πŸ”— HubSpot KB Bridge: Use breeze assistant

πŸ’‘ Core Capability

Breeze Assistant is a conversational assistant that supports sales, marketing, and service teams in HubSpot. When using Breeze Assistant, you can use saved prompts for efficiency, manage your conversations in projects, and manage references to earlier conversations with memories.

πŸ› οΈ Key Operations & Headings Outline

  • Summary
  • Before you get started
    • Understand requirements to use Breeze Assistant
    • Understand limitations & considerations when using Breeze Assistants
  • How to use Breeze Assistant in HubSpot
    • How to start a chat with Breeze Assistant
    • How to add context to your prompt in Breeze Assistant
    • How to manage chats and prompts in Breeze Assistant
    • How to work with Breeze Assistant responses
  • How to manage stored memories in Breeze Assistant
    • What prompts can I use to reference past conversations for context
    • How do I review the sources for Breeze Assistant’s responses

πŸ“‹ Subscription Availability

  • All products and plans

πŸ”— WayCup Operations & Workspace Context

  • No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.

TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot