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- Build agents with Breeze Assistant
Build agents with Breeze Assistant
Last updated: September 16, 2026
Available with any of the following subscriptions, except where noted:
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Marketing Hub Starter, Professional, Enterprise
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Sales Hub Starter, Professional, Enterprise
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Service Hub Starter, Professional, Enterprise
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Data Hub Starter, Professional, Enterprise
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Content Hub Starter, Professional, Enterprise
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Smart CRM Professional, Enterprise
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Revenue Hub Professional, Enterprise
Use Breeze Assistant to build custom agents and agentic automation in the agent builder by describing the agent in plain language. Breeze Assistant proposes a configuration, including goal, tools, and knowledge sources. This gives you a working starting point to review and refine, rather than configuring an agent from scratch.
After Breeze Assistant generates a configuration, learn how to create and customize agents in the agent builder to further adjust instructions, add actions, and test before publishing.
Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.
Before you get started
Permissions required Super Admin or Agent builder permissions is required to create and customize agents in the agent builder.
Permissions required Users may require additional permissions depending on the agent's goal. For example, an agent that generates a landing page requires Edit and Publish permission to edit and publish landing pages.
Before you create agents using Breeze Assistant, review the requirements and considerations.
- A Super Admin must toggle the following switches on in your AI settings:
- Give users access to generative AI tools and features
- CRM data
- Customer conversion data
- Files data
- Give users access to Breeze Assistant
- For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.
Build an agent using Breeze Assistant
Review the below questions to guide your prompt:
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What outcome do you want this agent to produce?
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What information should the agent use to do that well?
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What should the agent actually do with the result?
Create an agent that performs the following action and adheres to these instructions: For each new contact, evaluate fit against our ICP using company size, industry, job title, country, and lead source. Return one of three results: High fit, Medium fit, or Low fit, plus a one-sentence reason. If the contact is High fit, mark them for rep review. If Medium or Low fit, keep them out of the rep queue until enriched or reviewed.
To start building the agent with Breeze Assistant:
- In the top navigation bar, click Breeze Assistant.
- Enter your prompt and click the send prompt icon.
- Review Breeze Assistant's proposed configuration, including the goal, actions, and knowledge sources. Breeze Assistant may ask clarifying questions or suggest refinements before you confirm.
- Confirm the configuration. Breeze Assistant will provide a link to the agent in the agent builder.
- Continue customizing the agent in the agent builder.
