Docs
Knowledge Base
Everything you need to know about Hubby AI, from initial setup to advanced RevOps automation.
Getting Started
Add Hubby to your Slack workspace and connect your CRM in under 2 minutes.
Installation Guide
How to add Hubby to your Slack workspace.
HubSpot Authorization
Connecting your portal and granting permissions.
Your First Command
Try asking Hubby to 'search contacts at apple.com'.
Core Capabilities
Explore what your new AI colleague can do for your revenue team.
Pipeline Intelligence
Identifying stale deals and stuck stages.
Data Quality
Finding duplicates and missing properties automatically.
Revenue Recovery
Re-engaging closed-lost deals with intent signals.
Targeted Emails
Drafting context-aware follow-ups based on deal notes.
Talking to Hubby
Hubby understands natural language. Here's how to get the best results.
Querying the CRM
Asking for records, deals, and owner information.
Write Operations
How to request updates to deals and contacts.
Reporting
Generating pipeline comparisons and health digests.
Human-in-the-Loop
Safety is our priority. You always have the final say.
Approval Flow
How interactive buttons work for CRM updates.
Action Transparency
How Hubby explains its reasoning before acting.
Security & Privacy
How we protect your CRM data and OAuth tokens.
Automations & Crons
Put your revenue operations on autopilot.
Scheduled Reports
Setting up weekly pipeline checks via Slack.
Event Triggers
Posting to channels when deals move to Closed Won.
Custom Playbooks
Creating multi-step logic for your specific workflow.
Can't find what you're looking for?
Our support team is here to help. Whether you need help with a custom workflow or have a technical question, we're just an email away.