AI is finally getting practical. HubSpot’s new Breeze agents are purpose-built, AI teammates that live inside every rung of HubSpot’s CRM - and they're here to help professional services teams scale smarter.
Instead of standalone bots or disjointed copilots, Breeze uses your customer data (emails, calls, tickets, web activity) to do real work, from drafting campaigns and prospecting to answering client queries and enriching records.
At INBOUND 2025, HubSpot massively expanded Breeze with dozens of ready-to-use agents, a no-code studio for customising them and a marketplace to deploy them in minutes. For those in financial services, law, and professional services, this is a big leap. It gives you more capacity, faster response times, and tighter compliance without hiring a bigger team.
Think of Breeze agents as role-based AI specialists built into HubSpot’s Marketing, Sales and Service hubs:
Prospecting Agent — continuously scans for buying signals, researches target accounts, drafts personalised outreach, and notifies sales reps.
Customer Agent — manages common queries across chat or email, qualifies intent, and escalates complex issues with full context intact.
Data & Research Agent — answers custom questions by analysing CRM records, transcripts, files, and even the open web, then writes insights back into the system.
Content and Knowledge Agents — generate blogs, emails, landing pages, or help-centre articles aligned with your brand’s voice.
Because they’re native to HubSpot, these agents run with all the context they need and can trigger first-party actions like updating records, creating tasks, scheduling follow-ups, or enrolling workflows. The result is automation with built-in accountability, delivered inside the tools your teams already use.
HubSpot didn’t just tweak Breeze this year—they expanded it into a real ecosystem. Eighteen new pre-built agents went into beta across marketing, sales, and service, dramatically widening the catalogue. The emphasis is clear: companies shouldn’t need to design AI from scratch when they can drop in a specialist agent that works on day one.
The Breeze Assistant also levelled up. Where before there were scattered co-pilots, there’s now a single, context-aware helper woven throughout HubSpot, and it's able to answer questions and take action no matter where you’re working. Even better, you can spin up Custom Assistants trained on your firm’s own content and processes, so the AI reflects your vocabulary and workflows.
To keep control in your hands, HubSpot unveiled Breeze Studio, a no-code hub where you decide how agents behave. You can upload knowledge, set guardrails and approval steps, and shape the AI’s brand voice.
Firms that rely on expertise often struggle with the amount of routine work that slows teams down. Breeze takes on those repetitive jobs so people can focus on higher-value tasks.
It means client questions get answered quickly, outreach happens at the right time, and useful information is always close at hand.
Because everything runs inside HubSpot, you know responses are consistent, accurate, and trackable. The outcome is a smoother operation and a stronger client experience.
1. Pick one high-leverage use case per team.
Service: deflect the top 10 repetitive queries.
Sales: trigger timely outreach on 2–3 clear buying signals.
Marketing: generate first-draft campaigns for one key segment.
2. Start small, set the rules
Give your agents the essentials, like your brand voice, key policies and reference docs. Decide where human insight is needed, i.e. for sensitive language or high-value deals.
3. Test and adjust
Roll it out on a narrow scope and review results weekly. Track things like deflected tickets, response times, or email engagement, then refine prompts and rules based on real interactions.
4. Expand carefully
Once you’re seeing progress, let the agents take on more, whether it's creating tasks with summaries, tagging sentiment, updating CRM fields, and then add triggers or segments step by step.
Breeze makes AI part of everyday work in HubSpot. For professional service firms, it reduces the pressure on teams by handling routine requests and keeping communication accurate.
The best way forward is steady adoption. Start with a single workflow, keep people in the loop, and increase the agents’ responsibilities as they prove useful. This way, Breeze grows alongside your team and strengthens how you deliver service.