Complete guide on Hubspot AI

Seems like AI is everywhere these days, right? And if your business wants to keep up, it’s becoming pretty essential. It feels like every platform is adding AI features, hoping to make your work easier and your results better. HubSpot, a big name in the CRM world, is jumping in too with its own set of AI tools called “Breeze.”

HubSpot AI is designed to weave intelligence throughout your marketing, sales, and service operations. The idea is to help your teams work smarter, automate tasks, and get a clearer picture of what’s happening. But like any powerful tool, you need to understand exactly what it does, how it works, and what it might cost.

This guide will walk you through what HubSpot AI is all about. We’ll look at its main features and how they can help different teams, break down the pricing a bit, and chat about important things to think about when you’re bringing AI into your workflow. We’ll also touch on how exploring options like eesel AI could open up even more possibilities for efficiency and saving money, especially if you need more flexibility or want to train AI using all your company’s unique knowledge, not just what’s in HubSpot.

What is Hubspot AI?

At its heart, HubSpot AI is now all under one name: Breeze. Think of Breeze as the big, comprehensive AI solution that’s built right into your HubSpot CRM, powering various features across the platform.

Breeze isn’t a separate app you have to open; it’s just part of the tools you’re probably already using inside HubSpot. It’s made up of three main parts that are designed to work together:

• Breeze Copilot: This is like your AI sidekick, ready to help you with tasks and writing content.
• Breeze Agents: These are more specialized AI helpers focused on automating specific, end-to-end jobs.
• Breeze Intelligence: This part is all about making your data better and giving you useful insights.

HubSpot’s goal with Breeze is to make AI easy to use, fast, and consistent across its whole platform, helping teams get things done smarter and quicker.

Hubspot AI features and how they help your teams

HubSpot AI brings a bunch of features across its different areas – Marketing, Sales, Service, and Operations. They’re all aimed at making tasks simpler and getting better results. These tools are built to help teams handle everything from writing emails to looking at data and talking to customers.

Breeze Copilot: Your AI assistant

Breeze Copilot acts like a helpful AI assistant you can chat with, right inside HubSpot. Its main job is to help you with various tasks to get more done.

Copilot can help you draft things like emails, blog posts, or landing pages. It’s also pretty good at summarizing stuff, whether it’s a CRM record packed with activity or a long conversation thread. You can even ask it to do routine tasks, like setting up new deals or creating tasks for you.

Here are a few ways different teams can use Copilot:

• Sales teams can quickly draft follow-up emails after calls, get summaries of complicated deal records, or create tasks related to a prospect in a snap.
• Marketing teams can use it to generate initial drafts for blog posts when they’re stuck or get a quick look at how their emails performed.
• Service teams can summarize feedback survey responses to quickly understand how customers are feeling and spot trends.
• Operations teams might use it to find insights hidden in reports without having to dig through all the numbers themselves.

You can use Copilot in lots of different HubSpot tools and even on the mobile app, making it a handy helper no matter where you’re working

Breeze Agents: Specialized AI automators

Think of Copilot as your general helper, but Breeze Agents are more like specialized AI team members built to automatically handle specific, bigger tasks within HubSpot from start to finish.

These agents are designed to take care of particular jobs on their own. Here are some examples mentioned:

• Customer Agent: This agent can answer questions directly in chat windows by pulling info from your HubSpot content and public web pages. It’s built to automatically handle common customer questions.
• Content Agent: This one helps marketing teams create different types of content like blogs, landing pages, case studies, and even podcasts, using your brand’s style and data from your CRM. It can also help you turn existing content into new formats.
• Social Agent: Focused on social media, this agent creates social posts based on your marketing goals, who you’re trying to reach, and your brand’s voice. It helps teams keep their social media active with less manual work.
• Prospecting Agent: For sales teams, this agent helps research and carry out personalized outreach plans. It can find prospects within your CRM and suggest ways to reach out.

The big win with these agents is that they automate repetitive work. This frees up your human teams to focus on more important things and lets you scale up certain functions without necessarily needing to hire more people.

While HubSpot’s agents are great for tasks within the platform, solutions like eesel AI can offer more flexible automation for things like handling basic support tickets and doing custom actions that fit your specific workflows. eesel AI often connects with a wider range of knowledge sources than just HubSpot’s help center, meaning you can train its AI on all your company’s unique information.

Breeze Intelligence: Data-driven insights

Breeze Intelligence tools are all about using your data to give you useful insights and automate tasks related to that data. These tools tap into HubSpot’s huge database, which includes information on millions of companies and buyers.

Some key features include:

• Data Enrichment: This automatically or manually fills in details for contacts and companies, helping keep your CRM data fresh and complete.
• Buyer Intent: It helps spot companies visiting your website who seem interested in your brand or products.
• Form Shortening: By pre-filling forms with information it already knows, it shows visitors shorter forms, which can help you get more form submissions.

These tools help make your data richer, understand who is interested, improve how many people fill out forms, and ultimately help marketing, sales, and RevOps teams make faster, better decisions.

Other embedded AI features

Besides the main Breeze parts, HubSpot has actually put over 80 AI features throughout the platform. These are smaller, helpful features that pop up right where you’re working to offer a hand.

For example, you might see AI helping out in:

• workflows to suggest how to trigger an action
• AI-assisted reporting to quickly get the main points
• summaries of conversations in your inbox
• AI tools for generating images
• the AI Subject Line Generator for emails.

These features are meant to be seamlessly integrated into what you’re already doing, giving you quick efficiency boosts without making you jump to a different tool.

Accessing and using Hubspot AI tools

To start using HubSpot AI (Breeze), you generally need to turn the features on in your account settings. Usually, someone with Super Admin access handles this.

Here are the basic steps involved:

1. Go to Settings.
2. Find the AI section under Account management.
3. Flip the switch to allow access for generative AI tools and Copilot.

It’s also a good idea to let the AI access your CRM data and other sources so it can give you more relevant help.

You can make the AI-generated content even better by setting up data sources like your Brand Kit, Company Profile, Ideal Customer Profile, and Products/Services within the AI settings.

You can find more detailed instructions on managing these settings in the HubSpot Knowledge Base article about managing your AI settings.

Hubspot AI pricing and important considerations

Understanding the cost of HubSpot AI means looking at which features come with your regular plan and which require paying extra. Basic AI features, like drafting content or summarizing text, are typically included in HubSpot’s paid Suite plans (Team, Professional, Enterprise).

However, the more advanced AI stuff, especially the AI Agents and fancier automation like intelligent ticket sorting, often requires the Advanced AI add-on.

Here’s a quick look at how the AI features are often split up by plan and add-on, based on the info available:

Plan / Add-on	Availability	Key AI Features Included	Cost (Annual Billing)
Suite Team	Marketing, Sales, Service, Ops Hubs	Basic Generative AI (Drafting, summarizing, etc.), some embedded features	$55 per user/month
Suite Professional	Marketing, Sales, Service, Ops Hubs	Basic Generative AI, more embedded features, AI in workflows (triggers/actions)	$115 per user/month
Suite Enterprise	Marketing, Sales, Service, Ops Hubs	All Basic/Professional AI features	Custom
Advanced AI Add-On	Professional+ Plans	Intelligent Triage, Advanced Agent capabilities, Macro Insights, Advanced Analytics	$50 per user/month

When you’re thinking about using HubSpot AI, especially the more advanced features, there are a few important things to keep in mind:

• Costs can add up: The Advanced AI add-on is an extra $50 per user per month (when billed yearly). Remember, that’s on top of what you’re already paying for your main Suite Professional+ plan. Since it’s priced per user, the cost can jump quite a bit as your team grows. Some AI platforms also charge per automated task completed (like resolving a support ticket), which can make expenses unpredictable if you get a lot of tickets.
• Testing can be limited: It’s not always easy to fully test how those advanced AI workflows or agents will behave before they go live and start talking to real customers. This lack of a good testing environment means you might run into unexpected issues or inaccuracies when you first roll it out, requiring you to fix things on the fly.
• Customization is basic: While HubSpot lets you do some basic customization, like picking a preset tone, really fine-tuning the AI’s responses and behavior for very specific, complex situations might not be as flexible as with tools built just for AI automation.
• Training data limits: The native HubSpot AI might mainly use data from within HubSpot, especially your help center articles. If your important knowledge is spread out across other places (like old support tickets from a different system, internal documents in Google Drive or Confluence, or external wikis), getting the AI to learn and use all of that effectively might take extra work or require other tools.

Exploring alternatives for enhanced Hubspot AI capabilities

While HubSpot gives you a really solid set of integrated AI tools, businesses that need more flexibility, deeper automation, or better control over costs might find it helpful to look at solutions that can work alongside their current setup. Sometimes, the best AI approach involves using specialized tools that are really good at certain things, instead of relying only on one platform.

This is where something like eesel AI comes in. It’s built specifically to plug into your existing helpdesk (like Zendesk, Intercom, or Freshdesk) and other tools (like Slack, Teams, Shopify, Google Docs, Confluence). eesel AI provides a flexible, cost-effective AI layer that works with platforms like HubSpot by automating support conversations based on all your different knowledge sources and doing custom actions.

Here’s how eesel AI helps with some common challenges:

• Cost-effective: Instead of paying per user plus potentially per task, eesel AI uses a pay-per-interaction model. This makes costs more predictable and easier to scale, because the price doesn’t just go up because you add more agents.
• Flexible Training Data: eesel AI puts a lot of focus on training using all sorts of sources, including past tickets, internal documents (Google Docs, Confluence, SharePoint, Notion), PDFs, external wikis, and over 100 other integrations. It can also automatically sync and train on a schedule so your knowledge is always up-to-date.
• Advanced Customization & Actions: eesel AI gives you a detailed place to customize prompts and actions, so you can define exactly how the bot should act and respond. You can set specific rules for when to escalate to a human and add actions for the AI to take, like tagging tickets or even making custom calls to your internal systems. This goes way beyond just picking a tone or doing basic tasks.
• Solid Testing: Before you go live, eesel AI lets you test how it would respond to past tickets and chat with your bot in a testing area to get it just right. You can also roll out the AI gradually to just certain agents or teams.

By bringing in solutions like eesel AI, you can improve your overall business processes, making sure your AI layer is powerful, flexible, and helps manage costs, no matter which main CRM or helpdesk you’re using.

Integrating AI across your business tools

The real power of AI isn’t just what it can do inside one platform, but how it can connect and improve how things work across all your business tools. If AI is stuck in just one place, it limits how much it can help.

Using AI effectively means letting it help your employees and customers wherever they are. This could mean using AI within your CRM (like HubSpot) for sales or marketing tasks, but also having AI agents in your helpdesk to answer support questions, or putting AI into tools like Slack or Microsoft Teams so employees can instantly access internal knowledge.

Platforms like eesel AI are built with this idea of connecting everything in mind. By integrating with a wide range of tools – helpdesks, CRMs, chat tools, documentation systems, and even e-commerce platforms like Shopify or BigCommerce for things like looking up orders – eesel AI helps create a smarter environment where AI can help employees and customers at different points.

The future of AI in business

AI is changing incredibly fast, and it’s only going to become more deeply integrated into business platforms like HubSpot. Looking ahead, we’ll likely see even more advanced AI agents that can handle tricky tasks, provide smarter predictions, and automate a bigger chunk of routine work.

To stay competitive, you don’t just need to use AI, but choose solutions that can adapt and grow with these future changes and your business needs. Being able to connect, customize, and train AI on all your relevant data will be super important for getting the most out of it.

Making Hubspot AI work smarter for you

HubSpot AI, known as Breeze, offers some really useful tools built right in, designed to help marketing, sales, and service teams work more efficiently. Understanding its different parts – Copilot for quick help, Agents for automating specific jobs, and Intelligence for data insights – is key to using what it offers.

While HubSpot has a strong native AI offering, especially the basic features included in its plans, it’s worth thinking about the potential costs and what you can’t do with the more advanced features, particularly as your team or the number of customer questions you get grows.

Ultimately, getting the most out of AI often means looking beyond just one platform. It’s about integrating solutions that give you the flexibility, help manage costs, and let you train the AI on all your company’s unique knowledge sources.

Want to get smarter, more cost-effective AI automation that fits right in with your existing tools and learns from all your unique knowledge? eesel AI can help complement what you’re already doing and take your automation further.

Book a demo or start a free trial today to see how eesel AI could change how you work.