If you are opening HubSpot and wondering where to start with its AI features, this guide is for you. We will keep it practical, show you what matters, and help you reach first results without months of experimentation.
You will learn what HubSpot AI is, which features to turn on first, how to set up a simple but effective workflow for content and campaigns, and how to avoid common mistakes that waste time and budget. Throughout the guide you will find internal links to deeper resources and services if you want help implementing the steps.
HubSpot AI is the platform’s native layer of assistants and agents that sit across Marketing, Sales, Service and the Smart CRM. You will see it branded as Breeze, HubSpot’s AI that powers content generation, insight, and workflow help inside the tools you already use. Think of it as an assistant that understands your CRM context and can work with your data to speed up everyday tasks.
Two parts you will see referenced:
Breeze Assistant inside editors and records to draft and refine content, summaries and queries.
Breeze Agents for more specialised tasks across marketing, sales and service, with increasing use of your CRM data.
If you are new to HubSpot AI, you do not need to learn a new product. You will access it inside familiar places such as the blog editor, email editor, social tool, knowledge base, and some CRM records.
Access to the right tools. HubSpot AI features are embedded across hubs. Breeze appears throughout the Smart CRM depending on your hub and edition.
A small set of brand inputs. Your tone of voice, audience segments, product benefits, and compliance notes. Keep these in a simple doc or HubSpot snippets so AI has reference points.
A goal for your first week. For example, publish one SEO blog, one email, and three social posts that all point to a single lead capture.
Content editors with AI
Open the blog or page editor and use Generate with Breeze to draft or refine copy, headings, meta descriptions and CTAs. This is the fastest way to see value on day one.
Content Remix
Remix turns a single source into multiple assets. Start with one pillar page or a high performing blog and create a short landing page summary, an email draft and a set of social posts. Use Remix from the content editor or index pages.
Sales and Service quick wins
If your team uses the CRM daily, try the AI assistants for email drafting, call summary, and simple follow ups. This helps adoption because the value appears inside existing workflows.
Minutes 0 to 15: Choose a mini campaign
Pick one topic with clear intent. Example for this post: “Getting started with HubSpot AI.” Define one primary CTA such as a consultation or demo request. If you are building a broader plan, our Go-To-Market Consulting page outlines how to align topics, audience and offers.
Minutes 15 to 45: Draft a pillar blog with AI
Open Blog and use Breeze to outline the article.
Add your brand prompts: audience, tone, objections to handle, and desired CTA.
Ask AI to propose H2s that match search intent and to draft an intro and conclusion.
Add a short FAQ section for long tail terms.
Manually add internal links while you write:
HubSpot Consulting for readers who want expert setup and training.
HubSpot Integrations if the barrier is data or app connectivity.
Analytics Consulting for tracking and reporting.
Minutes 45 to 60: Remix the post
Use Content Remix to generate a landing page blurb, a promotional email draft, and three social posts. Check accuracy, especially product names and claims.
Minutes 60 to 75: Build the email and social posts
In Marketing Email, paste your refined copy, then use the AI assistant to test subject line variants.
In Social, paste the Remix drafts and ask AI for platform-specific improvements. Add one UTM’d link to your blog.
Minutes 75 to 90: Measure and ship
Add a simple report to your dashboard for views, clicks, and new contacts from the campaign.
Publish and schedule a follow up update in three days to add an FAQ snippet based on early search terms.
If you want hands-on support to run this in your portal and coach your team, explore AI Consulting.
Use Breeze to create briefs, outlines and first drafts for blogs.
Use Content Remix to turn one article into an email, a landing page summary, and multiple social posts.
Ask the assistant to suggest internal links to existing pages, then manually select the most relevant URL. HubSpot’s own guidance emphasises using Breeze in your editors to create and refine web content and CTAs.
Good internal links for a HubSpot AI beginner series on Hey Rebels include:
• What is Marketing Automation for readers who want the wider automation context.
• What Does a HubSpot Consultant Do for readers who may need external help.
Draft first pass emails and meeting follow ups from contact and deal context. If your process runs in HubSpot, the assistant adds most value because it can reference the CRM.
If you have a Knowledge Base, use AI to draft article outlines and improve summaries. As HubSpot rolls out agent capabilities, the goal is faster resolutions that use your knowledge and ticket history.
Accuracy review. Never publish AI output without a subject matter pass. For regulated claims, add standard legal lines.
Source of truth. Store approved brand facts in HubSpot properties, Snippets or a private doc. Point the assistant to those facts when prompting.
Data discipline. AI is only as good as your records. If you need help improving data quality, see RevOps Consulting and Analytics Consulting for process and reporting fixes.
Scope creep control. Start with one mini campaign. Expand once you have a working pattern for brief to publish to report.
| Day | Task | Details |
|---|---|---|
| Day 1 | Define topic and audience | Identify your topic, audience, and offer. Save a reusable brand prompt block to paste into editors. |
| Day 2 | Draft pillar blog | Use Breeze to create your first draft. Include internal links to at least two service pages and one related blog. |
| Day 3 | Create supporting assets | Use Content Remix to generate an email and three social posts. Edit each for tone and accuracy. |
| Day 4 | Publish and promote | Publish the blog. Schedule your email and social posts. Double-check page speed and on-page SEO. |
| Day 5 | Measure performance | Build a simple attribution dashboard tracking sessions, submissions, and new contacts. For deeper analysis, explore Analytics service. |
| Day 6 | Optimise with FAQs | Add a short FAQ based on early search terms. Use AI to propose answers and then verify accuracy. |
| Day 7 | Review and plan next | Assess campaign performance. Decide whether to scale or pivot, and create notes for your next HubSpot AI blog. |
Is HubSpot AI a separate product
No. Breeze is built into the platform and appears across hubs based on your edition.
What is Content Remix, and do I have it
Remix helps you repurpose content inside HubSpot’s editors. Availability depends on your subscription level for Content Hub, with guidance provided in HubSpot’s docs.
Can HubSpot AI read all my external documents
It works best with your HubSpot CRM data and knowledge sources. For content in other tools, plan a curation step or integrations.
HubSpot AI is most effective when it supports a tight workflow. Start with one mini campaign. Draft with Breeze inside the editors you already use. Remix to multiply assets. Measure quickly and iterate. When you are ready to scale beyond quick wins, bring in governance, shared prompts, and an integrated analytics view so your team can move faster with confidence.
If you want an expert partner to set this up with you and transfer skills to your team, speak to Hey Rebels AI Consulting.