A Large Range of Course
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Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential considerations of using it.

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Understand requirements

• To use Breeze Assistant, turn on Give users access to Breeze Assistant in your AI settings.
• To use features that depend on connected accounts, apps, or custom assistants, confirm they are set up on the desktop first. For example:
  • To prepare for meetings, confirm your calendar is connected.
  • To use apps, connect apps to Breeze Assistant. Learn more about using Breeze Assistant with connected apps.
  • To use custom assistants, create or customize assistants.
• User permissions determine which actions can be performed with Breeze Assistant.

Understand limitations & considerations

• Breeze Assistant content generation is limited to 30 times each minute and 1,000 times each day.
• Connected app (e.g., Gmail) searches don't support natural language filters. For example, when searching Gmail, use the Gmail search query m:john is:unread older_than:1m instead of Give me any unread emails from John from last month.

Use Breeze Assistant 

1. In the top navigation bar, click Breeze Assistant in the top right. 
2. To send a chat, enter a prompt and then click the breezeSendIcon send icon in the bottom right.
3. To connect apps with Breeze Assistant, click the Apps dropdown menu and select the checkbox next to each app you'd like to include in your prompt. If you've never installed an app for Breeze Assistant, you'll be directed to the Breeze Marketplace. Learn more about using Breeze Assistant with connected apps.
   • To search all apps, toggle the Use all apps as sources switch on.
   • To save the selected apps for future chats with Breeze Assistant so that those apps are searched first, toggle the Keep selection for future chats switch on.