Analyze and tag your files with AI

After uploading your files, turn on and use Breeze to search your files based on their description, which will be matched to the search terms. 

If you have a Marketing Hub or Content Hub Professional or Enterprise subscription, use Breeze to automatically add file descriptions and keywords. When using this feature, public files in the files tool will be analyzed and descriptions and keywords will be generated for each file. 

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.

Turn on file analysis

To use Breeze for tagging and searching your files, you must turn on the following AI settings, after which public files will be analyzed. Learn more about managing your AI settings.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, in the Account Management section, navigate to AI.
• In the Access tab of your AI settings, click to toggle the Give users access to generative AI tools and features and Files data switches on. 

If you have a Marketing Hub or Content Hub Professional or Enterprise subscription, when this setting is turned on, descriptions and keywords will be automatically generated for all public files.

If these settings have previously been turned on, not all files may be populated. This includes PDFs, audio, text, word, and PowerPoint files.

• To generate descriptions and keywords for existing files, turn off, then turn on the Files data switch.
• If you notice some of your files are still missing a description, please wait 7 days and try again.

Review and edit your files' descriptions and keywords

You can manually input your image file's description and keywords. Alternatively, if you have a Marketing Hub or Content Hub Professional or Enterprise subscription, descriptions and keywords will be generated for each file. 

• In your HubSpot account, navigate to Content > Files.
• From the files tool, click the name of the file.
• In the right panel, click to expand the General section. In the File analysis section, the AI-generated description and keywords will appear. 
• To update the file description, click the edit pencil icon and enter or edit the description text. When customizing your image file's description, there's a 1,000 character limit. 
• To edit the keywords used:
  
  • Click + Add to add a new keyword. Then, enter your new keyword. 
  • Click the X icon next to the existing keyword you'd like to remove. 
  • After setting up your keywords, click Save. Each file can have a maximum of 10 keywords. 

Please note: if your file's visibility has been set to Private, descriptions and keywords will not be automatically generated. 

Search for files in the files tool

To search for your files using file descriptions: 

• In your HubSpot account, navigate to Content > Files.
• In the top left, enter your search term. Any related images should automatically appear. 
   

Search for files in your content editor

To search for your files using file descriptions: 

• Navigate to your content:

  • Website Pages: In your HubSpot account, navigate to Content > Website Pages.
  • Landing Pages: In your HubSpot account, navigate to Content > Landing Pages.
  • Blog: In your HubSpot account, navigate to Content > Blog.
  • Knowledge Base: In your HubSpot account, navigate to Service > Knowledge Base.
  • Email: In your HubSpot account, navigate to Marketing > Email.
• Click the name of your content. 
• Insert an image: 
  • To add an image to a rich text module, click the rich text module, then click the insertImage iciimage icon on the rich text toolbar.
  • To add an image to an image module, click the image module, then click Replace in the sidebar editor above the placeholder image. 
• In the right panel, enter your search term in the search bar. Then, press Enter key. Any related image files should automatically appear.