topic Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18 in Ask Me Anything and Panel Discussions

[Closed] Breeze Tips & Tricks AMA with HubSpotters | October 14 - 18

jestone — Mon, 21 Oct 2024 11:13:23 GMT

Hey Community! My name’s Jennifer Stone and I’m a Product Marketer here at HubSpot.

At INBOUND, we introduced Breeze Copilot & Breeze Agents - powerful features to help teams like yours grow better with AI!

Breeze Copilot is your virtual assistant that works with you everywhere you go in HubSpot.

Breeze Agents automate tasks and work for you, so you can focus on more strategic work.

Breeze Social Media Agent
Breeze Content Agent
Breeze Prospecting Agent
Breeze Customer Agent

Feel free to ask about:

How Breeze Copilot helps marketers, sales teams, and service teams drive efficiency.
How to create content with Breeze Agents.
How Breeze Copilot and Breeze Agents interact with your data.

The AMA will be live for questions starting Monday, October 14th, and runs through Friday, October 18th. All your queries will be answered by Friday, October 18th.

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

RSmith01 — Mon, 14 Oct 2024 12:58:46 GMT

If we are interested in running automation off Breeze's Buyer Journey, chiefly looking at companies not in HubSpot's CRM, are we able to do this and what is the data source we're looking at? Currently we can filter by contacts/companies who have been identified by Buyer Intent (and manually added to CRM).

Re: Meet Breeze: easy-to-use AI that powers the entire customer platform

Jnix284 — Mon, 14 Oct 2024 22:49:52 GMT

Will Breeze Intelligence replace the current insights? or will there still be some level of included insights natively?

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

JGrand1 — Tue, 15 Oct 2024 16:49:42 GMT

I've purchased a Breeze Intelligence subscription and it's been great for Companies, however I've been unable to enrich Contacts, Is this just not available yet?

2nd question/suggestion: I've turned on enrichment for all new Companies/Contacts, however we have some companies getting populated in our CRM by an integration. Would love to be able to turn enrichment off unless the companies (or even contacts going forward) meet specific criteria. Is that, perchance, on the roadmap to get more granular? (or even to do so in/via a workflow?)

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Tue, 15 Oct 2024 18:00:28 GMT

Hi @JGrand1,

Thanks for your questions! I've spoken with the Breeze Intelligence team on this:

1st question: Contact enrichment is available, however note that Breeze Intelligence only enriches business email addresses, not personal email addresses. If you are having trouble enriching business email addresses, can you provide some additional details about what is happening?

2nd question: That functionality is something we're still working on!

Best,

Jennifer

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Tue, 15 Oct 2024 18:01:27 GMT

Hi @RSmith01,

Thanks for your question.

I've spoken with the Breeze Intelligence team on this. If a company is not in your HubSpot CRM and showing Buyer Intent, automations aren't currently available, but we're working on it.

Best,

Jennifer

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

RSmith01 — Wed, 16 Oct 2024 07:05:09 GMT

Hi @jestone , amazing, thank you! Are you able to share the product timeline in regards to when auotmation would be available with Buyer Intent? Additionally, to build a solution before this is available natively, are you able to share with us the data source or mechanism we can call in order to identify companies which are highlighted by Buyer Intent?

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Wed, 16 Oct 2024 15:39:34 GMT

Hey @RSmith01,

These are great questions! We are aiming to have automation available with Buyer Intent by end-of-year!

Before we get to automation, users can identify companies highlighted by Buyer Intent in the Buyer Intent app, most practically by setting up Saved Views and manually adding companies that match those Saved Views to CRM and static lists.

Note that when companies are added manually to CRM, lists, etc., that we write Buyer-Intent to the Company Record Source property to use in your workflows.

Hope this helps 🙂

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

kvlschaefer — Wed, 16 Oct 2024 15:51:21 GMT

Hey @jestone,

Thank you for hosting this AMA on Breeze Copilot & Agents!

I would love to learn more about Breeze Agents. What are your favorite self-paced learning resources for those who are just getting started with Breeze?

I also wanted to invite our community members to this AMA:
Hi @Jnix284, @Aakar, @JClark4, @BQ_Oliver, @Adriane, @dsmarion, @WhitneyLM - Thank you for sharing what you're most excited about Fall Spotlight (I see you! 😄 )

Jennifer Stone of the Breeze Copilot & Agents team at HubSpot is currently hosting an AMA (Ask Me Anything) right here in the community. Do you have any questions about Breeze Copilot & Agents or product suggestions for the team? Thank you!

All the best,

Kristen

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

JGrand1 — Wed, 16 Oct 2024 20:29:31 GMT

Thanks for the response, @jestone! I finally found a contact that had data that I could enrich, but I haven't found but one in the 20ish that I've tried (even tried to enrich my info, to no avail). And, FWIW, we don't allow freemail addresses, only company/business email addresses to be populated, even verifying in our forms before submittal.

One of the things I noticed, too, is that although I'm trying to enrich a Contact, the text mentions Company

I also noticed that the enrichment only works off of Primary email. One idea would be for Breeze to look at all emails associated to see if there are enrichment records associated with any of the emails.

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

RSmith01 — Thu, 17 Oct 2024 06:51:46 GMT

Thanks @jestone ! I'm primarily looking at how to identify companies identified by Buyer Intent who are not in HubSpot's CRM and how to add these automatically as currently we can only add them manually. Will an API for Buyer Intent be released soon?

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

PGoldsmith — Thu, 17 Oct 2024 17:57:36 GMT

Hi @jestone,

Thank you for taking time out of your busy day to chat with us community members!

I'm just getting started with HubSpot. I'm curious about how Copilot can help service teams boost their productivity.

Can you share a few use cases on how Copilot and Breeze Customer Agent can help my customer service team drive efficiency? My team of support specialists and managers are very eager to try out these features.

Thank you,

Pete

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Thu, 17 Oct 2024 19:15:29 GMT

You're welcome, @RSmith01!

There won't be an API, but the automation we're working on will do exactly what you want: automatically add companies identified by Buyer Intent who are not in their HubSpot CRM.

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

SHazel — Fri, 18 Oct 2024 15:47:12 GMT

Hi!

I'm exploring the Copilot and Agents to help my marketing team scale, however I'm concerned about my customer data. Can you elaborate on how these features interact with my data?

Thank you,

Sally

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Fri, 18 Oct 2024 17:34:12 GMT

Hi @SHazel,

Thanks for your question! At HubSpot, it’s important for us to be transparent about how our AI systems interact with your data. You can learn more about how Breeze interacts with your data in by visiting behindhubspotai.com.

Best,

Jennifer

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Fri, 18 Oct 2024 17:35:03 GMT

Hi @kvlschaefer,

Excited to hear that you are exploring Breeze agents! Here are a few resources to check out:

This video on all of Breeze's capabilities
The Breeze Community Library
Tap the Breeze icon in your portal and check out the agents!

Best,

Jennifer

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Fri, 18 Oct 2024 17:37:42 GMT

Hey @PGoldsmith,

So excited to hear you are getting started with HubSpot. Here are a few tips on how to use Breeze to drive efficiency!

Service teams can use Breeze Copilot to:

Summarize tickets
Get recommend replies
Better understand customers
See call summary previews
Call transcript Q&A
Draft knowledge base articles
Draft customer responses
Generate ticket names

For example, when you open Breeze Copilot, you can type the prompt (or use our suggested prompt) “Summarize ticket number (and enter the ticket number)”.

Breeze Customer Agent can be deployed on your website to engage with your customers at any time to instantly resolve customer questions for you. You can train it on your knowledge base, website, blog content, and public URLs to automate customer conversations and deflect cases. To get started, tap the Breeze icon in your portal and select “Customer Agent” on the Breeze homepage. Then, you will be taken through a step-by-step process to get your agent setup!

Hope this helps!

Jennifer

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

jestone — Fri, 18 Oct 2024 17:53:15 GMT

Hi @JGrand1,

Thank you for sharing this example and product suggestion! I'll share this feedback with the product team.

A couple common reasons we would not be able to enrich a contact for good reasons would be:

It's a freemail or personal email address (gmail, etc).
It was on a recent bounce list.
Email has a subdomain in it.
The address is part of a temp email address service which grants spoofed email addresses for form fills or email blasts.

If you'd like a second pair of eyes on this example, I'd recommend reaching out to our Technical Support team who has access to deep troubleshooting tools and can provide real-time assistance.

Best,

Jennifer

Re: Meet Breeze: easy-to-use AI that powers the entire customer platform

kvlschaefer — Fri, 18 Oct 2024 18:05:40 GMT

Hey @Jnix284,

Thanks for asking this thoughtful question! I moved your question from the community blog post to this AMA to get more eyes on it. @jestone will get back to you soon 🙂

Best,

Kristen

Re: Breeze Tips & Tricks with HubSpotters | October 14 - 18

kvlschaefer — Fri, 18 Oct 2024 18:13:23 GMT

Hi everyone!

Today is the last day to ask @jestone questions about Breeze Copilot and Agents.

@TamarW, @Ibad, @Ktamir, @Lezlyyy05, @SaraGilstrap, @Josh_Berman_8, @KlemenHrovat - I wanted to share this opportunity to ask a HubSpotter anything about Breeze Copilot & Agents because I saw that you replied to our blog posts about Breeze and Fall Spotlight. Thank you for sharing your thoughts with us 🙂

Happy connecting with the team!

Best,

Kristen