An honest look at the HubSpot Breeze Data Agent in 2026

Let’s be real for a second. Sales, marketing, and service teams are practically drowning in manual research. Before every single call, demo, or email campaign, someone is stuck digging through LinkedIn profiles, company websites, and press releases, all just to find one useful tidbit of information. It's a huge time-suck that pulls your team away from what they should be doing: talking to people and closing deals.

HubSpot’s answer to this headache is the Breeze Data Agent, an AI tool meant to automate all that customer intelligence gathering. The idea is to give your teams the insights they need, right when they need them. But does it actually deliver on that promise? Let's take a clear, balanced look at what the Breeze Data Agent does well, its unique role in your workflow, and how it stacks up against complementary tools that can work across your entire tech stack.

What is the HubSpot Breeze Data Agent?

The Breeze Data Agent is an AI-powered tool inside HubSpot's Breeze suite that’s designed to research, analyze, and answer specific business questions about your customers. Its whole purpose is to give you more than just the generic data enrichment you're used to, like company size or industry. It aims to deliver useful insights that can actually help you build a better strategy.

So, instead of just telling you a company is in the "SaaS" industry, the Data Agent is built to answer the questions that really matter, like:

• "Does this company have a headquarters in Europe?"

• "Are they actively looking to buy a new solution right now?"

• "What are their main products and services?"

• "Has their CEO been in the news lately?"

It finds this information by looking through your existing HubSpot CRM data, sifting through call and email transcripts, checking documents you’ve uploaded, and scanning the open web. The insights then pop up right inside your HubSpot dashboard, so you don't have to jump between a million tabs. It’s a pretty compelling idea for anyone trying to personalize their outreach without spending all day on it.

Core features and use cases

A tool is only as good as what it helps you accomplish. Here’s a quick rundown of how different teams are meant to put the Breeze Data Agent to work.

Automating sales prep

If you’re in sales, you know the pre-call research grind all too well. The Data Agent tries to make this a thing of the past by serving up instant research summaries before a meeting. It can find key details like recent competitor mentions in emails, company news that just dropped, hiring trends that suggest growth, or recent funding announcements.

This saves reps hours of manual work and lets them walk into every conversation feeling prepared. They can spend less time digging for info and more time building rapport and focusing on what the prospect actually needs, which is where the magic happens.

Enhancing marketing personalization

For marketers, personalization is the name of the game. The Data Agent is designed to help marketing teams spot customer segments that are showing real intent, like visiting your pricing page multiple times or reading a bunch of content about a specific feature.

With that knowledge, you can build super-targeted campaigns that are way more effective than a generic email blast. Imagine sending a specific message to a specific group at the perfect moment. That’s how you get better engagement and, hopefully, more conversions.

Proactive customer service

Customer service teams can also tap into the Data Agent to get a full picture of a customer's history and potential frustrations. For instance, the agent could flag an account where emails have a negative tone or identify a high-value customer who keeps running into the same problem.

This lets support managers be proactive instead of just putting out fires. You can reach out to a customer who seems unhappy before they decide to leave, or you can offer a fix for a recurring issue. It’s a smart way to keep customers happy and build some long-term loyalty.

Setup and pricing

Getting started with the Data Agent is pretty simple if you're already living in the HubSpot world, and the pricing offers a scalable approach for growing teams.

HubSpot ecosystem integration

The Breeze Data Agent isn't a separate product you can just buy off the shelf. It’s woven directly into the HubSpot platform, connecting to the Smart CRM, workflows, and Data Studio. If your team is "all-in" on HubSpot, this is a major plus. Everything works together seamlessly, and the insights show up right where you need them.

Its primary strength is its deep connection to your HubSpot customer data. For teams that centralize their customer information within HubSpot, the agent provides a focused and integrated experience.

The credit-based pricing model

The Breeze Data Agent operates on HubSpot Credits, which is a flexible currency for AI features across the platform.

According to HubSpot's official pricing page, this is how it breaks down:

• The Data Agent is available to all customers on Starter plans and up.

• Some subscriptions give you a certain number of free credits each month.

• Once those run out, you can buy more credits to keep using the agent as your needs grow.

This model gives you flexibility to scale your usage. If your sales team has a really busy month, you can adjust your credits accordingly. It provides a way to pay for exactly what you use, aligning with more predictable pricing models found in the industry.

Expanding capabilities with flexible alternatives

While the Data Agent is a powerful addition for HubSpot users, some businesses may look for additional flexibility to connect with a wider range of tools.

Connecting across systems and unified knowledge

HubSpot is a world-class CRM, and many companies use it as their primary hub. However, valuable knowledge can also be found in other specialized platforms like Confluence, Google Docs, Notion, or help desks like Zendesk and Freshdesk.

The Breeze Data Agent is optimized for the HubSpot ecosystem. To expand your AI's reach to these outside sources, you might consider a complementary solution like eesel AI. eesel AI offers over 100 one-click integrations with the tools you’re already using, helping to create a comprehensive internal knowledge base that works alongside your HubSpot setup.

Enhanced control and transparency

HubSpot's Data Agent is designed for ease of use and automated results. For teams that require more granular control over an AI's specific persona or workflow, tools like eesel AI can offer additional customization. With eesel AI, you can:

• Use a powerful prompt editor to define the AI's exact tone, voice, and instructions.

• Set up custom actions to look up real-time information from any system, like order details from Shopify or user data from an internal database.

• Run a unique simulation mode to safely test your AI on historical data before it goes live.

Here’s a quick comparison of how these platforms can work together:

Feature	HubSpot Breeze Data Agent	eesel AI
Primary Data Source	Optimized for HubSpot CRM and data	Any connected source (Help Desk, Confluence, GDocs, Notion, etc.)
Setup and Onboarding	Integrated into HubSpot	Radically self-serve, go live in minutes
AI Control	Optimized for HubSpot's UI	Full control via prompt editor and custom actions
Pre-launch Testing	Integrated into the HubSpot workflow	Powerful simulation mode on historical data
Knowledge Unification	HubSpot-centric optimization	Natively designed to unify all scattered knowledge
Pricing Model	Scalable HubSpot Credits	Transparent, predictable plans with no per-resolution fees

The verdict: Is the Breeze Data Agent right for you?

So, what's the bottom line? The Breeze Data Agent is a really useful tool for teams that are deeply invested in the HubSpot ecosystem. If your entire go-to-market motion lives and breathes HubSpot, and your main goal is to automate research based on your CRM data, it’s a solid choice that will absolutely save you time.

For companies looking to bridge their HubSpot data with a wider variety of platforms, or those who need more direct control over AI behavior, adding a complementary tool can provide the best of both worlds. HubSpot remains the trusted, industry-leading platform for managing your customer relationships, and its AI agents are a testament to its innovation.

The right solution depends on your tech stack and how much flexibility you need. HubSpot provides an incredible foundation, and by choosing the right add-ons, you can build an AI strategy that perfectly fits your business.

Unify your knowledge and automate with confidence

While tools like the Breeze Data Agent are a step in the right direction, truly effective automation comes from an AI that has access to your complete and unified knowledge base. HubSpot is the gold standard for CRM, and it works even better when paired with tools that can bring in data from all your other systems.

eesel AI delivers on this by seamlessly connecting to the tools you already rely on. You can get started in minutes, connect all your sources with a single click, and keep total control over your AI workflows. It’s an approach that enhances your HubSpot experience, giving you the power to build an AI assistant that truly understands your business from the inside out.

Ready to see what an AI agent trained on all your company knowledge can do? Start your free trial with eesel AI today.