Breeze Copilot

🖼️ Tool Name:
Breeze Copilot

🔖 Tool Category:
AI-powered virtual assistant / embedded assistant within CRM systems (specifically HubSpot)

✏️ What does this tool offer?
Breeze Copilot acts as an intelligent assistant inside the HubSpot platform. It helps you with drafting content, summarizing data, generating insights, automating routine CRM tasks, and assisting across marketing, sales, service, and operations workflows. 

⭐ What does the tool actually deliver based on user experience?
• Embedded AI that leverages your HubSpot CRM data to give context-aware recommendations and actions 
• Drafts emails, blog posts, landing pages, and other content directly within HubSpot 
• Summarizes contact records, ticket histories, sales calls, and other interactions 
• Auto-generates or suggests follow-up tasks, updates, and CRM field changes based on context 
• Assists in preparing for meetings by surfacing relevant insights from CRM data 
• Works across web, mobile, and connected apps inside HubSpot 

🤖 Does it include automation?
Yes — Breeze Copilot includes automation at multiple levels:

• It automates drafting and content generation tasks (emails, summaries, follow-ups). 

• It triggers task creation or updates in CRM based on interpreted context (e.g. after calls or interactions) 

• It integrates with HubSpot’s system to read CRM state and propose or effect changes (e.g., field updates) without leaving the platform. 

💰 Pricing Model:
As part of HubSpot’s AI offerings, Breeze Copilot is included in HubSpot’s ecosystem. Some features are available in free or baseline HubSpot plans, while advanced AI features or access to the “Agents” or more complex functionalities are tied to paid or premium HubSpot plan tiers. 

🆓 Free Plan Details:
• Some Breeze Copilot capabilities are available in free or basic HubSpot accounts. 

💳 Paid Plan Details:
• To unlock full capabilities (e.g. access to AI Agents and more advanced features) you’ll need HubSpot’s Professional or Enterprise/paid tiers. 
• Paid tiers provide more integrations, higher usage limits, and more powerful AI features. 

🧭 Access Method:
• It’s built into the HubSpot platform, so users access it via their HubSpot dashboard (web) and mobile apps. 
• You may need to enable access in the HubSpot AI settings for users. 

🔗 Experience Link:

https://knowledge.hubspot.com