Prompting made easy with Breeze Copilot – Sample Prompts

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Here at HubSpot, we know that prompting in LLM tools is hard. That’s why we’ve made it simple by launching Breeze Copilot. 🚀

Breeze Copilot is a cutting-edge AI assistant designed to revolutionize how marketers, sales teams, and service teams operate within HubSpot. With its intuitive design and advanced capabilities, Breeze Copilot is setting a new standard for ease of use in business automation.

What makes Breeze Copilot so great?

• It’s connected to your CRM data for more personalized results
• It’s easy-to-use conversational interface with suggested prompts
• It’s accessible throughout HubSpot’s customer platform

Using AI can help increase productivity, but when your tools don’t have context about your business, progress can be limited. Breeze Copilot makes getting work done simple — no AI expertise required. Using AI and your CRM data, Breeze Copilot is able to understand your business and comprehend your needs. It knows what you’re working on in HubSpot, on desktop and mobile, and provides you with tailored insights and assistance right where you need it. 

To illustrate the versatility of Breeze Copilot, here are some sample prompts for teams to use across your business:

Sample Prompts For Marketers 

Desired Output	Prompt to use:
Generate a blog post	“Generate a blog post about (insert topic).”
Get blog post ideas	“Generate five diverse ideas for a blog post about (insert topic)”
Apply your brand voice	“Apply my brand voice”
Track campaign performance	“How many leads have we generated so far this month?”
Summarize campaign	“Summarize my campaign, Campaign Name.”

Sample Prompts For Sales Teams

Desired Output	Prompt to use:
Research a company	Research company.com using outside data sources. (Hint: use the company’s domain for better results)
Add a company to your CRM	Add company.com
Get company news	Get company news about (insert company website)
Summarize a contact	Summarize my contact, First Name Last Name.
Help me prepare for a meeting with a contact	Prepare me for a meeting with my contact, First Name Last Name.
Deal insights - Ask a question	What is Ethan’s budget

Sample Prompts For Service Teams

Desired Output	Prompt to use:
Analyze a call transcript	Summarize my most recent call with First Name Last Name. What questions did First Name Last Name ask during our last call?  Was First Name Last Name trying to solve
Draft a follow up email	Draft a follow-up email to first name, last name

Prompting best practices:

• Prompt Breeze Copilot to do one thing at a time (i.e. don’t summarize a contact and draft a follow up email in one prompt).

• Leverage the prompt library where possible. The prompt library is a great place to see what types of things Copilot is currently able to do.

• On record pages, you can ask Breeze Copilot to "Summarize this" and it will know you are referring to the record page you're looking at

• Breeze Copilot has the context of the entire chat you're in, so asking it to summarize something is a good place to start.
• You can ask Breeze Copilot to summarize a contact and then draft an email to that contact and it will give you a much better output.
• You could ask Breeze Copilot to list news for a company, then summarize one of the articles, and then draft an initial outreach email to that company and it will have the context.

• For the same reason, it's a good best practice to start a new chat regularly so Breeze Copilot isn't muddled by old messages you've sent.

• Action buttons inside Copilot responses give you nice ways to continue the flow.