How to Use Breeze AI for Enhanced Marketing, Sales and Service

At INBOUND 2024, HubSpot unveiled its latest innovation - Breeze AI, a powerful AI tool that promises to take your HubSpot experience to the next level. Whether you're in marketing, sales, or customer service, Breeze AI is designed to help streamline your processes and enhance your productivity but let's have a look at what exactly you can do with it. 

What is Breeze AI?

Breeze AI is the evolution of ChatSpot, integrating artificial intelligence more deeply into the HubSpot platform than ever before. Breeze is super user-friendly and seamlessly integrated in every part of the HubSpot platform and the data inside it. 

It provides your teams with a comprehensive AI solution, featuring Breeze tools like Copilot, Agents, and various AI functionalities across the hubs to enhance the way you work, along with Breeze Intelligence to improve your data. Breeze Copilot is your virtual assistant, helping you gain insights on prospects, generate content across all your marketing channels, prepare for upcoming customer meetings, and “talk” to the data in your HubSpot CRM. On the other hand, Breeze Agents are here to help you automate more complex workflows leveraging your existing data to deliver efficient outcomes.

Check out our blog on what you can achieve with Breeze Intelligence here. Now, let's take a look at what Breeze Copilot and Agents can do.

Meet Breeze Copilot: Your Personal HubSpot Assistant 

HubSpot's new Breeze Copilot is one of the standout features of the Breeze AI ecosystem. It’s designed to act as a personal assistant within the HubSpot platform, making your interactions smoother and more efficient by intelligently automating tasks, generating insights, and enhancing productivity. Just like with the old ChatSpot you can use smart prompts to quickly summarise data, create content, and get personalised recommendations.

Breeze Copilot for Marketing Team

Breeze Copilot can be an indispensable assistant for marketing teams, helping them automate tasks, generate insights, and optimise campaigns more efficiently.

1. Campaign Performance Monitoring:

• You can ask Breeze Copilot for real-time performance updates on active marketing campaigns. It will pull data like CTRs, engagement metrics, conversion rates, and ROI, saving you the time of digging into multiple dashboards.
• Example command: “Show me how our email campaign performed in the last two weeks.”

2. Content Generation & Optimisation:

• Copilot can assist with creating and optimising content. You can request content drafts for blog posts, email newsletters, social media posts and so much more.
• It can also suggest keywords, headlines, and content structure based on previous campaign performance.
• Example command: “Help me draft an email newsletter for our upcoming product launch.”

3. Marketing Reports & Insights:

• Instead of manually compiling reports, ask Copilot to generate comprehensive marketing reports that highlight the most critical metrics, like lead generation, ad spend, and conversion rates.
• Example command: “Generate a report on our social media performance for Q3.”

Breeze Copilot for Sales Teams

Sales teams can benefit greatly from the efficiency that Breeze Copilot brings to managing leads, tracking deals, and closing sales.

1. Lead Management & Prioritisation:

• Copilot can analyse your lead list and prioritise leads based on engagement, fit, and likelihood to convert. This way, sales reps can focus on high-priority leads without manual sorting.
• Example command: “Show me our top 10 leads with the highest engagement score.”

2. Sales Activity Automation:

• You can ask Breeze Copilot to automatically log sales calls, emails, and meetings. It can also set reminders for follow-ups or create tasks based on activity, keeping your CRM data up-to-date without manual input.
• Example command: “Set a reminder for a follow-up call with [lead name] in two days.”

3. Sales Email Drafting:

• Copilot can help draft personalised follow-up emails, sales proposals, or outreach templates based on CRM data. By leveraging past interactions with the lead, Copilot tailors messaging to increase the chances of conversion.
• Example command: “Draft a follow-up email for [lead name] based on our last conversation.”

Breeze Copilot for Service Teams

For service teams, Breeze Copilot helps streamline ticket management, improve customer satisfaction, and optimise team efficiency by automating many routine tasks.

1. Ticket Assignment & Management:

• Breeze Copilot can automatically categorise and assign support tickets to the right agent based on the type of issue, priority level, or agent workload. This ensures faster ticket resolution and prevents backlogs.
• Example command: “Assign all new customer support tickets related to billing issues to [agent name].”

2. Proactive Customer Engagement:

• Breeze Copilot can suggest proactive outreach opportunities, such as following up with customers who recently had issues or reaching out to customers with low engagement scores.
• Example command: “Identify customers who haven’t interacted with us in the last three months and create a follow-up plan.”

3. Knowledge Base Integration:

• While handling a support ticket, Copilot can suggest relevant knowledge base articles or pre-built responses based on the query. This reduces response time and improves first-contact resolutions.
• Example command: “Show me relevant knowledge base articles for resolving payment disputes.”

These are just some examples of how Breeze Copilot can assist your teams in their day-to-day tasks. Feel free to explore other prompts and functions by accessing Copilot in the top navigation bar or the left side bar. 

Introducing Breeze Agents

Beyond the overarching functionality of Breeze Copilot, HubSpot has introduced Breeze Agents - a suite of specialised AI assistants tailored to specific roles in your organisation. These agents are designed to help teams in marketing, sales, and customer service achieve maximum efficiency.

Social Agent

This agent analyses social performance, company details, audience, industry, and marketing best practices to create multi-channel social media content for Facebook, LinkedIn, X, and Instagram.

Content Agent

This agent produces lead-generating content like landing pages, podcasts, case studies, and blogs by using your brand voice with CRM data, streamlining content creation to save time and effort.

Prospecting Agent

You can assign this agent to companies and contacts in your CRM that match your ideal customer profile and target persona. It will research each target company and contact to develop a personalised outreach strategy within HubSpot's Smart CRM, helping you build more qualified sales pipeline.

Customer Agent

Get Up to Speed with INBOUND 2024

Breeze AI is just one of the exciting new features launched at INBOUND 2024. HubSpot introduced a variety of powerful updates across the platform, all designed to help businesses streamline their processes and deliver better results. To make sure you're up to speed on the latest tools and how they can benefit your business, you can watch our webinar "The Best of INBOUND 2024". We'll cover all the top updates, including Breeze AI, and how you can leverage them to enhance your marketing, sales, and service strategies.