Getting Started with the Hubspot Breeze Assistant

The Hubspot Breeze assistant is an AI-powered tool that helps you summarize records, draft replies, and generate reports directly inside your CRM workspace. By understanding how this assistant behaves and where it appears, you can save time on repetitive tasks while keeping full control over your customer data.

What the Hubspot Breeze Assistant Can Do

The Breeze assistant adds an AI layer on top of your existing records, inboxes, and tools. It does not replace your workflows; instead, it supports your team with quick suggestions and summaries.

Depending on where you use it, the assistant can:

• Summarize long records and threads into key takeaways.
• Draft or rewrite emails and chat replies.
• Create reports and answer questions about your data structure.
• Suggest next steps based on record details.

These features are designed to fit naturally into the Hubspot interface so you can keep working where you already spend your time.

Where to Find the Hubspot Breeze Assistant

The assistant appears in several parts of your CRM, including boards, records, and messages. Its layout and actions change slightly depending on context, but the core experience is consistent.

Hubspot Breeze in Reporting and Browse

When working with reporting tools or browsing data, you can open a Breeze panel to ask questions or generate new assets. From this panel you can:

• Request a summary of the page or data you are viewing.
• Generate AI-powered reports based on your available objects.
• Ask clarifying questions about what a report is showing.

This makes it easier to explore complex data without leaving the Hubspot reporting experience.

Hubspot Breeze on CRM Boards

On boards, such as deal or ticket pipelines, the assistant can summarize multiple records for quick review. For example, you might:

• Select one or more cards.
• Open the assistant panel.
• Generate a concise summary of status, owners, and recent activity.

This helps managers and reps quickly get oriented without clicking into each individual record.

Hubspot Breeze on Individual Records

On contact, company, deal, or ticket records, the assistant focuses on context-specific help. It can:

• Summarize engagements and communications logged on the record.
• Draft a follow-up email using the record details.
• Suggest a list of next-step actions based on recent activity.

Because the assistant works inside the record view, it uses the information that is already stored in your Hubspot CRM.

Hubspot Breeze in Inbox and Help Desk

When you are working in a conversations inbox or help desk, the assistant can streamline your replies. It allows you to:

• Summarize long email or chat threads.
• Draft replies that match the tone and intent you specify.
• Quickly adjust replies with follow-up prompts.

This can significantly reduce handling time while giving agents a strong starting point for each response.

How to Use the Hubspot Breeze Assistant Step by Step

While the interface may vary by tool, the core steps are usually the same. Below is a general workflow you can adapt across different areas.

1. Open the Assistant Panel

Look for the Breeze icon or assistant panel on the screen you are working on. You may see it on the side of a record, below a thread, or at the bottom of a reporting page.

2. Choose a Suggested Action

In many views, the assistant offers pre-configured actions, such as:

• Summarize this record.
• Summarize this thread.
• Draft a reply.
• Generate a report.

Select the action that best matches what you want to accomplish. The assistant will automatically reference the current page or record context.

3. Refine the Prompt

Before generating content, you can customize the prompt. For example, when drafting a reply you might include:

• The tone you want (professional, friendly, concise, detailed).
• Key points that must be included.
• Any specific outcomes you want, such as scheduling a meeting or confirming details.

The clearer your instructions, the more accurate the results you get from the Hubspot assistant.

4. Review and Edit the Output

Once the assistant generates a summary, report, or reply, carefully review it. Check for:

• Factual accuracy based on the record or conversation.
• Appropriate tone for your brand and audience.
• Compliance with any internal guidance or legal requirements.

You should always treat AI output as a draft to improve, not a final message to send without checks.

5. Insert or Save the Result

After editing, you can apply the result directly in your workspace. Depending on context, you might:

• Insert a reply into an email or chat composer.
• Post a summary as an internal note on the record.
• Save a new report asset within your Hubspot account.

This keeps your workflows smooth and integrated across the CRM.

Best Practices for Using the Hubspot Breeze Assistant

To get consistent value from AI inside your CRM, you should pair the assistant with good operational habits.

Maintain Clean Data

The assistant depends on the data in your Hubspot objects. Make sure you:

• Keep property values up to date.
• Log important engagements and notes.
• Use clear naming conventions for deals, tickets, and reports.

Better data leads to better summaries and suggestions.

Set Clear Internal Guidelines

Define how your team should use the assistant. For example:

• Specify when AI-drafted replies are allowed for customers.
• Require human review before any AI output is sent.
• Provide examples of acceptable tone and style.

Documenting these expectations helps everyone use AI responsibly within your Hubspot environment.

Monitor and Refine Usage

Track how your team uses the Breeze assistant and adjust processes as needed. You can:

• Collect feedback from users about where it helps most.
• Identify common prompt patterns that produce the best results.
• Update training materials to highlight practical examples.

Ongoing refinement ensures the assistant remains aligned with your CRM strategy.

Learn More and Extend Your Hubspot Setup

For full, official details on the Breeze assistant, including the most current capabilities and interface screenshots, review the product documentation on the Hubspot Knowledge Base at this guide to the Breeze assistant.

If you want expert help implementing AI workflows and optimizing your CRM strategy, you can explore consulting resources such as Consultevo, which focuses on CRM, automation, and data-driven growth.

By combining the Hubspot Breeze assistant with solid processes, clean data, and clear internal guidelines, your team can move faster, respond more effectively to customers, and unlock more value from your CRM investment.