Using Specialized HubSpot Assistants

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Screenshot Walkthrough Guide

Overview

HubSpot's Breeze AI includes a set of Specialized Assistants — topic-focused bots built specifically around LP's HubSpot documentation, guides, and training materials. Rather than searching through a guide or waiting for support, you can ask a bot your question directly inside HubSpot and get a tailored answer in seconds.

Each bot is scoped to a specific topic area (e.g., Paid Social On-Boarding, Creative Refresh, Optimization Activities) so it can provide more accurate, focused responses. Behind each bot is the same library of Knowledge Base articles, User Guides, Screenshot Walkthroughs, and Video Transcripts you already have access to.

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Available Bots

Note: The bot list will grow over time based on your feedback. If there's a topic you'd like a bot to cover, share that feedback with Tristan.

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How to Access the Assistants

Step 1: Open the Assistant Panel

Click "Assistant" in the top right corner of any HubSpot page. This opens the Breeze Chat panel on the right side of your screen and is accessible from anywhere in HubSpot.

Step 2: Open the Assistants Dropdown

In the top left corner of the Breeze Chat panel, click the "Assistants" dropdown. This will display the full list of available LP Specialized Assistants.

By default, Breeze opens to HubSpot's general AI assistant. You must use this dropdown to navigate to one of the LP-specific bots.

Step 3: Select a Bot

Choose the bot that matches the topic you have a question about. Each bot is named based on the subject it covers. Once selected, the bot will load with a brief description of what it can help with.

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How to Use a Bot

Option A: Use a Standard Prompt

Each bot comes preloaded with a few suggested questions to help you get started quickly. If one of these matches what you're looking for, just click it — the bot will automatically generate a response.

Example prompts for the Paid Social On-Boarding Bot:

• "As an AM, how do I submit a Campaign Build Request?"
• "Who Is Responsible For Campaign Activation?"
• "Breakdown The Steps Of The On-Boarding Process For Me"

Option B: Type a Custom Question

If the pre-loaded prompts don't cover your question, type it directly into the text box at the bottom of the chat panel and click the send icon (paper airplane).

Tips for effective queries:

• Be specific about your role: "As a SAS, what do I need to do when..."
• Include the process or stage you're working through: "What happens after Deliverables Submitted?"
• Ask follow-up questions to go deeper on a topic

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Working with the Bot's Response

Review the Response

The bot will pull from LP's documentation to generate a response tailored to the question. Review it and decide whether it answers your question fully.

Check the Sources

HubSpot always includes source citations with bot responses. Click into the numbered sources to access the underlying documentation directly — whether that's a Knowledge Base article, User Guide, or Screenshot Walkthrough.

Expand the Window

If the response is long or you want an easier reading experience, click the expand icon in the top right corner of the chat panel to go full screen.

Query Further

One of the biggest advantages of using a bot over reading a static guide is the ability to ask follow-up questions. Use this to your advantage:

• "Can you clarify step 3?"
• "What does that mean for an AM specifically?"
• "Simplify this into a quick checklist."

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Starting a New Chat or Switching Bots

When you're ready for a fresh conversation or want to switch to a different bot:

1. Click the pencil icon in the top right of the chat panel to start a new chat.
2. Use the "Assistants" dropdown to select a different bot, or continue with the current one.

Your previous chat history will still be accessible by searching past chats from the same panel.

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Providing Feedback

After receiving a response, you'll see thumbs up / thumbs down icons at the bottom of the message. Please take a moment to rate responses — this feedback directly improves bot performance over time.

• 👍 Thumbs up if the response was helpful and accurate.
• 👎 Thumbs down if the response was incomplete, confusing, or off-target.

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When the Bot Can't Help

The bots are designed to handle the majority of day-to-day process questions, but they're not a replacement for all support. If you receive an incomplete answer or are dealing with a complex or unique situation:

• Consult the documentation directly — Knowledge Base articles and User Guides are always available.
• Reach out to Tristan Storr directly for issues the bot can't resolve.

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Quick Reference