HubSpot AI Credits: Complete Guide to Optimize Your Use of AI

If you’re a HubSpot user, you’ve probably wondered how to use all these new AI features or what HubSpot AI Credits actually are. Over the past few months, the platform has been rolling out highly innovative artificial intelligence–powered functionalities within your CRM, and AI Credits are the key to making the most of them.

These credits work like a kind of internal “currency” within HubSpot, allowing you to access AI tools based on your needs. But how exactly are they used, and what benefits do they offer for your business?

In this article, you’ll discover how HubSpot AI Credits work, which features consume these credits, how to monitor them, and the best strategies to optimize their use.

What are HubSpot AI Credits?

As you’ve just seen, HubSpot AI Credits are “tokens” that allow you to use artificial intelligence tools within your CRM in a flexible and controlled way, giving you the freedom to choose which features to use based on your company’s operational needs.

Depending on your account’s license, HubSpot renews these credits on a monthly basis. That’s why, as we’ll see later on, it’s important to keep close track of the HubSpot AI Credits you’re consuming.

But you might be wondering… which AI features are included, and how can you make the most of these credits?

Features that consume HubSpot AI Credits

HubSpot AI Credits allow you to use multiple tools and functionalities that automate internal processes and streamline manual tasks within your CRM. Below, we’ll briefly review the most relevant features you can take advantage of with these credits.

Marketing Studio

This is the new tool developed by HubSpot to centralize the planning, creation, and execution of campaigns in a collaborative way. It helps your team save time by automating repetitive tasks and making your campaigns smarter, more contextualized, and more consistent. If you want to learn more about how HubSpot’s AI is transforming marketing, take a look at this article.

AI Agents

Within the Breeze ecosystem, and with the goal of allowing your team to focus on the most relevant strategic tasks for your business, HubSpot has developed several artificial intelligence agents that help automate everyday repetitive tasks.

From the Prospecting Agent to the Customer Agent, these use data stored in your CRM to manage relevant customer interactions and handle interdepartmental processes efficiently. This allows your team to focus on strategic work while ensuring a consistent customer experience and optimizing internal workloads.

Data Hub

HubSpot Data Hub turns your CRM into an AI-powered Smart CRM, ensuring optimal data quality through the management, structuring, and automation of your information. If you want to learn how to make business decisions based on contextualized, accurate, and always up-to-date data, check out this article.

To help you identify which tools consume credits, HubSpot highlights these icons to indicate features that currently use credits or will do so in the future.

Fuente: HubSpot

Source: HubSpot

How to monitor and manage your HubSpot AI Credits

Within your account’s “Account & Billing” settings, HubSpot provides a dashboard where you can see your credit usage in real time, as well as details on how many HubSpot AI Credits you can use each month (these credits are renewed monthly and do not roll over).

Source: HubSpot

Additionally, if you reach your monthly credit limit, HubSpot gives you the option to purchase additional credit packages so you can continue using these features without interruptions.

Best practices to maximize your HubSpot AI Credits

Prioritize your business needs

One of the most important aspects when using these credits is aligning them with your business’s strategic objectives. This allows you to prioritize the AI features or tools that will have the greatest possible impact on your sales, marketing, or customer service activities.

Monitor and control your usage

Regularly review your HubSpot AI Credits dashboard and set up custom alerts to avoid exceeding your monthly limits. This helps prevent unexpected billing issues and ensures optimal resource management.

Take advantage of the flexibility of additional credits

If your team needs more credits during specific periods or for particular projects, remember that you can purchase additional credit packages. This way, you’ll only pay for what you need and maintain customized control over how your HubSpot AI Credits are used.

Conclusion

Ultimately, HubSpot AI Credits are the tool that allows you to get the most out of artificial intelligence features within your CRM in a flexible way, tailored to your business needs.

Mastering AI Credits not only optimizes your day-to-day operations, but also takes your business’s efficiency and innovation to the next level.

If you’d like to learn more about how to get the most value from HubSpot AI Credits, contact us and our team will guide you step by step to optimize their use within your company effectively.