HubSpot Context Home is the page in Agent Hub where you review and edit the business information HubSpot's AI uses, such as company details, products, ICPs, personas, sales methodology, and custom notes. To set it up, open Agents > Agent Hub, click the Context tab, and fill in the Business, Customers, Team & Processes, Personal, and Custom sections before you turn on any agent.
HubSpot's assistant and agents use the same business information across multiple AI tools. A gap in that information can affect all of them. For example, an outdated product list or missing ideal customer profile (ICP) can lead to generic emails, drafts that don't match your brand, and agents that produce unreliable results.
If you're preparing to launch Customer Agent or Prospecting Agent, our HubSpot AI agent implementation team can help organize your business information, set the right guardrails, and define handoff rules before the agents go live.
HubSpot Context Home is one place to view and manage what HubSpot knows about your business, so every team and agent works from the same shared context. HubSpot calls that body of information Growth Context, and it covers your customers, your team, and your business.
Context Home arrived with HubSpot's Fall 2026 Spotlight, published September 16. It replaced the old AI Data Sources page under AI settings, where brand, knowledge sources, and AI data settings used to sit in separate places.
HubSpot's own customer data shows portals with high-quality context close 3.2x more deals per month. High-quality context here means populated CRM fields, logged activity, connected integrations, and configured team settings. That's vendor data about its own customers, so treat it as a direction and not a forecast. We still treat Context Home as the first stop before any agent setup, because an agent can only work from the information it has.
Context Home lives in Agent Hub. In your HubSpot account, go to Agents > Agent Hub and click the Context tab.
Context Home is included in all HubSpot editions, and Starter, Professional, and Enterprise portals reach it through Agent Hub. Some features you'll set up inside it, like sales methodology, still need a Professional or Enterprise subscription.
You need Super Admin or Partner Admin permission to edit most context sections. Two exceptions apply. Users with Prospecting Agent Admin permission can edit Products & Services, and any user can update their own profile and email personalities in the Personal section.
Before you start, check who holds Super Admin access and make one of those people the context owner. Splitting edits across several admins is the fastest way to end up with conflicting ICPs and product descriptions.
Each Context Home section holds one type of context, from company firmographics to the tone of a single rep's emails. The table below lists every editable section and what it holds.
|
Section |
What It Holds |
Who Can Edit It |
|
Business |
Identity and classification, business profile, technology stack, market and ecosystem context, brand kit, and products and services |
Super Admin or Partner Admin, plus Prospecting Agent Admins for products and services |
|
Customers |
Ideal customer profiles (ICPs) and buyer personas |
Super Admin or Partner Admin |
|
Team & Processes |
Your sales methodology |
Super Admin or Partner Admin |
|
Personal |
Your user profile and email personalities, such as one for closing and one for cold outreach |
Any user, for their own profile |
|
Custom |
Free-form text or uploaded files, each with its own visibility setting |
Super Admin or Partner Admin for shared entries, and each user for their own entries |
The sidebar also shows a Summary tab and a Recommendations tab. HubSpot uses recommendations to flag context that may be outdated, so check that tab every time you open Context Home.
Set up Context Home section by section, starting with the information every agent uses and ending with a test. This is the order we recommend:
One thing we'd avoid is uploading whole folders of old sales decks and PDFs into Custom. Outdated files compete with your current information, and agents can't tell the old version from the current one.
The Context Home score shows how complete your context is and where the gaps are. It works as a to-do list for empty sections, but it doesn't check accuracy.
A full score means the fields are filled, not that they're right. An ICP written three years ago can complete a section and still send Prospecting Agent after the wrong accounts. HubSpot's knowledge base also doesn't explain how the score is weighted, so don't chase points for their own sake.
Use the score to find what's missing, then read every section the way a new hire would. Fix anything wrong, even if the score doesn't change.
Context is foundational information HubSpot applies automatically across its AI tools, and knowledge vaults are sets of information you add manually to specific projects or agents. Both live in the same Context area of Agent Hub.
|
Context |
Knowledge Vaults |
|
|
Scope |
Applied automatically across HubSpot's AI tools |
Attached manually to one agent or project |
|
Best for |
Product details, internal documentation, and support guidance |
|
|
Where to manage |
Context tab in Agent Hub |
Knowledge vaults tab inside Context |
A rule of thumb is that anything every agent should know goes in context. Anything only one agent or project needs goes in a knowledge vault, so it stays out of unrelated drafts.
Keep Context Home current by giving it one owner, reviewing it on a fixed schedule, and acting on the Recommendations tab. You can edit context directly in Context Home or from anywhere using Breeze Assistant, so small fixes don't need to wait for a review.
We recommend a full review every quarter, plus a quick check after any of these changes.
Context Home describes your business, but agents also read your CRM records. Pair the quarterly review with a HubSpot portal audit once a year, so duplicate records and stale properties don't undo good context.
Agents work only as well as the context and data behind them, and most teams don't have time to write it all down before launch. Our AI agent team prepares the FAQs, sales context, product details, and CRM data each agent needs. We then set the guardrails, escalation paths, and approval steps before the agent talks to anyone.
As a HubSpot Elite Solutions Partner, we run every rollout through a six-step framework, from discovery to testing and team training. If you're planning a Customer Agent or Prospecting Agent launch, learn how our HubSpot AI agent implementation works.
Set up HubSpot Context Home before you activate any agent. Fill in the Business, Customers, Team & Processes, Personal, and Custom sections, test one agent's output, and give one person the job of reviewing it every quarter.
Check how ready your portal is with the free HubSpot AI Readiness Index.