Ultimate HubSpot AI Guide: Use What Tool for When

Efficiency, personalization, and actionable insights are essential. Artificial Intelligence (AI) provides these capabilities, and HubSpot has deeply embedded powerful AI features directly into its platform. These are practical, impactful tools designed to streamline your sales, marketing, and service operations.

With many AI features emerging, knowing which tool to use and when is key. This comprehensive guide will show you the full HubSpot's AI landscape, exploring each key tool and demonstrating how to leverage them to their full potential. 

At ManoByte, we believe in smart, integrated solutions. As HubSpot and AI experts, we help you implement and optimize these tools for your unique needs, ensuring you get the most out of your HubSpot investment.

LAST UPDATED: June 2026

Overview of HubSpot AI: Welcome to the World of Breeze AI

HubSpot's overarching AI brand is Breeze AI, and it’s the intelligent engine powering the entire customer platform. Breeze AI's goal is making every part of your customer journey smarter, faster, and more effective. It integrates throughout various hubs and tools, offering intelligent assistance and automation.

The core purpose of Breeze AI is to empower HubSpot users to achieve more with less effort. It helps you:

• Boost Efficiency: AI automates repetitive tasks, summarizes information, and generates drafts, freeing up your team to focus on strategic work and relationship building.
• Enhance Personalization: AI analyzes data to help you tailor messages, offers, and experiences to individual customers, making every interaction more relevant.
• Drive Data-Driven Insights: It sifts through vast amounts of data to uncover trends, predict outcomes, and provide actionable intelligence that informs your decisions.

Know which AI Tool you interested in? Jump to it here:

• Breeze Copilot
• Breeze Agents
• Breeze Intelligence
• HubSpot Deep Research Connector

Breeze Copilot: Your AI Assistant in HubSpot

Breeze Copilot is your everyday AI assistant, built directly into the HubSpot platform. It's designed to be a collaborative partner, helping you draft, summarize, and automate tasks right where you work. 

When to use Breeze Copilot:

Breeze Copilot shines in situations where you need quick assistance with content creation, information synthesis, or task preparation.

General Use Cases:

• Drafting various types of content (emails, blog outlines, social media posts, landing page copy).
• Summarizing long CRM records, past conversations, or email threads.
• Assisting with meeting preparation by pulling relevant customer details.
• Generating quick insights or ideas based on your HubSpot data.

Specific Hub Applications:

• Marketing Teams: Use Copilot to kickstart email campaigns by generating draft subject lines and body copy, brainstorm blog post ideas and outlines, or create engaging social media captions directly within the content editor. It can also suggest A/B test variations to optimize performance.
• Sales Teams: Leverage Copilot to draft personalized follow-up emails after a call, summarize complex multi-touch sales conversations for quick recall, or prepare for upcoming meetings by highlighting key prospect information and recent interactions. This saves valuable time that can be redirected to selling.
• Service Teams: Copilot can help summarize customer service tickets, suggesting relevant knowledge base articles, or drafting empathetic and effective replies to common customer inquiries. It can also assist in writing or refining knowledge base content to improve self-service options.
• Operations Teams: Utilize Copilot to draft descriptions for workflows, reports, or lists, ensuring clarity and consistency across your operations.

Breeze Agents: Specialized AI Helpers for Automation

While Breeze Copilot is your all-purpose assistant, Breeze Agents are specialized AI-powered workers designed to handle more complex, multi-step tasks and run automated workflows. These agents are built to scale specific operations, freeing up human teams to focus on higher-value activities.

When to use Breeze Agents:

Breeze Agents are ideal when you need to automate repetitive, high-volume tasks that require a degree of intelligence or decision-making.

Content Agent

The Content Agent is designed to significantly boost your content production efficiency and quality. In today's competitive digital landscape, consistently creating engaging, SEO-optimized content can be a major drain on resources. This agent helps you scale your content strategy without compromising on depth or relevance, allowing your marketing team to generate more leads, nurture prospects, and establish thought leadership.

You can direct the Content Agent to generate comprehensive blog posts, detailed landing page copy, or even podcast scripts based on your specific prompts and desired topics. It works by analyzing your input, searching relevant data points (if connected), and structuring content with an eye towards SEO best practices. It can even suggest multimedia elements to enhance the final piece, acting as a true content production assistant.

Prospecting Agent (Sales Hub)

The Prospecting Agent transforms how your sales team identifies and engages with potential customers. Manual prospecting is time-consuming and often inefficient. This AI agent automates crucial early-stage sales activities, ensuring your sales reps spend less time on tedious research and more time on high-value interactions. It helps you build a robust and qualified pipeline, accelerating your sales cycle.

This agent excels at researching target accounts, gathering vital company and contact information, and even personalizing outreach messages based on its findings. By leveraging selling profiles and historical data, it helps prioritize and engage qualified leads at scale, presenting your sales team with actionable opportunities and personalized insights for their outreach efforts.

Customer Agent (Service Hub)

The Customer Agent is critical for delivering efficient and consistent customer support around the clock. Customers expect immediate answers, and human teams can't always provide 24/7 coverage. This AI agent handles routine inquiries, reducing ticket volume for your human agents and improving customer satisfaction by offering instant resolutions to common issues. It ensures your customers always feel supported, even outside business hours.

The Customer Agent can be trained to resolve common queries and answer frequently asked questions by drawing information directly from your knowledge base. It interacts with customers across various channels like chat, WhatsApp, and email, intelligently prioritizing incoming support tickets and seamlessly escalating complex issues to human agents only when a more nuanced, personal touch is required.

Knowledge Base Agent

The Knowledge Base Agent continuously improves and expands your customer self-service resources, anticipating customer needs and ensuring your documentation remains relevant and complete. This empowers customers to find answers independently, further reducing the burden on your support team and enhancing the overall customer experience.

This agent works in conjunction with the Customer Agent by identifying gaps in your existing knowledge base based on incoming support tickets. If a common question arises that isn't well-covered, it can then draft new articles or suggest improvements to existing ones. This proactive approach ensures your self-service options are always growing and adapting to customer needs.

Breeze Intelligence: AI-Driven Data Enrichment and Insights

Breeze Intelligence encompasses a suite of AI-driven features focused on enhancing your CRM data, providing actionable insights, and optimizing your processes based on smart data analysis. These tools ensure your HubSpot CRM is not just a storage unit, but a dynamic engine for growth.

When to use Breeze Intelligence:

Breeze Intelligence is crucial for teams that rely on accurate, complete data for effective decision-making, personalization, and strategic planning.

• Data Enrichment:
  • When to use: To automatically fill in missing contact and company information in your CRM. This includes firmographics, industry classification, social media links, key decision-makers, and even technology used by a company. It ensures your sales and marketing teams always have the most complete picture of their leads and customers without manual data entry.
• Buyer Intent Analysis:
  • When to use: When you want to identify and prioritize high-intent leads. Breeze Intelligence analyzes anonymous website visitor behavior, engagement levels, and time spent on specific pages to uncover which companies are actively researching your products or services. This allows your sales team to reach out at precisely the right moment.
• Form Shortening:
  • When to use: To improve conversion rates on your forms. For returning contacts, HubSpot AI can automatically pre-fill form fields, reducing the amount of information visitors need to enter. This creates a smoother experience and encourages more submissions.
• Predictive Analytics:
  • When to use: For forward-looking insights and strategic planning. This includes AI-powered lead scoring (predicting which leads are most likely to convert), sales forecasting (predicting future revenue), and identifying companies that are researching your products or services. It empowers your teams to make proactive decisions.

The HubSpot Deep Research Connector with ChatGPT: Enhanced CRM Analysis

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The HubSpot Deep Research Connector with ChatGPT provides a powerful bridge between your HubSpot CRM data and the advanced analytical capabilities of ChatGPT. This unique integration allows you to query and analyze your CRM data using natural language, unlocking deeper insights and informing your strategic decisions.

When to use the HubSpot Deep Research Connector with ChatGPT:

This connector is invaluable when you need to perform complex queries on your CRM data that go beyond standard reporting, seeking nuanced insights or correlations.

• Deep CRM Analysis:
  • When to use: When you need to ask complex, natural language questions about your contacts, companies, deals, or tickets and their associations. For example, "Show me the top 10 industries for closed-won deals in the last quarter" or "What are the common characteristics of customers with high churn rates?"
• Marketing Teams:
  • When to use: To identify your highest-converting customer segments, understand the attributes of successful personas for targeted campaigns, or generate ideas for tailored nurture sequences based on past customer journeys.
• Sales Teams:
  • When to use: To segment target companies by specific criteria (e.g., revenue, industry, tech stack) to identify expansion opportunities, compare win rates across different sales reps or product lines, or identify potential pipeline risks based on deal stage analysis.
• Service Teams:
  • When to use: To analyze seasonal patterns in ticket volume for staffing forecasts, identify common customer pain points from ticket descriptions, or understand the primary reasons for customer dissatisfaction directly from support data.
• Generating Actionable Insights:
  • When to use: To transform raw data into clear, actionable strategies. ChatGPT's ability to analyze and summarize allows you to quickly inform and launch automated workflows or refine existing strategies within HubSpot.

Integrating HubSpot AI for Maximum Impact

HubSpot's suite of AI tools, from the assistive Breeze Copilot to the specialized Breeze Agents, insightful Breeze Intelligence, and the analytical ChatGPT Connector, offers an unparalleled opportunity to transform your business operations. Each tool, when used strategically, contributes to a more efficient, personalized, and data-driven customer journey.

The true power of HubSpot AI, however, is unleashed when these tools work together as a unified force. Integrating these capabilities seamlessly into your existing workflows and ensuring they are optimized for your unique business goals is where expertise becomes invaluable.

At ManoByte, we are your strategic partners in leveraging HubSpot AI. We understand that every business has distinct needs, and our approach goes beyond simply explaining features. We specialize in:

• Strategic HubSpot Setup: Ensuring your HubSpot portal is configured to maximize AI effectiveness from the ground up.
• Seamless Integrations: Connecting your existing systems with HubSpot AI to create truly streamlined operations.
• Custom AI Agent Development: Building bespoke AI agents tailored to your specific sales, marketing, or service automation requirements, ensuring they align perfectly with your processes.
• Optimization and ROI: Continuously monitoring and refining your AI implementation to ensure you're getting the best possible return on your investment.

Embracing HubSpot AI isn't just about adopting new technology; it's about adopting a smarter way to work, engage, and grow. Let ManoByte help you navigate this exciting landscape, transforming your HubSpot platform into an intelligent powerhouse for your business.