Manage AI settings

HubSpot’s AI settings give you control over how generative AI is used across your account. Configure access to AI features, manage which data sources are used, and ensure AI-generated content is tailored to your organization.

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Manage AI features settings

To use generative AI features in your HubSpot tools, you must turn on your AI settings in the Access tab. Turn off generative AI features and data access in your HubSpot account at any time by setting the corresponding toggles to Off.

If you have previously configured your AI settings, the options turned on will generally depend on the following:

• Content Prompts will correspond to Give users access to generative AI tools and features.
• Customer analysis will correspond to Customer conversation data.
• Files will correspond to Files data.
• Breeze Assistant will remain the same.

To manage your AI features settings:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, in the Account management section, navigate to AI.
3. In the Access tab of your AI settings, configure the settings below.
   
   

Manage generative AI tools and features settings

To give the users in your account access to generative AI features, such as generating text and media content using prompts, toggle the Give users access to generative AI tools and features switch on. 

• This setting must be turned on to use any generative AI features, including Breeze Assistant. 
• To generate outputs relevant to your company, it is strongly recommended to turn on additional data access:
  • CRM data: allows AI access to metadata and user-generated content such as CRM records and default properties. By default, this setting will be toggled on. 
  • Customer conversation data: allows AI to summarize and respond to customer conversations such as call transcripts, emails, and more. By default, this setting will be toggled on. 
  • Files data: allows AI to use file data from public files or files stored in your HubSpot account's files tool. By default, this setting will be toggled off. 

Manage Breeze Assistant settings

To let the users in your account access Breeze Assistant, toggle the Give users access to Breeze Assistant switch on. 

1. Click to toggle the Give users access to Breeze Assistant switch on. By default, this setting will be toggled on.
   
   
2. To personalize Breeze Assistant, it's recommended to turn the Give users access to generative AI tools and features switch on, and additional data access such as CRM data, Customer conversation data, and Files data. 

Manage AI data sources

Configure your AI data sources to ensure that the content generated aligns with your company. The AI data sources will be used for Breeze Assistant responses and when generating content with other assistants and agents.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, in the Account management section, navigate to AI.
3. Navigate to the Data sources tab.
   
   

Manage brand kit settings

Update your brand kit settings to ensure your company's branding and brand voice are used when generating content. For example, if you're generating a landing page with Breeze, Breeze will use these settings to generate the design and content. 

1. From your AI settings, navigate to the Brand Kits tab.
2. Click Edit.
3. Continue editing your company’s logo, favicon, and brand colors.
   
   

Manage company profile settings

Update your company name, domain, and industry settings to ensure your company information appears correct on invoices (including invoices created by subscriptions) and quotes you send to your customers. 

1. From your AI settings, navigate to the Company Profile tab.
2. Click Edit.
3. Continue editing your company profile settings.

Manage ideal customer profile settings

Update your ideal customer profile (ICP) settings to ensure assistants and agents use this context to generate relevant outputs that consider your target market at a company level.

1. From your AI settings, navigate to the Ideal Customer Profile tab.
2. Click Create new ICP. 
   • In the Name field, enter a name for the ICP.
   • In the Job Titles field, enter job titles.
   • In the Industry field, enter industries.
   • Click the Location dropdown menu and select locations.
   • Click the Company Size dropdown menu and select company sizes.
   • Click the Revenue dropdown menu and select revenue ranges.
   • Click the Age Range dropdown menu and select age ranges.
   • In the Interests field, enter interests.
   • In the Other field, enter any additional information about your ICP.
3. To remove a value, click the x next to the value.
4. Click Save.
   
   

Manage products and services settings

Update your products and services settings to ensure multiple tools across HubSpot, including sequences and Breeze, use this context.

1. From your AI settings, navigate to the Products and Services tab.
2. In the Value Proposition field, enter your organization's value proposition. 
3. In the What pain points does your company solve? field, enter the pain points.
   
   
   
4. To add individual products and services, click Add a product or service.
   • In the right panel, enter the Product name, Product Description.
   • Click Add product.

Manage user profile settings

1. From your AI settings, navigate to the User Profile tab.
2. Click Edit.
   
3. Continue editing your personal account preferences.
   
   

Manage buyer profile settings

Update your buyer profile settings to ensure assistants and agents use this context to generate relevant outputs that consider the specific people you want to target and their pain points.

1. From your AI settings, navigate to the Buyer Profile tab.
2. Click Create Buyer Profile.
   
   • In the Name field, enter a name for the buyer profile.
   • Click the Profile Type dropdown menu and select an option. Depending on which option you select, enter details in the fields below.
3. Click Create.
   
   

Manage selling profile settings

1. From your AI settings, navigate to the Selling Profile tab.
2. Click Create Selling Profile.
3. Enter information for your selling profile including name, description, and tone. Learn more about setting up your selling profile.
4. Click Create.