Set up and use the brand assistant

Use the brand assistant, powered by Breeze, to make sure your content aligns with your brand. Brand assistant checks your brand voice, visuals, templates, and usage rules against your brand identity.

The brand assistant can be used wherever you see the breezeSingleStar Breeze icon, including when creating and editing blogs, landing pages, website pages, marketing emails, and more.

Please note: 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 AI-generated content best practices

• Proofread and edit your AI-generated content before publishing it.
• Edit AI-generated content to maintain your brand's voice and style.
• Balance the use of AI-generated content with content written by a human.
• While HubSpot has security measures in place, AI assistant may occasionally generate incorrect, biased, offensive, or misleading information. Verify the accuracy of the output's content, especially any statistics or facts.
• The large language model that powers AI assistants tends to produce inconsistent results in non-English languages. HubSpot is working on better supporting these languages in the coming months. For now, use extra care in checking non-English content for accuracy and clarity. 

Before you get started

• Turn on AI settings in your account, including the Files data setting.
• Super Admins can configure the brand assistant.

Add the brand assistant to your account

Super Admins can install the brand assistant to the account. To add the brand assistant:

1. In your HubSpot account, navigate to Breeze > Marketplace.
2. Use the search bar to search for brand assistant and click it in the search results.
3. Click Add.
   

Configure the brand assistant

Super Admins can configure the assistant by adding extra instructions and knowledge, to give it more context to answer questions.

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Assistants tab.
   
3. Hover over the Brand Assistant card and click the verticalMenu three vertical dots in the upper right of the card.
4. Click Configure.

Guide how this assistant behaves

Under Guide how this assistant behaves, add the welcome message, extra instructions, tools it can access, and additional knowledge it can use for context when responding. 

To configure how the assistant behaves:

1. To edit the message that first displays when using the assistant, enter the message in the Welcome message field.
2. To add additional instructions for the agent to use to craft responses, enter the instructions in the Assistant instructions field.

Set the information the assistant can access

1. Under Set the information this assistant can access, select the Web browsing checkbox to allow the assistant to crawl the web to help craft responses.
2. To add knowledge to the agent, like documents and data, click folderOpen Add knowledge next to Knowledge. If you don't add knowledge sources, the agent will use general knowledge.
   • In the right panel, existing knowledge vaults will be listed below the search bar. To view the details of the vault, hover over it and click View details. To add existing vaults to the agent, hover over them and click Add.
   • To create a new knowledge vault, in the right panel, click Create.
   • Enter a name in the Name field.
   • Enter a description in the Description field.
   • Under Files, click Upload to add a file (.pdf, .txt, .md, .html, .pptx, and .docx formats are supported).
   • Under CRM Objects, click Add to add a CRM object (e.g., you could add your HubSpot knowledge base as an object for the assistant to use when responding).
     • Select the CRM object to add (custom objects aren't supported).
     • Click + Add filter, and set your filters.
     • Click Add to vault. 
   • Click Create & Add.
   • To remove a knowledge vault from the agent (the knowledge vault will still be available for this and other assistants), hover over the vault and click Remove.
   
   • To edit a knowledge vault's name and description, hover over the vault and click View details. In the upper right, click the ellipses ellipses, then click Edit.
   • To delete a knowledge vault, hover over the vault and click View details. In the upper right, click the ellipses ellipses, then click Delete.
     
     
3. When you've finished configuring the knowledge vaults, click the X in the upper right of the right panel.
4. In the upper right, click Publish to publish your changes.

About this assistant

Update the assistant description:

1. To update the description of the agent, under About this agent click the description field and edit the default description.
2. In the upper right, click Publish to publish your changes.

Test the assistant

To test the assistant:

1. In the Preview, enter your question in the field.
2. The agent will use the information provided to give a response.
3. Review the response and make any adjustments to the assistant. Enter another question to test the assistant's response again.

Use the brand assistant

The brand assistant can be used wherever you see the breezeSingleStar Breeze icon (e.g., whilst navigating HubSpot, or directly in content editors, including the landing page and website page editor).

Use the brand assistant from Breeze studio

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Assistants tab. 
3. Click Brand Assistant.
4. Enter your question.
   

Use the brand assistant when creating content

To use the brand assistant when creating or editing content (e.g., when creating blogs, landing pages, or website pages):

1. Navigate to your content.
2. Click the the breezeSingleStar Breeze icon in the sidebar editor.
   
   
3. Click the Assistants dropdown menu and select Brand Assistant.
4. Enter your question.

Clone the assistant

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Assistants tab. 
3. Hover over the Brand Assistant card and click the verticalMenu three vertical dots in the upper right of the card.
4. Click Clone.
5. Configure the assistant, then click Publish.

Delete the assistant

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Assistants tab. 
3. Hover over the Brand Assistant card and click the verticalMenu three vertical dots in the upper right of the card.
4. Click Delete.
5. Click Delete assistant to confirm deletion.