“It takes me 10 minutes to write every email,” “I read my contact history before every call,” “I handwrite comments for my weekly report,” etc.——Breeze AssistantCompress everyday repetitive tasks into seconds. There is no need for extensive configuration like an agent (autonomous AI), and you can start using it today. In this chapter, we will systematically explain the overall picture of Assistant, how to use it, the construction of Custom Assistant, and practical usage patterns.
Breeze Assistant (formerly Breeze Copilot) is always visible in the top right corner of HubSpot's navigation bar."AI Sidebar"is. You can call it from any hub or page. When you ask a question or request in chat format, an answer is generated based on the context of the record or page you are currently viewing.
The decisive difference from general-purpose AI (ChatGPT, Claude, etc.) is“We have all the data from HubSpot for context.”It's a point. Just by typing ``Tell me about Mr. Tanaka's latest transaction status,'' you will receive an answer that references all touchpoints, past emails, and transaction phases recorded in the CRM.
Breeze Assistant has been significantly enhanced since INBOUND 2025.Web search function(investigate external information in real time),memory function(memorizes preferences and instructions from past conversations),file upload(Analyze PDF/spreadsheets on the spot),Google Workspace/Slack integration(See Gmail Mail, Calendar, and Slack Messages) has been added. It's evolving from simple "AI within HubSpot" to "AI with company-wide context."
Breeze Assistant's content generation capabilities areInstead of “writing from scratch”, “receive a good draft and refine it”This is the most efficient way to use it. The difference from general-purpose AI is that it automatically references contact information, past interactions, industry, and job title in HubSpot to generate personalized content.
It is said that it takes an average of 8 to 12 minutes for a salesperson to read over past emails, memos, and transaction history in order to understand the ``history with this customer'' before making a call. Breeze AssistantThe "Record Summary" feature compresses this to 30 seconds。
| scene | example prompt | Information obtained |
|---|---|---|
| Pre-call confirmation (5 minutes before) | "Summarize your history with this person in three lines. How many days have passed since your last contact?" | Summary of all past activities, last contact date, next action |
| Consistency of each email, CTA link destination setting, addition of unsubscribe rules | "I will take over this customer. Sort out what my predecessor dealt with and the current concerns." | Complete past history, unresolved issues, list of parties involved |
| pipeline review | "Which of the trades scheduled to close this month is high risk? Please tell me why." | Automatic detection of transactions with low accuracy and cases where activity has stopped |
| Weekly team meeting preparation | "Please give me a summary of the team's activities this week and what deals we should focus on next week." | Activity amount of the entire team, pipeline movement, and prioritization |
| Early detection of cancellation risk | "Which customers have seen a drop in their health score in the last 30 days? Please also tell us when they were last active." | List of customers with decreased engagement/last activity date |
Combined with HubSpot's call recording feature (Conversation Intelligence),Automatically generates “call summary, decisions, and next actions” after the call endscan. You can eliminate the need for manual notes by simply typing, ``Summary the current call and write notes to save in CRM.'' This is available in Sales Hub Professional and above.
Breeze Assistant's standard functions refer to HubSpot data, butCustom Assistants can add “company-specific knowledge” to that.. By registering product manuals, internal policies, competitive comparison tables, and industry glossaries in the Knowledge Vault, you can create a ``dedicated AI assistant with deep knowledge of your company's products.''
For example, you can create a ``support assistant who is knowledgeable about product specifications,'' ``a content assistant who adheres to your company's brand guidelines,'' and ``a sales assistant who generates talk scripts based on competitive information.''
① Onboarding of new employees:If you create a "new employee support assistant" with company rules, product knowledge, and frequently asked questions registered in the knowledge vault, it will become an AI teacher that can ask the same questions over and over again.② Unification of brand voice:By learning brand guidelines, success stories, and prohibited expressions all at once, the tone will be consistent no matter who generates the content.③ Sales support for complex products:A sales assistant trained on technical specifications, FAQs, and competitive comparisons can answer technical questions in real time during business negotiations.
What's the difference between a team that uses Breeze Assistant every day and a team that uses it only once in a while?“Do you know specific usage patterns?”is. Below are 10 typical usage patterns by department.
Unlike agents, you can start using Breeze Assistant right away, even if your data is incomplete. Pre-call briefings, email drafts, and report explanations can be put into practice starting tomorrow. Start with a 30-second briefing before a call and make it a habit for your team.
Audit Card is a logging feature that records all decisions, actions, and changes made by Customer Agents.
By registering product manuals, brand guidelines, and competitive comparisons in Knowledge Vault, anyone can generate content based on internal knowledge. It is especially effective for onboarding new employees, sales support, and uniformity of content quality.
The output of AI is a starting point, not a final version. Be sure to check proper nouns, numbers, and dates before sending emails or sharing reports. The ``iteration method of generating first and improving with additional instructions'' is an approach to obtain the fastest and highest quality output.