Manage Breeze context

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

Keeping your context up to date ensures 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 context details can't be changed manually. For example, Customer sentiment on the Business tab is derived from customer feedback and sentiment analysis across various channels.
• Some context must be updated in other 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 information 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

1. In your HubSpot account, navigate to Breeze > Context.
2. On the AI Context page, click each tab (e.g., Business) in the left sidebar menu to review your current context.

Business

Review your company information to ensure Breeze generates responses that align with your brand, positioning, and offerings.

• Brand kit: defines your company's 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: details such as your headquarters location, size, annual revenue, and founded year.
• Business profile: an overview of your company's mission, positioning, and key differentiators.
• Market and ecosystem context: information about your main competitors and stakeholders.
• Technology stack: tools and platforms your company uses.
• Products and services: details about what your company offers.

Customers

Review your target audience information to ensure Breeze tailors responses, recommendations, and messaging to the right customer segments.

• Ideal Customer Profiles (ICPs): characteristics of companies or buyers that are the best fit for your offerings.
• Personas: detailed profiles of your typical customers, including roles, goals, and challenges.

Team & Processes

Review your team and process information to ensure Breeze reflects your processes, roles, and communication style in its responses.

• User profile: your account details including name, email, job title, and phone number. Learn more about managing your user profile.
• Email personality: the preferred tone, style, and voice used in communications.

Edit Breeze context

1. In your HubSpot account, navigate to Breeze > Context.
2. On the AI Context page, click the tab (e.g., Business) in the left sidebar menu where you want to edit context details.
3. Click Edit for the section (e.g., Business profile) you want to update. For example, if you want to update your company's industry, click Business in the left sidebar menu and then click Edit for the Identity and classification section.
4. In the right panel, add, update, or remove the details.
5. When finished, click Save.

Manage ideal customer profiles (ICPs)

Ideal customer profiles (ICPs) define the types of companies or buyers that are the best fit for your business. Keeping your ICPs up to date helps Breeze generate more relevant recommendations, tailor responses to your target audience, and improve personalization across AI features.

To manage your ICPs:

1. On the AI Context page, click the Customers tab in the left sidebar menu.
2. In the Ideal Customer Profiles section add, edit, or delete ICPs:
   • To add a new ICP, click Add ICP. In the right panel, enter the ICP details and then click Create.
   • To edit an existing ICP, click the verticalMenuIcon three vertical dots icon and select Edit. In the right panel, update the ICP details and then click Save.
   • To delete an ICP, click the verticalMenuIcon three vertical dots icon and select Delete. In the dialog box, click Delete.