- Breeze Use Case Library
- Capture and Qualify Leads
Sales
Capture and Qualify Leads
Stop losing leads to slow follow-up.
Let AI qualify, route, and book meetings instantly.
The Problem
Sound familiar?
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"We consistently lose leads that come in after hours."
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"My reps waste hours on prospects who were never a good fit."
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"Our routing is broken. Leads sit or go to the wrong person."
You still need to respond to new leads quickly and qualify them accurately. What's changed is that you no longer have to do it manually.
The most repetitive parts of your sales process, like asking the same qualifying questions over and over, are exactly where AI delivers the most value. Let AI handle that work, so your team can spend their time actually selling.
How Breeze Helps
AI handles the first conversation and connects qualified leads to the right rep immediately. No more lost leads from slow response times or after-hours traffic. Start with Customer Agent, and then see how other Breeze tools can help you move pipeline faster.
Start with Customer Agent
Most AI chatbots just answer questions. Customer Agent qualifies and converts.
Customer Agent engages visitors, qualifies them on criteria you define, and books meetings with the right rep. No forms to fill out. No delays. Just qualified meetings booked while interest is hot.
And because it's built on HubSpot's Smart CRM, every interaction gets logged automatically, including conversation history and qualification details. When sales picks up the conversation, they have complete context without digging through multiple systems or syncing data across tools.
This is the difference between generic AI and AI that actually moves pipeline.
Turn it on to see real results
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69%
of conversations handled without a human
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24/7
lead engagement and qualification
Get Started With Customer Agent
Step 1 - Create and Configure
Navigate to Service > Customer Agent and click "Set up your agent." Name your agent and choose a personality that matches your brand — Friendly, Professional, Casual, Empathetic, or Witty.
Step 2 - Add Content Sources
Step 3 - Deploy to Channels
Step 4 - Test and Go Live
Need advanced Customer Agent features?
Set up custom handoff rules, create actions for API integrations, or configure CRM data access.
Go Deeper with More Breeze Tools
Sales Hub Professional+
Prospecting Agent (Beta)
Marketing Hub or Sales Hub Professional+
Lead Scoring
Customer Handoff Agent
It helps us convert faster. The faster we can provide accurate information, the more likely they are to become customers.
CHRIS PATULLO
Founder & CEO
Football Play Card
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