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.
To enable Breeze Copilot in your account:
Go to Settings in your HubSpot account.
Navigate to Account Management > AI in the left sidebar.
Under the Access tab, toggle ON:
Give users access to generative AI tools and features
Give users access to Copilot
Click Save in the bottom left corner.
Note: You must be a Super Admin to manage these settings.
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
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.
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)
Ask Copilot to draft:
Blog posts
Emails
Landing page content
SMS messages
CTAs
You provide the prompt; Copilot generates the content.
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.
Hover over the Breeze icon to:
Summarize marketing email performance
Get insights from dashboards
Identify trends in customer feedback surveys
On mobile, Copilot can:
Summarize records
Create tasks
Research companies
Send chat prompts
(Note: Mobile use doesn’t support chat history.)
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.
Here are common ways teams use Breeze Copilot:
| Goal | Example Prompt |
|---|---|
| Create a blog post | “Generate a blog post about how to grow your social media following” |
| Draft a sales email | “Write a reactivation email for a cold lead” |
| Research a company | “Find company news for [domain name]” |
| Summarize feedback | “Summarize survey responses for Q2 support satisfaction” |
| Build a workflow | “When demo form is submitted, assign to SDR and send email” |
| Analyze deals | “Find all deals closing in August” |
| Compare apps | “Compare App A and App B from the HubSpot Marketplace” |
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
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.