What is HubSpot Copilot? A practical guide to its features and limits

Table of Contents

• What is HubSpot Copilot (and the new Breeze AI ecosystem)?
• A deep dive into the Breeze AI toolkit
  • Breeze Copilot: Your embedded AI assistant
  • Breeze Agents: Automating specific marketing, sales, and service tasks
  • Breeze Intelligence: The data behind the AI
• Where HubSpot Copilot shines (and considerations for your setup)
  • Strengths: Deep integration and content creation
  • Considerations: Optimizing HubSpot AI for your support team
• Understanding HubSpot Copilot pricing and plan details
• The alternative: A flexible AI layer to complement your existing tools
• Is HubSpot Copilot right for you?

It seems like every piece of software we use has its own AI assistant these days. They all promise to make our jobs easier, handle the boring stuff, and basically give us superpowers. HubSpot has definitely jumped on this trend, rolling its AI tools into a new package called "Breeze," with Copilot being a key part of that system.

But what does it actually do for you? Is it a must-have for your team, or just another powerful feature to add to your toolkit?

This guide will give you a no-nonsense look at HubSpot Copilot. We’ll cover what it is, what it’s good at, and some considerations to keep in mind, especially if your team’s knowledge is stored in various places.

What is HubSpot Copilot (and the new Breeze AI ecosystem)?

Okay, let's clear up the names first. What started as "HubSpot Copilot" is now part of a bigger AI family called HubSpot Breeze. The easiest way to think about it is that Breeze is the entire AI engine, and Copilot is the friendly, chat-based assistant you work with day-to-day.

HubSpot has broken Breeze AI down into three main parts:

• Breeze Copilot: This is the AI assistant that's built right into the HubSpot platform. It's there to help you write content, get quick summaries of conversations, and find things in the CRM.

• Breeze Agents: These are AI tools that can run specific jobs on their own from start to finish. For example, a Prospecting Agent can go find and contact potential leads for your sales team.

• Breeze Intelligence: This is the data brain that powers the whole operation. It analyzes information from your HubSpot CRM and other sources to make the AI smarter and more aware of your business context.

While these tools are pretty impressive, they’re designed for a unified experience: they work best when you are working within the HubSpot ecosystem. It's a great solution if your entire company runs on HubSpot, as it keeps everything connected.

A deep dive into the Breeze AI toolkit

So, what can you actually get done with these tools? Let's walk through the main features of the Breeze suite.

Breeze Copilot: Your embedded AI assistant

Breeze Copilot isn’t a separate app you have to open. It’s woven directly into the HubSpot tools you’re already using across Sales, Marketing, and Service.

Here are a few things it can do in practice:

• Content generation: It can help you draft a marketing email, brainstorm some blog post titles, or write a few social media updates without you ever having to leave the editor.

• Summarization: Got a long call log or a detailed email chain? It can boil it down to a few key bullet points so you can get up to speed quickly.

• Data management: It can help with cleaning up your CRM data, changing property formats, or answering questions about your reports (like "show me deals we closed last quarter").

Its real value is in making things faster for teams who are already utilizing the HubSpot CRM for their daily operations.

Breeze Agents: Automating specific marketing, sales, and service tasks

You can think of Breeze Agents as specialized AI tools that you can set up to handle more complicated, multi-step tasks on their own.

Here are the main agents and what they do:

• Prospecting Agent: This agent can look up potential customers, spot buying signals based on what they're doing on your site, and even draft personalized outreach emails.

• Content Agent: This one focuses on creating long-form content. Give it a prompt, and it can generate a full blog post or landing page for you.

• Customer Agent: This is HubSpot's chatbot for the Service Hub. It’s designed to answer common customer questions by looking up info in your HubSpot knowledge base.

The Customer Agent is a solid tool for handling FAQs within the platform. It is specifically designed to work with your HubSpot knowledge base. For teams that have valuable information scattered across other tools like Confluence or Google Docs, a complementary tool like eesel AI can be a great addition, as it helps you train your AI on company knowledge from any source.

Breeze Intelligence: The data behind the AI

This is the part that makes the AI feel like it actually knows what it's talking about. Breeze Intelligence taps into a robust database of company and buyer information to give your sales and marketing teams more context.

Here's what it offers:

• Data enrichment: It automatically fills in useful details on your contacts and companies, like their annual revenue, industry, or the other software they use.

• Buyer intent analysis: It can help you spot website visitors who seem ready to buy, like someone who keeps coming back to your pricing page.

This is a really handy feature for sales and marketing professionals who want HubSpot to be their central source of truth.

Where HubSpot Copilot shines (and considerations for your setup)

No tool does everything perfectly, so it’s good to know how it fits your specific needs. Here’s a look at where HubSpot's AI is strongest and some factors to consider.

Strengths: Deep integration and content creation

The best thing about HubSpot's AI is that it’s built right in. If your team uses HubSpot for marketing, sales, support, and your website, then these tools are super convenient. They’re right there in your workflow, meaning no extra setup or app-switching is needed.

It's especially good for marketing and sales teams who do a lot of writing. Drafting email campaigns, outlining blog posts, and summarizing lead activity are all tasks it handles with ease.

Considerations: Optimizing HubSpot AI for your support team

While HubSpot's AI is powerful, its design philosophy is focused on the HubSpot ecosystem. This provides a unified experience, but there are some things to keep in mind for customer support teams:

• Platform focus: HubSpot’s AI is specialized for its own suite. If your support team uses other helpdesks like Zendesk, Freshdesk, or Intercom, you might consider how to automate support across those specific platforms.

• Standardized controls: HubSpot provides a consistent experience across its tools, which is great for ease of use. If you need highly specialized AI personalities or unique automation rules outside of the HubSpot workflow builder, you might explore complementary tools.

• Unified platform migration: To get the most out of the Customer Agent, it works best if your team uses HubSpot Service Hub. For teams that are established on other helpdesks, this might involve a platform migration to unlock the full potential of HubSpot's AI.

This is why some teams choose to use eesel AI as a complementary option. It acts as a smart AI layer that works with the tools you already use, meaning you can be up and running in minutes by connecting it to your existing helpdesk and knowledge sources.

Understanding HubSpot Copilot pricing and plan details

Accessing HubSpot's comprehensive AI suite involves a professional investment, with clear tiers to match your team size. The most advanced features are part of their Professional and Enterprise plans, which are designed for scalability.

HubSpot uses a "HubSpot Credits" system for certain AI actions. This allows for a flexible, usage-based approach to AI, which can be managed as your team grows.

For teams looking for different models, eesel AI's pricing offers another option with simple month-to-month plans. You get access to all the main products (Agent, Copilot, Triage) on every plan, providing a different way to manage your AI budget.

The alternative: A flexible AI layer to complement your existing tools

Many effective teams build their toolkit with the best software for each specific job. Your AI should support that strategy.

eesel AI is one option for teams who want powerful AI that works alongside their existing ecosystem. It’s built on a few simple ideas:

• Quick setup: You can get started and go live in just a few minutes, making it easy to test and implement.

• User-friendly control: A simple workflow engine lets you adjust the AI's behavior and set up custom rules that fit your team's specific needs.

• Unified knowledge: It helps you connect all your info, including old tickets, help center articles, and internal docs from any source.

• Simulation and testing: A simulation mode lets you test your setup on old tickets to see exactly how it will perform before you go live.

Is HubSpot Copilot right for you?

HubSpot Copilot and the whole Breeze suite are a fantastic choice for teams that are fully integrated into the HubSpot world, especially for streamlining marketing and sales tasks. It is a mature, reliable platform that powers customer service for thousands of companies globally.

For customer support teams that use a variety of tools, a dedicated AI platform can be a smart complementary move to ensure everything works together perfectly.

Ready for an AI support solution that works with your existing tools? Try eesel AI today and see how it can enhance your support workflows alongside your HubSpot setup.