Manage Breeze context with knowledge vaults

In Breeze Studio, you can set up knowledge vaults that provide agents and assistants with additional context about your business. For example, you can upload PDFs with descriptions of your products or link to all contacts created from a specific campaign. 

Understand limitations and considerations

• You can have up to 50 separate knowledge vaults at the same time. 
• Agents and assistants will use the most recent version of any records added to knowledge vaults.
• Knowledge vaults can't be saved without at least one file or CRM object attached. 

Create knowledge vaults

A default knowledge vault will be created using the data sources set in AI settings for context about your business. To create custom knowledge vaults for additional context: 

1. In your HubSpot account, navigate to Breeze > Knowledge. 
2. In the top right, click Create vault. 
3. In the right panel, enter a name for the vault in the Name field. 
4. In the Description field, enter a description of the context you'll be adding to this vault. 
5. In the Files section, click Add and add files. You can upload files in the following formats: .pdf, .txt, .md, .html, .pptx, and .docx. 
6. In the CRM objects section, click the Add dropdown menu and select an object.
   • For contacts, companies, deals, or tickets, click Add filter, then select filter criteria in the pop-up box. When you've added your filters, click Add to Vault. 
   • For knowledge base articles, landing pages, blog posts, and calls, select the checkbox next to each asset you want to add, then click Add [asset]. 
7. To add additional files or objects, click Add, then repeat the relevant steps above. 
8. When you've added all files and objects to your knowledge vault, click Create.

Edit knowledge vaults

Once you've created a knowledge vault, you can edit its contents or details at any time. 

1. In your HubSpot account, navigate to Breeze > Knowledge. 
2. Click a knowledge vault's card. 
3. To edit the name or description of the knowledge vault:
   • In the right panel, click the ellipsesIcon ellipses icon, then select Edit. 
   • Enter text for the Name and Description fields. Then click Save. 

4. To add a new file, click Add in the Files section, then upload your file. 

5. To add an object, click Add in the CRM Objects section and select an object.
   • For contacts, companies, deals, or tickets, click Add filter, then select filter criteria in the pop-up box. When you've added your filters, click Add to Vault. 
   • For knowledge base articles, landing pages, blog posts, and calls, select the checkbox next to each asset you want to add, then click Add [asset]. 
6. To remove a file or object, click the remove remove icon next to its name. 

7. When finished, click Save.

Delete knowledge vaults

When you remove a knowledge vault from an agent or assistant, that knowledge vault remains in your account. To permanently delete a knowledge vault: 

1. In your HubSpot account, navigate to Breeze > Knowledge. 
2. Click the knowledge vault's card.
3. In the right panel, click the ellipsesIcon ellipses icon, then select Delete.
4. In the dialog box, click Delete vault.

Manage an agent or assistant's knowledge vaults

Once you've created knowledge vaults, you can add them to any agent or assistant in Breeze Studio. 

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the agent or assistant and click theverticalMenumenu icon, then select Configure. 
3. In the Set the information this agent/assistant can access section of the editor, click Add knowledge. 
4. In the right panel, hover over a knowledge vault and click Add. Repeat for each knowledge vault you want to use. 
5. To review the contents of a knowledge vault, hover over the knowledge vault and click View details or View in settings. 

6. To remove a knowledge vault from this agent or assistant, hover over the knowledge vault and click Remove. 
7. When finished, click X to close the right side panel. Then click Publish in the top right. 

Understand default properties included in knowledge vaults

Knowledge vaults include HubSpot default properties. Learn more about default contact, company, deal, and ticket properties. To view the properties for each object, click to expand the applicable section: