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Send Personalized Outreach

User Persona Service
Use Case Readiness Emerging

Your customers only hear from you when something breaks.

Let AI help you reach out before problems start.

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Turn Customer Data into Personal Outreach

Breeze Assistant analyzes customer data, ticket history, and interaction patterns to help you craft outreach that addresses each customer’s specific situation. Your team sends messages that feel personal and timely, not generic and automated.

Start with Breeze Assistant to draft personalized messages from CRM context. Then layer in Data Agent to research accounts deeper and surface insights that make every touchpoint more relevant.

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Breeze Assistant transformed our outreach, shifting from one-size-fits-all to personalized, messages that drive stronger engagement.

JOHN BAKER

CMO

International Center of Photography

Free, All Products

Get Started with Breeze Assistant

Start sending smarter outreach in four simple steps.

Step 1 - Open Breeze Assistant

Click the Breeze Assistant icon in the top navigation bar of your HubSpot account. Breeze Assistant is included in every subscription and available across all your HubSpot tools.

Step 2 - Pull Customer Context

Enter a prompt like "Summarize recent interactions with [customer name]" or "What pain points has [customer] mentioned in recent calls?" Breeze Assistant analyzes your CRM data, ticket history, and engagement patterns to surface relevant context for outreach. Need inspiration? Browse the Breeze Assistant Prompt Library for ready-to-use prompts.

Step 3 - Draft Personalized Messages

Ask Breeze Assistant to "Draft a check-in email for [customer] that addresses their recent support issues" or "Write an outreach message about [specific topic]." The assistant uses customer context to create relevant, personalized messaging.

Step 4 - Refine and Send

Review the drafted message, ask Breeze Assistant to refine specific parts if needed, then copy the message and send it through your preferred channel. Breeze Assistant saves you research time while ensuring every message is personal and relevant.

Step 1 - Open Breeze Assistant

Click the Breeze Assistant icon in the top navigation bar of your HubSpot account. Breeze Assistant is included in every subscription and available across all your HubSpot tools.

Step 2 - Pull Customer Context

Enter a prompt like "Summarize recent interactions with [customer name]" or "What pain points has [customer] mentioned in recent calls?" Breeze Assistant analyzes your CRM data, ticket history, and engagement patterns to surface relevant context for outreach. Need inspiration? Browse the Breeze Assistant Prompt Library for ready-to-use prompts.

Step 3 - Draft Personalized Messages

Ask Breeze Assistant to "Draft a check-in email for [customer] that addresses their recent support issues" or "Write an outreach message about [specific topic]." The assistant uses customer context to create relevant, personalized messaging.

Step 4 - Refine and Send

Review the drafted message, ask Breeze Assistant to refine specific parts if needed, then copy the message and send it through your preferred channel. Breeze Assistant saves you research time while ensuring every message is personal and relevant.

Turn it on. Watch it work.

Once you start using Breeze Assistant for outreach, every message pulls from your CRM automatically. Your team writes fewer generic emails and sends more messages that reference real customer context. No manual research required.

What to expect:

  • Outreach drafted from real customer context

  • Messages that reference specific interactions

  • Less time researching, more time connecting

This is the difference between generic check-ins and outreach that customers actually value.

Go Deeper with More Breeze Tools

Once Breeze Assistant is powering your outreach, add Data Agent for deeper account research.
data_agent_thumbnail_2x

Starter, All Products

Data Agent

Researches customer accounts to provide insights for personalized outreach by analyzing product usage, support history, team expansion, and recent business developments using your CRM, conversations, documents, and web sources. Use it to answer targeted questions to prepare renewal conversations and identify upsell opportunities.