HubSpot Breeze AI › How-To Guide

How to Use HubSpot Breeze AI in 2026: Step-by-Step Guide

HubSpot Breeze AI is the unified AI suite built into HubSpot CRM, spanning sales, marketing, and customer service. Breeze Copilot answers questions and drafts content directly in the CRM; Breeze Agents automate prospecting, content creation, and customer support; and Breeze Intelligence enriches contact data with firmographics and buying intent signals.

HubSpot Breeze AI (hubspot.com/products/artificial-intelligence) is HubSpot's answer to AI across the CRM platform. Rather than a standalone tool, Breeze AI is embedded throughout HubSpot — in the CRM, marketing hub, sales hub, and service hub — providing AI assistance wherever the user is working.

Breeze Copilot

The Copilot is a persistent AI chat interface available throughout HubSpot. Reps can ask it to summarize a contact's history, draft a follow-up email based on a call note, prepare for a meeting, or explain why a deal stalled. The Copilot has access to your HubSpot data — contacts, deals, tickets, conversations — and generates responses grounded in your actual CRM records rather than generic information.

Breeze Agents

Breeze Agents are AI workers that operate autonomously on defined tasks. The Prospecting Agent researches target companies and drafts personalized outreach for a list of leads. The Content Agent generates blog posts, landing pages, case studies, and social media content based on your brand guidelines. The Customer Agent handles support tickets autonomously. Each agent can be configured with guardrails and handed off to humans when needed.

Breeze Intelligence

Breeze Intelligence is HubSpot's data enrichment service — it fills in missing firmographic data (company size, industry, revenue) on your contacts and flags buying intent signals based on website behavior and third-party data sources. This makes CRM data usable for segmentation without manual research.

Who uses it

Breeze AI is used by HubSpot customers across the customer count spectrum — from solopreneurs to enterprises with thousands of seats. Access to specific Breeze features depends on which HubSpot tier you're on (many Breeze features require Professional or Enterprise).

Frequently Asked Questions

Is Breeze AI included with HubSpot? Breeze Copilot is included in paid HubSpot plans; some Breeze Agents and Breeze Intelligence features require specific tiers or add-ons. How does it compare to Salesforce Einstein? Both are AI layers embedded in CRMs. HubSpot Breeze is generally considered more accessible and easier to deploy; Salesforce Einstein has more depth for enterprise-scale customization.

What You'll Need

  • A HubSpot Breeze AI account (free to create)
  • A modern web browser or the HubSpot Breeze AI app
  • Payment method for paid features

Getting Started

1

Create Your Account

Visit https://www.hubspot.com/products/artificial-intelligence and sign up for a freemium account. You'll need an email address to register. A free tier is available — you can upgrade later for more features.

2

Start Your First Conversation

Once logged in, you'll see the main chat interface. Type a question or task in the input box and press Enter. HubSpot Breeze AI supports text — start with a simple text prompt to get familiar.

3

Natural Language Chat

Type your question or task in natural language. HubSpot Breeze AI excels at understanding context and providing helpful, detailed responses.

Pro Tips

  • Be specific: The more context you provide, the better the response. Instead of "write an email," try "write a professional follow-up email to a client who hasn't responded in two weeks."
  • Iterate: If you don't get what you need, ask for clarification or refinement: "Make it shorter" or "Use a more formal tone."
  • Use examples: Show HubSpot Breeze AI what format you want by including an example in your prompt.
  • Save useful conversations: Most platforms let you name and revisit conversations — organize by project or topic.

Common Use Cases

Marketing & SEO

Chatbots specializing in content marketing, search engine optimization, and digital advertising.

Browse Marketing & SEO chatbots →

Customer Support

AI agents built to handle customer inquiries, troubleshooting, and service requests.

Browse Customer Support chatbots →

Troubleshooting

Responses seem generic or unhelpful
Add more context to your prompt. Specify the audience, tone, length, and format you need. Try starting over with a clearer description of your goal.
The tool isn't responding or is slow
AI chatbots can experience high traffic. Refresh the page and try again. Check the service's status page if issues persist.
Output is too long or too short
Explicitly specify the length: "in 100 words," "as a brief summary," or "in detail with examples."

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Frequently Asked Questions

Is HubSpot Breeze AI free to use?
HubSpot Breeze AI has a free tier. Paid plans start from Included with HubSpot plans.
Do I need an account to use HubSpot Breeze AI?
Yes, you need to create an account to use HubSpot Breeze AI.
What can I use HubSpot Breeze AI for?
HubSpot Breeze AI is the unified AI suite built into HubSpot CRM, spanning sales, marketing, and customer service. Breeze Copilot answers questions and drafts content directly in the CRM; Breeze Agents automate prospecting, content creation, and customer support; and Breeze Intelligence enriches contact data with firmographics and buying intent signals.

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