How to Set Up and Use the Hubspot Brand Assistant
The Hubspot Brand Assistant helps you generate AI content that consistently matches your company’s brand voice, tone, and style across your marketing tools. This step-by-step guide explains how to configure the assistant and use it effectively in your account.
What the Hubspot Brand Assistant Does
The Brand Assistant is an AI feature that learns from your existing branding materials and applies those rules whenever you use AI content tools in your portal.
Once configured, it can influence:
- Page and blog copy suggestions
- Marketing email drafts
- Social media captions
- Sales content and other generated text
You stay in control by defining what your brand should sound like and which examples the system can learn from.
Requirements to Use the Hubspot Brand Assistant
Before you start, confirm that you have the correct plan and access in Hubspot.
Hubspot subscription and access
- You must be on a plan where the Brand Assistant feature is available.
- You need permissions that allow you to access account-level AI tools and branding settings.
If you are unsure about your permissions or plan tier, contact your account administrator or check your subscription details.
Recommended preparation
Collect materials that best represent your brand voice, for example:
- Recent blog posts or landing pages
- Your written brand voice or editorial guidelines
- High-performing marketing emails or campaign pages
Having strong examples ready will help the assistant learn your style more effectively.
How to Access the Hubspot Brand Assistant
The setup process takes place inside your main settings area.
- Sign in to your Hubspot account.
- Click the settings icon in the main navigation.
- In the left sidebar, open the section for Account setup or Branding (depending on your interface).
- Locate the Brand Assistant or AI branding settings option.
From here you can start configuring your brand profile.
Configure Your Hubspot Brand Profile
The core of the assistant is your brand profile. This is where you tell the system what your brand should sound like.
Define your brand voice
Set up high-level information that guides how content should read:
- Brand overview: A short summary of what your business does and who you serve.
- Voice attributes: Adjectives that describe your style, such as professional, friendly, direct, playful, or authoritative.
- Writing preferences: Rules about jargon, contractions, formality, and sentence length.
Use clear, concrete statements. For instance, instead of “be engaging,” specify “use short sentences and active voice” or “avoid slang and buzzwords.”
Set tone and style guidelines
Next, refine how the assistant should adapt to different contexts in Hubspot:
- Preferred point of view (first person or third person)
- Use of brand-specific terminology
- Things to avoid (e.g., emojis, exclamation points, certain phrases)
- Formatting habits such as bullet points or short paragraphs
The more specific you are, the easier it is for the system to stay consistent.
Add brand examples for the assistant to learn from
You can provide content samples so the AI can better mimic your real-world writing.
- Locate the section to upload or paste text examples.
- Choose 3–10 strong pieces of content that best represent your ideal style.
- Include a variety of formats such as blog posts, landing pages, and emails.
- Save your changes so the assistant can analyze these examples.
Avoid drafts or low-performing pieces. Focus on material that you would want new content to resemble.
How to Use the Hubspot Brand Assistant in Content Tools
After configuration, the assistant activates across supported tools in your portal.
Use brand-aware AI in blog and page editors
- Open a blog post or website page in the content editor.
- Highlight a section where you want help, or place your cursor in an empty area.
- Click the AI content assistant icon.
- Choose an action such as Generate, Rewrite, Expand, or Shorten.
The AI will produce suggestions using the brand profile you configured in Hubspot. You can then edit, accept, or discard the generated copy.
Apply your brand in marketing emails
- Create or open a marketing email.
- In the body editor, use the AI assistant to draft subject lines, preview text, and email copy.
- Review the result and adjust tone for specific campaigns while keeping your brand rules in mind.
This helps maintain consistent voice between your website, blog, and email campaigns.
Use the Hubspot Brand Assistant in other tools
Depending on your subscription, the assistant may also appear in:
- Social publishing tools
- Sales email templates
- Knowledge base articles
- Other AI-powered writing features
Each time, the AI uses your established brand profile as a starting point for suggestions.
Best Practices for Managing Your Hubspot Brand Assistant
To keep your content aligned with your brand over time, review and refine your profile regularly.
Review generated content carefully
- Always edit AI output before publishing.
- Check for factual accuracy, up-to-date details, and compliance requirements.
- Ensure the tone matches the specific audience and channel.
The assistant accelerates drafting, but human review keeps quality high.
Update your brand profile as your strategy changes
If your positioning, audience, or messaging evolves, update your settings in Hubspot:
- Refresh your brand overview.
- Adjust voice attributes or tone rules.
- Replace outdated examples with newer, better-performing content.
Regular updates help the assistant remain aligned with your current marketing strategy.
Control what the assistant can learn from
Be intentional about your examples and rules:
- Avoid adding temporary campaign language as long-term standards.
- Exclude content that is off-brand or overly experimental.
- Use only your own materials, not third-party text, as examples.
This keeps your AI guidance clean and focused on your brand’s true voice.
Privacy, Control, and Data Use in Hubspot AI
The Brand Assistant follows the same AI governance principles as other tools in your account.
- You choose what information to include in your profile.
- You can adjust or remove examples you no longer want used.
- Your team retains control over what is ultimately published.
For official and most up-to-date details on data handling, review the source documentation directly on the Hubspot knowledge base page for the Brand Assistant.
When to Revisit Your Hubspot Brand Assistant Settings
Consider reviewing your configuration when:
- You launch a new product line or reposition your brand.
- You enter a new market or segment with different expectations.
- Your team notices inconsistencies in AI-generated content.
- You update your editorial or style guidelines.
Scheduling a quarterly review is a simple way to keep your AI-generated messaging in sync with your broader strategy.
Next Steps and Additional Optimization Help
Once your Hubspot Brand Assistant is configured, roll it out gradually and collect feedback from writers, marketers, and sales reps about the quality of AI suggestions.
If you need help building strong brand guidelines, optimizing your content process, or improving your marketing automation setup, you can learn more at Consultevo, a consultancy focused on data-driven digital optimization.
For the latest feature changes, limits, and interface details, always cross-check with the official instructions on the Hubspot Brand Assistant documentation before making major process changes.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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