Breeze Copilot: The Ultimate Guide to AI-Powered CRM Workflows

Introduction

HubSpot’s journey with AI began with the introduction of tools like ChatSpot. It allowed users to perform basic automation to help manage routine tasks across the platform, simplifying the creation of contacts or retrieving data in a few steps.

Fast forward to 2025, HubSpot has introduced us to a collection of AI tools under the umbrella term ‘Breeze.’

As the latest entrant in the world of innovative business tools, Breeze Copilot leverages HubSpot’s ecosystem to help businesses manage sales pipelines, customer relationships, and daily tasks more intelligently than ever.

Ready to explore the possibilities of the AI assistant that HubSpot consulting services swear by? Let’s learn more about how Breeze Copilot it’s shaping the world of CRM-focused AI in the following sections. 

What Is Breeze Copilot? 

Breeze Copilot is an AI-powered virtual assistant that helps teams complete tasks more efficiently and with insights. In simple words, the assistant streamlines your workflow while automating everyday operations like report generation, content generation, and updating CRM data, among others.

At its core, the Breeze Copilot is designed to be context-aware, providing relevant assistance based on the HubSpot page you’re currently on. So, no matter which page of HubSpot you’re on, Breeze Copilot helps you automate operations, summarize data, and use AI prompts to streamline operations.

Top Features of Breeze Copilot 

#1 Auto-generated email drafts and follow-ups:

The auto-generated email and follow-up drafts are among the most unique features of the Breeze Copilot. The platform eliminates the hassle of checking your mailbox to get back to emails individually. Instead, it uses AI-driven natural language processing to respond to clients—all without leaving HubSpot.

Here are some other unique aspects where the Breeze Copilot comes in handy: 

• Summarize customer support tickets and sales calls for better follow-up.
• Designing email funnels for your cold outreach using prospects from CRM data.
• Drafting content for different social media platforms.

The content creation feature on Breeze Copilot is a valuable add-on for marketing teams seeking to curate high-quality content without creative bottlenecks.

#2 AI-driven task creation and updates

Breeze Copilot doesn’t just help your marketing team improve its content game but actively assists your task management, too. The assistant comes in handy for analyzing CRM activity and recalling recent interactions with customers. This allows the assistant to automatically generate tasks, set due dates, and assign owners based on context.

Breeze Copilot can help you: 

• Create follow-up tasks after a sales call. 
• Get updates on user satisfaction after closing a support ticket.
• Qualify your leads before interacting with them on a personal level. 

Such levels of automation in your everyday workflow reduce manual input, minimize delays, and streamline your workflow. 

#3 Customizable prompts for productivity

Every team is different, and so are their operations. Breeze Copilot is designed to adapt to various workflows with flexibility. Want to customize the AI assistant? To improve productivity, simply create custom prompt templates.

Here’s how your team can use Breeze Copilot for better productivity: 

• One-tap access to campaign briefs or funnel outlines.
• Trigger follow-up sequences on demand. 
• Get access to weekly reports and team activity with a few clicks.

Thanks to its customizable prompts, Copilot becomes a repeatable and scalable support tool that enhances your operations on the go. 

#4 Integration with intelligence agents

For teams already advancing their workflows using AI, Breeze Copilot can seamlessly integrate with your existing workflow. 

Here are some scenarios where you could leverage the integration: 

• Pull lead scoring data.
• Sync with analytics tools.
• Notify teams of performance dips based on past data. 

Access to such intelligence turns Copilot into a central intelligence layer that guides decisions and improves opportunities.

How Breeze Copilot Enhances CRM Workflows

Breeze Copilot acts like your team’s silent productivity partner—streamlining day-to-day CRM tasks so your sales, marketing, and support teams can work faster, smarter, and more efficiently. 

Here’s how it transforms the workflow experience inside HubSpot:

Reduce Manual Data Entry

Manually updating the CRM can be a mammoth task for any sales and marketing team. Breeze Copilot fixes this by automatically saving notes from calls, emails, and meetings. It records crucial information in real time and updates the CRM fields without requiring anyone to manually enter the data. This means less time spent on paperwork and more time spent on marketing and planning.

Improve Lead Nurturing with Timely Automation

Lead engagement is all about timing. Breeze Copilot utilizes CRM data and engagement history to recommend the most effective actions at the optimal time. Whether it’s sending a follow-up email after a call or re-engaging a cold lead, Copilot can draft, schedule, and suggest personalized communications to keep leads warm and moving through the funnel—without letting any slip through the cracks.

Surface Insights Faster for Sales and Marketing Teams

Navigating through dashboards and reports can be time-consuming, and Breeze Copilot changes that by analyzing your CRM data. The assistant highlights significant trends while flagging unusual activity and offers real-time recommendations. This allows your team to stay proactive in their customer support approach. 

Use Cases by Role

When integrating Breeze Copilot into your system, consider the potential use cases of the assistant for your team. Let’s have a look at the possible scenarios in this section:

Sales Teams

Breeze Copilot enables the sales team to automate mundane tasks and access actionable insights with just a few clicks. Here’s how Breeze can help your sales team:

• Generate tailored follow-up email sequences for each consumer.
• Prepare for meetings by accessing previous information.
• Manage high-output opportunities.

Marketers

Breeze Copilot can be of great help to marketers in streamlining campaign management. Here’s how it helps your team:

• Automate the process of creating content for social media, blogs, and emails.
• Keeps track of campaign metrics in real-time.
• Score leads depending on their intent and conversion.

Customer Support

Apart from the sales and marketing team, your customer support executives can also leverage Breeze Copilot. Here’s how it helps your team:

• Automatically sort, prioritize, and categorize incoming requests for tickets.
• Give quick responses to common questions.
• Understand the customer journey to figure out how to respond.

Breeze Copilot vs. Other AI Assistants

The market is flooded with options when it comes to AI assistants. Alternatives to Breeze Copilot include Microsoft Copilot and Salesforce Einstein. 

But how good are they in reality? 

Let’s find out in a detailed breakdown:

Functions	Breeze Copilot	Salesforce Einstein	Microsoft Copilot
Ease of Configuration	No-code setup, ready-to-use	Requires technical assistance	Requires access to 365
Native Platform Setup	Accessible with HubSpot CRM	Built into Salesforce Cloud	Accessible with Microsoft 365
Lead Management	AI-assisted insights	Offers opportunity scoring	Limited assistance
Content Generation	Included in all plans	Exclusive to enterprise-level plans	Part of premium plans
Pricing	Included in HubSpot	Requires licensing	Included in Microsoft 365

The UI/UX and convenience factors of Breeze Copilot make it easier to operate. All such factors, when combined with the generative abilities of the assistant, make it an excellent tool for business owners who want results. 

How to Set Up Breeze Copilot in HubSpot

Setting up your Breeze Copilot is a hassle-free experience once you follow these steps: 

Prerequisites

Ensure you have the necessary permissions to access Breeze Copilot within your HubSpot account.

Onboarding Steps

• Under the HubSpot dashboard, navigate to the ‘Breeze’ section.
• Initiate the setup process by clicking on ‘Try Copilot.’
• Follow the instructions to configure Copilot as per your unique needs. 

Best Practices

• Ensure you prompt Breeze carefully. The right prompt can save you time and effort. 
• Review and adjust your settings for optimal performance.
• Train your team at regular intervals to maximize efficiency while using Breeze Copilot.

Tips to Maximize Efficiency with Breeze Copilot

High-Impact Use Cases 

Switch mundane tasks with Copilot. Create emails, draft summaries, and generate reports over a few clicks to save time and enhance productivity.

Power User Hacks

• Don’t always enter your inputs manually. Use templates to automate recurring operations. 

Prompt Writing Techniques

• Prompt writing can be tricky! Avoid confusion by following a prompt structure.
• Use plain language (without any jargon) to get the best results with Breeze Copilot.

Following the best practices maximizes the potential of Breeze Copilot for your operations. 

Conclusion

Breeze Copilot is an excellent tool for businesses at every stage of their operations. The AI assistant is a savior for different teams, from sales to customer support. So, if your team is spending valuable time behind manual operations, it’s time for a change.

Explore the possibilities of Breeze Copilot or book a no-obligation free demo with our experts to understand its role in your workflow.

Need help with HubSpot CRM? Connect with our experts of HubSpot consulting services to leverage AI for your operations.