AI Lead Qualification

Aijent's AI agent engages website visitors in natural conversation, qualifying them using BANT methodology — budget, authority, need, and timeline. Qualified leads are automatically created as Contacts in HubSpot with name, email, company, and phone number captured.

Automatic Meeting Booking & Deal Creation

When a visitor books a meeting through the AI agent, Aijent automatically creates a Deal in HubSpot and sets the pipeline stage to Appointment Scheduled — so your sales team always knows what's ready to work.

Conversation Transcripts on Contact Timeline

Every AI conversation is logged as a Note on the HubSpot Contact timeline, including the full transcript and a qualification summary. Notes are updated in real time as the conversation continues.

Automatic Company Association

When a visitor uses a business email, Aijent automatically creates or matches the associated Company record in HubSpot and links it to the new Contact and Deal. Sales reps see full account context the moment a lead lands — no manual cleanup, no orphan Contacts, no duplicate Companies.

Aijent Lead Source Reporting

Aijent automatically creates an "Aijent" custom property on Contacts and Deals in your HubSpot portal on first sync — no manual setup required. Filter any standard HubSpot report or dashboard by "Aijent = Yes" to see exactly which records came from your AI agent. Track Aijent's contribution to pipeline alongside every other source.