An Introduction to Breeze AI

Explore HubSpot’s Latest AI Innovation

In today’s fast-paced business world, staying ahead means working smarter, not harder. That’s where Breeze AI, HubSpot’s suite of AI-powered tools, comes in. Designed to streamline workflows, automate repetitive tasks, and deliver actionable insights, Breeze AI is here to help you and your team focus on what matters most – growing your business.

What is Breeze AI?

Breeze AI is HubSpot's integrated AI engine that powers the entire customer platform. It encompasses a range of tools designed to assist with tasks, automate workflows, enrich data, and provide actionable insights. The primary components of Breeze AI include:

• Breeze Copilot: A virtual assistant that leverages generative AI and your CRM data to assist with tasks such as summarizing records, creating workflows, and generating content. Learn more on this Knowledge Base article.

• Breeze Agents: AI-driven tools that automate various tasks within your HubSpot account. For instance, the Social Agent generates social media posts tailored to your marketing goals and brand voice, while the Prospecting Agent researches and executes personalized outreach strategies for prospects. Find out more here.

• Breeze Intelligence: Tools that enrich your data, providing deeper insights into customer behaviour and preferences, thereby enabling more informed decision-making. Discover more by clicking here.

Getting Started with Breeze AI

To begin utilizing Breeze AI, navigate to the Breeze AI Overview page within your HubSpot account. From there, you can access various tools such as Copilot and Agents to start automating tasks and enhancing productivity. It's important to note that some features may be in beta, and it's advisable to avoid sharing sensitive information in your prompts.

Customize and Optimize AI Settings

Customize your AI features in HubSpot’s AI Settings to ensure they align with your team’s needs while maintaining control and transparency. You can enable generative AI tools for all users, granting access to features that create tailored text and media content. For optimal performance, activate data access controls to allow AI tools to utilize relevant CRM data, customer conversations, and public or stored files. These settings ensure the AI generates accurate, organization-specific content while keeping your data secure and never using it for third-party model training. To use Copilot effectively, ensure generative AI access and key CRM data permissions are enabled. Explore these options in your AI Settings.

Conclusion

Breeze AI represents a significant advancement in HubSpot's commitment to providing businesses with powerful, user-friendly tools that drive growth and efficiency. By integrating AI seamlessly into your operations, Breeze AI empowers your teams to focus on strategic initiatives while automating routine tasks. Explore Breeze AI today to unlock new levels of productivity and customer engagement.