In an era where AI solutions like Breeze AI play a pivotal role in HubSpot, many business owners face a common frustration: "Why can’t AI answer specific questions about my unique business?"
For instance, if you run a car dealership, the AI might recognize a contact (the customer) but have no clue which cars are currently in stock. Or, if you manage a pet hotel, the AI might remember the owner’s name but fail to track a specific dog’s food allergies.
These limitations are becoming a thing of the past. HubSpot has now enabled the connection of Custom Objects to Knowledge Vaults. This allows your proprietary business data—beyond the standard CRM fields—to be fully utilized by AI Agents such as Breeze or Custom Assistants, transforming AI into an "Intelligent Specialist" with deep institutional knowledge.
To understand the impact, we must first look at how Knowledge Vaults function. They act as the centralized "brain" for AI Agents, pulling data from various sources like Knowledge Bases or the CRM to answer queries. Previously, however, they were restricted to Standard Objects (e.g., Contacts, Companies, or Deals).
In reality, most businesses rely on data that doesn't fit into standard categories. Critical information is often stored in Custom Objects, such as inventory lists, booking histories, machinery specifications, or shipment details. Until now, AI was blind to this data.
This update means the specialized data structures you’ve built in HubSpot can now flow directly into Knowledge Vaults.
This HubSpot feature allows you to:
Simply put, your AI is no longer limited to basic CRM data; it now understands the actual structure of your business operations.
Imagine if your AI Agent worked like a veteran employee with 10 years of experience. Consider the efficiency gains:
Connecting Custom Objects to Knowledge Vaults is a seamless process:
1. Connecting Custom Objects Instead of pulling in unorganized data, HubSpot lets you connect via Segments created from Custom Objects. This allows you to curate exactly what the AI learns—for example, only syncing products currently "In Stock" or orders marked as "In Progress."
2. Comprehensive Data Syncing Once a Segment is selected, the system pulls in:
3. Real-Time Updates Information remains current. Any change to a Record or Property is reflected instantly, ensuring your AI is always as smart as your most recent data.
This feature is designed for businesses requiring advanced data management. It is available to users on the following plans:
The integration of Knowledge Vaults and Custom Objects breaks down the wall between back-office data and front-end customer experience.
If you have invested heavily in building Custom Objects, now is the time to reap the rewards. Your AI is no longer just a chatbot; it is a Business Expert capable of closing sales and solving complex problems with professional-grade accuracy—without you ever having to manually feed it the same information twice.
Reference: HubSpot. (2026). Connect Custom Objects to Knowledge Vaults. Retrieved from https://app.hubspot.com/l/product-updates/?rollout=283908
Read more articles : HubSpot Product Update: Customize your bookmarks for convenience and time saving (HubSpot Product Update: จัดลำดับ Bookmarks เอง สะดวกและประหยัดเวลา)
Contact us
Tel : 024-609-599
E-mail : contact@ourgreen.co.th
Website : ourgreenfish.com