- Breeze Use Case Library
- Send Personalized Outreach
Sales | Established
Capture and Qualify Leads
Let AI qualify, route, and book meetings instantly.

The Problem
Sound familiar?
"We consistently lose leads that come in after hours."
"By the time we follow up, they've already talked to a competitor."
"My reps waste hours on prospects who were never a good fit."
"Our routing is broken. Leads sit in a queue 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.
Lorem ipsum dolor sit amet, consectetur
Link here-
69%
of conversations handled without a human
-
---
Stats #2
-
---
Stats #3
Sales Hub Professional
Get Started With Prospecting 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
Connect your knowledge base articles, website pages, help docs, PDFs, or external URLs. Your agent learns from this content to answer customer questions accurately.
Step 3 - Deploy to Channels
Choose where your agent will engage visitors — website chat, email, WhatsApp, Facebook Messenger, or voice (beta). Deploy to your conversations inbox or help desk workspace.
Step 4 - Test and Go Live
Use the built-in testing tool to preview responses without using credits. When you're confident in your agent's performance, it's live and ready to engage visitors 24/7.
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
Prospecting Agent
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
Related Use Cases
Established
Identify buyer intent
Emerging
Enrich contact and company data
Established