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Set up and optimize HubSpot AI to deliver real business outcomes

HubSpot’s Breeze AI is powerful, but only when it’s aligned to your data, workflows and team structure. Turning features on is easy. Making them drive real results is not.

We help teams set up AI directly inside HubSpot, then expand what's possible by connecting to LLMs like Claude, Gemini and ChatGPT. The result is automation that supports real processes, improves decision-making and creates measurable impact across marketing, sales and service.

Put Breeze AI to work

HubSpot's Top AI Agents

Customer Agent

  • Resolve 65% of conversations 24/7 across Marketing, Sales & Service
  • Responds instantly across chat, email and social
  • Escalates complex issues to your team automatically

Data Agent

  • Fills gaps in your CRM with researched insights
  • Enriches records with web and document data
  • Powers smart properties and automated qualification

Prospecting Agent

  • Researches accounts using CRM data and real-time signals
  • Monitors buying intent and engagement patterns automatically
  • Drafts personalized outreach aligned to your brand voice

Our most recent AI case studies

LLM integrations

Built native connections between HubSpot and Claude, Gemini and ChatGPT to combine AI reasoning with live CRM context so teams can query data, surface insights and take action without ever leaving their AI tool of choice.

Buyer intent configuration

Defined ICP criteria, high-intent pages and intent topics from scratch, built in credit throttling (10 credits per tracked company) and connected automation workflows to auto-create tasks when qualifying signals fire.

Custom company research agent

Built a custom agent that runs automatically after a meeting is created, pulling company context for the rep before the call. Tuned notification logic, ICP framing and run-frequency controls post-launch.

Customer Agent setup

Configured a Customer Agent to handle inbound support interactions, route conversations based on contact data and deliver context-aware responses, as part of a broader Service Hub implementation.

AI-assisted lead scoring

Designed a combined Fit and Engagement scoring model layered with AI enrichment to fill data gaps, with decay logic to keep scores current and a simplified single-score view built for SDR workflows.

Prospecting Agent setup

Configured HubSpot’s Prospecting Agent to automate outbound outreach using built-in AI credits, with governance settings to control cadence and prevent runaway credit usage.

Custom AI assistants and connectors

Built custom AI assistants in Breeze Studio tied to a client’s specific data and workflows, and configured Breeze Connectors to extend AI capabilities across the HubSpot ecosystem.

Data enrichment + personalization

Combined HubSpot’s native enrichment with third-party platforms like Clay, ZoomInfo and Apollo to auto-populate data at scale, powering AI-driven personalized outreach.

LLM integrations

Built native connections between HubSpot and Claude, Gemini and ChatGPT to combine AI reasoning with live CRM context so teams can query data, surface insights and take action without ever leaving their AI tool of choice.

Buyer intent configuration

Defined ICP criteria, high-intent pages and intent topics from scratch, built in credit throttling (10 credits per tracked company) and connected automation workflows to auto-create tasks when qualifying signals fire.

Custom company research agent

Built a custom agent that runs automatically after a meeting is created, pulling company context for the rep before the call. Tuned notification logic, ICP framing and run-frequency controls post-launch.

Customer Agent setup

Configured a Customer Agent to handle inbound support interactions, route conversations based on contact data and deliver context-aware responses, as part of a broader Service Hub implementation.

AI-assisted lead scoring

Designed a combined Fit and Engagement scoring model layered with AI enrichment to fill data gaps, with decay logic to keep scores current and a simplified single-score view built for SDR workflows.

Prospecting Agent setup

Configured HubSpot’s Prospecting Agent to automate outbound outreach using built-in AI credits, with governance settings to control cadence and prevent runaway credit usage.

Custom AI assistants and connectors

Built custom AI assistants in Breeze Studio tied to a client’s specific data and workflows, and configured Breeze Connectors to extend AI capabilities across the HubSpot ecosystem.

Data enrichment + personalization

Combined HubSpot’s native enrichment with third-party platforms like Clay, ZoomInfo and Apollo to auto-populate data at scale, powering AI-driven personalized outreach.

AI inside HubSpot shouldn’t create more noise

Turning on AI features without a plan often creates confusion instead of clarity. Outreach feels generic, data gets cluttered with half-complete insights and support bots frustrate customers instead of helping them.

Without clean data, defined workflows and clear guardrails, AI becomes another feature your team avoids instead of trusts.

Stop Wasting AI Potential

Make HubSpot AI work like a real teammate

When AI is aligned to your CRM structure and team processes, it becomes a force multiplier. Support is instant and accurate. Prospecting is timely and relevant. Data fills itself in without manual effort.

Extend that foundation to LLMs like Claude, Gemini and ChatGPT and your team can query their pipeline, surface insights and take action without ever leaving their AI tool of choice.

With the right configuration, HubSpot AI doesn’t just assist your team—it executes alongside them.

Optimize HubSpot AI

FAQs about HubSpot’s Breeze AI

  • What makes Breeze different from other AI tools?

    Breeze AI is built directly into HubSpot, which means it works from your actual CRM data instead of relying on disconnected tools or generic prompts.

    Unlike standalone AI platforms, it understands your contacts, companies, deals, lifecycle stages and engagement history, so responses and automation are contextual, not guesswork.

    It’s also designed specifically for revenue teams. Rather than using one-size-fits-all templates, Breeze AI learns from patterns inside your business to improve targeting, personalization and execution across marketing, sales and service.

    The result is AI that operates inside your real workflows, drives measurable outcomes and scales with your CRM instead of sitting outside of it.

  • What’s the difference between Agents and Assistants?

    At the risk of oversimplifying, Assistants help you do work while Agents do the work for you.

    In other words, Assistants respond to prompts and support decision-making. Agents execute tasks automatically inside defined workflows.

  • What AI features consume HubSpot credits?

    Many built-in AI features are currently free, including some enrichment tools and most beta functionality. However, high-usage features like Breeze Agents, AI workflow automation, buyer intent monitoring and Data Studio syncs do consume credits.

    Simple actions such as one-time automations or data lookups typically use 10 credits. More complex actions, like an agent monitoring a contact over time or writing an entire content piece from scratch can cost up to 1,000 credits.

    To learn more about which features require credits, refer to HubSpot’s Credit Rate Sheet.

  • How many AI credits are included in my HubSpot subscription?

    Credit allotments depend on your highest-tier HubSpot subscription:

    • Starter: 500 credits per month
    • Professional: 3,000 credits per month
    • Enterprise: 5,000 credits per month

    If you use Data Hub or the Customer Platform, monthly credits increase to:

    • Professional: 5,000 credits per month
    • Enterprise: 10,000 credits per month

    Note: you receive credits based on your highest-tier subscription only; credits do not stack across products.

  • Do unused AI credits roll over?

    No. Credits reset each month and do not roll over.

  • What happens when you run out of HubSpot AI credits?

    If you have not purchased add-on credit packs, any AI features that require credits will pause until:

    • Your monthly reset date, or

    • You purchase additional credits

    This means agents stop running, workflow AI actions won’t execute, buyer intent won’t update and credit-based automations simply wait.

    If you have purchased additional HubSpot Credit packs, you have two options:

    1. Auto-Upgrade

    If you exceed your monthly limit, HubSpot automatically moves you to the next credit tier. Your allowance increases and remains at that higher level for the rest of your contract term.

    2. Pay-As-You-Go

    You’re charged HubSpot’s current overage rate for credits used beyond your limit. Billing happens monthly and your credit limit resets to normal at the start of the next cycle.

    That said, you can also set a maximum credit cap. Once that limit is reached, credit-based features pause until your next reset date or you manually increase the limit.

Hear from our HubSpot clients

Kiwi has been instrumental in deepening our understanding and effective use of HubSpot. They helped us discover ways to utilize the system and have taught us various methods to accomplish our tasks. The service and support we have received from Kiwi have been outstanding. Thanks to their assistance, our company has been able to fully leverage the capabilities of HubSpot.
DianaLee, Communications & Engagement Manager
North Texas Commission

Turn HubSpot AI into a competitive advantage

Breeze AI is only as powerful as the strategy behind it. We configure, govern and optimize your AI tools inside HubSpot so they drive real results, not runaway credits.

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