HubSpot Breeze AI Implementation
Breeze drafts emails and summaries from customer history in your portal, and your team knows what to check.
- phaseImplementation
- engagementProject
The problem this solves
Breeze is on, but its email drafts could go to any company and its summaries come from empty records. Conversation history stayed in the old CRM and in inboxes, so the AI has nothing to work from, and the team decides it doesn’t work.
How I work
I start by checking what Breeze can see in your portal: whether contacts have companies, whether emails and notes sit on the customer record and whether deals are in current stages. Then I fill the gaps. I connect inboxes, move history over from the old system and clean up the properties Breeze uses.
Next I set up Breeze for your process: the assistant for your team and selected agents, for example for prospecting or customer service. For the service agent I prepare the knowledge base it answers from. I test the agents on your records, and at first a person approves everything that goes out to a customer. At the end I show your team what Breeze is good for and what to check before sending.
What you get
- A review of the data Breeze uses, with a list of gaps
- Complete customer history in the portal
- The Breeze assistant and selected agents set up for your process
- A knowledge base for the customer service agent
- An approval rule for customer-facing text
- A session for your team on working with Breeze
Let’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.