Breeze Copilot: HubSpot’s AI Assistant

What Is Breeze Copilot?

Breeze Copilot is HubSpot’s conversational AI assistant — a built-in, on-demand helper that’s available across your CRM to support sales, marketing, and service activities.

Think of Copilot as a context-aware teammate that can:

• Summarize CRM records

• Generate content

• Create and assign tasks

• Automate workflows

• Analyze reports and emails

• Personalize content based on your preferences

• And more

It’s available on both desktop and mobile, and it learns your style over time.

How to Turn on Breeze Copilot

To enable Breeze Copilot in your account:

1. Go to Settings in your HubSpot account.

2. Navigate to Account Management > AI in the left sidebar.

3. Under the Access tab, toggle ON:

   • Give users access to generative AI tools and features

   • Give users access to Copilot

4. Click Save in the bottom left corner.

Note: You must be a Super Admin to manage these settings.

What Makes Breeze Copilot Unique?

Unlike standard AI tools, Breeze Copilot:

• Follows you throughout the platform – from CRM records to email drafts to landing pages

• Learns from your input – remembers tone, formatting, and writing style

• Integrates directly with content tools – like emails, blogs, CTAs, forms, and pages

• Supports both structured prompts and freeform conversation – making it flexible for both power users and beginners

Key Use Cases Across HubSpot

1. Summarize CRM Records

Need a quick summary of a contact, company, or deal record? Copilot scans notes, emails, and activity logs to generate digestible summaries — saving you time digging through timelines.

2. Create Content (or Refine It)

In the editor, highlight existing text and choose from:

• Rewrite

• Expand

• Summarize

• Change tone (Friendly, Professional, Witty, etc.)

• Apply brand voice

Or type / to bring up commands like:

• Generate heading

• Generate paragraph

• Generate image

• Generate section (landing pages)

3. Generate Entire Pieces from Scratch

Ask Copilot to draft:

• Blog posts

• Emails

• Landing page content

• SMS messages

• CTAs

You provide the prompt; Copilot generates the content.

4. Automate Workflows with Prompts

For example:

“When someone submits the demo form, send a thank-you email and assign the lead to John.”

Copilot builds the automation for you. No need to manually configure steps — just describe what you want.

5. Analyze Emails, Reports, and Surveys

Hover over the Breeze icon to:

• Summarize marketing email performance

• Get insights from dashboards

• Identify trends in customer feedback surveys

6. Access Copilot on the Go (Mobile App)

On mobile, Copilot can:

• Summarize records

• Create tasks

• Research companies

• Send chat prompts
  (Note: Mobile use doesn’t support chat history.)

Personalization with Copilot Memories

Copilot can remember your preferences, including:

• Your name and job title

• Preferred writing tone

• Formatting styles (e.g., bullet points)

• Recurring instructions

You can add, edit, or delete memory items directly via chat. Example:

“Remember I like friendly tone and bolded key points.”
“Delete that I prefer friendly tone.”

Over time, Copilot becomes more tailored to you — like a truly collaborative assistant.

Real-Life Examples

Here are common ways teams use Breeze Copilot:

Limits to Keep in Mind

• You can generate content up to 1,000 times per day

• Text-based prompts are limited to 30 generations per minute

• Permissions apply — restricted users can’t perform actions outside their CRM access

Final Thoughts

Breeze Copilot is more than just a chatbot. It’s a true productivity partner that supports HubSpot users across Sales, Marketing, and Customer Success.

If you’re spending time bouncing between tabs, searching for answers, or struggling with content creation — Copilot can help you reclaim hours each week.