B2B marketing and sales teams can use Breeze Assistant in HubSpot to review CRM information, prepare communications, and turn business questions into structured answers.
Start with a defined task, identify the relevant data, and specify what the result should contain. Thalox helps you connect HubSpot technology with the people and processes behind your customer journey. Our five-prompt PDF gives you a starting point for using Breeze.
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HubSpot surveyed 6,000+ global professionals across marketing, sales, service, and leadership, and while 90% of respondents say their company uses AI, only 6% rate their company as a "transformative" AI adopter.
Most of the HubSpot users are already leveraging AI; however, there are still opportunities that you can start testing in your database. Discover how leading AI adopters get the biggest returns, and why people still make the difference:
Download the 5 prompts to start applying them today.
Breeze Assistant is HubSpot’s conversational AI assistant. You can ask it to review relevant information, summarize records, and help prepare content using the context available to your account and permissions. HubSpot’s Breeze Assistant documentation describes how relevant CRM records, supplied files, account context, and other permitted sources inform responses.
If your process itself needs attention, Thalox’s HubSpot services cover implementation, Revenue Operations, training, and optimization. A prompt should support a defined process, with an owner responsible for reviewing the result.
A useful Breeze prompt states the context, the task, and the expected output. HubSpot’s guidance on writing prompts also recommends identifying the search focus, such as relevant sources and dates.
Use this formula as a starting point for each prompt:
Help me [goal] using [records or source material], covering [timeframe and filters]. Return [table, summary or draft]. Flag missing information and separate facts from recommendations.
Replace the bracketed fields with your business context before using the prompt.
For B2B segmentation, define what your team means by a decision-maker instead of relying on a title alone. Thalox’s campaign guidance provides related context on using audience segments in your marketing.
Breeze Assistant can support CRM cleanup by helping you review supplied values and propose consistent categories. Treat suggestions as a review step, not proof that your database has already been corrected. Start with a small sample and define the standards your team wants to apply.
For example, you might review different labels for marketing leadership before deciding how to group them.
Illustrative prompt: “Review the job titles in the contact sample I provide. Suggest consistent categories for marketing leadership roles. Return a table with the original title, proposed category, and reason. Flag ambiguous titles instead of inferring buying authority. Do not change CRM records.”
For ongoing property consistency, Thalox’s Normalizer addresses standardizing HubSpot property values. Decide which rules should be repeatable before expanding a one-off review into a wider cleanup. See below:
Breeze Assistant can help you review deal records and interpret supported report data. HubSpot’s guidance on summarizing and reviewing data covers record summaries, report takeaways, and follow-up questions. Some report types, including funnel reports, cannot be summarized through that feature.
For a B2B pipeline review, define the pipeline, owner scope, date range, and status before asking for results. Distinguish deals created during a period from deals closed during that period, and clarify whether you want open pipeline value or closed-won revenue.
Illustrative prompt: “Review closed-won deals in [pipeline] with a close date between [start date] and [end date]. Summarize deal count and total deal amount by owner and currency. Cite the source records, flag missing amounts, and keep currencies separate. Do not change records.”
Check totals and filters against your reporting definitions before sharing the results. A generated summary should not be treated as a saved reporting asset unless one has been explicitly created.
Check access, source coverage, and the underlying records before relying on a Breeze answer. Your administrator must enable access, and the assistant’s responses and actions are limited by your user permissions.
Ask the assistant to distinguish missing information from negative results. A blank role field does not prove that a contact lacks influence. An incomplete activity history should not be presented as evidence that a prospect has disengaged.
A HubSpot Health Check can help you identify areas for improvement before relying on broader analysis. Thalox’s Profiler provides another reference point for reviewing data quality.
If you would like help connecting prompts with your team’s HubSpot processes, talk with Thalox. We can help you identify a practical starting point.