Lilly Tech SystemsChatSpot & Breeze AI Beginner
Breeze (formerly ChatSpot) is HubSpot's conversational AI assistant that lets you interact with your CRM using natural language. Ask questions about your data, create records, generate reports, draft content, and manage your pipeline without navigating menus or building custom reports.
What Breeze Can Do
| Category | Example Commands | Output |
|---|---|---|
| CRM Queries | "Show me deals closing this month over $50K" | Filtered deal list with values and stages |
| Contact Management | "Create a contact for John Smith at Acme Corp" | New contact record with company association |
| Reporting | "What was our email open rate last month?" | Metric with comparison to previous period |
| Content Drafting | "Write a follow-up email for a demo request" | Draft email ready to customize and send |
| Research | "Tell me about Acme Corp" | Company overview from web data and CRM records |
Breeze Agents
HubSpot's Breeze includes specialized AI agents for different functions:
- Breeze Copilot: The conversational assistant available throughout HubSpot that helps with tasks in context
- Breeze Agents: Specialized AI that handles specific workflows like customer support, content creation, and prospecting
- Breeze Intelligence: AI-powered data enrichment that automatically fills in contact and company information
Getting the Most from Breeze
Be Specific
Instead of "show me contacts," say "show me contacts created last week in the technology industry who have visited our pricing page."
Chain Commands
Build on previous queries: "Now filter those to only show contacts with a lead score above 50."
Use for Routine Tasks
Create contacts, log activities, update deal stages, and send follow-ups through natural language instead of clicking through menus.
Generate Reports Quickly
Ask for metrics and comparisons in natural language to get instant answers without building custom reports.