Platform Overview
Palpaca is organized around a small set of core concepts. Understanding how they connect will help you get the most out of the platform.
Projects
Section titled “Projects”A project is a container for related HubSpot UI extensions. Each project can hold multiple cards, a Home page, and a Settings page. Projects map one-to-one with a HubSpot developer project.
Every project has a status:
- Draft — work in progress, not yet uploaded
- Deployed — uploaded to HubSpot and live in your portal
You manage projects from the dashboard grid. Click a project card to expand it and see its contents.
Cards are the individual UI components that appear inside HubSpot. Each card is tied to:
- An object type — the CRM record it relates to (contact, company, deal, ticket, and others)
- A location — where it shows up in HubSpot (Record Tab, Record Sidebar, Preview, or Helpdesk Sidebar)
You create cards inside a project and use the AI editor to build their interface.
Home and Settings Pages
Section titled “Home and Settings Pages”Beyond cards, each project can have two special pages:
- Home page — a standalone page accessible from the HubSpot navigation menu
- Settings page — a configuration page for your extension
Click the dashed slot labeled Home Page or Settings Page inside your project to create one and open it in the editor.
The AI Agent
Section titled “The AI Agent”The agent is the core of the editing experience. You describe what you want in a text prompt, and the agent generates a complete UI extension using the HubSpot SDK.
The agent supports two modes:
- Build — generates code directly from your prompt
- Plan — creates a plan first, then implements it after your approval
You can iterate with follow-up prompts to refine the output. The agent remembers your conversation history within a session.
The Gallery
Section titled “The Gallery”The gallery is a reference of all 40 HubSpot UI Extension SDK components available to the agent. Browse it to understand what building blocks exist — from layout containers and data tables to charts, forms, and CRM-specific components.
You can reference gallery components by name in your prompts to guide the agent toward specific UI patterns.
Functions
Section titled “Functions”Functions are backend server functions that run on Palpaca’s infrastructure. They power capabilities like API endpoints, triggers, and scheduled operations that extend what your UI Extensions can do.
You can create as many functions as you want, but only a limited number can be active at the same time — the limit depends on your subscription plan. De-activated functions are preserved and can be re-activated when you have capacity. See Plans & Pricing for the limits per plan.
How It All Fits Together
Section titled “How It All Fits Together”- You create a project and add cards (and optionally pages) to it
- You open a card in the editor and describe what you want to the agent
- The agent generates code using SDK components from the gallery
- You preview the result, iterate if needed, then upload to HubSpot
- Your extension appears live in HubSpot for your team to use
- Optionally, you create functions to add backend logic like scheduled jobs or API endpoints