Manage Breeze context

Last updated: May 20, 2026

Available with any of the following subscriptions, except where noted:

All products and plans

Manage the context used by Breeze, HubSpot's AI, by reviewing and updating your context. Context includes key information about your business, customers, and processes, and is used by assistants and agents to generate responses.

By keeping your context up to date, you ensure AI features use accurate and relevant information across your HubSpot account.

Before you get started

Before you manage Breeze context, review the requirements and considerations.

Understand limitations & considerations

Changes to context may affect Breeze responses across multiple tools.
Some details within your context can't be changed manually. For example, Customer sentiment on the Business tab, the NPS score is derived from customer feedback and sentiment analysis across various channels.
Some context requires you to update your details in the respective settings. For example, to update your brand kit, you'll be directed to Marketing > Brand.

Understand the difference between context and knowledge vaults

Breeze context is managed using both context and knowledge vaults, but they serve different purposes.

Context: default context about your business that is automatically applied across AI features,
Knowledge vaults: additional context that you manually add and assign to specific assistants or agents. Learn more about managing Breeze context with knowledge vaults.

Use context to define foundational information, and knowledge vaults to provide more specific or use-case-driven context.

Review Breeze context

In your HubSpot account, navigate to Breeze > Context.
On the AI Context page, click each tab (e.g., Customers tab) to review your current context.

The Business tab provides an overview of your company information:

Brand kit: defines your companies voice, tone, and brand guidelines. Learn more about managing your brand kit.
Identity and classification: company details such as name, domain, industry, and business type.
Location and scale: company details such as your headquarters location, size, annual revenue, and founded year.
Business profile: overview of your companies mission, positioning, and key differentiators.
Market and ecosystem context: information about your main competitors and stakeholders.
Technology stack: tools and platforms your business uses.
Products and services: details about what your company offers.

Edit Breeze context

Permissions required Super Admin or Partner Admin permission is required to update most context, except in the following scenarios:

Users with Prospecting Agent Admin permission can also update the Products & Services section on the Business tab.
Any user can create an email personality and update their user profile on the Teams & Processes tab. Email personalities can only be edited or deleted by the user who created them.

In your HubSpot account, navigate to Breeze > Context.
On the AI Context page, click the tab (e.g., Customers tab) where you want to edit the details.
Click Edit on the top right for the section you want to edit. For example, if you want to edit your company's industry, click the Business tab and then click Edit for the Identity and classification section.
In the right panel, add, update, or remove the details.
When finished, click Save.

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