FAQ
Answers to the most common questions about JetStack AI. If your question is not covered here, contact support at team@jetstack.ai.
General
Section titled “General”What is JetStack AI?
Section titled “What is JetStack AI?”JetStack AI is a platform implementation and audit automation tool built for Solutions Partners — agencies, consultancies, and RevOps teams who build, migrate, and maintain CRM environments for their clients. It automates the process of importing assets from one HubSpot portal and deploying them to another, and it runs comprehensive audits across 450+ data points with AI-powered insights.
Who is JetStack AI for?
Section titled “Who is JetStack AI for?”JetStack AI is designed for Solutions Partners — the agencies and RevOps teams that implement and manage CRM platforms on behalf of clients. If you regularly migrate portals, audit client accounts, build implementations from proven templates, or manage multiple client portals, JetStack AI is built for your workflow.
How much does JetStack AI cost?
Section titled “How much does JetStack AI cost?”JetStack AI offers three plan tiers: Pro, Ultimate, and Custom. Pro includes CRM and CMS asset types for implementations plus full audit capabilities. Ultimate adds dashboards, reports, snippets, and other advanced asset types. Custom plans are available for large agencies with specific requirements. Visit Plans & Limits for current pricing.
What platforms does JetStack AI support?
Section titled “What platforms does JetStack AI support?”JetStack AI currently supports HubSpot with full implementation and audit capabilities across 25+ asset types. Support for Salesforce, Dynamics 365, Asana, Jira, Monday.com, and ClickUp is on the roadmap. See Platform Guides for details.
Security and Data
Section titled “Security and Data”Is my data secure?
Section titled “Is my data secure?”Yes. JetStack AI uses encryption in transit (TLS 1.2+) and at rest for all stored data. OAuth tokens are encrypted and stored securely. JetStack AI accesses portal data only through official HubSpot APIs with the scopes you explicitly approve during connection.
Is my data used to train AI?
Section titled “Is my data used to train AI?”No. Your portal data and audit results are never used to train AI models. When JetStack AI generates AI insights for audits, your data is sent to the AI model (Claude Haiku) for analysis in that specific request only. It is not retained, stored, or used for model training. Anthropic’s data usage policies explicitly prohibit using API inputs for training.
Does importing assets modify my source portal?
Section titled “Does importing assets modify my source portal?”No. Import is a strictly read-only operation. JetStack AI only reads data from the source portal’s API. No assets, records, settings, or configurations in the source portal are modified, deleted, or affected in any way during import.
What happens to my data if I cancel my subscription?
Section titled “What happens to my data if I cancel my subscription?”Your imported assets and audit history remain accessible for 30 days after cancellation. After that, data is permanently deleted. You can export your data at any time before deletion.
Implementations
Section titled “Implementations”How long does an import take?
Section titled “How long does an import take?”Import duration depends on the number and complexity of assets:
- Single asset (e.g., one workflow): 2-10 seconds
- Small batch (10-20 assets): 1-3 minutes
- Large batch with dependencies (50+ assets): 5-15 minutes
- Full module with deep dependency chains: 10-30 minutes
JetStack AI processes dependencies automatically, which adds time for complex assets with many references.
How long does a deployment take?
Section titled “How long does a deployment take?”Deployment is typically slower than import because JetStack AI creates assets in the destination portal and handles ID remapping:
- Single asset: 5-15 seconds
- Small batch (10-20 assets): 2-5 minutes
- Full module deployment: 5-20 minutes
What happens if an import or deployment fails?
Section titled “What happens if an import or deployment fails?”Failed operations are logged in the Activity Log with detailed error information. You can:
- View the exact error and which specific asset or step failed
- Retry the operation — many failures are transient (rate limits, API timeouts)
- Fix the underlying issue (e.g., missing dependency, expired connection) and retry
Partial failures are handled gracefully. If 8 out of 10 assets import successfully, those 8 are saved to your Asset Library. You can retry the remaining 2 individually.
Can I undo a deployment?
Section titled “Can I undo a deployment?”JetStack AI does not currently offer a one-click undo for deployments. Once assets are created in the destination portal, they exist as native HubSpot assets. To “undo” a deployment:
- Delete the deployed assets manually in the destination HubSpot portal
- JetStack AI logs every deployed asset with its new HubSpot ID, making it straightforward to identify which assets were created
A rollback feature is on the product roadmap.
Does JetStack AI handle dependencies automatically?
Section titled “Does JetStack AI handle dependencies automatically?”Yes. During import, JetStack AI uses depth-first traversal to discover and import all dependencies. If a workflow references a list, and that list references a form, JetStack AI imports the form first, then the list, then the workflow. During deployment, assets are created in dependency order with automatic ID remapping.
What if a property already exists in the destination portal?
Section titled “What if a property already exists in the destination portal?”If a property with the same internal name exists:
- Same type: JetStack AI maps to the existing property without creating a duplicate
- Different type: JetStack AI creates the property with a modified name (suffix strategy) and logs the discrepancy for your review
Does JetStack AI support custom objects?
Section titled “Does JetStack AI support custom objects?”Yes. JetStack AI can import custom object schemas, including their properties, required fields, searchable properties, and association definitions. Custom object support requires the destination portal to be on HubSpot Enterprise tier. See Custom Object Handling for details.
Audits
Section titled “Audits”How long does an audit take?
Section titled “How long does an audit take?”- Quick Mode: 2-5 minutes. Captures current-state data only.
- Full Mode: 5-15 minutes. Captures current-state data plus historical trends.
Audits on very large portals (1000+ workflows, extensive activity history) may take up to 30 minutes in Full Mode.
What does an audit actually check?
Section titled “What does an audit actually check?”Audits scan 450+ data points across six sections: General, Sales Hub, Marketing Hub, Service Hub, Automation, and Reporting. Each data point evaluates a specific aspect of portal health — from naming conventions and workflow logic to email deliverability settings and pipeline structure. See Audit Data Points for the complete list.
Can I customize what an audit checks?
Section titled “Can I customize what an audit checks?”Yes. You can create custom audit templates that include only the blocks and data points you want. This lets you build focused audits (e.g., Marketing-only audit, Pipeline health check) and set custom scoring benchmarks. See Creating Custom Templates.
Can I share audit reports with clients?
Section titled “Can I share audit reports with clients?”Yes. Audit reports support:
- Shareable links — Send a link to anyone without requiring a JetStack AI account
- Custom branding — Apply your agency’s logo, colors, and fonts
- Custom domains — Host reports on your own domain
- Password protection — Require a password to view the report
See Sharing Reports for details.
Extension
Section titled “Extension”What is the difference between the extension and the dashboard?
Section titled “What is the difference between the extension and the dashboard?”The dashboard is the full JetStack AI web application where you manage your workspace, connect portals, launch operations, review results, and access all features. The extension is a Chrome sidebar that appears on HubSpot pages, giving you contextual access to JetStack AI features without leaving HubSpot. The extension supports importing, deploying, audit data capture, and task management, but the dashboard is required for initial setup, portal connections, and detailed configuration.
Do I need the extension?
Section titled “Do I need the extension?”The extension is optional for implementations but required for audits that include extension-dependent data points (certain data points use HubSpot internal APIs that only the extension can access). If you do not install the extension, audits will still run but extension-dependent data points will be excluded from scoring.
Account and Workspace
Section titled “Account and Workspace”Can I connect multiple portals?
Section titled “Can I connect multiple portals?”Yes. You can connect as many HubSpot portals as your plan allows. Each portal can be configured for implementations, audits, or both. All team members in your workspace share access to connected portals.
Can multiple team members use the same workspace?
Section titled “Can multiple team members use the same workspace?”Yes. JetStack AI workspaces support multiple users. Team members are managed through the Organization Settings. All team members share access to connected portals, the Asset Library, audit results, and the Marketplace. See Team Management for details on roles and permissions.
What if I hit my plan’s rate limit or usage cap?
Section titled “What if I hit my plan’s rate limit or usage cap?”Operations that exceed your plan’s limits will be queued or blocked with a clear message indicating which limit was reached. You can upgrade your plan at any time from Account > Billing. Usage resets monthly.
Troubleshooting
Section titled “Troubleshooting”Why is my import/deployment/audit failing?
Section titled “Why is my import/deployment/audit failing?”See the dedicated troubleshooting pages:
How do I get support?
Section titled “How do I get support?”You can reach JetStack AI support through:
- In-app chat — Available in the dashboard
- Email — team@jetstack.ai
- Activity Log — Every failed task includes a task ID that support can use to investigate
Include the task ID, portal name, and a description of what you were trying to do for the fastest resolution.