makes Folderr an invaluable asset for enhancing productivity across various domains.

Create and tailor your very own AI Assistant designed to streamline customer support, enhance sales, and more. Choose from a variety of languages for your AI assistant to communicate in, ensuring that it can engage a diverse audience. This intelligent assistant is equipped to seamlessly transfer conversations to your team whenever necessary. You can specify the exact translations you prefer, allowing your brand's unique voice to shine through. Upload your data effortlessly via URLs, PDFs, articles from Intercom, or simply copy and paste the text directly into the platform—no additional effort needed. Enhance user experience by customizing the assistant to proactively offer personalized product recommendations to your website visitors. It will also automatically gather contact information from potential leads. By integrating with your CRM, you can centralize all your data for easy access. Monitor your assistant's effectiveness, stay updated on its activities, and perform your own evaluations. We will delve into your specific needs to develop an AI assistant that meets the precise requirements of your business. This AI assistant will integrate smoothly with your existing tools and systems, ensuring a cohesive operational workflow. With these capabilities, you can elevate customer interactions and optimize business processes like never before.

CustomerIQ serves as an AI-driven assistant aimed at optimizing and simplifying administrative responsibilities for revenue teams, allowing them to redirect their efforts towards sales and enhancing customer interactions. It offers smooth integration with various platforms, including Zoom, Google Meet, Microsoft Teams, Gmail, Outlook, Salesforce, and HubSpot, and provides features such as AI-generated meeting notes, automated CRM updates, tailored email composition, and smart inbox organization. By capturing and summarizing meeting discussions, it automatically refreshes CRM records, crafts context-aware email responses, and organizes inboxes with intuitive labels. Additionally, CustomerIQ includes a content repository, enabling users to upload essential materials that the AI can utilize in communications. The platform also allows for the production of shareable clips from recorded meetings, fostering collaboration within teams and improving engagement with customers. Furthermore, its user-friendly interface enhances efficiency, making it a vital tool for any revenue team looking to maximize productivity.

Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.

Centrifuse serves as an innovative AI assistant tailored for product developers, seamlessly integrating your various applications—such as email, calendar, and files—with advanced AI models through a simple setup process, allowing you to pose inquiries and receive detailed, well-sourced responses drawn from both online resources and your integrated knowledge repositories. It encompasses a wide array of prominent AI models, including GPT, Claude, Deepseek, Grok, and more, centralizing the latest functionalities within a single platform, which effectively removes the necessity for multiple subscriptions. By incorporating Centrifuse into your technology infrastructure, you can automate tasks like sending messages via Slack, accessing Notion documents, and updating CRM entries, significantly minimizing the amount of repetitive manual labor involved. Furthermore, the platform provides the capability to develop personalized skills that align with your specific workflows and communication style, ranging from crafting product requirements documents to composing emails, ultimately offering a customized virtual assistant experience that evolves according to your preferences. This adaptability ensures that Centrifuse remains a valuable resource for enhancing productivity and streamlining your operations.

Knolli serves as an AI copilot platform that allows users to create, deploy, and expand tailored AI copilots and agents without the necessity of coding by converting knowledge, documents, datasets, and proprietary materials into engaging, conversational assistants. This platform features a no-code workspace where individuals, teams, and businesses can articulate their concepts in simple terms, enabling Knolli to automatically organize uploaded materials into a functional AI copilot. Additionally, it ensures data is organized and safeguarded through encrypted private knowledge bases while seamlessly integrating with tools like CRMs, file storage systems, and databases to provide real-time data for contextually relevant interactions. Knolli accommodates a multi-agent framework that allows various specialized agents to operate within a single copilot, offers pre-designed templates for frequent scenarios, and supports custom branding and white-label solutions. Users can also benefit from comprehensive analytics to track performance, usage metrics, and return on investment. Moreover, Knolli enhances productivity by providing workflow automation, which empowers copilots to carry out complex tasks and synchronize with current systems effortlessly. This robust set of features makes Knolli a versatile solution for organizations looking to leverage AI effectively.

Adaptive is a platform that empowers users to develop intelligent systems that learn, coordinate, and automate workflows across various tools and data sources. The platform aims to create what it calls an “adaptive computer,” allowing multiple AI components to collaborate on tasks such as data analysis, communication responses, and actions across integrated applications. Users can connect various external systems, including email, databases, and collaboration tools, which enables the AI to recognize patterns, interpret incoming information, and automate routine tasks like responding to customer inquiries or directing requests to relevant teams. By transcending traditional static automation, Adaptive fosters AI agents that continuously learn from their interactions, evolving their behaviors over time, which leads to enhanced accuracy and efficiency as they analyze increasing amounts of data. This dynamic approach not only streamlines operations but also empowers organizations to harness AI’s full potential in real-time decision-making.

OctoClaw is a comprehensive managed AI agent platform that serves as a round-the-clock "AI personal employee," capable of independently performing various real-world tasks like research, administrative duties, and online shopping without the need for any technical configuration or programming skills. This platform provides users with continuous access to agents operating in the cloud, allowing them to delegate tasks that persist even when the user is offline, thereby transforming AI into an ongoing operator as opposed to merely a reactive assistant. Furthermore, OctoClaw includes specialized agents tailored for distinct functions, such as conducting in-depth research by gathering information from numerous sources and providing concise summaries, managing executive tasks like calendar organization and email drafting, and monitoring pricing for deals to make purchases automatically based on parameters set by the user. Additionally, OctoClaw seamlessly integrates with widely used applications such as Gmail, Slack, Notion, and various web browsers, ensuring that agents can function effectively within established workflows and settings. This integration fosters a smoother user experience, as it allows individuals to leverage AI capabilities without disrupting their regular routines.

Demi serves as a comprehensive AI assistant designed for professionals who engage directly with clients, efficiently managing tasks such as sorting emails, drafting automatic replies, transcribing meetings, updating CRM systems, and taking care of various administrative duties that can hinder sales efforts. It seamlessly integrates with popular email platforms like Gmail and Outlook, requiring no setup time, which allows users to incorporate Demi into their daily routines with just a few simple clicks. By categorizing conversations based on deal stage and priority, Demi ensures that users are always aware of what requires immediate attention and what can be postponed. Furthermore, it generates thoughtful responses and follow-up messages in the user's unique voice, enabling quick reviews before sending. Scheduling is also streamlined, with Demi automatically accessing your availability, generating invitations, and securing meetings with a single click, eliminating the tedious back-and-forth communication. Additionally, meeting transcriptions can be transformed into easy-to-review follow-up notes, making the preparation of next steps effortless and efficient, thereby enhancing productivity in client interactions. Overall, Demi not only saves time but also enhances the quality of client communications.

TrustClaw serves as a round-the-clock AI assistant that boasts over 1000 integrations via OAuth and operates in a secure, sandboxed environment, fundamentally redesigned with a focus on security based on the principles of OpenClaw. This intelligent assistant is engineered to perform tasks while users rest, allowing for seamless interaction with the same agent across various messaging platforms such as Telegram, with additional support for WhatsApp, Discord, and Slack anticipated in the near future. Users can rely on TrustClaw to manage their workflows efficiently, as it can retrieve and organize emails, compose responses, document customer feedback in Notion, summarize messages from Slack, extract completed tickets from Linear, and create release notes. Furthermore, it can scrape reviews, evaluate sentiment, monitor Gmail for customer inquiries, and integrate with numerous applications including Gmail, GitHub, Notion, Figma, Linear, Jira, Google Drive, Google Calendar, Todoist, Asana, Trello, Stripe, HubSpot, and Airtable, among others. The platform's key feature is its commitment to enhancing security by eliminating the need for insecure password or API-key-based agent configurations in favor of OAuth-only connections and encrypted management of credentials, ensuring a safer user experience. Ultimately, TrustClaw aims to redefine how users interact with AI by providing a trustworthy and efficient solution for managing their digital tasks.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Rezolve.ai is a GenAI-enabled employee support and engagement solution that integrates with Microsoft Teams, elevates employee experience, unlocks enterprise knowledge, and unleashes digital dexterity for enterprises. Rezolve.ai AITSM elevates employee experience, unlocks hidden enterprise knowledge, and unleashes digital talent, making it an indispensable tool for organizations looking to enhance their IT capabilities and drive innovation. Benefits of Rezolve.ai: • Enhance your service desk efficiency • Elevate your employee satisfaction (ESAT) and wait time • Provide support 24x7 • Eliminate Enterprise Friction • Increase Employee Productivity • Boost your ROI • Unleash digital dexterity • Engage your employees via MS Teams

Rapidly create a tailored AI assistant utilizing the capabilities of OpenAI's GPT-3.5 technology. By integrating it with your organization's resources or uploading necessary documents, you can enable the assistant to handle any questions that may arise for you or your team. Develop a chatbot that links directly to your business data and various integrations, thereby streamlining the process of retrieving information and eliminating the need for manual searches or team queries. Establish a help-desk chatbot swiftly by connecting your data sources and integrating with spreadsheets or document uploads for immediate interaction. Emma facilitates the training of your assistant by prompting it with inquiries about the information you wish to impart. As your assistant absorbs this knowledge, it evolves and becomes an invaluable "know-it-all" resource. You can interact with your assistant seamlessly through a chat webpage, a desktop application, various integrations, or by utilizing the Emma API, ensuring convenient access whenever you need assistance. As the assistant grows in intelligence, it will not only respond accurately but also anticipate your future requests, making it an indispensable tool for your organization.

Concierge AI stands out as a sophisticated assistant powered by artificial intelligence, aiming to seamlessly integrate AI capabilities with tailored workflow automation. In contrast to conventional AI assistants that tend to generate standard replies, Concierge AI interfaces directly with widely-used SaaS platforms such as Gmail, Slack, Notion, Jira, Linear, Attio, and HubSpot, facilitating immediate data access and task performance. This allows users to link their preferred applications with ease, empowering the AI to interact with data in real time and creating a fluid workflow experience without the need to toggle between different platforms. Concierge AI grants users access to leading AI models including GPT, Claude, Grok, and DeepSeek through a single subscription, streamlining the process of handling various AI tools. Whether users need to compose a Product Requirements Document in a specific format or craft a sales email with a particular tone, Concierge AI is capable of tailoring its responses to meet individual preferences, thus enhancing the personalization and effectiveness of automation. Additionally, users can request Concierge AI to review and analyze their previous communications for insights. This capability further enriches the user experience by providing actionable feedback based on historical interactions.

Pokee AI is at the forefront of developing innovative foundational AI agents that excel in advanced planning, reasoning, and utilizing a variety of digital tools. Their unique reinforcement learning technology seamlessly adapts to thousands of tools and intricate workflows, delivering exceptional accuracy and efficiency without breaking the bank. By automatically integrating with various platforms such as Google Workspace, social media channels, and productivity applications, users can effortlessly automate high-level tasks that include content creation (text, images, video, music, voice), social media management (posting, engagement, and cross-platform content development), document processing (intelligent search, slide design, spreadsheet analysis, as well as PDF and code editing), and multi-channel marketing automation. Pokee AI envisions a future where workflow automation is accessible to all, empowering professionals and organizations to enhance digital productivity by transitioning from manual tasks to intelligent, autonomous workflows. This shift not only increases efficiency but also allows users to focus on more strategic initiatives within their work environments.

Conversica's conversational AI solutions empower revenue teams in enterprises to effectively attract, acquire, and nurture customers throughout their journey via Email, SMS, or Website Chat. In today's fast-paced environment, potential clients and existing customers anticipate swift responses to their inquiries, ideally within minutes rather than hours. Conversica's AI Assistants are designed to engage immediately upon receiving an inquiry, offering responses in mere seconds. This quick, personalized, and continuous engagement from an AI Assistant not only assists teams in uncovering additional revenue opportunities but also enhances workforce efficiency, enabling revenue teams to achieve peak performance at a significantly reduced cost. By fortifying the top of your sales funnel with nearly complete lead coverage and improved engagement rates, these solutions connect website visitors to information without delay, rapidly pre-qualify new leads, and boost registration for webinars and events. Furthermore, with advanced Conversational Marketing capabilities, your AI Assistant is equipped to guide the next best actions across various channels such as chat, email, and SMS, ensuring a seamless experience for both your team and customers alike. This holistic approach ultimately fosters stronger relationships and drives sustained growth for your business.

Rheobot offers both real-time and automated services aimed at enhancing customer interaction, converting leads, and managing client relationships across websites and social media channels. This comprehensive approach streamlines communication and fosters stronger connections with customers.

Yellow.ai is the enterprise-grade Conversational AI platform that unlocks business potential at scale. The platform is trusted across 85+ countries by 1000+ enterprises, Domino’s, Sephora, Hyundai, Biogen International, Edelweiss Broking, Siemens Limited, Waste Connections, American Bureau of Shipping, and MG Motors. Powered by Dynamic AI agents for enterprises, the company aims to deliver human-like interactions that boost customer satisfaction and increase employee engagement at scale, through its no-code/low-code platform. The company has raised more than $102M from blue-chip investors and has offices across six countries.