What Is Breeze Assistant? 6 Ways to Use HubSpot’s AI Tool

Breeze Assistant is a conversational AI built into HubSpot that helps sales, marketing, and service teams. It can generate or refine content, summarize data from reports and emails, and prepare you for meetings. This integration allows you to complete tasks without leaving the HubSpot platform, improving overall efficiency.

Your daily work in HubSpot likely involves switching between multiple tasks: drafting a marketing email, analyzing a sales report, and then preparing for a client call. Each context switch costs time and mental energy. Breeze Assistant addresses this by bringing AI-powered help directly into your workspace, allowing you to execute these different tasks from a single chat interface. It acts as an on-demand partner that understands your HubSpot data and helps you act on it faster.

What is Breeze Assistant, and How Does It Work?

Breeze Assistant is a conversational AI tool integrated directly within the HubSpot platform. It functions like a chatbot, but one that has access to your specific HubSpot data, including marketing analytics, sales activities, and service tickets. When you give it a prompt, it uses AI and machine learning models to generate content, summarize information, or perform actions within your account.

The assistant draws its knowledge from several sources to provide relevant answers. For marketing-related queries, it relies on HubSpot Academy content and your website’s analytics. This context allows it to offer suggestions that are more tailored than a generic AI chatbot. Before you can use it, an administrator must enable the “Give users access to Breeze Assistant” permission in the account’s AI settings. Once active, you can access it from the top navigation bar on your desktop.

Generating and Refining Content on the Fly

One of the most immediate uses for Breeze Assistant is content creation and refinement. You can generate new text or improve existing copy directly within HubSpot’s content editors for website pages, blogs, and emails. This eliminates the need to switch to an external writing tool.

To create new content, you can use slash commands. For example, typing /generate paragraph in a rich text editor and then describing what you need will produce a new paragraph on that topic. To refine what you’ve already written, simply highlight the text. A menu will appear with several options:

• Rewrite: Generates a different version of the selected text.
• Expand: Adds more detail and elaborates on the highlighted points.
• Summarize: Condenses the text into a shorter summary.
• Change tone: Adjusts the writing style to be more Friendly, Professional, Witty, or another chosen tone.

Picture this: you’ve written a blog post, but the introduction feels weak. Instead of staring at a blank screen, you can highlight it, select ‘Rewrite,’ and instantly see three new options. This process helps overcome writer’s block and ensures your content aligns with your brand’s voice. Writing effective prompts is key, and it’s helpful to understand some common mistakes to avoid when using AI chatbots to get the best results.

nn

Summarizing Data to Find Key Insights

Breeze Assistant excels at turning raw data into actionable summaries. It can analyze performance metrics and records, presenting the most important takeaways without requiring you to manually sift through dashboards and timelines. This feature is especially useful for quickly understanding performance and preparing for meetings.

You can use the summarization feature in several key areas:

• Marketing Email Performance: After sending an email campaign, you can select “Summarize performance” to get a quick overview of open rates, click-through rates, and other key metrics.
• Reports: On your Reports dashboard, hovering over the Breeze icon next to a report will generate a summary of its main findings.
• Feedback Surveys: For surveys with at least three responses, the assistant can summarize respondent feedback and average ratings.
• CRM Records: You can ask Breeze to summarize a contact or company record to get an overview of their properties and a digest of recent activities and notes.

This is much like using other tools to summarize text using Google Gemini, but with the added benefit of being fully integrated with your live CRM data. For instance, before a call with a major client, you can ask Breeze to “Summarize company [Company Name]” and receive a concise brief of all recent interactions in seconds.

Streamlining Sales and Service Workflows

For sales and service teams, Breeze Assistant acts as a productivity tool that automates routine administrative tasks. This allows reps and agents to spend more time engaging with customers and less time on data entry. The assistant can create records, log activities, and even help build quotes directly from the chat interface.

Some practical applications include:

• Creating Records: During a call, you can type, “Add a new deal for ExampleCorp with a value of $10,000,” and Breeze will create the record for you.
• Preparing for Meetings: If your calendar is connected, Breeze will show upcoming meetings. Clicking “Prepare” pulls together relevant information about the attendees and their company history.
• Logging Notes: You can dictate or type notes for a contact, and Breeze will log them as an activity on that contact’s timeline.
• Generating Quotes: For users with a Commerce Hub subscription, you can ask Breeze to create a quote based on a specific template, add line items, and apply discounts.

This level of integration is a powerful form of real estate automation applied to the broader CRM context, helping you close deals and resolve issues more efficiently.

nn

Personalizing Breeze with Prompts and Memories

You can customize Breeze Assistant to better suit your individual workflow and preferences through saved prompts and memories. These features help the AI learn your style and handle recurring tasks more effectively, making it a more personalized tool over time.

Saved Prompts are templates you create for tasks you perform regularly. Instead of typing out a complex instruction each time, you can save it and access it from your prompt library. For example, a marketing manager might save a prompt to generate a weekly social media post summary.

Memories are persistent instructions that Breeze remembers across all conversations. You can tell it things like, “My job title is Sales Director,” or “When summarizing, always use bullet points.” Breeze stores these facts in its memory to provide more personalized and consistent responses. You can view and delete these memories at any time to keep the information current.

By teaching Breeze your preferences, you reduce the amount of refinement needed for each generated response, saving valuable time.

Connecting Apps to Extend Capabilities

Breeze Assistant’s functionality is not confined to HubSpot data alone. You can connect it to other applications from the Breeze Marketplace, such as Gmail, to pull information and perform actions across different platforms from one central location.

To connect an app, you click the “Apps” dropdown within the Breeze interface and select the tools you want to include. Once connected, you can reference them in your prompts. For example, after connecting Gmail, you could ask Breeze to search for specific emails. A key limitation is that connected app searches often do not support natural language filters well. You might need to use the app’s specific search syntax, like “m:John is:unread older_than:1m,” instead of a more conversational phrase like “Give me unread emails from John from last month.” Despite this, the ability to query external apps without leaving HubSpot remains a powerful feature for centralizing your work.

Breeze Assistant integrates AI directly into your existing HubSpot workflows, reducing context switching and automating routine tasks. Its ability to generate content, summarize data, and manage CRM records from a single interface makes it a valuable tool for any team using the platform. The best way to start is to pick one repetitive task you do daily—like summarizing a report or drafting a follow-up email—and try completing it with a Breeze prompt today.