What are LinePilot tools?
LinePilot tools are suite of extra tools that make it easy to build even more complex workflows using HubSpot line items.
Tools run independently of LinePilot templates via workflows, buttons in deal sidebars and even through Breeze AI Agents.
Tools are included on all pricing plans - each time a tool is run, it counts towards the "Total runs" used each month.
How to get started changing line item pricing
The change line item pricing tool requires the following information:
- Which deal to change
- A percentage to apply to the line items (this can be positive or negative)
How you input this data depends on how you are triggering the tool. If you are triggering the tool from workflows, you'll also have the option to filter the line items, this means only applying the price change to some of the items, depending on the conditions you set.
When triggered, all the line items will be copied and the deal total will be updated.
Running from a workflow
The change line item pricing action is available on deal-based workflows. When editing a deal-based workflow, click the + button to open the actions screen. If you've already installed LinePilot, you should see a list of the available actions:
Once you select "Change line item pricing" you will see the configuration options as shown in the screenshot below.
You can type a percentage to change the pricing. You can use either a positive number, to apply an uplift or price increase, or a negative number, to apply a discount. You do not need to include the % sign.
Next you can choose what method to use to calculate the deal total, and even add a filter to only copy some line items. This filters based on the properties of the line item being copied. At the moment we only support an exact match. If you're filtering using drop-down options, make sure you use the value here, not the label.
Running from Breeze Agents
LinePilot is one of the first apps to integrate with HubSpot's AI tools in Breeze Agents. You can ask your agent to increase pricing on your deal, and it will use LinePilot to complete the action. This works best on Breeze Agents that work with Deals.
To get started - you need to set up a Breeze Agent - and click the "Configure" button to customise the agent.
You'll need to do two things to add LinePilot to your Agent.
- First, click "Add Tool" - this will allow you to browse all the tools from apps you have installed - just select "Change line item pricing" from the list
- Secondly, you should "Add extra instructions" - here you can prompt the agent when to use the tool, and what change you'd like to make. You can use natural language here, such as "Add a 10% increase to the line items for this deal"
Here are some tips to get you started:
- The agent needs to be able to find the deal you're referring to easily, so be specific. If you don't have the deal ID, be clear about the name and the agent should look it up
- The agent should recognise the command "Change line item pricing" - but if not you can refer directly to LinePilot, e.g. "Use LinePilot to change line item pricing"
- By default, the agent will ask for confirmation each time it runs, but you can turn this off by clicking the tool