Blog | BridgeRev

Breeze Copilot: Your AI-Powered Virtual Assistant Inside HubSpot

Written by Kaitlynn Sirotkin | September 18, 2024

To help teams across sales, marketing, and customer service work smarter, HubSpot has introduced Breeze Copilot, an AI-powered virtual assistant that operates seamlessly within the HubSpot platform. Whether you need help drafting emails, researching competitors, summarizing data, or even generating reports, Breeze Copilot is designed to assist you at every step—without ever leaving HubSpot.

In this post, we’ll explore what Breeze Copilot is, how it integrates with your HubSpot tools, and why it’s a game-changer for businesses looking to streamline their workflows using AI.

What is Breeze Copilot?

Breeze Copilot is a virtual assistant powered by artificial intelligence that helps teams complete tasks faster, more efficiently, and with better insights. Embedded throughout the HubSpot platform, Breeze Copilot can assist with a wide range of activities, including generating content, updating CRM data, creating reports, and more.

It’s built to be context-aware, meaning it understands the HubSpot page you're on and offers relevant assistance, tailored to the specific task at hand. Whether you're working in the Marketing Hub, Sales Hub, Service Hub, or Operations Hub, Breeze Copilot is there to support you.

Key Features of Breeze Copilot

1. Content Generation Across Channels

One of the standout features of Breeze Copilot is its ability to generate content for a variety of marketing and sales needs. By leveraging AI-driven natural language processing, Copilot helps you create blog posts, emails, social media posts, reports, and more—all without leaving HubSpot.

Content generation examples include:

  • Writing cold outreach emails to prospects using CRM data.
  • Drafting social media posts for platforms like LinkedIn, Facebook, and X (formerly Twitter).
  • Summarizing customer support tickets or sales calls for faster follow-up.

This content creation capability is particularly valuable for marketing teams looking to generate high-quality content at scale without the usual creative bottlenecks.

2. Context-Aware Assistance

What sets Breeze Copilot apart is its context-awareness. No matter where you are in the HubSpot platform, Copilot understands your current task and offers tailored suggestions or solutions based on your actions.

For example, if you’re in the CRM reviewing a contact’s activity, Breeze Copilot can help you:

  • Summarize recent interactions.
  • Provide recommendations for next steps.
  • Suggest follow-up actions based on previous emails or calls.

This contextual intelligence allows your team to make faster decisions and eliminates the need to switch between tools to gather insights.

3. Seamless Integration Across HubSpot Tools

Breeze Copilot is embedded across HubSpot’s entire ecosystem, including the Marketing Hub, Sales Hub, Service Hub, and Operations Hub. This means you can access Copilot’s capabilities no matter where you are working, whether in the web app, HubSpot’s mobile app, or the HubSpot Sales extension.

Key functionalities across different hubs include:

  • Sales Hub: Drafting follow-up emails, researching competitors, and summarizing deal pipelines.
  • Marketing Hub: Generating blogs, social media posts, and marketing emails with a few prompts.
  • Service Hub: Recommending customer support ticket responses and summarizing complex interactions for efficient handoffs.

4. Improved Workflow with AI-Powered Prompts

With new and improved AI prompts, Breeze Copilot can take on more complex tasks than ever before. These AI prompts allow you to:

  • Generate detailed reports based on CRM data.
  • Make personalized recommendations for customers.
  • Draft and edit emails or social media posts based on past performance.

Copilot’s prompt-driven enhancements mean that you no longer need to spend hours drafting, editing, or generating content manually. Whether you're writing a cold email to a new lead or summarizing customer support tickets, Copilot can handle it with ease, making your team’s workflow more efficient.

5. Secure and Always Accessible

Breeze Copilot isn’t just powerful—it’s also secure and designed with business use in mind. It integrates directly with your HubSpot CRM, ensuring that all data remains secure and private, in contrast to consumer AI solutions that may lack this integration.

Additionally, Copilot is available everywhere you work, whether in your browser, the HubSpot mobile app, or via the HubSpot Sales extension. This means you can access Copilot’s features on the go, ensuring that your productivity isn’t limited to your desktop.

How Breeze Copilot Transforms Marketing, Sales, and Service Workflows

For Marketers: Accelerate Content Creation

Marketers often face the challenge of producing high-quality content consistently. With Breeze Copilot, you can streamline content creation for your marketing channels. Need a blog post? Simply provide a prompt, and Copilot will generate SEO-optimized content based on your brand’s tone. Want to turn a blog into a social post? Copilot handles that, too, ensuring consistency across all platforms.

Learn more about Breeze for Marketing Hub and Content Hub

For Sales Teams: Personalize Outreach at Scale

Sales teams spend a significant amount of time drafting emails, following up with leads, and researching prospects. Breeze Copilot simplifies these tasks by generating personalized cold outreach emails, summarizing sales calls, and even recommending next steps for deal progression. Sales reps can now spend more time building relationships and closing deals rather than getting bogged down by administrative tasks.

Learn more about Breeze for Sales Hub

For Customer Service Teams: Resolve Issues Faster

In the Service Hub, Breeze Copilot can recommend replies to common customer inquiries based on your knowledge base or suggest follow-up actions after customer calls. This not only helps improve response times but also ensures that customers receive high-quality, consistent service every time.

Learn more about Breeze for Service Hub

For Operations Teams: Streamline Reporting and Data Management

Operations teams can benefit from AI-powered report generation and workflow automation. Breeze Copilot can generate reports with a simple prompt, making it easier to monitor performance, identify bottlenecks, and make data-driven decisions. It also simplifies workflow automation, allowing you to build and modify workflows using natural language, reducing the technical barriers often associated with operations management.

Learn more about Breeze for Operations Hub

Why Breeze Copilot is Essential for Businesses Using HubSpot

Breeze Copilot isn’t just an AI tool—it’s a productivity powerhouse that helps your team work faster, smarter, and more effectively within HubSpot. Here’s why it’s essential for businesses:

1. Save Time and Increase Efficiency

By automating routine tasks like content generation, CRM updates, and sales outreach, Copilot helps your team focus on strategic work rather than getting bogged down by repetitive tasks.

2. Improve Content and Outreach Quality

With AI-driven content generation, your marketing and sales teams can create high-quality, personalized content without the usual creative blocks. This means better engagement and more effective outreach.

3. Make Smarter, Data-Driven Decisions

Thanks to its context-awareness and access to real-time CRM data, Copilot helps your team make more informed decisions. Whether it’s suggesting the next steps for a deal or summarizing a customer support ticket, Copilot ensures your team has the right information at the right time.

4. Enhance Collaboration Across Teams

Breeze Copilot helps bridge the gap between marketing, sales, and service teams by ensuring that everyone has access to the same insights and data. This improves collaboration and ensures a consistent experience for your customers.

How to Get Started with Breeze Copilot

Getting started with Breeze Copilot is as simple as activating it within your HubSpot account. It’s available across all HubSpot Hubs and tiers, making it accessible to businesses of all sizes. The current version supports English, with plans to expand into additional languages in the future.

To begin leveraging the power of AI in your everyday workflows, simply access Breeze Copilot from your HubSpot dashboard or mobile app and start creating content, updating CRM data, and streamlining tasks with ease.

Breeze Copilot—AI Made Easy for Your Business

Breeze Copilot is more than just a virtual assistant—it’s a tool that empowers teams to be more productive, efficient, and focused. Whether you're a marketer looking to streamline content creation, a salesperson aiming to personalize outreach at scale, or a service rep needing to respond to customer inquiries faster, Copilot has the tools to help.

By bringing the power of AI into your HubSpot ecosystem, Breeze Copilot transforms how you work, allowing you to get more done in less time. It’s AI made easy for businesses of all sizes.

Interested in learning more? Click to download our Breeze eBook - no email necessary!