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Breeze Assistant is HubSpot’s built-in AI chat, available directly in your HubSpot account. There are many ways to use Breeze Assistant, such as generating CRM records, summarizing feedback survey responses, or comparing apps in the HubSpot App Marketplace. In addition to some of the standard use cases, use Breeze Assistant to explore what’s already possible before building anything custom. Breeze Assistant can make recommendations based on the business data already in your account, along with its built-in HubSpot context about what features already exist, how they connect, and what’s possible with your subscription. Whether you’re not sure what to build yet, or you want to better understand what customization options are available for your account, use Breeze Assistant to discover opportunities before committing to a project.

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Why start with Breeze Assistant

Before turning to an external AI tool or writing custom code, check what you can already accomplish in HubSpot.
  • Breeze Assistant understands your HubSpot account. It can see your contacts, deals, workflows, and properties. Unlike what the external AI tools offer, this is not a generic version of HubSpot, but your instance. An external AI tool would need configuration and API access to get this same context.
  • Breeze Assistant understands HubSpot itself. It knows what features are already available, how your tools work together, and what your subscription supports. If HubSpot already solves your problem out of the box, Breeze can help point you in the right direction before you invest time into building a custom solution.
  • You might not need to build anything at all. Many problems that feel like they need custom development turn out to have built-in solutions: a workflow, a calculated property, a report filter, a sequence. Breeze Assistant can help you find those answers first.

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When to use Breeze Assistant

Use Breeze Assistant when you want to:
  • Audit your account: get a clear picture of what’s in your HubSpot account, from unused workflows to incomplete contact records.
  • Explain your workflows: ask Breeze Assistant to walk through what a workflow does, step by step, using your actual workflow data. This is especially helpful if you’re not the person who set it up.
  • Suggest automations: describe a process you want to automate, and Breeze Assistant will recommend how to set it up within HubSpot. It can recommend workflows, sequences, or other features you might not know exist.
  • Draft a report: tell Breeze Assistant what you’re trying to measure and it’ll help you build the report using your real data. You can use this to get a quick overview of pipeline health, deal velocity, or contact engagement.
  • Generate test data: describe what you’re building and Breeze Assistant will walk you through generating realistic sample data for your test account by asking about the objects, properties, and edge cases you need covered. See the generate test data example prompt to get started.

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Breeze Assistant vs. your own agent

The following are general guidelines for when to use Breeze Assistant vs. your own agent: Start with Breeze Assistant when you have questions about HubSpot, such as:
  • “Does HubSpot already do X?”: check to make sure HubSpot doesn’t already provide a feature that solves the problem or customization you’re looking for.
  • “What’s going on in my account?”: auditing data, understanding how a workflow is configured, spotting gaps in your properties.
  • “How should I set this up?”: Breeze Assistant can recommend automations, report structures, and configurations based on your actual account.
Start with your agent when your first question is about code or systems:
  • “How do I build this app / integration / UI extension?”: your agent writes, scaffolds, and debugs code, while Breeze Assistant does not.
  • “I need to connect HubSpot to something else.”: third-party APIs, databases, external services. Your agent can reach them.
  • “What does my serverless function do?”: your agent has access to your local files and can tell you the most current state of your project.
In practice, you’ll switch between them. A typical build might look like: ask Breeze Assistant what native options exist → realize you need something custom → switch to your agent to build it → come back to Breeze Assistant to verify the result against your account data.

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When to move on

Breeze Assistant is designed to help you explore and work within HubSpot. Once you need to write code, work with external integrations, or explore functionalities that HubSpot doesn’t offer out of the box, you may want to hand the work off to another tool. If you do need to go further, the Build with AI introduction page walks you through the full set of developer tools available with HubSpot, including the Developer MCP server, Agent CLI and remote HubSpot MCP server. This will help you pick the right one for your use case.

AI quickstart

Once you know what you want to build, follow the quick start to get the Developer MCP Server set up.

How to scope a HubSpot build before asking AI for help

A practical guide to using Breeze Assistant to define what you need before handing off to an AI coding agent.
Last modified on September 9, 2026