AI for HubSpot: Breeze agents, WhatsApp and documents

What we build

Six ways to put AI to work.

Each one works from your HubSpot data, so answers come from facts you already hold and your team can see what happened.

Breeze customer agents
HubSpot's Customer Agent, trained on your website and documents first, then grounded on CRM data so it can answer from the person's own record. It hands over to your team when it is unsure.
AI inside WhatsApp
AI steps inside a WhatsApp journey, such as a personalised portrait at the end of a quiz, built on Flowella, with the conversation on the HubSpot timeline.
WhatsApp Automation
AI document reading
Flowella's AI Document Reader is a HubSpot workflow action: it reads a PDF or image and writes the values it finds to contact properties.
Workflows from plain-English prompts
HubSpot workflows built from a plain-English description of the process, then checked by a person before they go live.
Your AI tools, connected
HubSpot's connectors bring your CRM into AI tools your team already uses, such as Claude and ChatGPT. We set them up and agree with you what each tool can see.
ChatGPT AdsNew
Adverts inside ChatGPT, our newest paid media service, planned alongside your other channels and reported the same way.
Paid media

How a customer agent works

Data first, then the agent.

An agent can only be as good as the record behind it. So we check the data, start with your content, and keep your team in the loop.

Check
Your data
- Data model health check on your CRM
- Context Home for your business context
- Gaps closed before launch
Train
Your content
- Your website first
- Documents you supply
- Tested with your team
Answer
Breeze Customer Agent
- Answers from the person's own record
- Chat, email and WhatsApp
- For example: when is my interview?
Hand over
Your team
- Whenever the agent is unsure
- AI-drafted replies checked before sending
- Every conversation in HubSpot

At Oaklands College, a Breeze Customer Agent trained on the college website has been in testing since May 2026. Grounding it on the applicant record comes next.

Oaklands College

Future You: a careers quiz in WhatsApp.

Many applicants are unsure what they want to study. Future You, built on Flowella from an idea by the college's own staff, gives them a starting point at an open event.

Visitors scan a QR code, answer a few emoji-style questions inside WhatsApp, and get suggested course areas plus an AI-generated image of themselves in that career.

Promoted by QR code at open events
Answers scored against 20 subject areas
Gold for Innovation & Creativity at the College Marketing Network Awards

Read the Oaklands College case study

The Oaklands College team on stage holding the Gold award in front of the Future You backdrop

Questions about AI for HubSpot

Will an AI agent give our customers wrong answers?

We reduce the risk in three ways: the agent answers from your own content and CRM data, we test it with your team before launch, and it hands the conversation to a person whenever it is unsure.

Do we need to tidy our CRM first?

Usually, yes. An agent is only as good as what it can read. HubSpot's data model health check shows the gaps in your CRM, and its new Context Home scores how complete the business context behind its AI is. We close the gaps before switching an agent on.

Can AI work inside WhatsApp?

Yes. HubSpot's Customer Agent works across chat, email and WhatsApp, and Flowella journeys can include AI steps such as Future You's personalised images. We advise where each one fits.

Can our team use AI tools such as Claude or ChatGPT with HubSpot?

HubSpot's connectors bring your CRM into the AI tools your team already uses, such as Claude and ChatGPT. We can help you set them up and decide what each tool should see.

AI that works from your data.

Six ways to put AI to work.

Breeze customer agents

AI inside WhatsApp

AI document reading

Workflows from plain-English prompts

Your AI tools, connected

ChatGPT AdsNew

Data first, then the agent.

Your data

Your content

Breeze Customer Agent

Your team

A form in. A portrait out.

Future You: a careers quiz in WhatsApp.

AI in practice.

Oaklands College

Greater Manchester Pension Fund

Questions about AI for HubSpot

Line up your CRM, conversations and AI.