Create and manage Breeze projects

Summary

Use Breeze projects to organize related conversations and provide consistent context within Breeze Assistant. Breeze projects are used to group chats, define shared instructions, and add reference materials such as files or HubSpot content. This helps reduce repetitive prompts and ensures Breeze Assistant generates more relevant and consistent responses across related tasks.

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

Before creating and managing Breeze projects, review the requirements and considerations.

Understand requirements to use Breeze Assistant

• To use Breeze Assistant, turn on Give users access to Breeze Assistant in your AI settings.

Understand limitations & considerations when using Breeze Assistant

• For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.
• Breeze projects are not related to the projects object. 

How to create a Breeze project

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. In the sidebar, at the top right, click the folderIcon folder icon.
3. In the dialog box, click addIcon New Project.
4. Enter a project name and project instructions.
5. To provide additional context for the project:
   • On the right, click Add knowledge vault.
   • In the sidebar, enter a name and description for the knowledge vault.
   • To add files that Breeze can reference in the project:
     • Next to Files, click Add.
     • Select the files to upload.
   • To add HubSpot content that Breeze can reference in the project:
     • Next to HubSpot Content, click Add and then select the type of content.
     • Use the search bar to find content, and select the checkboxes next to content you want to add.
     • At the bottom right, click Add [content type].
   • To add segments that Breeze can reference in the project:
     • Next to Segments, click Add.
     • Use the search bar to find specific segments. Filter the segments by Type (static or active) and Object.
     • Select the checkboxes next to segments you want to add.
     • At the bottom right, click Add Segments.
   • When finished, click Create & Add on the bottom right.
6. At the bottom left, click Save.

How to edit or delete an existing Breeze project

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. In the sidebar, at the top right, click the folderIcon folder icon.
3. To edit an existing project, click the verticalMenuIcon three vertical dots icon next to a project. Then, click Edit. When you've finished, click Save.
4. To delete a project, click the verticalMenuIcon three vertical dots icon next to a project. Then, click Delete. In the dialog box, click Delete project.

How to start a chat in a Breeze project

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. In the sidebar, at the top right, click the folderIcon folder icon.
3. In the dialog box, select the project you want to use.
4. Chat with Breeze Assistant by entering a prompt or choosing a saved prompt.
5. To review or continue other chats in the same project, click the chat name under Chats in this project.