Canonical: https://instain.ru/en/ai/hubspot-breeze/ Language: en HubSpot Agents for CRM # HubSpot Breeze. Support based on published content 4.38 / 5 [Directory score](https://instain.ru/en/ai/hubspot-breeze/#editorial-rating) [Official website ](https://www.hubspot.com/products/artificial-intelligence) Set up a support agent in HubSpot with the selected sources and pass the conversation to the employee. ![HubSpot Help About Breeze Customer Agent Setup](https://instain.ru/assets/images/hubspot-breeze-screen-cd25e6d04069-1200.webp) The HubSpot help describes the sources, verification and connection of the agent. [Open the source ](https://knowledge.hubspot.com/customer-agent/set-up-the-customer-agent) ## Response to a question before handing over to the staff member The team gets a lot of questions about where to get the instructions for the device. The answer has already been published, but the person does not always find a suitable article. In HubSpot Breeze, this part of the support can be entrusted to the Customer Agent. When configuring, choose sources, including supported pages and knowledge base materials. When the content of the certificate changes, you should check that the agent takes into account the necessary edition. First, select one section. A narrow set of articles is easier to check than the entire knowledge base along with marketing pages. ## Checking two similar requests In the training example, there is a guide for the old and new model. Ask the usual question about connecting a new model, then repeat it without labeling the model. In the first case, check the applicability of each step. In the second, see if the agent asks for clarification of the desired version. Next, ask a question that is not in the certificate, and check the work of the transfer to the employee. Think about the situation outside of work time. The user should understand where the next answer will appear and what information he needs to keep if the conversation does not continue immediately. ## One channel deployment Functions and channels depend on the HubSpot plan. The documentation describes the connection of sources, testing and parameters of the dialogue transmission. When connecting real calls, check the HubSpot Credits flow and view a sample of conversations. Independently solved question and the conversation that a person just left, it is useful to analyze on different grounds. ## Suitable tasks - Configure HubSpot Help Answers - Verify that the dialogue has been transmitted to a person Features ## Strengths - Sources are specified when setting up - Separate settings for handing a request to a person Things to consider ## Limitations - Obsolete instructions make answers worse - The function uses credits of a suitable subscription ## Selection and conditions Free access Not confirmed Trial period Not confirmed No sign-up required Not confirmed Russian interface Not confirmed Local installation Not confirmed API Not confirmed “Not confirmed” means there is not enough information. The feature may still be available; check the developer’s terms. Input formats Text, Document Result Text ### Terms For the test, you will need published sources and rights to configure the agent. From task to first result ## Practical example Task Configure HubSpot Help Answers What to prepare Authorized test article about the return of the order. The text indicates the deadline for ordinary purchases and a separate exception. ### Task brief or prompt Prepare a reference answer for your regular purchase. Then, in a test conversation, describe the case that is not in the reference and check the transmission of the request to the person. ### Expected result A draft answer from the instruction and an understandable continuation for the treatment that the employee requires. ### How to check the result - Find the rule and exception in the article. - Make sure that the answer does not promise to return funds or change the order without authority. An editorial teaching example of a task brief, not the result of hands-on testing of the service. Check that the required mode is available, that you have rights to the source material and that the intended use of the result is permitted. Check details ## Official sources - [HubSpot Agents Review ](https://www.hubspot.com/products/artificial-intelligence) - [Customization of Customer Agent ](https://knowledge.hubspot.com/customer-agent/set-up-the-customer-agent) - [Credit usage terms ](https://ir.hubspot.com/news-releases/news-release-details/hubspot-credits) This description is based on the developer’s material. Features, prices and availability may change; check the primary source before use. About the tool Developer HubSpot Category [Work and study](https://instain.ru/en/category/productivity/) Access Supported HubSpot subscription and permissions to configure sources and support channel. Payment HubSpot Credits are used for Customer Agent. The terms depend on the subscription and the specific agent. API No separate API specified [Developer terms ](https://ir.hubspot.com/news-releases/news-release-details/hubspot-credits) Directory score 4.38 / 5 Features 4.40 / 5 Workflows 4.40 / 5 Ecosystem 4.20 / 5 Documentation 4.50 / 5 Scores are an editorial guide to the directory. They are not user reviews or the results of personal testing. 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