Understand Breeze

Breeze is HubSpot’s AI, supporting users by completing tasks, creating content, finding information, and automating workflows throughout HubSpot.

This article gives an overview of Breeze features and where to find and manage Breeze Assistant, Breeze Agents, custom assistants, tools, knowledge vaults, and reporting. Use it as an index to navigate all Breeze capabilities.

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Understand Breeze features

Breeze consists of several features that work together to help users take action, retrieve information, and scale processes across HubSpot. Together, these features support both guided help for users and configurable automation for admins. The sections below explain how each component functions and link to articles where you can learn more.

Some Breeze features may require HubSpot credits, specific seats, or additional subscriptions depending on the feature’s capabilities. To confirm specific seats or additional subscriptions, view the sections below. Learn more about features using HubSpot credits.

Please note: Breeze features use artificial intelligence and machine learning models. To understand HubSpot’s approach to AI, data usage, and security, learn more about HubSpot's AI Model Cards and HubSpot's AI Cloud Infrastructure FAQs.

Breeze Assistant

Breeze Assistant is HubSpot’s primary conversational AI interface. It's the central place where users can ask questions, generate content, summarize CRM records, and complete tasks. Breeze Assistant can also run custom assistants that have been configured in Breeze studio.

To learn more about Breeze Assistant:

• Use Breeze Assistant
• Use Breeze Assistant with connected apps
• Install and use the Breeze Assistant mobile app

Custom assistants

Custom assistants are configurable AI experiences created or installed in Breeze studio to help users complete specific tasks or processes. They follow instructions, tools, and knowledge set by admins and can be seen inside Breeze Assistant or other HubSpot-supported areas.

To learn more about assistants:

• Install assistants from the HubSpot Marketplace
• Create or customize assistants
• Set up and use the brand assistant (BETA)
• Use custom assistants

Breeze Agents

Breeze Agents help automate work across HubSpot. Use pre-built Breeze Agents or customize agents in Breeze studio to support your team’s processes. Breeze Agents are ready to use and can be installed from the Breeze Marketplace. You can also clone a Breeze Agent to adjust its instructions, tools, or knowledge vaults to better fit your needs. 

To learn more about Breeze Agents:

• Install agents from the HubSpot Marketplace
• Customize Breeze Agents
• Run Breeze Agents

To set up and use pre-built agents in Breeze studio:

• ABM landing page agent (BETA)
• Blog research agent (BETA)
• Closing agent (BETA)
• Company research agent (BETA)
• Cross-sell/upsell agent (BETA)
• Customer health agent (BETA)
• Deal loss agent (BETA)
• Request for proposal (RFP) agent (BETA)
• Sales to marketing feedback agent (BETA)

Tools

Tools define the actions that agents and custom assistants can perform. They can retrieve CRM data, generate or summarize content, and complete other supported functions. 

Learn more about using tools with Breeze (BETA).

Knowledge vaults

Knowledge vaults store reference information that agents and custom assistants can use to give correct and context-aware responses. This information may include internal documentation, product details, or process guidelines.

Learn more about managing Breeze context with knowledge vaults (BETA).

Breeze dashboard

The Breeze dashboard shows how Breeze functionality is used across your HubSpot account. It highlights adoption trends and activity patterns to help admins monitor usage and find opportunities for improvement.

Learn more about analyzing Breeze usage.

Standalone Breeze features

Some Breeze features in HubSpot are available directly from the navigation sidebar menu. These Breeze features support specialized workflows, personalization, and content transformation.

Content remix

Remix content to repurpose existing content across different formats. You can change long-form content into summaries, social posts, emails, page drafts, or other variations depending on your needs. To use content remix, navigate to Content > Remix.

To learn more about content remix:

• Repurpose content using AI with content remix
• Use page templates in content remix
• Use content remix in the content editor and index pages
• Use drag and drop email templates in content remix

Customer agent

The customer agent helps service teams in managing inbound questions by handling requests automatically. It uses your existing content and contextual data to answer customer questions in a conversational tone, such as checking an order status or helping a customer reset their password. To use the customer agent, navigate to Service > Customer Agent.

To learn more about the customer agent:

• Set up and configure the customer agent
• Assign a customer agent to a calling channel (BETA)
• Allow the customer agent to access and update CRM data
• Set up actions for the customer agent
• Set up and customize the customer agent handoff process
• Manage customer agent
• Analyze customer agent performance
• Review and troubleshoot customer agent content source sync errors

Data agent

The data agent helps you monitor and improve data quality across your CRM. It identifies inconsistencies or missing information, recommends cleanup actions, and offers guided workflows for updating or improving CRM data. To use the data agent, navigate to Data Management > Data Agent.

To learn more about the data agent:

• Set up and use the data agent
• Use Breeze to manage data in workflows

Prospecting agent

The prospecting agent helps sales teams by researching accounts, finding potential opportunities, and generating outreach recommendations using CRM and contextual data. To use the prospecting agent, navigate to Sales > Prospecting Agent.

Learn more about setting up and using the prospecting agent

Personalization

The personalization tool helps you create personalized content variations for marketing assets using CRM data and contextual inputs. You can generate tailored content, build variants for testing, and review performance insights. To use the personalization tool, navigate to Marketing > Personalization.

To learn more about the personalization tool:

• Use the personalization tool
• Use the content personalization agent
• Use content variants
• Analyze content variants

Embedded Breeze features

Breeze also powers embedded features that appear directly within HubSpot tools. These features support content generation, summarization, enrichment, and personalization. Together, they help teams move from insight to action in an iterative flow that aligns with HubSpot’s Loop Marketing model. 

Generate assets or refine content

• Generate new content
• Generate landing pages
• Create A/B tests with AI for landing pages (BETA)
• Generate blog posts
• Generate images
• Generate quotes
• Generate subject lines and preview text for marketing emails
• Generate sales email templates
• Generate campaign insights
• Create personalized content from segments
• Refine content
• Automatically translate multi-language content
• Use AI in workflows
• Use Breeze to infer company value proposition and ICP in workflows

Summarize data

• Summarize a record
• View trend insights on records
• Summarize marketing email performance
• Summarize reports
• Summarize survey responses
• Summarize conversations in the conversation inbox
• Summarize an email thread on the HubSpot mobile app
• Use AI insights on a CRM index page (BETA)

Enrich and improve data

• Get started with data enrichment
• Enrich your contact and company data
• Data test records for enrichment
• Use conversational enrichment for emails (BETA)

Create personalized or contextual assets

• Create smart properties
• Generate brand identity
• Set up Brand voice
• Use AI to generate filters and descriptions in segments

Get started with Breeze

Use the Breeze Overview page to access Breeze Assistant, Breeze Agents, custom assistants, tools, knowledge vaults, and the dashboard. The overview page has links to key areas in Breeze studio and learning resources that can help you explore additional functionality. To access the Overview page, navigate to Breeze > Overview.

• Breeze Assistant: try Breeze Assistant to ask questions, generate content, or complete tasks.
• Breeze Agents: visit the Breeze Marketplace to install Breeze Agents or browse available agents you can customize in Breeze studio.
• Featured Agents: review recommended agents that you can download and modify.
• Learn: access Academy lessons, knowledge base articles, and community discussions about Breeze.
• Dashboard: open the dashboard to review how Breeze features are used across your HubSpot account.