Hupspot Breeze Assistant Mobile Guide

The Breeze assistant mobile app connects your mobile device to Hubspot so you can draft, review, and send AI-powered responses while you are away from your desktop. This guide explains how to install, set up, and use the Breeze assistant on iOS or Android to work more efficiently with your CRM conversations.

What the Breeze Assistant Does for Hubspot Users

The Breeze assistant mobile app is designed to help you respond quickly to customer conversations that live in your Hubspot inboxes. It focuses on speed, simple controls, and privacy so you can safely use AI-generated suggestions when you are mobile.

With the Breeze assistant you can:

Open and review conversation threads from your connected inboxes.
See AI draft suggestions based on prior context.
Edit, approve, or reject AI responses before sending.
Stay aligned with your Hubspot communication workflows on the go.

The app does not replace your CRM; instead, it acts as a streamlined companion for messaging tasks tied to your existing records.

Requirements Before You Connect Breeze to Hubspot

Before installing the Breeze assistant app, confirm the following requirements are met in your Hubspot account and on your device.

Hubspot account and access needs

You must have a Hubspot user account with permission to access the conversations you want to manage.
Your account should already have shared inboxes or connected channels set up for email, chat, or other supported messaging tools.
You need an active Hubspot subscription or free account tier that supports conversations and AI assistant features, as applicable in your region.

Device and app requirements

An iOS or Android smartphone with internet access.
Ability to install apps from the Apple App Store or Google Play Store.
Updated operating system to ensure compatibility and security.

If your company manages devices centrally, you may also need admin approval to install the Breeze assistant app.

How to Install the Breeze Assistant Mobile App

Follow these steps to install the Breeze assistant mobile app and connect it to your Hubspot account.

Step 1: Download the app

Open the Apple App Store (iOS) or Google Play Store (Android) on your mobile device.
Search for “Breeze assistant” or “Breeze AI assistant”.
Locate the official Breeze assistant app published by the vendor listed in the Hubspot knowledge base article.
Tap Install or Get and wait for the download to complete.

Step 2: Open the app and start setup

Tap the Breeze assistant icon on your home screen to open the app.
Review any welcome screens that explain how the assistant uses AI to create draft replies.
Tap Continue or Get Started to move to the connection step.

Step 3: Connect Breeze to your Hubspot account

On the connection screen, choose Sign in with Hubspot or Connect to Hubspot.
A secure browser window will open and redirect you to the Hubspot login page.
Enter your Hubspot email address and password, or use single sign-on if your company requires it.
If prompted, select the specific Hubspot account or portal you want to connect.
Review the requested app permissions, which typically include access to conversations and related data the assistant must read to suggest replies.
Click or tap Authorize to complete the connection.

Once authorization succeeds, the Breeze assistant will sync with the allowed conversation channels tied to your Hubspot environment.

Using the Breeze Assistant with Hubspot Conversations

After setup is complete, you can start using the Breeze assistant with your Hubspot conversations to handle replies quickly when you are on the move.

Accessing conversations from Hubspot

Open the Breeze assistant app on your phone.
From the home screen, you will see a list of recent conversation threads pulled from your connected Hubspot inboxes.
Tap any conversation to open the full thread and review previous messages.

The assistant reads the context of the conversation, including customer questions and your earlier responses, so it can suggest a relevant draft when you respond.

Generating AI draft replies

While viewing a conversation, tap the reply field at the bottom of the screen.
Look for a button such as Generate with AI, Ask Breeze, or a similar label.
Tap the button to let the assistant create a suggested reply based on the conversation content stored in Hubspot.
Wait a moment while the AI composes a draft; the generated text will appear in the reply field.

At this point, you remain fully in control of the message. The assistant never sends a response until you approve it.

Editing and sending your response

Read the draft reply carefully to confirm that the tone, details, and commitments match your company policies and Hubspot records.
Edit the text directly in the reply field to personalize the answer or correct any inaccuracies.
If you do not like the suggestion, you can delete it or request a new one, depending on the controls offered in the app.
When you are satisfied with the response, tap Send.

The message will be delivered to the contact through the conversation channel and logged in Hubspot according to your existing tracking and logging settings.

Managing Privacy and Data with Hubspot and Breeze

Because the Breeze assistant reads conversation content from Hubspot to craft replies, it is important to understand how data is handled.

The app accesses only the data and inboxes you authorize during the connection process.
AI drafts are generated based on conversation history and may rely on context pulled from records that are visible through your Hubspot permissions.
You remain responsible for reviewing every response before sending it to ensure that no sensitive data is shared unintentionally.

Your Hubspot admin can review and adjust user permissions to limit which conversations and records are available to assistants and connected apps.

Tips to Get the Most from Hubspot and Breeze

To improve the quality of AI suggestions and streamline your work, apply these best practices when using Breeze with Hubspot.

Keep Hubspot records clean and organized

Maintain accurate contact and company records so the assistant can reference the right context.
Use clear conversation subject lines and internal notes to help the AI understand key details quickly.
Regularly close completed conversations so your open queue in the assistant app stays focused.

Write prompts that guide the assistant

When necessary, add a short note in your draft such as “summarize the last two messages politely” before generating a response.
Use concise language and specify any constraints, such as response length or required next steps.
Adapt the tone and style to match your Hubspot communication guidelines.

Align with your team processes

Agree on how your team will use AI drafts for sales, service, and support workflows inside Hubspot.
Share examples of approved AI-assisted replies so teammates can follow consistent standards.
Review conversation metrics in Hubspot to track how AI-assisted responses impact resolution time and engagement.

Where to Learn More About Hubspot and AI Assistants

If you need a deeper breakdown of setup screens or permission scopes for the Breeze assistant mobile app, refer to the official documentation in the Hubspot knowledge base. The article provides step-by-step visuals, troubleshooting notes, and any current limitations for your region or subscription tier.

For additional strategy help with CRM data quality, AI content governance, or broader Hubspot implementation planning, you can explore expert resources at Consultevo, which offers consulting and enablement services focused on scalable growth operations.

By combining the Breeze assistant mobile app with your existing Hubspot conversation tools, you can respond faster, stay organized, and make responsible use of AI while maintaining full control over every customer interaction.

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