Cards & Components

Cards are the UI widgets that embed directly into HubSpot CRM pages. Each card is a self-contained component that the AI agent builds for you based on your prompts.

What is a Card?

A card is a single UI extension that appears in a specific location within HubSpot. When a user opens a CRM record (like a contact or deal), your cards show up alongside the native HubSpot interface.

Cards are built with the HubSpot UI Extension SDK, which provides 40 components for layout, data display, inputs, charts, and more.

Creating a Card

Open a project by clicking its card on the dashboard
Click the New Card dashed card in the cards section
Enter a card name
Select an object type — the CRM record type this card relates to
Select a card location — where the card appears in HubSpot
Click Create

The card opens in the AI editor, where you can describe what it should do.

Object Types

The object type determines which CRM records your card has access to. Available types:

Contact
Company
Deal
Ticket
Order
Cart
Appointment
Course
Listing
Service
Project

Choose the object type that matches the data your card needs to display or modify.

Card Locations

The location determines where your card appears in the HubSpot interface:

Location	Where It Appears
Record Tab	As a tab on the CRM record page
Record Sidebar	In the right sidebar of a CRM record
Preview	In the record preview popover
Helpdesk Sidebar	In the helpdesk ticket sidebar

Editing a Card

Click any card in the project view to open it in the AI editor. From there you can send prompts to the agent to modify or rebuild the component.

You can also click Edit Card to update the card name, object type, or location.

Deleting a Card

Cards can be deleted from the project view. Deleting a card removes it from the project and, after the next upload, from HubSpot.