Use Breeze Assistant

Summary

Breeze Assistant is a conversational assistant that supports sales, marketing, and service teams in HubSpot. When using Breeze Assistant, you can use saved prompts for efficiency, manage your conversations in projects, and manage references to earlier conversations with memories.

Use Breeze Assistant to refine or generate content, help prepare for meetings, summarize data, and help with other tasks. For marketing-related questions, Breeze Assistant uses HubSpot Academy content, website analytics, and Loop Marketing guidance to provide more contextually relevant responses.

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.

This article covers using Breeze Assistant on a desktop. To install Breeze Assistant mobile app scan the QR code below or follow the steps outlined in Breeze Assistant mobile app documentation:

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential considerations of using it.

Understand requirements to use Breeze Assistant

• To use Breeze Assistant, turn on Give users access to Breeze Assistant in your AI settings.
• To use features that depend on connected accounts, apps, or custom assistants, confirm they are set up on the desktop first. For example:
  • To prepare for meetings, confirm your calendar is connected.
  • To use apps, connect apps to Breeze Assistant. Learn more about using Breeze Assistant with connected apps.
  • To use custom assistants, create or customize assistants.
• User permissions determine which actions can be performed with Breeze Assistant.

Understand limitations & considerations when using Breeze Assistants

• For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.
• Breeze Assistant content generation is limited to 30 times each minute and 1,000 times each day.
• Connected app (e.g., Gmail) searches don't support natural language filters. For example, when searching Gmail, use the Gmail search query m:john is:unread older_than:1m instead of Give me any unread emails from John from last month.

How to use Breeze Assistant in HubSpot

Use Breeze Assistant to start a chat, add context to your request, and interact with responses.

How to start a chat with Breeze Assistant

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. To send a chat, enter your prompt, click a suggested prompt , or use a saved prompt, and then click the breezeSendIcon send icon in the bottom right. 

3. If you've connected your calendar, you can prepare for upcoming meetings by clicking the Prepare button under the meeting name:

How to add context to your prompt in Breeze Assistant

1. To connect apps with Breeze Assistant, click the Apps dropdown menu and select the checkbox next to each app you'd like to include in your prompt. If you've never installed an app for Breeze Assistant, you'll be directed to the Breeze Marketplace. Learn more about using Breeze Assistant with connected apps.
   • To search all apps, toggle the Use all apps as sources switch on.
   • To save the selected apps for future chats with Breeze Assistant so that those apps are searched first, toggle the Keep selection for future chats switch on.

2. To attach a file, choose to upload a new file or select an existing file from the files tool. Learn more about the supported file types and sizes when uploading files to Breeze Assistant. 
   • To upload a file, click the attach attachment icon and select Upload from computer. Then, select a file.
   • To add a file from the files tool, click the attach attachment icon and select Choose file. Then. select a file. 

How to manage chats and prompts in Breeze Assistant

1. To begin a new chat, click the description new chat icon in the top right.
2. To view previous chats, click theverticalMenuthree vertical dots icon and select Chats in the top right.
3. To use a saved prompt, click theverticalMenuthree vertical dots icon and select Prompts in the top right. Then select a prompt. Enter any additional information, then click the breezeSendIcon send icon.
4. To save your prompt as a favorite, hover over your message, then click the favorite star icon.

How to work with Breeze Assistant responses

1. In Breeze Assistant responses, there may be additional actions you can take, such as summarizing an associated activity. Click an action (e.g., Summarize) to send the prompt.
2. To copy a response, click the clipboardIcon Copy message icon below the message. 
3. To provide feedback about a Breeze Assistant response:
   • If the answer was what you expected, click the thumbsUpIcon thumbs up icon.
   • If the answer wasn’t what you expected, click the thumbsDownIcon thumbs down icon. 

How to manage stored memories in Breeze Assistant

Breeze Assistant can remember important information about a user, like their name, job title, tone, writing style, and recurring instructions. Storing this information allows Breeze Assistant to provide more personalized responses over time. 

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. Enter details that you want added or removed from Breeze Assistant's memories, then click the breezeSendIcon send icon. For example, you could instruct Breeze Assistant to remember that you prefer bullet points or forget that you use a friendly tone.

3. To view existing memories, click theverticalMenumenu icon and select Memories in the top right.
4. To delete a memory, click the delete delete icon next to that memory. 

What prompts can I use to reference past conversations for context

Breeze Assistant can search previous conversations for context. This allows for continuity across chats without manually re-entering context.

Conversation history is turned on by default. When relevant, Breeze Assistant may automatically reference previous chats to provide more accurate responses. 

To reference past conversations manually, ask Breeze Assistant using natural language. For example:

Find all information in our past conversations about [subject].

Can you find out conversation about [subject]?

Repeat the approach you used last time [task].

How do I review the sources for Breeze Assistant's responses

Breeze Assistant may include citations in responses to show where information came from, such as records, connected apps, and saved memories. Use citations and the Sources section to review what Breeze Assistant referenced when generating a response.

1. In the top navigation bar, click breezeSingleStarIcon Assistant.
2. To send a chat, enter your prompt, click a suggested prompt , or use a saved prompt, and then click the breezeSendIcon send icon in the bottom right.
3. To review an individual citation, hover over the [#] citation and view the popover. If you click the citation, you'll be directed to the individual record, connected app, or saved memory.

4. To review all referenced sources and memories for a response, click [#] Sources below the response.

What are the different ways I can use Breeze Assistant?

Breeze Assistant can be used across different tools and workflows in your HubSpot account, depending on the task you want to complete. For example, you might use it to work with CRM records, analyze performance data, generate content, or automate processes.

The following examples highlight common ways to use Breeze Assistant for sales, marketing, and CRM management tasks. Learn more by reviewing the HubSpot Use Case Library.

Where can I learn more about Breeze Assistant? 

To learn more about specific Breeze Assistant features:

• Create and manage prompts in Breeze Assistant
• Review product updates in Breeze Assistant
• Create and manage Breeze projects