Use Copilot (BETA)

Breeze Copilot is a conversational AI tool. Use Copilot as a virtual assistant to support your sales, marketing, and service goals. Copilot can help you prospect companies, generate content, complete routine tasks, and more. To personalize your experience with Copilot, you can control Copilot's access to your HubSpot account. 

Manage AI settings for Copilot

To use Copilot, you must turn on the following AI settings. If you’re a user with Super Admin permissions, you can configure your account's AI access. Learn more about managing your AI settings. 

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, in the Account management section, navigate to AI.
• In the Access tab of your AI settings, click to toggle the Give users access to generative AI tools and features and the Give users access to Copilot switch on. Learn more about managing your AI settings.

Use Copilot 

You can use Copilot across different tools in HubSpot:

• In the top navigation bar, in the upper right, click Copilot. 
  • If this is the first time you've used Copilot, the tutorial will appear in the right panel. To begin, click Exit tutorial or click a recommended prompt.
  • If you've previously used Copilot, a new conversation or your last open prompt will appear in the right panel.
• To send a chat, enter a message, then click the send icon.
• To begin a new chat, at the top, click Chats. Then, select Start a new chat.
• To view previous chats, at the top, click Chats. Then, select See your chats.
   

• To use a prompt template, click See more prompts or All prompts, then select a prompt. Enter the additional information required (e.g., the Company domain name of the company to summarize or the description of an image to generate), then click the send icon.
• In your response, there may be additional actions you can take, such as summarizing an associated activity. Click an action (e.g., Summarize) to send the prompt.
• To copy a response, below the message, click the clipboard icon.
• To provide feedback about a Copilot response:
  • If an answer was what you expected, click the thumbs up icon.
  • If an answer wasn’t what you expected or the thumbs down icon. 
• To close the chat, click the X in the top right.

Use Copilot to generate content based on existing text 

Use Copilot to refine your writing. You can generate content based on existing text: 

• Navigate to your content:
  • Website Pages: In your HubSpot account, navigate to Content > Website Pages.
  • Landing Pages: In your HubSpot account, navigate to Content > Landing Pages.
  • Blog: In your HubSpot account, navigate to Content > Blog.
  • Knowledge Base: In your HubSpot account, navigate to Content > Knowledge Base.
  • Email: In your HubSpot account, navigate to Marketing > Marketing Email.
  • CTAs: In your HubSpot account, navigate to Marketing > Lead Capture > CTAs. In the top left, click the dropdown menu and select CTAs
  • SMS: navigate to Marketing > SMS. In the top right, click Create message. 
• Click the name of your content. 
• In the editor, click a rich text section of the content. For knowledge base articles, click the article body. 
• Highlight the text you want to generate content for, then click Refine and select a highlight command. 
  • Apply brand voice: rewrites the highlighted text to apply your account’s brand voice. Learn more about setting up a brand voice. 
  • Rewrite: generates a different wording of the highlighted text. 
  • Expand: elaborates on the content of the highlighted text. 
  • Summarize: condenses the highlighted text.
  • Change tone: rewrites the highlighted text in a particular tone that you select: Friendly, Professional, Witty, Heartfelt, or Educational.
  • Something else…:  rewrites the highlighted text based on prompts entered into Copilot. 

• Copilot will generate new content based on the request: 
  • To use the content, click Replace. 
  • To further refine the content, click Refine. Then, enter your prompt below. 

Please note: you can only generate content 30 times each minute and 1,000 times each day. 

Use Copilot to generate new content 

• Navigate to your content:
  • Website Pages: In your HubSpot account, navigate to Content > Website Pages.
  • Landing Pages: In your HubSpot account, navigate to Content > Landing Pages.
  • Blog: In your HubSpot account, navigate to Content > Blog.
  • CTAs: in your HubSpot account, navigate to Marketing > Lead Capture > CTAs. In the top left, click the dropdown menu and select CTAs.
  • SMS: navigate to Marketing > SMS. In the top right, click Create message. 

• Click the name of your content. 
• In the content editor, click a rich text section of your content. 
• Type / to bring up the menu, then select a slash command: 
  • Generate heading: generate a section heading based on your prompt (not available in SMS messages)
  • Generate image: generate an image based on your prompt (not available in SMS messages)
  • Generate paragraph: generate a paragraph based on your prompt (not available in SMS messages)
  • Generate subsection: generate a section of your content based on your prompt (not available in marketing emails or SMS messages). 
  • Generate message (SMS messages only): generate an SMS message.

• From Copilot, enter a description of the content to generate. Best practices for creating an effective prompt include: 
  • Be as specific as possible. 
  • Use simple, straightforward language to avoid confusion or ambiguity.
  • Provide examples or additional information to help Copilot better understand the context and tone of your request.
  • Experiment with different types of prompts if you aren’t getting the output you want.
• Copilot will generate new content based on the request. 
  • To use the content, click Insert. 
  • To further refine the content, click Refine. Then, enter your prompt below. 

Please note: you can only generate content 1,000 times each day.

Example use cases

The following examples are based on common sales, marketing, and CRM database management goals.

• Create a new record: you're on a call with a company interested in buying your product. During the meeting, you can quickly create a new deal with relevant information using the Add deal prompt. Once created, you can then assign yourself to the deal or update additional details with Copilot (e.g., Assign [deal] to me), or edit property values in HubSpot.
• Create and review notes: you're the note taker during a company meeting. Instead of navigating to each contact to add notes about them, you can create notes with the Add note to a contact prompt. After the meeting, you can use the Review notes prompt to retrieve the logged notes.
• List records with specific criteria: you're a sales manager and want to monitor which deals are set to close in the next month. You can send a message Find deals with a close date in August 2024 to retrieve a list of deals with close dates in the next month.
• Summarize a record: your CRM includes a company with many activities, but you'd like to see an overview of logged notes rather than scrolling through all activities on the record. You can enter the prompt Summarize company [Company domain name] to retrieve certain company property values and summaries of the company's activities. Learn more about what's included in a record summary.

Please note: if you've turned on Sensitive Data, you may encounter limits when summarizing records. For example, you will not be able to summarize certain activities such as calls and sales emails. 

• Generate a blog post: you're writing a blog post about how to grow your social media following. You can use the Generate blog post prompt to help you get started with a draft written based on your company and audience. If you've connected your account to HubSpot, you can create a blog draft in HubSpot with the content.
• Generate an image: you're a marketer looking for images to include in blog and social media content for a skate park fundraiser for a dog shelter. You can use the Generate image prompt to generate an image of a child with a dog. After generating an image, click Save image to save your image directly to the files tool. 
• Draft a sales email: you're a sales representative who wants email templates for different scenarios. You can use the various sales email prompts to help you generate emails to prospects in different lifecycle stages. Some sales email prompts include personalized initial outreach email, email to reactivate lead, and email to thought leader.
• Create a workflow: you're a sales manager and want to assign new leads to your sales reps. You can generate a workflow, including enrollment triggers and action, to automate this process. You can use the When [this happens], then [do this] structure when entering your prompt.
• Research a company: you're researching a prospect and want to learn more about their technology usage and keep track of news related to them. You can use the Research technology and Research company news prompts to gather the information. 

Please note: searchable location and industry values for companies are based on Clearbit's standard attribute values.

Learn more about HubSpot's AI powered features.

Use Copilot on mobile

Use copilot while on the go in the HubSpot mobile app. In the mobile app, you can only engage with copilot directly from the copilot tool. You can use copilot on mobile to research new companies in a specific area, summarize a deal record, create a task, and more. 

To use copilot on mobile:

• Open the HubSpot app on your device.
• In the bottom, tap Menu.
• In the left panel, tap Copilot.
  
  

• To send a chat, enter a message, then tap the send send icon.
• Alternatively, tap an existing prompt, then tap the send icon.
• To close the chat, tap the X in the top left.

Please note: you cannot access chat history when using copilot on mobile.