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.

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 projects, review the requirements and considerations.

Understand requirements

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

Understand limitations & considerations

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

Create a Breeze project

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. In the sidebar, at the top right, click the folderIcon open projects icon.
3. In the dialog box, click addIcon New Project.
4. Enter a project name.
5. Click Continue.

Create a project from scratch

1. In the dialog box, enter instructions to direct how Breeze Assistant responds.
2. In the Context section, click the file upload area to provide reference files from your computer.
3. In the Context section, click the + upload context icon to add optional context already stored in HubSpot such as knowledge vaults or CRM records.
4. In the Tools section, select checkboxes to toggle on optional functionality:
   • 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.
5. In the Access section, click the edit edit access icon to set which users in your account can access the Breeze project.
6. 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 breezeSingleStarIcon Assistant.
2. In the sidebar, at the top right, click the folderIcon open projects icon.
3. To edit an existing project, click the verticalMenuIcon three vertical dots icon next to a project. Then, click Edit. When you're 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.

Start a chat in a 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 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 saved prompts icon, then select a prompt.
     
   • Continuing a previous chat: in the Project chats section, click the chat name.

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 breezeSingleStarIcon Assistant.
2. Click the verticalMenuIcon three vertical dots icon, then select Memories.
3. Click the Project dropdown menu, then select a project to review and delete memories specific to the selected project.