Manage agents in Breeze studio

Breeze studio lets you customize agents that complete structured tasks using your HubSpot data and tools. These agents can automate repeatable workflows, generate content, and take action in your account based on defined inputs and instructions.

For example, configure an agent to research companies, generate outreach content, or update CRM records based on specific criteria.

Please note: on July 13th, 2026, custom assistants were sunset. Existing custom assistants are read-only and automatically migrated to projects. Migrate custom assistant welcome messages and conversation starters to project instructions.

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.

Before you get started

Before you begin working with agents in Breeze studio, make sure to fully understand Breeze, the requirements to use these tools, as well as their limitations and considerations.

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.

Understand requirements

• A Super Admin must toggle the following switches on in AI Settings:
  • Give users access to generative AI tools and features
  • CRM data
  • Customer conversion data
  • Files data
  • Give users access to Breeze Assistant

Understand limitations & considerations

• For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.
• If an agent’s configuration relies on other HubSpot features (e.g., blog or landing pages) that a user doesn't have access to, the agent can't be run by that user, even if the user has permission to edit or run the agent.

Install agents

Agents are available in the Breeze Marketplace and can be customized further in Breeze studio.

1. In your HubSpot account, click More, then navigate to Breeze > Marketplace. If More doesn't appear in your account, navigate to Breeze > Marketplace directly.
2. At the bottom of the page, click Explore all.
3. On the Marketplace page, click Filters.
4. Click the Agent type dropdown menu and select Agents.
5. Click an agent card (e.g., Company research agent).
6. On the listing page, review the agent information: 
   • Built by: creator of the agent.
   • Overview: summary of the capabilities of the agent. Click See more to view the entire summary.
   • Features: explanation of individual features available in the agent. 
   • Agent functionality: which tools the agent uses by default.
   • Pricing: explanation of credit usage. Learn more about HubSpot Credits and billing.
   • More info: additional information about the agent, including links to contact the agent's creator for support.
   • Feedback: users can provide feedback on the agent to help improve it's performance and capabilities.
7. Click Add.

Manage agents

Manage agents in Breeze studio to customize, run, and review output. Agents operate using predefined inputs, instructions, tools, and knowledge, and can be customized or cloned to support additional tasks.

Customize agents

Customize agents by adjusting their inputs, instructions, tools, knowledge sources, and automation settings. These configurations determine how the agent operates and what information it uses when running tasks.

1. In your HubSpot account, click More, then navigate to Breeze > Breeze Studio. If More doesn't appear in your account, navigate to Breeze > Breeze Studio directly.
2. Click the Agents tab.
3. Hover over the agent card, then click theverticalMenuIconthree vertical dots, and select Configure.
4. In the What this agent needs from users section, fill in any fields that are required during setup. Click Manage inputs to manage custom inputs that give the agent information.
   
   • In the right panel, click the Add input dropdown menu and select an input format to add a new custom input.
   • On the input card, enter a name and description for your input.
   • If the input is required to run the agent, select the Required checkbox.
   • To rearrange custom inputs, click the dragHandle drag and drop icon on the input card and drag the input into a new location.
   • To remove a custom input, click the X on the input card.
5. In the Guide how this agent behaves section, review the agent's default instructions. This field can't be edited. 
6. To add additional instructions, enter additional context on the agent's tone, structure, or output format in the Extra instructions field.
7. In the What this agent can do section, review the default tools this agent can use to accomplish its tasks. These tools can't be removed from HubSpot's pre-built agents.
   • Browse the web: this gives the agent access to browse the web.
   • Access your HubSpot CRM records: this gives the agent access to read your CRM records.
   • Write to your HubSpot CRM records: this gives the agent access to write to your CRM records. Click the approveDraftIcon approval icon to toggle the Review before running this tool switch on. If the Review before running this tool switch is on, workflows will require approval for CRM updates.

9. To add additional tools, click Add tool. Learn more about using tools in Breeze studio.
10. In the What this agent knows section, click Add knowledge to add a knowledge vault with additional context. Learn more about using knowledge vaults in Breeze studio.
11. In the Automate this agent section, some agents support automation. Click Select trigger in the Automate this agent section to set a trigger for when the automation will occur. 

Please note: automation has a daily limit of 1,000 runs per day. This limit resets at 12:00 AM UTC.

12. To configure recipients for automated agent run notifications, click Manage recipients. Learn more about managing automated agent run notification recipients.
13. To test the agent, enter values for the required fields on the right. Required fields will be marked with an * asterisk.
    • Click Run agent to test the agent's current configuration.
    • To run an additional test, click New test in the top right.
14. To restore a previous version of an agent, click the recentlySelectedIcon Agent history icon in the top left. In the pop-up box, click the previous version. Then click Restore in the top right.
15. When finished, click Publish in the top right.

Run agents

Run agents in Breeze studio to execute their configured workflows. Running an agent generates output based on the instructions, inputs, and tools defined for that agent.

1. In your HubSpot account, click More, then navigate to Breeze > Breeze Studio. If More doesn't appear in your account, navigate to Breeze > Breeze Studio directly.
2. Click the Agents tab.
3. On the agent card, click Open.
4. In the agent inbox, enter values in any fields that are used each time the agent runs. Required fields will be marked with an * asterisk.
5. Click Run agent to start the agent. The time it takes to run the agent will depend on the complexity of required tasks.

Review agent output

When the agent has finished running, review the agent's run output and sources. You can also export or share output. Learn more about reviewing agent output.

Manage agent access

Control which users have access to each agent. By default, Super Admins can edit agents and all users can run them.

1. In your HubSpot account, click More, then navigate to Breeze > Breeze Studio. If More doesn't appear in your account, navigate to Breeze > Breeze Studio directly.
2. Click the Agents tab.
3. Hover over the agent card, then click theverticalMenuthree vertical dots and select Configure.
4. In the agent builder, click Manage access in the top left.
5. In the right panel, select an access option:
   • Owners and super admins can edit and run: only the user, who created or installed, and Super Admins can edit and run the agent.
   • Owners and super admins can edit, everyone can run: only the user, who created or installed, and Super admins can edit the agent. Every user can run the agent.
   • Everyone can edit and run: any user can edit and run the agent.
   • Custom team and user access: only selected users and teams can edit or run the agent. If you select this option there will be additional access options:
     • Run and edit: selected users or teams can run and edit the agent.
     • Run: selected users or teams can run the agent.
6. When finished, click Publish in the top right.