An honest look at the HubSpot Breeze Data Agent in 2025

Kenneth Pangan
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Kenneth Pangan

Stanley Nicholas
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Stanley Nicholas

Last edited October 16, 2025

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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, where it stumbles, and how it stacks up against more flexible tools that can work with 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.

In theory, 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, but the pricing can add a few wrinkles.

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.

But here’s the catch: its usefulness is almost completely tied to your customer data being inside HubSpot. If your most important company knowledge is sitting in other tools, the agent is flying blind, and its insights will only tell part of the story.

The credit-based pricing model

The Breeze Data Agent doesn't come with a simple monthly fee. Instead, it operates on HubSpot Credits, which is a pay-as-you-go 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 have to buy more credits to keep using the agent.

This model gives you some flexibility, but it can also make your costs unpredictable. If your sales team has a really busy month and runs thousands of queries, your bill could be way higher than you planned. It makes budgeting a bit of a guessing game and is a far cry from more straightforward pricing that doesn't penalize you for using the tool more.

eesel AI's public pricing page, showing a transparent pricing model in contrast to the Breeze Data Agent's credit-based system.
eesel AI's public pricing page, showing a transparent pricing model in contrast to the Breeze Data Agent's credit-based system.

Limitations and a flexible alternative

While the Data Agent is a nice addition for HubSpot users, its walled-garden approach and lack of control can be a real roadblock for many businesses.

The problem with closed systems and scattered knowledge

HubSpot is a great CRM, but let's be honest, no company runs on just one platform. Your most valuable knowledge is probably spread out all over the place: internal processes in Confluence, project plans in Google Docs, team wikis in Notion, and customer tickets in a separate help desk like Zendesk or Freshdesk.

The Breeze Data Agent simply wasn’t built to connect to these outside sources. It's stuck inside HubSpot, which means it’s working with an incomplete deck of cards. This creates knowledge gaps and stops the AI from giving you a truly complete view of your customers.

This is a common issue, and it's exactly what eesel AI was built to solve. Instead of locking you into one ecosystem, eesel AI offers over 100 one-click integrations with the tools you’re already using. It instantly pulls all your knowledge together from everywhere, creating a single, reliable source of truth for your AI agents.

A screenshot of the eesel AI platform showing its ability to connect with multiple business applications, which overcomes the limitations of the Breeze Data Agent.
A screenshot of the eesel AI platform showing its ability to connect with multiple business applications, which overcomes the limitations of the Breeze Data Agent.

The need for more control and transparency

<quote text="As some people on Reddit have pointed out, built-in AI tools can often feel like a "black box."" sourceIcon="https://www.iconpacks.net/icons/2/free-reddit-logo-icon-2436-thumb.png" sourceName="Reddit" sourceLink="https://www.reddit.com/r/hubspot/comments/1n6ecsj/breeze_ai_yay_or_nay/"> You ask a question, and it either works or it doesn't, with very little you can do to tweak the result. To get the kind of personalization that actually makes a difference, you need to be able to control the AI's behavior, personality, and the actions it's allowed to take.

This is where a tool like eesel AI really stands out. Its customizable workflow engine puts you in complete control. 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 thousands of past tickets before it ever talks to a live customer. This gives you total confidence and a clear forecast of how much it will automate.

A screenshot of eesel AI's simulation mode, which allows testing the AI agent on historical data before deployment, a key advantage over the Breeze Data Agent.
A screenshot of eesel AI's simulation mode, which allows testing the AI agent on historical data before deployment, a key advantage over the Breeze Data Agent.

Here’s a quick comparison of how the two platforms measure up:

FeatureHubSpot Breeze Data Agenteesel AI
Primary Data SourceHubSpot CRM & integrated docsAny connected source (Help Desk, Confluence, GDocs, Notion, etc.)
Setup & OnboardingIntegrated into HubSpotRadically self-serve, go live in minutes
AI ControlLimited to HubSpot's UIFull control via prompt editor & custom actions
Pre-launch TestingLimited, part of the live environmentPowerful simulation mode on historical data
Knowledge UnificationPrimarily HubSpot-centricNatively designed to unify all scattered knowledge
Pricing ModelUsage-based HubSpot CreditsTransparent, 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.

However, if your company’s knowledge is spread across multiple platforms, or if you need more direct control, transparency, and predictable pricing, it has some pretty big drawbacks. Its inability to see outside the HubSpot universe means you’ll never get the full story, and its credit-based pricing can make budgeting a real headache.

The right solution really depends on your tech stack and how much flexibility you need. If your goal is to create one source of truth for your AI by bringing together all of your company knowledge, then you need a tool that was actually designed for that job.

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. You shouldn't have to move all your company's information into a single platform just to make your AI work.

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 puts you in the driver’s seat, 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.

Frequently asked questions

For sales teams, the Breeze Data Agent offers instant research summaries. This includes key details like recent competitor mentions, company news, hiring trends indicating growth, or new funding announcements, saving reps hours of manual work.

The Breeze Data Agent operates on HubSpot Credits, a pay-as-you-go system for AI features. Some HubSpot subscriptions include free monthly credits, but once these are used, additional credits must be purchased, which can make budgeting unpredictable.

The Breeze Data Agent is primarily integrated within the HubSpot platform and uses your CRM data, call transcripts, and uploaded documents. It is not designed to connect to external, non-HubSpot data sources like Confluence or Google Docs, limiting its complete view.

Control over the Breeze Data Agent's behavior and personality is limited within HubSpot's built-in interface. It often functions as a "black box," meaning there's little direct ability to tweak its internal workings or specific research approach.

The Breeze Data Agent is most beneficial for companies deeply invested in the HubSpot ecosystem, whose entire go-to-market motion and primary customer data reside within HubSpot. It excels at automating research based on this integrated CRM data.

The Breeze Data Agent helps marketing teams by identifying customer segments showing strong intent, such as repeated visits to pricing pages. This insight allows marketers to build highly targeted campaigns and deliver personalized messages at opportune moments for better engagement.

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Kenneth Pangan

Writer and marketer for over ten years, Kenneth Pangan splits his time between history, politics, and art with plenty of interruptions from his dogs demanding attention.