Generate email summaries using AI

On the performance page of a marketing email, you can review an AI-generated summary of that email, including benchmark performance comparisons and recommendations. You can then explore the summary further in Breeze Assistant. 

Understand requirements

• Give users access to generative AI tools and features.
• Give users access to Breeze Assistant.

Generate AI summaries

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a sent marketing email. 
3. On the Performance tab, review the summary of your email's performance in the Email Summary section. The summary will compare the email's performance against benchmarks, then offer suggestions to improve future email deliverability. 
4. To regenerate an updated version of the summary, click the breezeRegenerate regenerate icon next to the date the current version was generated.
5. To copy the content of the summary, click the copy icon. 
6. To rate the helpfulness of the summary, click the thumbsUp thumbs up icon for an expected result or thumbsDown thumbs down icon for an unexpected result. 
7. To ask follow-up questions about the content of the summary:
   • Click Ask a question. 
   • In the right panel, enter a question, then click the send send icon. 
8. To close AI summaries across your marketing emails, click Close. To display summaries again, click Summarize. This preference will only apply to your user.