Create and manage projects in Breeze Assistant

Use projects to organize related conversations and provide consistent context within Breeze Assistant. 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.

You can also use connectors within projects in Breeze Assistant to access supported third-party apps. For example, add the Amplitude connector to analyze product usage data in a project, or use both Amplitude and Notion together to retrieve metrics and create a summary in Notion.

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.

Understand requirements

• Turn on Give users access to Breeze Assistant in your AI settings to use Breeze Assistant.
• To use a connector in a project, first connect the supported app to Breeze Assistant. Learn more about connecting apps to Breeze Assistant.

Understand limitations & considerations

Create a Breeze project

1. In the top navigation bar, click Breeze Assistant.
2. In the panel, click the Breeze dropdown menu, then select Projects.
3. Click New.

Create a project from scratch

1. In the dialog box, enter a name and description for your project.
2. Enter instructions to direct how Breeze Assistant responds.
3. In the Context section, click the file upload area to provide reference files from your computer.
4. In the Context section, click the + upload context icon to add optional context already stored in HubSpot such as knowledge vaults or CRM records.
5. In the Tools section, select the tools that are required for the project:
   • Connectors (BETA): under Connectors, click the + button and select the connectors you want to use in the project. 
   • Browse the web: Breeze Assistant can search the web to provide responses during conversations.
   • Write to the CRM: Breeze Assistant can create or update records on your behalf during conversations.
6. In the Access section, click the edit edit access icon to set which users in your account can access the Breeze project.
7. Click Create project.

Create a project from a template

1. In the dialog box, select a template.
2. In the Context section, click the file upload area to provide reference files from your computer (e.g., outreach templates for the Sales prospecting template). 
3. In the Access section, click the edit edit access icon to set which users in your account can access the Breeze project.
4. Click Create project.

Edit or delete an existing project

1. In the top navigation bar, click Breeze Assistant.
2. In the panel, click the Breeze dropdown menu, then select Projects.
3. To edit an existing project:
   • Click the verticalMenuIcon three vertical dots icon on a project you want to edit.
   • Click Settings.
   • In the dialog box, make your desired changes, then click Save.
4. To delete a project:
   1. Click the verticalMenuIcon three vertical dots icon next to a project you want to delete.
   2. Click Delete.
   3. In the dialog box, click Delete project.

Start a chat in a project

1. In the top navigation bar, click Breeze Assistant.
2. In the prompt text field, click the use tools icon.
3. In the pop-up menu, hover over Add to project, then click the name of the project you want to use.
4. Chat with Breeze Assistant by:
   • Entering a prompt: in the prompt text field, enter a prompt.
   • Selecting a saved prompt: click the use tools icon, then select Saved prompts.

1. • Continuing a previous chat: click View project, then click the name of a previous chat.

Learn how to use Breeze Assistant projects in the HubSpot mobile app.

Manage memory for projects

Breeze Assistant will automatically store relevant information as context for use in future chats. Prompt Breeze Assistant to remember certain details to manually create a memory. Learn more about Breeze Assistant memories.

To review project-specific memories:

1. In the top navigation bar, click Breeze Assistant.
2. In the panel, click the Breeze dropdown menu, hover over More, then select Memories.
3. Click the filter memories icon, then select a project to review and delete memories specific to the selected project.