Use Breeze Assistant in Slack

Use Breeze Assistant in Slack to search and summarize CRM records, analyze pipeline data, prepare for meetings, and create content using natural language. Breeze Assistant can display responses as formatted tables, CRM record and meeting cards, reports, and generated files, including presentations and CSVs.

For example, ask Breeze Assistant to identify deals without a scheduled next step, then review the results in a table directly in Slack. This helps you access and work with your HubSpot data directly in Slack without switching between tools.

To get started, mention Breeze Assistant in a Slack channel or thread, or send it a direct message from the Messages tab of the HubSpot app in Slack.

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 consequences of using it.

Understand requirements

• You must connect the Slack app to your HubSpot account and log in to Slack with your HubSpot user.
• You must turn on Breeze Assistant in your HubSpot account.
• To use Breeze Assistant from the Messages tab of the HubSpot app in Slack, a Slack workspace admin must reconnect the Slack app to HubSpot to grant the required permissions. 

Understand limitations & considerations

• In Slack channels and threads, Breeze Assistant only responds when it is explicitly @mentioned. You must @mention Breeze Assistant for each request.
• Breeze Assistant does not monitor channels or threads automatically.
• In direct conversations with Breeze Assistant from the Messages tab, you don't need to @mention Breeze Assistant to start or continue a conversation.

Set your active HubSpot account

If your Slack workspace is connected to multiple HubSpot accounts, you must select which HubSpot account Breeze Assistant should use in Slack. If you only have one HubSpot account connected to Slack, you can skip this step.

1. In Slack, type the command /hs-breeze-select-portal and press Enter.
2. In the generated prompt, select the HubSpot account you want to use.

Breeze will use the selected HubSpot account for all future requests in this Slack workspace. If you need to switch HubSpot accounts in the future, you can run the same command again.

Use Breeze Assistant in the Messages tab

Use the Messages tab of the HubSpot app in Slack to start and continue a direct conversation with Breeze Assistant. Suggested prompts are also available to help you start common tasks.

1. In the left sidebar menu in Slack, navigate to the Agents and apps section. 

2. Click HubSpot (Breeze).

3. On the Messages tab, select a suggested prompt or enter a message for Breeze Assistant.

4. Breeze Assistant will respond directly in the conversation.

5. To continue the conversation, enter another message. You don't need to @mention Breeze Assistant in each message.

Use Breeze Assistant in Slack channels and threads

To use Breeze Assistant in a Slack channel or thread, explicitly @mention it each time you want it to respond.

1. In Slack, navigate to a channel or thread.
2. Type @HubSpot(Breeze) followed by your request.

3. Press Enter to send your message.

4. Breeze Assistant will display a thinking indicator. Then it'll respond directly in the channel or thread.

For follow-up questions, @mention Breeze Assistant again and include your request. Breeze Assistant can use context from the surrounding channel or thread to help answer your question, but it doesn’t automatically monitor conversations.

Best practices for Breeze Assistant in Slack

• Be specific: include record names, ticket numbers, or company names to help Breeze Assistant find the relevant record.
• Use natural language: describe what you want in plain language. You don't need to use exact field names or API syntax.
• Ask follow-up questions: @mention Breeze Assistant for each follow-up request and include enough context for Breeze Assistant to understand the request.
• Combine actions: you can include multiple actions in a single request. For example, Summarize the Acme Corp deal and create a task to follow up by Friday.

What Breeze Assistant can do in Slack

Breeze Assistant works with standard CRM objects, including contacts, companies, deals, and tickets, as well as custom objects, tasks, notes, meetings, and emails. Use Breeze Assistant in Slack to search, summarize, create, and update records, analyze data, search HubSpot documentation, and complete other HubSpot tasks without leaving Slack.

When you ask Breeze Assistant questions or request content in Slack, responses can include formatted tables, CRM record cards, meeting cards, reports, and generated files. The response format depends on your request.

Below are example prompts that you can use with Breeze Assistant in Slack.

Summarize CRM records

Summarize contact, company, deal, or ticket records. Breeze Assistant will retrieve the latest data and return a concise overview.

• Summarize a deal:
  @HubSpot(Breeze) Summarize the deal with Acme Corp
• Check ticket status:
  @HubSpot(Breeze) What’s the latest on ticket #4521?
• Review a company record:
  @HubSpot(Breeze) Give me an overview of the Delta Airlines company record

• Get context on a contact:
  @HubSpot(Breeze) What should I know before my call with Lexie Wingham?
  

Analyze CRM data

Ask Breeze Assistant to identify records that meet specific criteria or summarize data from your HubSpot account.

For example, use the following prompts:

• Identify deals requiring follow-up:
  @HubSpot(Breeze) Which of my deals have no next step scheduled?
• Review pipeline data:
  @HubSpot(Breeze) How many open deals over $50,000 do we have in EMEA?
• Find inactive accounts:
  @HubSpot(Breeze) Build me a list of accounts with no activity in 90 days.

Breeze Assistant can display matching records and summarized results in formatted tables, with CRM record cards when relevant.

Create and update CRM records 

Create new records or update existing ones, including properties, owners, and associations, for all CRM objects. You can also request bulk changes to multiple records. 

• Create a new contact:
  @HubSpot(Breeze) Create a new contact: John Smith, john@acme.com, CEO at Acme

• Update a deal stage:
  @HubSpot(Breeze) Update the Acme Corp deal stage to "Closed Won"

• Update a record owner:
  @HubSpot(Breeze) Assign the Delta Airlines deal to Sarah Chen

• Create a custom object record:
  @HubSpot(Breeze) Create a new Project record for "Phoenix" with status "In Progress" and link it to the Acme Corp company

• Reassign records in bulk:
  @HubSpot(Breeze) Reassign all of Sarah's accounts to Mike

When you request a CRM update, Breeze Assistant displays a confirmation card with the proposed changes. For bulk updates, the card lists all affected records so you can review the changes before they're applied.

Enroll records into workflows

Enroll records into existing workflows by asking Breeze Assistant in Slack. Include the record and workflow name in your request.

For example, use the following prompts:

• Enroll a contact:
  @HubSpot(Breeze) Enroll John Smith into the sales-to-CS handoff workflow
• Enroll a company:
  @HubSpot(Breeze) Enroll Acme Corp into the customer onboarding workflow

Create and update tickets 

Create tickets, update ticket properties, change statuses, and assign owners.

• Create a ticket:
  @HubSpot(Breeze) Create a ticket for Acme Corp: "Billing discrepancy on Q3 invoice", priority high

• Change ticket status:
  @HubSpot(Breeze) Change ticket #4521 status to "Waiting on Customer"

• Assign a ticket:
  @HubSpot(Breeze) Assign ticket #4521 to Sarah Chen

• Link a ticket to another record:
  @HubSpot(Breeze) Associate ticket #4521 with the Acme Corp deal

Create tasks and log notes

Create tasks or log notes on CRM records from Slack.

• Create a follow-up task:
  @HubSpot(Breeze) Create a task to follow up with Sandy by Friday
• Log a note on a deal:
  @HubSpot(Breeze) Log a note on the Roku deal: discussed expanding to Asia
• Summarize a thread and save it:
  @HubSpot(Breeze) Summarize this thread and add a note to Delta Airlines’ record

Analyze your pipeline

Ask Breeze Assistant to run counts, totals, comparisons, and trends across your CRM data.

• Count records by stage:
  @HubSpot(Breeze) How many open deals do I have in the "Proposal" stage?

• Summarize deal volume by rep:
  @HubSpot(Breeze) Show me all deals closed last month by rep, grouped by stage

• Calculate pipeline value:
  @HubSpot(Breeze) What's the total pipeline value for deals closing this quarter?

• Compare time periods:
  @HubSpot(Breeze) Compare deal volume this quarter vs last quarter

Analyze revenue and pipeline health

Ask Breeze Assistant for forecasts, win/loss trends, rep performance, deal velocity, and at-risk pipeline.

• Forecast against quota:
  @HubSpot(Breeze) How are we tracking against our Q4 revenue target?

• Win/loss analysis:
  @HubSpot(Breeze) What were our top 3 win reasons and top 3 loss reasons last quarter

• Deal velocity and sales cycle:
  @HubSpot(Breeze) What's our average sales cycle length for deals closed this quarter vs last quarter?

• Identify at-risk pipeline:
  @HubSpot(Breeze) Show me all deals in the "Proposal" stage that haven't been updated in 14 days

• Rep performance comparison:
  @HubSpot(Breeze) Rank my reps by closed-won revenue this quarter

• Pipeline coverage:
  @HubSpot(Breeze) Do we have enough pipeline coverage to hit next quarter's target

• Stalled deals:
  @HubSpot(Breeze) Which deals have been in the same stage for more than 30 days?

Analyze marketing performance

Ask Breeze Assistant about campaign effectiveness, lead generation, funnel conversion, and marketing attribution.

• Campaign ROI:
  @HubSpot(Breeze) What's the ROI on our "Spring Webinar" campaign?

• Lead source effectiveness:
  @HubSpot(Breeze) Which lead sources produced the most closed-won deals this quarter?

• Funnel conversion rates:
  @HubSpot(Breeze) What's our lead-to-customer conversion rate this month?

• Top-performing campaigns:
  @HubSpot(Breeze) Rank our active campaigns by deals influenced

• MQL to SQL conversion:
  @HubSpot(Breeze) What percentage of MQLs converted to SQLs last quarter?

• Channel comparison:
  @HubSpot(Breeze) Compare deal volume from organic vs paid channels this quarter

Monitor customer health and churn risk

Identify at-risk accounts, track customer engagement, and surface expansion opportunities.

• At-risk customers:
  @HubSpot(Breeze) Which customers have open high-priority tickets with no activity in 7 days?

• Expansion opportunities:
  @HubSpot(Breeze) Show me customers whose deal value increased by more than 20% this year

• Churn signals:
  @HubSpot(Breeze) List customers whose last engagement was more than 60 days ago
  

• NPS and satisfaction:
  @HubSpot(Breeze) What's our average NPS score this quarter, and which accounts have the lowest scores?

• Renewal pipeline:
  @HubSpot(Breeze) Show me all contracts renewing in the next 90 days with no active engagement

Search across records

Search across objects, associations, and build filtered lists.

• Find associated records:
  @HubSpot(Breeze) Show me all contacts associated with the Acme Corp company

• Find records by association:
  @HubSpot(Breeze) Which deals are associated with ticket #4521?

• Filter across objects:
  @HubSpot(Breeze) List all open tickets for companies in the "Enterprise" tier

• Search communications:
  @HubSpot(Breeze) What was the last email sent to Acme Corp?
  @HubSpot(Breeze) Show me recent communications with Delta Airlines

Create meetings and prepare for meetings

Ask Breeze Assistant to create meetings or gather context before a scheduled meeting. When preparing for meetings, Breeze Assistant summarizes relevant CRM data and recent activities.

• Create a meeting:
  @HubSpot(Breeze) Create a meeting with the Acme Corp prospect tomorrow at 9:00 AM for a demo

• Prepare for a scheduled meeting:
  @HubSpot(Breeze) Prep me for my 2pm with Uniqlo
• Get context on a contact:
  @HubSpot(Breeze) What should I know before my call with Lexie Wingham?

Log calls

Log calls on CRM records by describing the call to Breeze Assistant in Slack. Include the relevant record and call details in your request.

For example, use the following prompts:

• Log a call:
  @HubSpot(Breeze) Log a call with John Smith about the Acme Corp renewal
• Log call notes:
  @HubSpot(Breeze) Log a call with John Smith and note that we discussed renewal pricing.

Generate content

Ask Breeze Assistant to create presentation content based on CRM information.

• For example, enter the following prompt:
  @HubSpot(Breeze) Create a proposal deck for the Acme opportunity

Review the generated presentation in the Slack response.

Search HubSpot documentation

Ask Breeze Assistant to search HubSpot Knowledge Base articles, Academy content, Marketplace listings, and pricing documentation.

• Find a HubSpot Knowledge Base article:
  @HubSpot(Breeze) How do I set up a custom report in HubSpot?

• Check plan details:
  @HubSpot(Breeze) What's included in the Sales Hub Professional plan?

Summarize Slack threads

Summarize conversations in Slack threads where Breeze Assistant is present.

• Summarize a thread
  @HubSpot(Breeze) Summarize this thread

• Summarize and save to CRM
  @HubSpot(Breeze) Summarize this thread and log it as a note on the Acme deal

Please note: you must @mention Breeze Assistant each time you want it to summarize or take action on a conversation. Breeze Assistant can use the available channel or thread context, but it does not automatically monitor conversations.