Breeze features are governed by an account-wide AI setting that a Super Admin needs to switch on first. Without this, individual users won't see any AI features regardless of their seat type.

Settings → Account Management → AI

Here you'll find the master toggles for AI access - including whether users can use generative AI features, whether your CRM data can be used to ground AI responses, and any data-sharing preferences. Review each toggle deliberately rather than switching everything on blindly - especially if you operate in a regulated industry. Once enabled, the settings apply portal-wide.

With account-level AI enabled, Breeze Assistant becomes available to every user with a Core Seat. Users access it via the Breeze button in the top navigation bar, or with keyboard shortcuts from anywhere in the portal.

The fastest way to get value on day one: open any contact or deal record and ask the Assistant to summarise it. Then try asking it to draft a follow-up email based on the record's history. These two use cases alone - record summaries before calls and first-draft emails - are where most teams feel the immediate time saving.

If users can't see the Assistant, check their seat type. Breeze Assistant requires a Core Seat (Starter and above) - users on view-only seats won't have access.

Breeze Intelligence is the data layer - and arguably the most underrated part of the suite, because it works silently in the background once configured.

Settings → Data Management → Breeze Intelligence

From here you can enable automatic enrichment for contacts and companies. Decide whether enrichment runs on all new records automatically or only on records you select. Intelligence operates on a credits model, so if you have a large database, start with targeted enrichment on your active pipeline rather than enriching every historic record at once.

While you're here, enable buyer intent if it's included in your subscription - this identifies companies visiting your website that match your target market, which feeds directly into prospecting.

Agents are the most powerful layer - and the one that needs the most thought before activation, because they act autonomously on your behalf.

Breeze → Agents (from the top navigation)

Start with one agent, not four. For most businesses the Customer Agent is the safest first deployment - it answers inbound support questions using your knowledge base, and you can review its responses before they're sent while you build trust in it. For sales-led teams, the Prospecting Agent is usually the highest-impact starting point - it researches prospects, drafts personalised outreach, and manages follow-ups.

Every agent has a review mode. Use it. Run the agent with human approval on every action for the first two to four weeks, review what it produces, refine its instructions, and only then graduate it to more autonomous operation.

Before letting Breeze write anything customer-facing, teach it how your business sounds.

Settings → AI → Brand Voice

HubSpot can analyse your existing content - emails, blog posts, web pages - and build a brand voice profile that all Breeze content generation will follow. This is the difference between AI output that sounds like your business and AI output that sounds like everyone else's. Feed it your best-performing content, not just your most recent. Ten minutes here dramatically improves everything Breeze produces afterwards.

Breeze isn't a set-and-forget tool. Once it's running, track its impact the same way you'd track a new team member's.

For the Assistant: gather feedback from your team after two weeks - which tasks is it genuinely saving time on, and which outputs need heavy editing? For Agents: review the conversations and content they're producing weekly, and monitor resolution rates, reply rates, or content performance depending on the agent. For Intelligence: check your data fill rates before and after enabling enrichment - the improvement is usually measurable within days.

What gets measured gets improved - and AI features that nobody reviews quietly drift into producing mediocre output.