SoftTech AI Registry
HubSpot · Breeze Assistant

CRM Record Summarisation

Breeze Assistant can generate AI summaries of HubSpot CRM records using information and activities associated with those records.

Recorded characteristics

Function
Breeze Assistant can summarise and review data across a HubSpot account, including CRM records. HubSpot also provides a record summary that uses information associated with the currently viewed CRM record to generate a concise overview.
Data access
CRM record summarisation can analyse data logged to HubSpot CRM records. HubSpot states that CRM and Customer conversation data must be enabled in the account's AI settings for the Breeze Assistant record summary capability. Sensitive Data settings can limit the activities that can be summarised.
Actions
Generative only
External actions
No
Human confirmation
Not established
Permission basis
User permissions
Administrative control
HubSpot administrators can manage access to Breeze Assistant through AI settings and configure what data is shared with AI features. CRM and Customer conversation data must be enabled for the Breeze Assistant record summary capability.
Default state
Not established
Availability
HubSpot documents Breeze Assistant and CRM record summarisation across supported HubSpot accounts and plans. Certain features can require particular seats or additional subscriptions.
Licensing
HubSpot documents Breeze Assistant as available across its products and plans, while certain features require additional subscriptions or seats. A single universal entitlement for every summarisation function was not established from the public evidence reviewed.
External model or provider
Not publicly established for this specific capability record from the evidence reviewed.
Limitations and uncertainty
The information available to a generated record summary depends on data associated with the CRM record and the account's AI data settings. HubSpot states that Sensitive Data settings can prevent certain activities, including some calls and sales emails, from being summarised.

Evidence