We’ve come a long way from when ChatSpot released in early 2023. But, despite AI being built into nearly every part of HubSpot’s platform, sales orgs are still struggling with manual data entry, meeting prep, and pipeline management. Those activities take up approximately 65% of reps time on average, leaving just 35% for actual selling.
The reason those traditional struggles persist is because of adoption. Most teams simply aren’t using AI features to their fullest extent. But now is the time to make the shift. AI assistants can transform your sales process from manual and tedious to automated and smart. As Dharmesh Shah, HubSpot's co-founder and CTO, puts it: "AI isn't here to replace us, it's here to replace the parts of our work that don't bring us joy—to handle the repetitive so we can focus on the remarkable".
What is Breeze Assistant?
Breeze Assistant is HubSpot’s native AI chat designed specifically to streamline your day-to-day work. Unlike generic AI tools, Breeze is trained directly on your CRM data and context from your connected apps. This means it provides highly relevant, personalized answers based on your actual business operations. Furthermore, your business information remains completely secure and protected within the HubSpot platform, which is compliant with various privacy and security standards.
Not sure where to start? Try one of these use cases:
Using Breeze for pre-call research
Every rep has been there. You've got a call in 15 minutes, you're scrambling through the contact record, clicking into the company, scanning notes from three months ago, trying to piece together what happened last time someone on your team talked to this person. It takes longer than it should and you still miss something.
With Breeze, you ask one question and get a complete brief: who the contact is, what their company looks like, every meaningful interaction your team has had with them, where the deal stands, and anything that might trip you up on the call. It pulls from contact properties, deal records, logged emails, call notes, meeting summaries — all the data your team has been logging into HubSpot — and synthesizes it into something you can scan in five minutes. The difference between walking into a call prepared and walking in blind is often the difference between advancing a deal and losing momentum.
You are a sales prep assistant. I have a call coming up with [Contact Name] at [Company Name]. Pull everything we have in HubSpot and give me a concise pre-call brief using this format:
**CONTACT SNAPSHOT**
- Name, title, and role
- How they entered our system (lead source/original source)
- Last activity date and what it was
- Any notable properties (persona, lifecycle stage, lead score if available)
**COMPANY SNAPSHOT**
- Industry, company size, annual revenue (if known)
- Other contacts we're engaged with at this company
- Any open or closed deals associated with this company
**RELATIONSHIP HISTORY**
- Timeline of key touchpoints (emails, meetings, calls, form submissions) — summarize, don't list every single activity
- Who on our team has been involved
- Any previous deals (won, lost, or stale) and why
**DEAL CONTEXT** (if an active deal exists)
- Deal name, stage, amount, and close date
- How long it's been in the current stage
- Last activity on the deal
- Any noted next steps or deal notes
**POTENTIAL LANDMINES**
- Flag anything that looks like a risk: long gaps in communication, stuck deal stages, support tickets, negative sentiment in notes, or previous lost deals
- If there's nothing concerning, say so
**SUGGESTED TALKING POINTS**
- Based on everything above, suggest 2-3 specific things I should bring up or ask about on this call
Keep the entire brief under 500 words. Be direct — no filler, no generic advice. If data is missing for any section, say "No data in HubSpot" rather than guessing.