Breeze Copilot

What is Breeze AI Assistant?

Breeze AI Assistant is a smart companion designed to seamlessly integrate into your HubSpot platform, enhancing productivity and streamlining workflows. Unlike a simple chatbot, Breeze provides task-specific help by leveraging your CRM data, deal history, and customer conversations to offer tailored and insightful assistance. It’s built to work alongside you, helping to automate repetitive tasks and provide deep business research and analysis, all without any complex setup.

Features

Breeze AI Assistant is a comprehensive tool with a suite of features to boost efficiency across your organization:

• Meeting Insights: Get instant, relevant insights from customer records to prepare for calls.
• Branded Content Generation: Create content that aligns with your company’s unique voice and messaging.
• Custom Assistants: Build specialized assistants for unique, custom workflows and business processes.
• Leverages CRM Data: Provides unique insights by tapping into your customer data, deal history, and email conversations.
• Deep Research and Analysis: Conducts comprehensive business research and analyzes complex questions with detailed and relevant insights.
• Seamless Ecosystem Integration: Accesses and works with information from Google Workspace, Microsoft 365, and Slack.
• Remembers Preferences: Learns and remembers your preferences, context, and working style over time.
• No Setup Required: Functions without any training, code, or setup from the first day.

Ready to supercharge your productivity? Get started free with Breeze Assistant

Pros & Cons

Like any powerful tool, Breeze AI Assistant has its strengths and limitations.

Pros:

• Seamless Integration: It is natively built into the HubSpot ecosystem, offering a smooth and unified experience.
• Task Automation: Automates repetitive tasks like content creation, data entry, and research, freeing up time for more strategic work.
• Data-Driven Insights: Uses your existing CRM data to provide contextual and personalized assistance.
• User-Friendly: Praised for its clean and easy-to-use interface, which is a hallmark of the HubSpot platform.

Cons:

• High Cost for Advanced Features: While basic features are free, advanced AI agents and intelligence tools require expensive Professional or Enterprise HubSpot subscriptions, as well as a separate credit system for usage.
• Vendor Lock-in: The “walled garden” approach means the tool primarily works with data inside HubSpot, limiting its ability to leverage unstructured knowledge from external tools like Zendesk or Slack.
• Potential Learning Curve: While generally easy to use, teams new to AI-driven workflows may face an initial adjustment period.

How to Use?

Breeze AI Assistant can be used across various HubSpot hubs to automate and simplify tasks.

• Content Creation: Use the Content Agent to generate SEO-optimized blog posts, landing pages, or social media content drafts, complete with titles and images.
• Sales Prospecting: The Prospecting Agent can research and create personalized email outreach strategies for new leads.
• Customer Service: The Customer Agent can handle routine customer inquiries by drawing on your knowledge base, freeing up human agents for more complex issues.
• Data Management: Intelligence tools can enrich contact and company data automatically, shorten forms to increase conversions, and track buyer intent.

Breeze AI Assistant is a powerful addition to the HubSpot ecosystem, designed to help businesses boost productivity and scale growth. By leveraging AI to automate tasks and provide data-driven insights, it empowers marketing, sales, and service teams to focus on strategic work. While it may come with a cost for advanced features and has limitations regarding external data, its deep integration and practical applications make it a compelling tool for any business already invested in the HubSpot platform.

FAQs

1. Is Breeze AI Assistant included with my HubSpot subscription? The basic Breeze AI Assistant, or Copilot, is included with most HubSpot subscriptions. However, advanced features like specialized AI Agents and Intelligence tools are only available with Professional or Enterprise plans and may require a separate credit system for usage.
2. Can Breeze AI learn from data outside of HubSpot? Currently, Breeze is primarily designed to work with data within the HubSpot ecosystem, such as your CRM, website, and knowledge base. It does not have native integration to learn from data in third-party tools like Zendesk or Slack.
3. What is the difference between Breeze Copilot, Agents, and Intelligence?
   • Breeze Copilot: A general AI assistant that helps with basic tasks like summarizing records and drafting content.
   • Breeze Agents: Specialized AI-powered tools that automate specific workflows, such as content creation, sales prospecting, and customer support.
   • Breeze Intelligence: Advanced data tools that enrich records, track buyer intent, and shorten forms.
4. Is Breeze AI suitable for small businesses? Yes, basic features of Breeze AI are available on HubSpot’s free CRM, making it a great starting point for small businesses to explore AI capabilities. However, to access the full suite of features, a paid plan is required.
5. How does Breeze AI Assistant ensure my content is on-brand? Breeze AI Assistant uses your company’s voice and messaging guidelines to generate content that is consistent with your brand identity. You can also provide specific instructions to guide the AI’s output.
6. Does the content generated by Breeze AI require human review? Yes, it is highly recommended to always review and edit any AI-generated content before publishing. While the AI provides a strong starting point, human oversight is essential to ensure accuracy, quality, and a personalized touch.