Hubspot Breeze Assistant: 2026 Walkthrough for Teams

The HubSpot Breeze Assistant is a conversational AI built into every page of the HubSpot platform. It helps sales, marketing, and service teams draft content, summarize data, prepare for meetings, and complete routine tasks without leaving the CRM. This guide covers everything from first-time setup to advanced features like connected apps, saved prompts, and the mobile experience. For the broader Breeze AI suite, start with our HubSpot Breeze AI getting started guide, and reference the official Breeze Assistant knowledge base alongside this walkthrough.

What the HubSpot Breeze Assistant Does

Breeze Assistant is a side-panel AI that understands your HubSpot data. Unlike a generic chatbot, it reads your contacts, deals, companies, tickets, and other CRM records to provide contextual answers. You can ask it to draft emails based on a contact’s history, summarize a deal’s timeline, generate marketing copy in your brand voice, or explain a report’s trends.

The assistant adapts to the page you are viewing. On a contact record, it suggests actions related to that contact. On a deal page, it surfaces deal-specific prompts. This context awareness means you spend less time explaining what you need and more time acting on the output.

HubSpot Breeze Assistant conversational AI interface

When to Use the HubSpot Breeze Assistant

Breeze Assistant is most valuable in these scenarios.

Sales Preparation

Before a call or meeting, open Breeze Assistant on the contact or company record. Ask it to summarize recent interactions, pull up key deal details, or research the company’s latest news. This gives you a briefing in seconds instead of clicking through multiple records. The HubSpot Breeze meeting insights guide covers the post-meeting side of the same workflow.

Content Drafting

Use Breeze Assistant to draft emails, blog outlines, social media posts, and landing page copy. It pulls from your brand voice settings (if configured) and CRM data to generate personalized content. You can refine outputs with follow-up prompts like “make it shorter” or “add a call to action.” For broader AI writing tooling, our best AI writing tools 2026 roundup covers standalone alternatives.

Data Analysis

Ask Breeze to summarize your pipeline, identify stalled deals, or explain trends in your reports. It can pull live data from your CRM and present it in plain language - useful for quick check-ins without building a custom report. For a full overview of HubSpot’s AI capabilities, see the HubSpot Breeze AI Getting Started Guide.

Customer Service

Service reps can use Breeze Assistant to draft ticket responses, find relevant knowledge base articles, and summarize a customer’s interaction history before responding. The HubSpot help desk documentation covers ticket workflows in depth.

Access Requirements and Pricing

Breeze Assistant availability depends on your HubSpot plan.

Free Tools (Free) - The free plan includes “limited Breeze AI features.” You get basic AI suggestions in some tools, but you do not get full Breeze Assistant access. The side-panel conversational interface is not available on the free tier. Compare the full plan ladder on the HubSpot pricing page.

Starter Customer Platform ($15/month, or $9/month annual billed annually) - This is the first tier with full Breeze Assistant access. You can open the side panel, send prompts, use suggested actions, and access the basic Breeze Customer Agent. This plan also includes all five hubs, 1,000 marketing contacts, and email templates.

Professional Marketing Hub ($890/month, or $801/month annual billed annually) - Professional adds Breeze Assistant with memory. The assistant remembers context from your previous conversations, so you do not have to re-explain recurring tasks. You also get the Breeze Prospecting Agent, data enrichment, and content automation tools.

Enterprise ($3600/month for Marketing Hub, $1500/month for Sales/Service Hub) - Enterprise provides the full Breeze AI Suite, including Breeze Studio for building custom assistants, Breeze Marketplace access, and advanced agent capabilities.

Setting Up Breeze Assistant

Step 1: Enable Access

Your HubSpot admin must enable Breeze Assistant for your account. Navigate to Settings > AI and toggle on Give users access to Breeze Assistant. This makes the Breeze icon visible in the top navigation bar for all users with appropriate permissions.

Step 2: Verify Your Permissions

If you do not see the Breeze Assistant icon after it has been enabled, ask your admin to check your user permissions under Settings > Users & Teams. Your seat type and role must include AI access. On Starter plans, all core seats include Breeze Assistant access by default.

Step 3: Open Breeze Assistant

Click the Breeze Assistant icon in the top-right corner of any HubSpot page. A side panel slides in from the right. You will see a text input at the bottom, suggested prompts above it, and any recent conversation history if you have used Breeze before.

Breeze Assistant side panel in HubSpot CRM

Using Breeze Assistant: Core Workflows

Sending Your First Prompt

Type a question or instruction in the text input and click the send icon (or press Enter). Start with something simple to test: “What are my open deals this week?” Breeze will pull data from your CRM and respond with a summary. Response time is typically 2-5 seconds for standard queries.

Using Suggested Prompts

Breeze displays context-aware suggestions based on the page you are on. On a contact record, you might see “Draft a follow-up email to this contact” or “Summarize recent activity.” On a report page, suggestions might include “Explain this trend” or “What changed this month.” Click any suggestion to run it instantly without typing.

Refining Responses

If the first output is not quite right, send a follow-up prompt to refine it. For example, after Breeze drafts an email, you can say “Make it more formal” or “Add a reference to our pricing page.” Breeze maintains conversation context within a session, so each follow-up builds on the previous response.

Saving Prompts (Starter+ Only)

If you use the same prompt repeatedly - for example, “Summarize this week’s pipeline changes” - click the bookmark icon to save it. Saved prompts appear in a dedicated section of the Breeze Assistant sidebar. You can organize them by category and share saved prompts with your team. Our ChatGPT prompts for 2026 collection has prompt patterns that translate well to Breeze.

Switching Between Conversations

Breeze maintains separate conversation threads. Click the conversation list icon at the top of the panel to view previous conversations, start a new one, or resume an older thread. On Professional plans with memory enabled, Breeze recalls context from past conversations even after closing the panel.

Connected Apps

Breeze Assistant can pull data from external tools connected to your HubSpot account.

Enabling Connected Apps

At the top of the Breeze Assistant panel, click the Apps dropdown menu. You will see a list of apps connected to your HubSpot account (such as Slack, Google Workspace, or Salesforce). Select the checkbox next to each app you want Breeze to include when responding to your prompts.

How It Works

When an app is connected and selected, Breeze can reference data from that app in its responses. For example, if Google Calendar is connected, you can ask “What meetings do I have tomorrow?” and Breeze will pull your calendar data. If Slack is connected, you can ask Breeze to summarize recent messages from a specific channel.

Managing Connections

To add new app connections, navigate to Settings > Integrations > Connected Apps and install the app from the HubSpot App Marketplace. Once installed and authorized, the app appears in the Breeze Assistant Apps dropdown.

Breeze Assistant personalizing sales messaging

Working with Custom Assistants

If your admin has created custom assistants in Breeze Studio, you can switch between them in the Breeze Assistant panel.

Switching Assistants

Click the assistant name at the top of the Breeze panel to see available assistants. Each custom assistant is trained for a specific task - for example, a “Sales Objection Handler” assistant might be trained on your product FAQs and competitor comparisons, while a “Content Brief Generator” assistant might specialize in creating marketing briefs. The HubSpot Breeze Studio guide walks through building these custom assistants.

When to Use Custom vs Default

Use the default Breeze Assistant for general-purpose tasks like email drafting, data lookups, and meeting prep. Switch to a custom assistant when you need specialized knowledge or a specific output format that the default assistant does not provide. Custom assistants are available on Starter plans and above, and building them requires Breeze Studio permissions (see the custom assistant builder guide for details).

Breeze Assistant on Mobile

HubSpot offers a dedicated Breeze Assistant mobile app for iOS and Android.

Installation

Open the App Store (iOS) or Google Play Store (Android) and search for “Breeze Assistant.” Download and install the app. Sign in with your HubSpot credentials - the same email and password you use for the web application.

Mobile-Specific Features

The mobile app includes voice input, so you can speak your prompts instead of typing. Tap the microphone icon and dictate your request. You can also attach files (photos, documents, screenshots) directly from your phone’s camera or file system.

The mobile app supports switching between custom assistants, reviewing artifacts (outputs like drafted emails or reports) from previous conversations, and managing Breeze memories. You can also use mobile widgets and app shortcuts for quick access - add the Breeze widget to your home screen to send prompts without opening the full app.

Mobile Use Cases

The mobile app is especially useful for sales reps preparing for meetings on the go. Open Breeze Assistant, ask “Brief me on my 2pm meeting with [company name],” and get a summary of the contact’s history, recent deal activity, and any open tickets - all while walking to the conference room.

Service reps can use the mobile app to check ticket status, draft quick responses, and look up knowledge base articles while away from their desk. Marketing managers can review campaign performance and brainstorm content ideas during their commute.

Offline Behavior

Breeze Assistant requires an active internet connection to process prompts. If you lose connectivity, previously loaded conversations and artifacts remain visible, but you cannot send new prompts or generate content until connectivity is restored. The app will queue prompts and send them automatically when you reconnect.

Reviewing Artifacts and Memories

Artifacts

When Breeze generates structured output - like a drafted email, a report summary, or a content outline - it saves the result as an artifact. Click the artifacts icon in the Breeze panel to browse past outputs. You can copy, edit, or re-use any artifact without regenerating it.

Memories (Professional+ Only)

On Professional plans and above, Breeze Assistant remembers context from your previous conversations - the Breeze memory documentation covers exactly what gets stored. It learns your preferences, common tasks, and communication style over time. Navigate to the memories section in Breeze settings to review what Breeze has stored. You can delete specific memories if they are no longer relevant or if you want Breeze to stop referencing a particular piece of context.

Memories accumulate automatically as you interact with Breeze. For example, if you frequently ask Breeze to format emails with bullet points, it will start formatting emails that way by default. If you always ask about a specific product line, Breeze will prioritize that product’s data in future responses. This personalization becomes more valuable over time as the assistant adapts to your individual workflow patterns.

Troubleshooting Common Issues

Breeze Assistant Icon Not Visible

If you do not see the Breeze Assistant icon in the top-right corner, check three things: your admin must enable “Give users access to Breeze Assistant” under Settings > AI; your user account must have the correct seat type and role permissions; and you must be on at least a Starter plan ($15 per month). If all three are confirmed, try clearing your browser cache and reloading the page.

Slow or Incomplete Responses

If Breeze takes more than 10 seconds to respond or returns incomplete answers, the issue is usually related to the complexity of the data query. Simplify your prompt - instead of asking “Summarize all deal activity for the last quarter across all pipelines,” narrow it to “Summarize deal activity in the Enterprise pipeline this month.” Smaller data scopes produce faster, more accurate responses.

Connected Apps Not Showing Data

If a connected app’s data is not appearing in Breeze responses, verify that the app checkbox is selected in the Apps dropdown at the top of the Breeze panel. Also confirm the app’s integration is still authorized under Settings > Integrations > Connected Apps. Some integrations require periodic re-authorization.

Tips for Getting Better Results

Be Specific

Instead of “Draft an email,” try “Draft a follow-up email to [contact name] about the proposal we sent last Tuesday. Include a soft deadline of Friday.” The more context you provide, the better the output.

Use the Right Page

Open Breeze Assistant from the page that contains the data you need. If you want to draft an email about a deal, open Breeze from the deal record page - not the dashboard. Breeze automatically pulls context from the current page.

Iterate Instead of Starting Over

If the first response needs changes, refine it with follow-up prompts rather than starting a new conversation. Breeze builds on previous context within a session, so iterating is faster and produces more coherent results.

Set Brand Voice First

If you frequently use Breeze for content generation, ensure your brand voice is configured under Settings > Branding > Brand Voice. The HubSpot Content Agent documentation covers brand voice training. Without brand voice settings, Breeze defaults to a generic professional tone that may not match your company’s style.

Frequently Asked Questions

Is Breeze Assistant available on the free HubSpot plan?

The free plan includes “limited Breeze AI features,” but the full Breeze Assistant side-panel interface is not available. You need at least a Starter plan ($15/month, or $9/month annual billed annually) to access the conversational Breeze Assistant.

Does Breeze Assistant remember my previous conversations?

On Starter plans, Breeze maintains conversation history within a session but does not carry context between sessions. On Professional plans ($890/month for Marketing Hub or $500/month for Sales/Service Hub) and above, Breeze Assistant includes memory - it remembers context from past conversations and learns your preferences over time.

Can I use Breeze Assistant on my phone?

Yes. Download the Breeze Assistant app from the App Store or Google Play Store. The mobile app includes voice input, file attachments, widget shortcuts, and the ability to switch between custom assistants. Sign in with the same credentials you use for the HubSpot web application.

How does Breeze Assistant handle sensitive CRM data?

Breeze reads your CRM data to provide contextual responses, but HubSpot states that your business data is not used to train the underlying AI models. Prompts and responses stay within your HubSpot account. Your admin can control which users have Breeze access through role-based permissions.

What is the difference between Breeze Assistant and custom assistants?

Breeze Assistant is the default conversational AI that handles general tasks like email drafting, data summaries, and meeting prep. Custom assistants are specialized AI agents built in Breeze Studio for specific use cases - like handling product objections or generating content briefs. You can switch between them in the Breeze panel. Custom assistants require Starter plans or above.

Can Breeze Assistant generate images?

Breeze can generate images for blog posts, emails, landing pages, and social media posts when working within the content editor tools. In the conversational assistant panel, you can describe the image you need and Breeze will generate options. Image generation quality and availability may vary based on your plan tier.

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External Resources

HubSpot Breeze Assistant Knowledge Base - Official setup, prompt examples, and troubleshooting reference
HubSpot Breeze Assistant Product Page - Feature overview, plan availability, and current capability list
HubSpot Academy: AI for Marketers - Free training covering Breeze Assistant prompts and content generation workflows