
Getting an AI agent up and running is just the first step. The real test is figuring out if it's actually doing its job, because you can't improve what you don't measure. Knowing its impact is how you understand your return on investment and make smart tweaks to get better results over time. If your team is all-in on HubSpot, you're likely looking at their native AI toolset, known as Breeze.
So, how do you tell if your Breeze agents are pulling their weight? Their performance reports are the answer. This guide will walk you through exactly what Breeze Agent Performance Reports can do. We’ll cover the metrics they track, how to use them, and, just as important, the limitations you'll hit if you need more flexibility than a closed system can give you.
What are Breeze Agent Performance Reports?
Before we get into the reports themselves, let’s set the scene. HubSpot Breeze is a suite of AI tools built right into the platform. A big piece of this is "Breeze Agents," which are designed to handle automated tasks for marketing, sales, and service, from answering support tickets to qualifying leads.
Breeze Agent Performance Reports are the built-in analytics that show you how these AI agents are performing. Think of them as the dashboard for your AI workforce. Their main job is to give you a clear view of how your agents are helping you hit business goals, like making your support team more efficient or boosting lead conversion.
An infographic explaining the structure of HubSpot AI, showing how Breeze connects the CRM to various AI tools and business teams, which is relevant for understanding Breeze Agent Performance Reports.
The main thing to keep in mind is that these reports live in a walled garden. They are completely tied to the HubSpot CRM, meaning they can only see and report on data that exists inside the HubSpot platform. For teams whose knowledge and tools are spread across different apps, this can create a major blind spot.
Key metrics tracked in Breeze Agent Performance Reports
Breeze reports are set up to give you a quick look at the final outcomes across your business. They tend to focus less on the nitty-gritty of individual AI conversations and more on the end results. Here’s a look at what you can expect to find.
For your customer service team
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Ticket resolution and deflection: This is a big one. The report shows how many support tickets your AI agent resolves on its own, without a human having to jump in.
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Response times: You can track how quickly the agent gives an initial reply to customers, which is a huge factor in keeping them happy.
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Escalation rate: This metric tells you how often the AI has to pass a conversation over to a human agent. If this number is high, it could be a sign that your knowledge base has gaps or that the questions are just too tricky for the AI to handle.
For your sales and marketing teams
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Qualified leads: The reports measure how many website visitors or inquiries get successfully qualified as leads by your agent, giving you a sense of its contribution to your sales pipeline.
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Meetings booked: You can see how many sales meetings the agent schedules automatically, which directly ties its work to real sales opportunities.
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Influenced revenue: This is a broader metric that attempts to link revenue back to interactions handled by Breeze agents. It can be a little fuzzy, but it helps paint a bigger picture of the AI's financial impact.
Actionable vs. vanity metrics
While these numbers are a decent starting point, they’re only useful if you can act on them. A 70% resolution rate might sound great, but it doesn't tell you why the other 30% of tickets needed a human. That's the information you actually need to make things better.
This is where a more advanced tool can really shine. For example, a platform like eesel AI gives you reports that don't just show you what happened; they also automatically point out specific gaps in your knowledge base. It can even suggest new articles to write based on common unresolved questions, turning data into a straightforward plan for improvement.
How to use Breeze Agent Performance Reports to improve your workflows
Data is just data until you do something with it. Here’s how you can take what you learn from Breeze reports and make real improvements for your team.
1. Make your support more efficient
The reports give you a clear look at which repetitive questions the AI is handling well. This is great for confirming that the automation is working and that your human agents are now free to tackle more complex, high-value problems. You can also dig into the escalation reports to find the exact topics that are tripping the AI up. That’s your signal to write a new knowledge base article or update the AI’s training to fill that gap.
If you’re looking to close that loop even faster, some tools can help. The AI Agent from eesel AI, for instance, can automatically review successful resolutions from your team and turn them into draft articles for your knowledge base. It’s a proactive way to plug information gaps almost as soon as you find them.
2. Sharpen your sales and lead qualification
By looking at which pre-sales questions lead to the most booked meetings, you can start to see what your most interested prospects really care about. Use that information to tweak your website copy, landing pages, and chatbot flows to speak directly to those points. If your lead qualification rates seem low, the reports might show that the AI's criteria are too tight or too loose. This lets you make data-driven adjustments so you’re grabbing the right leads without burying your sales team.
3. Figure out your AI ROI
Ultimately, you need to know if your investment in AI is paying off. Use metrics like resolved tickets and meetings booked to build a business case for using AI in other parts of the company. A simple way to get a rough ROI is to compare the cost of the AI agent to the cost of the human agent hours you've saved.
Here’s a quick before-and-after look at the kind of impact you might see:
Metric | Before Breeze Agent | After Breeze Agent | Impact |
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Avg. First Response Time | 2 hours | 5 minutes | 95% reduction |
Tier-1 Tickets Resolved Manually | 500/week | 150/week | 70% reduction |
Leads Qualified Manually | 100/week | 20/week | 80% of T1 qualification automated |
Limitations and considerations of Breeze Agent Performance Reports
While Breeze reports are a convenient, built-in option for HubSpot users, they have some limitations that might not suit every team. Here are a few things to think about.
1. Stuck in the HubSpot ecosystem
Breeze AI and its reports are designed to work only with data stored inside HubSpot. If your company’s knowledge is spread out across other places, like Confluence, Google Docs, or Notion, the AI is working with one hand tied behind its back. The reports can't tell you what the AI doesn't know, which can lead to wrong answers and missed opportunities.
This is a real problem for teams that use a mix of different tools. A platform like eesel AI was built specifically to solve this. It connects to and unifies knowledge from over 100 different sources, giving your AI a complete view of your business. That means more accurate answers and better support, all without you having to move your entire knowledge base into one system.
2. No pre-launch forecasting
HubSpot does provide a testing center, but it's hard to get a clear, large-scale forecast of how your agent will do before it starts talking to actual customers. This often leads to a "launch and learn" situation, which can be a bit nerve-wracking when your brand's reputation is at stake.
This is where a feature like eesel AI's simulation mode makes a huge difference. Before you go live, you can test your AI on thousands of your past tickets in a safe, sandboxed environment. The simulation gives you a precise, data-backed forecast of its resolution rate and helps you find potential problems before they ever reach a customer. It lets you launch with confidence, not just hope.
3. Rigid automation
While you can configure agents in Breeze Studio, getting fine-tuned control over exactly which types of tickets the AI handles can be surprisingly tricky. It’s often tough to create rules that are nuanced enough for the real world, which can box you into a more rigid automation strategy than you might want.
In contrast, eesel AI offers a fully customizable workflow engine that puts you in complete control. You can start small by automating just one very specific ticket type, like "password resets," and have the AI safely pass everything else to a human. This gradual, selective rollout builds trust with your team and your customers, and you never lose control over the experience.
HubSpot Breeze pricing
This is often where the decision gets made. To use Breeze Agents and their performance reports, you need to be on one of HubSpot's premium plans: Professional or Enterprise.
The cost to get started isn't small. The Marketing Hub Professional plan kicks off at $800 per month (when billed annually), and the Enterprise plan jumps to $3,600 per month. On top of that, some advanced features like Breeze Intelligence, which adds more data to your CRM, work on a separate credit system. This can lead to unpredictable, usage-based costs that are hard to budget for.
A screenshot of the HubSpot pricing page, showing the costs associated with the plans required to access Breeze Agent Performance Reports.
That pricing model can be a tough pill to swallow for a lot of businesses. It’s worth comparing it to a solution like eesel AI, which has transparent pricing based on a predictable number of monthly AI interactions. There are no per-resolution fees, so your bill won't suddenly jump after a busy month. Plus, eesel AI offers flexible month-to-month plans, giving you the freedom to scale as your needs change, which is rare in a market that often tries to lock you into long-term contracts.
From basic Breeze Agent Performance Reports to actionable AI insights
Breeze Agent Performance Reports offer some useful, at-a-glance insights for teams who are already committed to the HubSpot ecosystem. They make it easy to see the impact of your AI without having to leave the platform. But at the end of the day, they're limited by that same ecosystem.
A great AI strategy isn't just about getting reports. It’s about having the flexibility to connect all of your knowledge sources, the confidence to test your setup before you launch, and the granular control to automate at your own pace. If you're looking for an AI solution that works with the tools you already use, gives you full control over your workflows, and lets you simulate performance risk-free, give eesel AI a try. You can be up and running in minutes, not months.
Frequently asked questions
Breeze Agent Performance Reports are built-in analytics within HubSpot that show how your AI agents are performing. Their main job is to provide a clear view of how these agents contribute to business goals, such as improving support efficiency or boosting lead conversion.
For sales and marketing, these reports track metrics like qualified leads, meetings booked by the AI agent, and influenced revenue. These measurements help gauge the AI's contribution to your sales pipeline and overall financial impact.
You can use them to identify repetitive questions handled effectively by the AI, freeing human agents for more complex tasks. Additionally, escalation reports highlight knowledge gaps, indicating where new articles or AI training updates are needed to improve resolution rates.
A primary limitation is their confinement to the HubSpot ecosystem, meaning they only report on data within HubSpot. They also lack robust pre-launch forecasting capabilities and can reflect rigid automation strategies, making nuanced control challenging.
No, Breeze Agent Performance Reports are strictly tied to the HubSpot CRM and can only process data within that system. This creates a significant blind spot if your company's knowledge base or tools are spread across various external platforms.
To access and utilize Breeze Agent Performance Reports, your organization must subscribe to one of HubSpot's premium plans: Professional or Enterprise. These plans have a significant monthly cost, typically billed annually.