Use Breeze Assistant on the HubSpot mobile app

Access Breeze Assistant while on the go on your HubSpot mobile app for iOS and Android to continue conversations, upload files, and images while away from your desktop. Breeze Assistant on the HubSpot mobile app supports voice input, file uploads, and more. This keeps your CRM context accessible wherever you're working.

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.

Please note: on June 30, 2026, the Breeze Assistant mobile app was sunset. Moving forward, use the process described below to use Breeze Assistant on the HubSpot mobile app.

Understand requirements

• Turn on Give users access to Breeze Assistant in your AI settings to use Breeze Assistant on the HubSpot mobile app.

• User permissions determine which actions can be performed with Breeze Assistant. 

Understand limitations & considerations

• It's recommended to keep the HubSpot mobile app updated to ensure the best performance. Learn more about updating apps on iOS and Android.

Start a conversation in Breeze Assistant

To open Breeze Assistant on the iOS app:

1. Open the HubSpot app on your device.
2. In the lower right, tap Ask Breeze.
3. Enter a prompt or suggested prompt (e.g., Create a new record), then tap the breezeSendIcon send icon to start a new chat.

To open Breeze Assistant on the Android app:

1. Open the HubSpot app on your device.
2. At the bottom, tap the search bar.
3. Enter a prompt or suggested prompt (e.g., Create a new record), then tap the breezeSendIcon send icon to start a new chat.

Use a project

Chat from a project you configured on desktop to maintain context and reference materials while using Breeze Assistant on the mobile app.

1. In the upper right, click the verticalMenu three vertical dots icon, then select Projects.
2. Tap the name of a project.
3. Tap New chat to begin a chat within the project. You can also tap the name of a previous conversation to continue where you left off.

Upload files and images 

1. In the chat box, tap the addIcon add icon and select an option (e.g., Camera, Photos, Files, or HubSpot Files). 

2. Select or upload your file.
3. After uploading a file, ask Breeze Assistant to summarize the content, extract information, or generate follow-up actions. For example:

Summarize this proposal and draft a follow-up email.

Extract the contact details from this business card.

Summarize the key action items from this image.

Use voice input

Use Speech-to-Text (STT) to dictate your message. In the chat box, tap the recordIcon microphone icon and begin speaking. Then, tap the checkmark icon.

Prepare for meetings

Review upcoming meetings and access relevant CRM context before a meeting starts. For meetings synced with HubSpot, Breeze Assistant summarizes associated contact, company, deal, and ticket information, along with related emails, calls, and notes. For meetings that aren’t synced with HubSpot, Breeze Assistant uses calendar event information to generate a summary.

1. In the chat box, tap the suggested prompt Tell me more about my upcoming schedule. Alternatively, enter custom text. For example:

Prepare for my next meeting.

2. Breeze Assistant will summarize the next meeting, provide key takeaways, and provide relevant CRM context.

Manage artifacts

Artifacts store content generated in your conversations, such as documents, email drafts, and custom HTML pages. Open, edit, and share the artifact outputs directly from the chat.

1. In the chat, tap the artifact card.
2. In the artifact view, select from the following actions:
   • Review the content: navigate the artifact's details, then tap the X to return to your conversation.
   • Share the content: in the upper right, tap the share icon and select a share option (e.g., Share as PDF).
   • Send the email: review and edit the email's content, then send it to the contact, if desired.

Manage conversations in Breeze Assistant

1. Tap the recentlySelectedIcon previous icon, then tap a previous conversation.
2. Tap the recentlySelectedIcon previous icon, then tap and hold a previous conversation to rename or delete it.
3. To rename:
   • Tap Rename.
   • In the dialog box, enter a name for the conversation, then tap Save.
4. To delete: 
   1. Tap Delete.
   2. In the dialog box, tap Delete to confirm.