Create and manage prompts in Breeze Assistant

Summary

Create and manage prompts in Breeze Assistant to send reusable requests. Create saved prompts for common tasks, such as drafting follow-up emails, summarizing records, or preparing for meetings, then reuse them in future chats. Organize prompts with tags, choose which assistants can access them, and share prompts with your team.

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 you create and manage prompts in Breeze Assistant, 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 Assistants

• For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.
• Users can't edit shared prompts created by other users.
• Super Admins can delete shared prompts.
• An account must be opted into the Prompt Sharing in Breeze Assistant (BETA) to share prompts with your team.

How to create prompts in Breeze Assistant

1. In the top navigation bar, click breezeSingleStarIcon Assistant in the top right.
2. Click theverticalMenuththree veritcal dots icon and select Prompts.
3. Click Add new prompt. 
4. Enter your prompt. Optionally click Add object placeholders (e.g., Contact) to require users to fill before using the prompt.
5. Enter your prompt name. Give the prompt a clear name so users know what it does. 
6. Click the Tags dropdown menu and select tags (e.g., Marketing) to organize your prompt.
7. Click the Assistants dropdown menu, and select the assistants you want to have access to your prompt. To give all assistants access to the prompt, select the Access from all assistants checkbox.
8. To share your prompt (BETA), toggle the Let your team find and use this prompt switch on.
9. When finished, click Save. 

How to edit or delete prompts in Breeze Assistant

1. In the top navigation bar, click breezeSingleStarIcon Assistant in the top right.
2. Click theverticalMenuthre three vertical dots icon and select Prompts.
3. Enter text in the Search field to locate the prompt.
4. To edit a prompt, click theverticalMenuthree vertical dots icon next to the prompt and select Edit. Continue to edit the prompt details. 
5. To delete a saved prompt, click theverticalMenuthree vertical dots icon next to the prompt and select Delete. In the dialog box, click Delete prompt.

How to use saved prompts in Breeze Assistant

1. In the top navigation bar, click breezeSingleStarIcon Assistant in the top right.
2. Click the Saved prompts icon and select a saved prompt.
3. To use a shared prompt (BETA), click theverticalMenuthree vertical dots icon and select Prompts. 
   • Click the Shared prompts tab.
   • Click the name of a shared prompt. 
4. Click the breezeSendIcon send icon.