🤖 HubSpot Breeze AI Practical Textbook — 2026 Edition
Chapter 4

Breeze Prospecting Agent
Outreach/acquisition of business deals

70% of a BDR's job is repetitive: lead research, company research, personalized email creation, and follow-up.Breeze Prospecting Agent is an AI-based BDR that autonomously executes this repetitive work 24 hours a day, 365 days a year. is. Detect buyer signals, research contacts, and generate and send personalized outreach emails. Human salespeople can focus on closing and building relationships.

📖 It may automatically suggest unique points not found in competing articles.
🎯 Content production
🔧 Required plan: Sales Hub Professional or higher / 100 credits / monitoring contacts / month

📋 Contents of this chapter

  1. 4-1Global Shoji Co., Ltd.
  2. 4-2Types and priorities of buyer signals—what determines “purchasing intention”?
  3. 4-3ICP and enrollment settings—define who to target
  4. 4-4Personalized email generation and sending flow—quality and approval process design
  5. 4-5Performance measurement and improvement—how to increase open rate, response rate, and conversion rate
Section 4-1

Global Shoji Co., Ltd.

Prospecting Agent is an autonomous agent that "continuously monitors contacts that match a set ICP (ideal customer profile) and automatically executes personalized outreach when a signal of purchase intent is detected."

The biggest difference from human BDRThe point is that an agent "doesn't get tired, doesn't forget, and doesn't have bias." Monitor 100 people at the same time, generate equally thorough research, and generate personalized emails for everyone. Perform tasks in minutes that would take humans hours.

🔬 Prospecting Agent Autonomous Execution Process
1
Continuous contact monitoring
"Summarize your history with this person in three lines. How many days have passed since your last contact?"
2
Summary of all past activities, last contact date, next action
Score by combining multiple signals. Launch an outreach flow for contacts you identify as “high priority”
3
In-depth contact research
Combine CRM data, Breeze Intelligence, and web search to collect and organize contact-specific information (recent activity, job title, company status)
4
Generate personalized emails
Based on the research results, we generate an email that clearly explains why we are contacting you now. Draft a complete email, including subject line, body, and CTA
5
Human review (depending on settings) or automatic submission
In the "Send after approval" mode, sales personnel can review and approve, modify, or reject. In "Auto Send" mode, it will be sent automatically if the set conditions are met.
6
Detecting replies and suggesting next actions
If there is a reply, it will be recorded in the CRM, the content will be analyzed, and the next action will be suggested to the person in charge (e.g., ``send an email with a demo proposal'', ``answer the price confirmation question'', etc.)
⚠️ Understand how credit consumption works

Prospecting Agent is"100 credits per month for each contact you sign up for monitoring"consume. If you monitor 50 people, you'll get 5,000 credits a month, and if you monitor 100 people, you'll get 10,000 credits a month. Credits are consumed just by monitoring, regardless of whether you send an email or not.Start with 20-30 high-accuracy contacts.The recommended way to proceed is to confirm the ROI and then expand the scope of monitoring.

Section 4-2

Types and priorities of buyer signals—what determines “purchasing intention”?

There are multiple types of “buyer signals” that Prospecting Agent detects. The more signals there are, or the more signals overlap, the higher the purchase intention, which determines the timing and priority of outreach.

Web signals
Buyer Intent Visit
Visiting the pricing page, feature comparison, and demo application page on the company's website. In particular, repeat visits are the strongest signal.
🔥 High priority signal
CRM signals
Email opening/clicking
Contacts who have opened an email or clicked a CTA multiple times in the past. Show continued interest.
🔥 High priority signal
corporate signal
Rapid increase in funding and recruitment
Series funding and rapid adoption expansion are external signals that indicate the timing of "buying a tool now."
🔥 High priority signal
LinkedIn Signal
Change of position/new appointment
Personnel in charge of new positions have a strong tendency to ``review existing tools.'' The golden period is within 60 days after taking office.
📈 Medium priority signal
CRM signals
Form submission/materials DL
Download white papers and case studies. You may be in the information gathering phase but still have a long way to go before making a purchase.
📈 Medium priority signal
market signals
Competitor's contract end date
Outreach tailored to the general contract renewal timing of competing tools (year-end/Q1). Improve accuracy by linking with external data.
📈 Medium priority signal
Section 4-3

ICP and enrollment settings—define who to target

The quality of Prospecting Agent is80% is determined by the design of “who should be monitored (enrollment)”. Enrolling contacts that don't fit your ICP is just a waste of credits. First, clearly define your ICP and only enroll contacts that exactly match it.

🎯 ICP Definition Template——for Prospecting Agent
Clearly define enrollment targets (included) and excluded targets (not included)
✅ Enrollment target (conditions for inclusion)
Industry: SaaS / Technology / Manufacturing / Retail
Number of employees: 50-1,000
Position: VP of Sales / Sales Manager / CMO / Marketing Manager / CRO
Since INBOUND in 2025, the supported channels have been significantly expanded to cover 9 channels including web chat, email, WhatsApp, SMS, and voice calls (beta).
Lifecycle Stage: MQL or higher (qualification verified by market)
Past activities: Web visit or email opened within 3 months
❌ Exclusion targets (conditions not to be included)
Existing customers (Customer Lifecycle Stage)
Competitor domains (companies listed in competitor-list)
❌ No shortening (all fields visible to known visitors)
Unsubscribed contact
Free email address (gmail/yahoo/hotmail)
Number of employees: 10 or less (separate team for SMB)
✓ = High quality and convertible / △ = Requires a lot of human assistance

The Prospecting Agent enrolls in HubSpot.active listThe easiest maintenance is to link it with the Create an active list with ICP conditions and set that list as the agent's enrollment source. Every new contact that meets the criteria is automatically enrolled when added to the CRM, and contacts that don't meet the criteria are automatically excluded.

Section 4-4

Personalized email generation and sending flow—quality and approval process design

Blog article (long)The high-quality emails generated by Agent include a specific reason why you are contacting this person right now.

Example of an email generated by the Agent (high quality vs. low quality)

Approval flow design: How to use “fully automatic” vs. “send after approval”

List of prohibited expressionssuitable situationriskRecommendation level
Send after approval (recommended) Industry with high unit price products, complex sales cycle, initial operation, and high brand risk It takes time for the person in charge to review (1 to 3 minutes per email) ★★★★★
supervisor review A case where a sales manager wants to check all submissions. Quality control for new SDRs Increased man-hours for managers. speed decreases ★★★★☆
Conditional automatic send Low unit price, large number of inbound visitors, established brand, Agent has learned from sufficient data Risk of receiving the wrong email to the customer. Possibility of claims ★★★☆☆
Fully automatic sending Large amount of long tail leads・Low unit economics・Sufficient A/B testing experience The impact of damage to the brand is significant. ★★☆☆☆
Section 4-5

Performance measurement and improvement—how to increase open rate, response rate, and conversion rate

To accurately measure the effectiveness of Prospecting Agent,Clearly separate and measure “AI outreach” and “human outreach”It is necessary. Add special tags to emails sent by your agents to separate them and track them in HubSpot reports.

index• You can specify what to synchronize with conditional filters.Prospecting Agent goalsImprovement actions if low
email open rate 20〜25% 35〜45% A/B test your subject line. Enhanced personalization elements (references to signals)
response rate 2〜5% 8〜15% Check if the text is too long. Focus on one CTA. Review ICP suitability for enrollees
Positive response rate (interested) 0.5〜1% 3〜6% Make sure your personalization signals are accurate. Tighten ICP definition
Negotiation conversion rate (Reply → Negotiation settings) 10〜20% 30〜50% Increase follow-up speed after replies. Create a system that allows humans to quickly hand off
Credit ROI (¥ closing amount/credit cost) 10 times more Analyze signal patterns of closed deals and more actively enroll contacts with the same pattern
✅ First 90 day improvement cycle

Days 1-30:Start small with 20 to 30 high-accuracy contacts. All submissions are reviewed by a person in charge of "submission after approval" to confirm quality standards.Days 31-60:Improve email text and subject lines based on open rate and response rate data. Examine the ICPs to be enrolled and exclude low-accuracy contacts.Days 61-90:Once ROI is confirmed, monitor targets will be expanded to 50 to 100 people. Have the Agent learn success patterns (combinations of high response rate signals).

ROI is weak compared to

Agent is a “BDR that doesn’t get tiring or forgetful”—completely automates repetitive tasks

Autonomously executes repetitive BDR tasks such as research, email generation, sending, and follow-up 24 hours a day. Humans can concentrate on "confirmation, approval, and closing." One person in charge can handle more than 100 outreach projects at the same time.

Credits are used by “a small number of elite people focused on ICP”

The consumption of 100 credits/contact/month is high. Validate ROI first with 20-30 high-fidelity contacts before expanding. Enrolling contacts that do not meet the ICP is a waste of credits.

Start with “submit after approval”—protect quality and brand

Fully automatic sending runs the risk of erroneous emails damaging your brand. First, be sure to check the quality in "send after approval" mode. Increase the level of automation after collecting sufficient performance data.

The combination of signals determines the quality

Contacts with a combination of Buyer Intent (pricing page visit) + job title change + email opening will be given top priority for enrollment. The response rate and business negotiation rate will be higher if multiple signals overlap rather than just one signal.

Next Chapter
Chapter 5: Breeze Customer Agent——AI provides autonomous support →