A Complete Guide to HubSpot Breeze – Easy, Fast, & Unified AI

Written By Sean McGauley
September 30, 2024

Your guide to HubSpot's Breeze AI - everything you need to know about HubSpot's new AI tools like Breeze Copilot, Breeze Agents, and Breeze Intelligence.

AI is transforming how we work—automating tasks, analyzing data, and delivering insights faster than ever before.

But what if AI didn’t just automate?

What if it truly understood your business? Imagine an AI that knows your CRM inside and out, that’s fluent in your brand voice, and that helps every department—sales, marketing, service, even RevOps—work smarter.

That’s the power of Breeze by HubSpot!

In this article, I’ll give you the low-down on what you need to know about all of HubSpot’s new AI tools and features.

Meet HubSpot’s Breeze AI

HubSpot’s latest innovation, Breeze - seamlessly integrates AI into the entire HubSpot platform, designed to deliver a complete AI solution for your entire business.

Introducing Breeze AI at INBOUND

Breeze brings over 80 unique AI features into the HubSpot platform, establishing HubSpot as a true leader in AI.

Use Breeze Copilot to assist with tasks, Breeze Agents to automate your work, Breeze Intelligence to enrich your data, and leverage the growing list of additional AI-powered features across the entire platform to get work done faster.

Let’s dig into each of these areas of AI that make up HubSpot Breeze.

Breeze Copilot: Your Virtual Assistant

Meet your new virtual assistant that not only helps you be more productive in HubSpot, but also understands your business and your customers

HubSpot Breeze Copilot

By tapping into your HubSpot CRM data, Breeze Copilot offers data-informed insights and actionable recommendations to improve your sales, marketing, and customer service operations.

It takes the power of generative AI to the next level by integrating with your business. You harness the agile, intuitive, and embedded nature of popular LLMs like ChatGPT, but with YOUR customer data!

Key Features of Breeze Copilot:

  • Connected to Your CRM: Get AI-powered recommendations based on your existing CRM data.
  • Easy-to-Use: Breeze Copilot runs on a conversational interface, which makes it easy to work with. Plus, there are suggested prompts for even more ways Copilot can help.
  • Accessible Throughout the Platform: Copilot can be accessed throughout the HubSpot Platform. That means you can use it for a variety of tasks across departments.

How to Use Breeze Copilot

Find Breeze Copilot in the top right navigation in HubSpot.

How to Use Breeze Copilot

To use it, click on the Copilot logo to bring up the Breeze Copilot interface.

Breeze Copilot Interface

Then, type in your question, prompt, or choose one of the pre-made prompts for popular and useful tasks.

When to Use Breeze Copilot

Here are some ideas of when to use Breeze Copilot:

    • Count Objects:
    • “How many contacts are in my database”
    • Generate Content:
    • Create a LinkedIn Article
    • Create my elevator pitch
    • Summarize:
    • Summarize this article
    • Summarize company
    • Summarize contact
    • Research:
    • Assign a contact to yourself
    • Compare weekly ticket volume
    • Reporting:
    • Compare deals over time
    • Count contacts added
    • Count deals added
    • Add an Object:
    • Add company
    • Add contact
    • Add deal
    • HubSpot How-To:
    • Ask about using HubSpot
    • Learn with the HubSpot Academy
    • Prepare:
    • Prepare for a meeting with a company
    • Prepare for a meeting with a contact

➡️ Get Started with Breeze Copilot

Breeze Agents: Streamline Growth Without Hiring More Staff

We all know that scaling a business is challenging. Growth is tough, especially if your team is already running on full capacity.

That’s where HubSpot’s Breeze Agents come in.

HubSpot Breeze Agents

Before we dive into HubSpot’s Breeze Agents, let’s take a step backward to first understand what an AI agent is.

No, it’s not an AI-powered secret agent like James Bond…

An AI agent is a computer program that can think and make decisions on its own to complete tasks. It can learn from its environment, take in information, and act to reach a goal, just like a virtual assistant that helps you by following instructions.

These AI-powered experts streamline workflows across marketing, sales, and service functions to drive growth.

HubSpot released the first group of agents:

  • Breeze Content Agent - Scale your content creation strategy with an AI-powered expert that amplifies your marketing.
    • Use AI to create engaging content powered by your CRM data
    • Automatically generate content like landing pages complete with copy, meeting links, images, and forms
    • Launch an AI-driven podcast from scratch
    • Create case studies based on the information in your CRM quickly with AI
    • Improve SEO with content agent brainstorms for topics, titles, images, and complete first drafts tailored to your audience and keywords

 

  • Breeze Prospecting Agent - Use AI to find quality leads worth focusing your outreach efforts on.
    • Research and execute personalized outreach
    • Assign companies and contacts in your CRM that match your target audience
    • Automatically send targeted emails while keeping control with manual or automatic outreach

 

  • Breeze Customer Agent - Automate your ticket resolution with the power of AI.
    • Train and launch your agent in minutes using your existing content
    • Deliver personalized interactions with an on-brand AI agent and customizations
    • Seamlessly route customer service issues to human reps when needed

 

  • Breeze Social Media Agent - Get better results from social with an AI agent that helps you scale your efforts.
    • Automate social media management
    • Generate platform-specific social content for all of your accounts
    • Maximize audience reach by leveraging your data

➡️ Learn more about Breeze Agents

Important to Note about Agents:

HubSpot CTO & Co-Founder Dharmesh Shah also introduced the launch of agent.ai during INBOUND. This is the first professional network for AI Agents where both humans and other AI Agents can discover, connect, and hire other AI Agents to “do useful things.” Experts predict that business teams will soon turn hybrid, where humans and AI Agents will work together on teams.

Breeze Intelligence: Get the Complete Customer Picture

HubSpot has always been a great tool for helping businesses gain insights into their customers, and with Breeze Intelligence, they’re taking that capability even further using AI.

Breeze Intelligence is an add-on product that integrates seamlessly with your HubSpot CRM, enhancing it with data from over 200 millions company and buyer profiles, giving businesses the most complete customer picture yet to power their growth.

HubSpot Breeze Intelligence

Breeze Intelligence enriches your CRM functionality and ensures you see the full pictures by providing advancements like data enrichment and buyer intent.

Here’s how Breeze Intelligence helps you improve conversion rates, identify buyer intent, and keep your database fresh with regular updates:

  • Data Enrichment - Ensure you’re making the most of your best opportunities by adding detailed information to your company and contact records, giving you better insight to guide your decisions.
  • Buyer Intent - Finds companies in your target that are showing intent to purchase on your website. Breeze Intelligence connects anonymous web visitors to company IP addresses, so you know what companies are visiting your website and which product pages they visited.
  • Form Shortening - Breeze Intelligence uses Clearbit form optimization technology to create forms that automatically fill in information, shortening the amount of form fields your customers need to fill out.

➡️ Learn more about Breeze Intelligence

Clearing the Air - Key Differences Between Breeze Copilot, Breeze Agents, Breeze Intelligence, and Breeze features

Copilot, Agents, and more - there’s a lot to keep track of with HubSpot’s Breeze AI.

To help you make sense of it all, here’s a quick reminder of how each of these are unique.

HubSpot Breeze AI

Breeze Copilot acts as your in-app AI assistant, helping you manage tasks across all HubSpot products wherever you need it.

Breeze Agents are AI-driven specialists capable of handling essential marketing, sales, and customer service tasks that would normally require human input.

Breeze Intelligence enhances your contact and company records by adding valuable data insights and pinpointing buyer intent, so you can focus on targeting the most promising leads.

Breeze Features are integrated tools across the entire HubSpot platform, making it easy to streamline your work and boost efficiency.

Why Breeze is Amazing for Both New and Existing HubSpot Users

For existing HubSpot users, Breeze is the productivity boost you’ve been waiting for. It integrates seamlessly with your existing workflows, supercharging your marketing, sales, and service efforts.

For new users, Breeze offers an incredibly user-friendly entry point into the world of AI. Its intuitive interface and automation features mean you can start benefiting from advanced AI without needing a data science background. In case you needed another solid answer to - “Why HubSpot?

How to Get Started With Breeze Tools

Breeze Copilot

You can get started with Breeze Copilot for free in HubSpot. It’s available to all HubSpot customers. Currently in beta, users must acknowledge and agree to HubSpot’s beta terms to enroll and start using it.

Note: Some of the advanced AI capabilities we covered in this article are only available in premium editions of HubSpot’s software. These include: Breeze Content Agent, Breeze Social Media Agent, Breeze Prospecting Agent, Breeze Customer Agent.

Breeze Intelligence

Breeze Intelligence is an Enhancement that includes Data Enrichment, Buyer Intent, and Form Shortening.

To get Breeze Intelligence for HubSpot, you need an existing paid product. This tool is credit-based and starts at $45/mo for 100 Breeze Intelligence credits & Starter Customer Platform subscription which includes HubSpot’s Starter edition of Marketing, Sales, Service, Content, Operations, and Commerce Hubs.

See HubSpot AI in Action

Check out this session from the Boston HubSpot User group where we put some of HubSpot’s new AI content tools in Content Hub to the test.

Sean McGauley

About the Author

Marketing is more challenging than it’s ever been - but, I’m committed to finding new and creative ways to succeed. By day, I’m a digital marketing enthusiast with a passion for connecting brands with their target audience. I have over a decade of experience in creating and executing successful campaigns with a proven track record. I specialize in Strategy, Copywriting, SEO, and social media marketing - always staying up-to-date with the latest industry trends and technologies. By night, you'll likely find me adventuring with family and friends. I enjoy nature, photography, mountain biking, fly fishing, and trying new foods. I want to connect with other like-minded professionals to learn from and work with.