Summarize and review data with Breeze Assistant

Summary

Use Breeze Assistant to summarize and review data across your HubSpot account, including CRM records, and reporting tools such as marketing emails, campaigns, and reports. Instead of manually reviewing metrics or activity timelines, generate summaries that highlight key trends, performance insights, and important context. You can also ask follow-up questions to explore specific details to better understand your data.

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.

Understand requirements to use Breeze Assistant

To summarize data with Breeze Assistant you must:

• Turn on Give users access to Breeze Assistant in your AI settings.
• Have access to the relevant HubSpot tools (e.g., feedback surveys).

How to summarize records with Breeze Assistant

1. Navigate to your records:
   • Contacts: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
   • Companies: In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
   • Deals: In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.
   • Tickets: In your HubSpot account, click More, then navigate to CRM > Tickets. If More doesn't appear in your account, navigate to CRM > Tickets directly.
2. Click the name of the record you want to summarize.
3. In the upper right of the left sidebar, click the Actions dropdown menu and select Summarize. In the Breeze Assistant panel, review the record summary. Learn more about summarizing records with Breeze Assistant.

How to summarize marketing email performance with Breeze Assistant

1. In your HubSpot account, click More, then navigate to Marketing > Email. If More doesn't appear in your account, navigate to Marketing > Email directly.
2. Hover over a sent marketing email, then click the Actions dropdown menu and select Summarize performance. Learn more about summarizing marketing email performance.

How to summarize campaign performance with Breeze Assistant

1. In your HubSpot account, click More, then navigate to Marketing > Campaigns. If More doesn't appear in your account, navigate to Marketing > Campaigns directly.
2. Click the name of a campaign.
3. Click the Actions dropdown menu and select Summarize on the top left. Learn more about summarizing individual campaign performance.

How to review campaign data with Breeze Assistant

Review and analyze campaign performance, assets, and budget details directly from the campaign tool with Breeze Assistant. This helps you access key information without navigating between multiple tabs or reports.

1. In your HubSpot account, click More, then navigate to Marketing > Campaigns. If More doesn't appear in your account, navigate to Marketing > Campaigns directly.
2. Click the name of a campaign.
3. In the top navigation bar, click breezeSingleStarIcon Assistant in the top right.
4. In the right panel, enter a question about the campaign. For example:

What's the goal progress for the campaign?
What's the attributed revenue for the campaign?
What's the budget and spending?

5. Click the breezeSendIcon send icon.

How to summarize reports with Breeze Assistant

Use Breeze Assistant to interpret report data. Some reports such as funnel reports cannot be summarized.

To summarize a report:

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. In the upper left, click the dashboard dropdown menu, then select the name of the dashboard you want to view.
3. Hover over a report and click the breezeSingleStar AI icon.

3. Breeze Assistant will display the main takeaways from the report.
4. Enter a message, then click the breezeSendIcon send icon to ask questions or prompt Breeze Assistant on the takeaways.

How to summarize survey responses with Breeze Assistant

1. In your HubSpot account, click More, then navigate to Service > Feedback Surveys. If More doesn't appear in your account, navigate to Service > Feedback Surveys directly.
2. Hover over the survey and click the breezeSingleStar AI icon. The summary can only be generated after receiving at least three submissions.

3. To ask follow up questions, enter a message, then tap the send icon. For example: Summarize average rating for Ticket owner Leslie Knope.