Breeze Copilot: The Only Virtual Assistant You Need

From sales to marketing to customer service, AI-driven productivity has changed how many businesses operate. The decision-making process is now smarter and faster, consequently saving time and maximising output.

When integrated seamlessly, AI can significantly complement existing workflows and centralise data for seamless access. Breeze Copilot, HubSpot AI, makes this possible by improving productivity across the HubSpot platform, simplifying tasks, providing insights on demand, and supporting team members with the information they need exactly when they need it.

Keep on reading to know what Breeze Copilot is really about.

What is Breeze Copilot?

A virtual assistant that works with you wherever you go in HubSpot. Breeze Copilot, HubSpot's AI-powered assistant, is designed to simplify and accelerate time-consuming tasks across the platform. 

Seamlessly embedded into the HubSpot interface, Breeze Copilot helps sales, marketing, and customer service teams work smarter, not harder, by providing on-demand insights, automated recommendations, and content suggestions.

How is The New HubSpot Breeze Copilot Different from ChatSpot?

I bet you remember ChatSpot. ChatSpot, too, was a free AI-powered assistant that combined the power of ChatGPT with unique data sources, including the HubSpot CRM to improve your work.

So how exactly does HubSpot's new Breeze Copilot differ from ChatSpot?

Well, ChatSpot has now moved into HubSpot as Breeze Copilot. That means it's in-app, built into HubSpot and hence even easier to use. But that's not it. It's also context-aware so it provides you with insights and assistance specific to the HubSpot page you're on. 

With Copilot being everywhere - on the web, in the mobile app, and through the HubSpot Sales extension, it's more accessible.

Key Features of Breeze Copilot

1. Seamless HubSpot Integration: You'll find Breeze Copilot embedded throughout HubSpot’s ecosystem, including the Marketing, Sales, Service, and Operations Hubs. This means you can tap into its capabilities wherever you're working, be it on the web app or via your mobile device.

2. Content Generation: With Breeze Copilot, you can effortlessly create content—whether it's drafting emails, social media posts, or blog entries. This feature is particularly advantageous for your marketing team, allowing you to produce high-quality content swiftly and efficiently.

3. CRM Data Management: Interacting directly with your CRM data, Breeze Copilot helps you summarise customer interactions, update records, and generate detailed reports effortlessly. It understands the context of the HubSpot page you're on, offering you tailored assistance.

4. Context-Aware Assistance: You will receive contextually relevant suggestions and insights based on your current task, helping you make informed decisions without the hassle of switching between tools.

5. Enhanced Productivity: By automating routine tasks such as CRM updates and content drafting, Breeze Copilot frees up your time, enabling you to concentrate on strategic activities and boosting your overall efficiency.

6. Improved Collaboration: Breeze Copilot facilitates seamless communication across your marketing, sales, and service teams by ensuring that everyone has consistent access to insights and data, enhancing coordination and teamwork.

7. Security Features: As it integrates directly with HubSpot CRM, you can trust that your data’s security and privacy are prioritised, which is crucial for business use.

8. Accessibility: Available across all HubSpot Hubs and tiers, Breeze Copilot is accessible to businesses of any size. 

Now that we've understood what Breeze Copilot is let's explore how it can work to improve different aspects of your go-to-market strategy.

Breeze Copilot for Sales Workflows

Breeze Copilot might just become your sales team's new best friend.

With its ability to streamline workflows and enhance productivity, it can significantly eliminate repetitive tasks and surface key insights. 

Let’s look at how it supports two essential aspects of the sales process—prospecting and pipeline building, and CRM record summarisation.

Prospecting and Pipeline Building: Streamlined Company Research and Deal Prep

Breeze Copilot provides sales reps with a more efficient way to research potential clients and prepare for deals. Instead of spending hours sifting through information, reps can rely on Copilot to quickly gather relevant company insights, recent news, and key contacts. This means that by the time they engage with a prospect, they’re armed with contextually relevant information and can focus on building rapport, rather than scrambling to find out who they're talking to.

Key Benefits:

• Faster Research: Copilot consolidates critical company data, recent industry news, and contact information so sales reps can understand the company landscape at a glance.
• Informed Pipeline Building: With instant access to company backgrounds and competitor data, Copilot enables reps to identify high-potential leads, prioritise outreach, and build pipelines strategically.

Summarising CRM Records: Quick Call and Deal Recaps

Keeping up with extensive client interactions and numerous deals is a constant challenge, especially as pipelines grow. Breeze Copilot addresses this by providing summaries of CRM records, making it easy for reps to review past calls, deal history, and key notes without digging through lengthy records. This is particularly useful for quick catch-ups between meetings, allowing reps to stay on top of important details and focus on what matters in each conversation.

Key Benefits:

• Instant Call Summaries: Reps receive clear summaries of previous calls, highlighting key points and follow-up tasks, ensuring that no crucial detail slips through the cracks.
• Deal Overview: With a consolidated view of each deal’s status, including prior interactions, objections, and next steps, sales teams stay prepared and proactive.

Breeze Copilot for Effective Marketing

Not sure about sales teams, but Breeze Copilot sure has become my best friend, enabling me to create and optimise campaigns more efficiently. By automating time-consuming tasks, enhancing content creation, and generating insights, Breeze Copilot allows you to focus on strategy and creativity, ultimately driving more impactful results.

Content Generation and Optimisation

Content creation can be one of the most resource-intensive tasks for marketing teams. Breeze Copilot simplifies this by generating and optimising various content types—from blogs to social media posts. The AI model adapts to the brand’s tone, suggests SEO-friendly language, and even recommends high-performing keywords and topics, providing a comprehensive toolkit to craft engaging audience-targeted content.

Key Benefits:

• AI-Driven Content Drafts: Generate initial content drafts for blogs, email campaigns, and social posts, reducing time spent on blank-page syndrome.
• SEO Optimisation: Breeze Copilot identifies keywords, integrates them seamlessly, and suggests optimisations to ensure that content performs well on search engines.

Breeze Copilot for Customer Service

Breeze Copilot isn’t just a tool for sales and marketing; it also brings transformative capabilities to customer service teams. By automating parts of the support workflow, Breeze Copilot helps agents resolve tickets faster and with greater personalisation, directly impacting customer satisfaction and loyalty.

Faster Ticket Resolution

One of the most significant advantages Breeze Copilot offers is the ability to speed up ticket resolution. By analysing the content of incoming support requests, Copilot provides agents with suggested responses. These recommended responses save agents valuable time, allowing them to address more tickets in a shorter timeframe without sacrificing quality. Additionally, Copilot can summarise ongoing or resolved tickets, making it easier for agents to catch up on a case’s history and respond efficiently.

Key Benefits:

• Response Suggestions: Breeze Copilot recommends pre-formulated responses that agents can personalise and send, reducing response times and ensuring consistency.
• Ticket Summaries: Summarises the details of long ticket histories, helping agents get up to speed quickly and avoid redundant questions.

Leveraging the True Potential of HubSpot's AI Assistant- Breeze Copilot

Breeze Copilot has the potential to transform day-to-day work across your business. But to truly get the best from it, you need a setup that aligns with how your teams work. That’s where we come in. Six & Flow - a HubSpot Elite Partner understands the ins and outs of HubSpot, and we’re here to ensure Breeze Copilot fits seamlessly into your existing processes, making it easy for everyone—from sales to support—to benefit from a streamlined, more connected platform.

How Six & Flow adds value:

• Cross-Team Integration: We help set up Breeze Copilot in a way that serves all teams, reducing barriers and encouraging better collaboration.
• Platform Efficiency: By refining workflows and integrations, we make sure HubSpot’s tools, including Breeze Copilot, work smoothly together to drive your goals.

Customising AI-Driven Solutions to Fit Your Needs

AI works best when it’s tailored to how your business actually operates. Six & Flow goes beyond basic implementation, working with your team to adapt Breeze Copilot’s capabilities to the specific needs and challenges you face. Together, we ensure that AI delivers insights and automation that really make an impact.

What This Means for Your Business:

• Personalised Setup: We configure Breeze Copilot to provide insights that align with your unique objectives across sales, marketing, and customer service.
• Continuous Optimisation: As your business grows, we adjust Breeze Copilot’s performance to keep delivering relevant, data-backed insights.