21 Oct 2026, 12:24 UTC · 8 questions · ID 8cac8d75d31a
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Industry
Financial services
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/Question 1 asked here
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/chat-responseQuestion 2 asked here
/chat-responseQuestion 3 asked here
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/chat-responseQuestions 4, 5, 6, 7 and 8 asked here
Question 1
“I want build a marketing automation agent for faster onboarding?”
Answer
Partly answered
The onboarding playbook and Marketing Hub journeys cover automated, timely onboarding messages, and the Campaign Agent drafts campaigns for review. The site never says whether customers can build or configure their own custom agents beyond the four built-in ones.
Show onboarding use of the Campaign Agent on /products/campaign-agent
Who needs it: Marketing and customer success teams running onboarding
What is missing
Using the Campaign Agent to plan or draft onboarding sequences for new customers is not mentioned.
Where
Update this section: add an onboarding example alongside the "Campaign plans" and "Email and page drafts" cards.
Related sections
Four steps from signature to first success
What to do
Confirm with product that the Campaign Agent can draft onboarding emails triggered by customer actions.
Add an onboarding example to this section and link it to the onboarding playbook on /solutions/onboard-customers.
Done when: /products/campaign-agent shows an onboarding campaign example and links to the onboarding playbook.
Answer full page
Hourglass doesn't list building your own custom agents. It does offer the built-in Campaign Agent and Marketing Hub journeys you can use to guide new customers, with your team approving every draft. This page shows the onboarding playbook, what the Campaign Agent can do and the Marketing Hub tools behind timely messages.
“I want use a marketing automation agent for faster onboarding?”
Answer
Partly answered
The Campaign Agent's drafting and approval, Marketing Hub journeys and the onboarding playbook's triggered emails are all covered. No page says the Campaign Agent, or any agent, can plan or draft onboarding messages, and the onboarding playbook names no agent.
Name the agent behind onboarding messages on /solutions/onboard-customers
Who needs it: Marketing and customer success teams running onboarding
What is missing
The onboarding playbook does not say whether the Campaign Agent can plan or draft onboarding emails.
No link from the onboarding steps to the Campaign Agent or Marketing Hub journeys.
Where
Update this section: add to the "Guide with timely messages" card, beside "Emails triggered by what each customer has done".
Related sections
What the Campaign Agent can do · Everything marketing needs, on one record
What to do
Confirm with product whether the Campaign Agent can plan and draft onboarding sequences triggered by customer actions.
Add a line to the card naming the agent's role and that a person approves each message.
Link the card to /products/campaign-agent and the Journeys card on /products/marketing.
Done when: /solutions/onboard-customers says which agent drafts onboarding messages and links to its page. Depends on: “Show onboarding use of the Campaign Agent on /products/campaign-agent”
Answer full page
You can use the built-in Campaign Agent to plan and draft onboarding messages, and Marketing Hub journeys to send them at the right moments. The agent researches your audience and drafts plans and emails, and nothing goes out until someone on your team approves it. This page puts the agent beside the onboarding playbook and the Marketing Hub tools that run it.
“I want use a marketing automation agent? that focuses on ABM what should i consider?”
Answer
Partly answered
The ABM playbook, the Campaign Agent's drafting and approval steps, and agent permissions are covered. The site never says whether the Campaign Agent can work from a target account list or a buying group, and the ABM page doesn't name it.
Name the Campaign Agent's role in ABM on /solutions/account-based-marketing
Who needs it: Marketing teams running account-based programs
What is missing
The ABM playbook names only the Data Agent and never says which agent drafts the account-specific ads, emails and pages.
No points to consider when using an agent for target-account campaigns, such as permissions and approvals.
Where
Update this section: extend the "Reach them everywhere at once" card, beside "Choose the accounts" and "Map the buying group".
Related sections
What the Campaign Agent can do · Agents that ask. People who decide.
What to do
Confirm with product which ABM steps the Campaign Agent supports.
Add a line to the card naming the agent's part and linking to /products/campaign-agent.
Link to Agent Hub controls for permissions and approvals.
Done when: /solutions/account-based-marketing names the agent that drafts account-specific outreach and links to its page. Depends on: “Show account-based use of the Campaign Agent on /products/campaign-agent”
Show account-based use of the Campaign Agent on /products/campaign-agent
Who needs it: Marketing teams running account-based programs
What is missing
Whether the Campaign Agent can build a plan from a target account list is not stated.
Whether it targets the people in a buying group, rather than individual contacts, is not stated.
Where
Update this section: extend the "Audience segments" card, beside "Campaign plans" and "Email and page drafts".
Related sections
Four steps to land a target account
What to do
Confirm with product whether the Campaign Agent supports account lists and buying groups.
Add the confirmed account-based capabilities to the card and link to /solutions/account-based-marketing.
Done when: /products/campaign-agent states whether the agent can plan campaigns for target accounts and their buying groups.
Answer full page
For account-based work, start with the target account playbook: choose the accounts, map the buying group, reach them everywhere at once and sell as one team. The Campaign Agent can draft the plans, segments and content for those accounts, and every draft waits for a person to approve it. Consider what each agent can read and which actions need approval, which you set in Agent Hub.
“I want use a marketing automation agent? that focuses on ABM what should i consider? also similar comparisons and casestudies?”
Answer
Partly answered
The site covers the account-based playbook, what the Campaign Agent can do and how agent permissions and approvals work. No customer story shows account-based marketing results, and no comparison covers running ABM on Hourglass against separate ABM tools.
Add an account-based marketing customer story to /solutions/account-based-marketing
Who needs it: B2B marketing teams running account-based programs
What is missing
None of the stories on the target accounts page describes an account-based program.
No results tied to target-account campaigns or the Campaign Agent are shown.
Where
Update this section: add an account-based card beside "Allica Bank", "KeepCup" and "Suzuki", or replace this shared slider on this page with one that leads with that story.
Related sections
Four steps to land a target account · Why account-based work goes better on one platform
What to do
Confirm with customer marketing which customer ran account-based campaigns on Hourglass and which results they agree to publish.
Add the story with its quote, the agents used and two measured results.
Done when: /solutions/account-based-marketing shows a customer story about an account-based program with its results.
Add account-based marketing to the comparison on /compare/point-tools
Who needs it: B2B marketing teams running account-based programs
What is missing
The comparison never addresses separate account-based marketing tools against Hourglass.
Nothing compares target lists, buying-group coverage or account-level reporting across the two approaches.
Where
Update this section: add a row beside "AI agents" and "Reporting" covering account-based work.
Related sections
Why account-based work goes better on one platform
What to do
Confirm with product how account-based work in Hourglass differs from a separate ABM tool.
Add the row and link to it from /solutions/account-based-marketing.
Done when: /compare/point-tools has a row comparing account-based marketing on Hourglass with separate tools.
Answer full page
This page keeps the account-based playbook, what the Campaign Agent can do and how you control every agent, then adds a side-by-side of one platform versus a stack of separate tools. It closes with customer stories from Allica Bank, KeepCup and Suzuki, the same stories shown on the target accounts page.
“What is everyone doing with AI agents right now with your products & services?”
Answer
Partly answered
Agent Hub describes all four agents but shows only one customer story, Arduino's use of the Data Agent. Customer Agent, Campaign Agent and other Data Agent examples appear only on the retail, financial services and software pages, and /customers has no overview of what customers do with each agent.
Add Customer and Campaign Agent stories to the customer results on /products/agents
What is missing
Only one agent story is shown: Arduino using the Data Agent.
No customer story shows the Customer Agent or the Campaign Agent at work, though such stories exist on the industry pages.
No example shows agents used by service or marketing teams.
Where
Update this section: Add cards beside "Arduino" in the "Reach accounts while they’re still in the product" section.
Related sections
Everything you need to run agents responsibly
What to do
Confirm with customer marketing which existing agent stories, such as Panoramic Doors, Threekit, Mercantile Bank and KeepCup, can be reused on this page.
Add one card for each agent not yet covered, naming the agent, the team using it and the result.
Update the section heading and intro so they cover agents across teams rather than one software company.
Done when: /products/agents shows a customer story for each of the Customer, Prospecting, Data and Campaign Agents, with the team and result named.
Add an agent stories by team section to /customers
What is missing
/customers does not group stories by the agent used or the team using it.
Customer Agent stories, such as Panoramic Doors, Threekit and Mercantile Bank, are not on /customers.
The Suzuki story does not say whether any agent is involved.
Where
New section on /customers, placed after "Remarkable results, in every industry".
Related sections
Remarkable results, in every industry · Everything you need to run agents responsibly · Agents that work alongside every team
Main topics
Which agent each customer uses · The team that works with it · The task the agent takes on · The result · How people review agent work
What to do
Gather the agent stories that are now spread across the industry and product pages, and confirm with customer marketing that they can be reused.
Build the section with one entry for each agent, linking to the full story and to the agent's product page.
Done when: /customers has a section showing which agent each featured customer uses, for which team and with what result.
Answer full page
Here is how customers put Hourglass agents to work, starting with Arduino, a software company that lets the Data Agent flag the trials ready for a conversation. You'll also see the agents working alongside each team and what Agent Hub gives you to run them. In every case, your people review and approve what the agents do.
“What is everyone doing with AI agents right now with your products & services? customers, case studies, compare”
Answer
Partly answered
The site describes what each agent does, compares built-in agents with point tools and legacy suites, and quotes customers using the Data, Campaign and Customer Agents. Those agent stories are scattered across industry pages: /customers and Agent Hub show only a few, none features the Prospecting Agent, and no story goes beyond a quote and two figures.
Add an agent stories by team section to /customers
What is missing
/customers has no view of how customers use agents, team by team.
Agent stories from Mercantile Bank, Panoramic Doors, Threekit and Arduino appear only on industry or product pages.
No story features the Prospecting Agent.
Stories are a quote and two figures, with no full case study of an agent rollout.
Where
New section on /customers, placed after "Remarkable results, in every industry".
Related sections
Remarkable results, in every industry · Reach accounts while they’re still in the product · How software companies grow from trial to renewal · How banks, credit unions and insurers grow with Hourglass
Main topics
Agent use by team (marketing, sales, service, data) · which agent each customer uses · results per agent · how people review agent work · links to fuller case studies
What to do
Gather the existing agent stories from the industry and product pages and confirm with customer marketing whether a Prospecting Agent story exists.
Build the section grouping stories by team and agent, linking to each agent page.
Done when: /customers has a section showing customer agent use by team, naming the agent and result in each story.
Answer full page
This page shows how customers use Hourglass agents, starting with Arduino, then more customer results from Allica Bank, KeepCup and Suzuki. It also covers the agents working alongside each team, what Agent Hub includes, and a side-by-side of one platform with built-in agents versus a stack of separate tools. Your people review and approve what the agents do.
The financial services page shows banks and insurers using the Customer Agent and Data Agent with approval steps, through the Mercantile Bank, Allica Bank and Alacrity Solutions stories. The banking page never explains what the Prospecting or Campaign Agents do for a bank. /customers shows only one financial services story, and neither Agent Hub nor the point-tools comparison gives a banking
Add banking uses to the agent slider on /solutions/financial-services
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
The agent cards give generic descriptions with no banking task for the Customer, Prospecting or Data Agent.
The Campaign Agent is missing from the slider, so member campaign use is not shown.
Where
Update this section: add a banking example under each of the "Customer Agent", "Prospecting Agent" and "Data Agent" cards, and add a "Campaign Agent" card beside them.
Related sections
Built for regulated teams · How banks, credit unions and insurers grow with Hourglass
What to do
Confirm with product which agent tasks are supported for banks and credit unions.
Write one banking use and its approval step for each agent card.
Add a Campaign Agent card for member campaigns that wait for compliance review.
Done when: /solutions/financial-services shows a banking task for each of the four agents.
Add credit union and insurer stories to /customers
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
Mercantile Bank and Alacrity Solutions appear only on the financial services page, not on /customers.
Allica Bank is the only financial services story on /customers.
Where
Update this section: add tabs for Mercantile Bank and Alacrity Solutions beside "Allica Bank", "KeepCup" and "Suzuki".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
Check with marketing whether the shared slider can take more tabs or needs a /customers-only version.
Add the Mercantile Bank and Alacrity Solutions stories with their agent results.
Done when: /customers shows at least three financial services stories that mention agents. Depends on: “Add an agent stories by team section to /customers”
Add a banking agent story to the customer results on /products/agents
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
The only agent customer story on Agent Hub is from a software company, with no bank, credit union or insurer.
Where
Update this section: add a financial services story beside "Arduino".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
Choose one of the Alacrity Solutions or Mercantile Bank stories that shows agent approval.
Add it to the Agent Hub customer results with its results figures.
Done when: /products/agents shows a financial services agent story next to Arduino. Depends on: “Add Customer and Campaign Agent stories to the customer results on /products/agents”
Add regulated-team agent controls to the comparison on /compare/point-tools
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
The AI agents row does not compare approval steps or audit history, which regulated teams need.
The comparison gives no banking example.
Where
Update this section: extend the "AI agents" row, or add a row after "Admin", covering approvals and audit history.
Related sections
Built for regulated teams
What to do
Confirm with product how agent approvals and audit history differ from separate point tools.
Add the approvals and audit comparison, with a link to the financial services page.
Done when: /compare/point-tools compares agent approvals and audit history for regulated teams.
Answer full page
Here is the same page tuned for banking, with customer stories from banks, credit unions and insurers like Mercantile Bank, Allica Bank and Alacrity Solutions. It also shows how Hourglass fits regulated teams with approval steps, the agents working alongside each team, and how one platform compares with a stack of separate tools. Your people review and approve what the agents do.
The manufacturing page covers quoting from ERP price lists, service history on tickets and stories from three manufacturers, and Agent Hub describes each agent. Nowhere does the site say how manufacturers use the agents: no manufacturing story, quote or card names an agent at work.
Add a manufacturing agent story to the customer results on /products/agents
Who needs it: Manufacturing
What is missing
The only agent story is Arduino, a software company; no manufacturer's agent use is shown.
Where
Update this section: add a manufacturing story beside "Arduino".
Related sections
How manufacturers keep sales, service and partners in step
What to do
Confirm with customer marketing a manufacturer using agents and its results.
Add the story with the agent used and its result, linking to /solutions/manufacturing.
Done when: /products/agents shows a manufacturing customer story naming the agent used and its result. Depends on: “Show agent use in the manufacturing stories on /solutions/manufacturing”
Answer full page
Here is the same page tuned for manufacturing, with customer stories from Suzuki, Konica Minolta and Viessmann. It also shows how Hourglass fits manufacturers with quotes from real price lists and service history on every ticket, the agents working alongside each team, and how one platform compares with a stack of separate tools. Your people review and approve what the agents do.