Breeze by HubSpot: Agents, Assistants, and the AI Marketplace

AI only moves the needle when it’s close to your customer data and your daily workflows. Breeze by HubSpot brings three pieces together on one platform: Customer Agent for front‑of‑house conversations, Breeze Assistant for collaborative work, and the Marketplace + Studio to deploy and tailor AI safely at scale.

Customer Agent: qualify on the fly and book meetings

Customer Agent turns inbound chats and emails into pipeline. It reads and writes to the CRM, recognizes returning visitors, and routes conversations with context so reps don’t start cold.

What changes

• Qualify and book directly from chat, email, or messaging

• Voice support for people who prefer to talk (voice in HubSpot chat)

• Live CRM updates as the conversation unfolds

• Smart routing and visitor authentication

• Coaching mode to test and refine responses

Where to deploy first

• Pricing and comparison pages for high‑intent traffic

• Contact and demo pages to reduce form friction

• Post‑webinar pages to capture momentum

• Knowledge base and support entry points for deflection + expansion

Breeze Assistant: your CRM‑aware chief of staff

Assistants work with your team on analysis, prep, and content. Breeze Assistant understands HubSpot context and pulls from tools your teams already use (Google Workspace, Microsoft Teams, Slack).

High‑value uses

• Meeting prep: roll up account activity, notes, and next steps

• Content drafting with brand and product context

• BI‑style Q&A on pipeline, accounts, and campaigns

• Memory that adapts to preferences over time

• Desktop and mobile parity for on‑the‑go work

When to choose assistants vs. agents

• Assistants are collaborative and help humans do work

• Agents run tasks autonomously and hand off to humans when needed

Marketplace + Studio: build, tailor, deploy AI

The Breeze Marketplace is the discovery layer for ready‑to‑run agents and assistants. Breeze Studio is where you configure them, add knowledge, and connect triggers—no code required.

How it comes together

• Discover and install agents from the HubSpot agents marketplace

• Customize instructions, add tools and knowledge, and set limits in Studio

• Automate actions with triggers, similar to workflows

• Monitor runs and review outputs to improve quality

Starter agents to consider

• Company Research Agent for pre‑call prep

• Closing/Handoff/Health agents for late‑stage velocity and CS

• RFP or onboarding assistants to standardize complex workflows

Governance: make AI safe and sustainable

• Knowledge sources: document what content each agent/assistant can reference

• Roles and permissions: who can publish, who can edit, who can run

• Review cycles: define when humans must approve outputs

• Logging: capture runs and outcomes for QA and training

• Credits: plan for features that consume credits (for example, Customer Agent); confirm current policies at launch

Implementation playbook (90‑day outline)

Phase 1 — Foundation

• Define two charters: one Customer Agent use case and one Assistant use case

• Draft instructions, tone, and guardrails

• Connect approved knowledge sources; restrict anything sensitive

• Pilot on a single page (pricing) and a single team (SDR/BDR)

Phase 2 — Activation

• Add voice; enable visitor authentication and routing

• Create Studio triggers tied to form submissions and deal stage changes

• Ship two marketplace agents and configure in Studio

• Add dashboards for booked meetings, deflections, and agent impact on pipeline

Phase 3 — Scale

• Extend Customer Agent to support and post‑purchase pages

• Add assistant routines for weekly digests and QBR prep

• Expand triggers to lifecycle stages and CS milestones

• Review transcripts and adjust guardrails; publish a governance guide

Metrics that matter

• Meetings booked from chat and messaging

• Lead qualification rate and time to first response

• Support deflection and CSAT for service entry points

• Pipeline created and influenced by agents

• Human review rate and revision time (quality proxy)

Need help implementing Breeze agents and assistants?

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