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HubSpot Breeze Workshops
This article describes our services related to HubSpot Breeze AI.
Note: HubSpot Breeze is continuously evolving. We regularly update this article to keep up with new developments — so the actual package contents may differ from what is described here.
Who is this service for?
This service is aimed at companies that are already using HubSpot and want to integrate AI features more deeply into their daily workflows, or learn more about the possibilities of AI within the HubSpot CRM.
The workshops consist of three building blocks:
- HubSpot Breeze Base Session: You'll get to know the core functions of Breeze and learn how to set it up in your HubSpot account.
- Team-Specific HubSpot Breeze Workshops: This module is tailored to your current HubSpot setup. You'll learn how to use Breeze features specifically in your day-to-day Sales or Marketing work.
- AI Competency Training under Article 4 of the EU AI Act (Add-on): Fulfill your obligations under Art. 4 of the EU AI Act. After the workshop, you'll know the relevant risk categories and how to handle them and can incorporate them into your AI strategy. We also cover practical prompting methods.
1. HubSpot Breeze Base Session
The base session is part of all Breeze workshops and provides you with foundational knowledge of Breeze. We show you how to set up HubSpot Breeze in your account and integrate it into your daily work.
Topic |
Description |
Content |
| HubSpot Breeze Introduction | ||
| HubSpot Breeze Intro | Scope of features, use cases, and an outlook on the future role of AI in CRM. | |
| Breeze Agents vs. Assistants | What's the difference between agents and assistants in HubSpot Breeze? | |
| What does HubSpot Breeze cost? | Breeze features are available in different ways: some require a license, some are free, and others are billed via HubSpot Credits. We explain how the billing model works. | |
| General HubSpot Breeze Features | ||
| Configuring HubSpot Breeze | We walk you through the basic setup of HubSpot Breeze — from access rights for users and data sources to brand content and target markets to the Breeze Studio. | |
|
Breeze Assistant (Copilot) |
The Breeze Copilot is HubSpot's central AI assistant within the CRM. We show you what it can do and how to effectively integrate it into your daily work. | |
|
Internal FAQ Assistant |
Breeze Agents are HubSpot's AI assistants that can be used for various internal use cases. They allow employees targeted access to relevant data — and answer their questions directly in the flow of work. | |
|
How to create a Custom Breeze Assistant |
We show you how to create a custom assistant in Breeze, tailored to your specific use cases. |
2 Team-Specific HubSpot Breeze Workshops
The content of this module is based on your individual HubSpot configuration. The goal is that your team can practically apply HubSpot AI after the workshop and integrate it firmly into their daily workflow.
Module |
Description |
Content |
| HubSpot Breeze for Sales Teams | ||
|
Breeze Copilot for Sales |
We show you use cases for using the HubSpot Breeze Copilot for Sales (e.g., emails, analyses, etc.). | |
| Breeze Sales Agents & Assistants |
We familiarize you with the top agents & assistants for Sales teams and the complete sales process. |
|
| Further AI Features for Sales | Finally, we show you how AI deal scoring and reporting work and how to make effective use of deal and company objects. | |
| HubSpot Breeze for Marketing Teams | ||
| Breeze Copilot for Marketing | We show you use cases for using the HubSpot Breeze Copilot for Marketing (e.g., reports, campaign ideas, etc.). | |
| Breeze Marketing Agents & Assistants | We guide you through the extensive features of Breeze Agents & Assistants and show you how to make your work more efficient. | |
| Further AI Features for Marketing | Finally, we show you how to create and optimize content in HubSpot using AI. | |
| HubSpot Breeze for Service Teams | ||
| Breeze Copilot for Service & Support | Coming Soon | |
| Breeze Service & Support Agents & Assistants | Coming Soon | |
| Further AI Features for Service & Support | Coming Soon | |
| HubSpot Breeze for Data Operations Teams | ||
| Breeze Intelligence | Coming Soon | |
| Breeze Data Agent |
Coming Soon |
3. AI Competency Training under Article 4 of the EU AI Act
The EU AI Act requires companies to train all employees who use AI accordingly. The goal is to recognize AI risks and align one's own actions with the legal requirements.
As a supplement to our HubSpot Breeze Workshops, we offer an additional module that clearly explains the risk categories of the EU AI Act. You'll learn to classify AI applications yourself and to work with AI safely and in compliance with the law.
At the end, all participants receive a certificate confirming that they have completed the mandatory AI competency training.
Topic |
Description |
Content |
| AI Competency Workshop | AI risk categories and how to handle them | Understanding the contents of the EU AI Act with a focus on risk categories and implementing them into your own AI strategy. |
| Prompting & Methods | Learn common prompting methods that will make your HubSpot Breeze, OpenAI, etc., agents work even better. |
Additional Information
The HubSpot Breeze Workshops are subject to the following limitations:
- Meetings: The base workshop as well as the variable, hub-specific workshops are limited to 2 hours in duration and have predefined content. Individual Breeze consulting can be commissioned separately.
- Duration: After booking, the workshops must be completed within 12 months.
Customers of our HubSpot Managed Service can simply contact their brandREACH consultant, and the service will be carried out as part of our ongoing support.