When to Use Each Breeze Capability
| Use Case | Tool |
|---|---|
| Website chat, qualification, support | Breeze Studio Agent |
| Content generation | Breeze Studio Agent |
| Deal review, email drafting, next steps | Breeze Copilot |
| Internal sales execution | Copilot + prompt standards |
Requirements
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Breeze AI enabled
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Sales, Marketing, or Service Hub Professional+
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Access to Breeze Studio
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Defined CRM properties and pipelines
PART 1: Build a Breeze Agent (Persistent, Configured)
Example: AI Customer Qualification Agent
Step 1: Define the Agent’s Role
Agent purpose
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Qualify inbound leads
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Ask structured discovery questions
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Route qualified leads to sales
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Enforce ICP rules
Agent constraints
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No pricing promises
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No contract discussion
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Route to human when uncertain
Step 2: Create the Agent in Breeze Studio
Path: Breeze Studio → Agents → Create agent
Agent type
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Customer Agent
Data sources
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Website pages
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Knowledge base
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Approved sales documentation
Rules
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Ask one question at a time
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Capture:
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Company size
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Use case
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Timeline
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Stop after qualification criteria met
Step 3: Connect the Agent to CRM
Configure outcomes:
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Create or update contact
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Set lifecycle stage
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Populate qualification properties
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Assign to sales queue if qualified
This agent is now:
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Persistent
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Governed
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Auditable
PART 2: Create Sales Execution “AI Roles” Using Copilot (Fully Supported)
Copilot does not support saved agents, so we standardise prompts, not assistants.
Step 4: Define a Sales AI Role (Example)
Role: Sales Deal Review Assistant
Responsibilities
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Summarize deal status
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Identify risks
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Recommend next action
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Draft follow-up emails
This role exists as a prompt standard, not a configuration.
Step 5: Standardised Copilot Prompts (Use Exactly)
Deal Review Prompt
You are a senior sales operations assistant.
Using this deal, associated contacts, companies, and activity history:
1. Summarize the current deal status in 3 bullet points
2. Identify any risks, gaps, or missing information
3. Recommend the single highest-impact next action
Be concise, factual, and specific.
Follow-Up Email Prompt
Draft a professional follow-up email to the primary contact.
Requirements:
- Reference the most recent interaction
- Acknowledge any open questions
- Propose a clear next step
- Keep under 120 words
- Neutral, consultative tone
These prompts:
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Work from any deal record
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Produce consistent outputs
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Are repeatable across reps
Step 6: Enforce Usage with Sales Process (Critical)
To make this operational:
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Add prompts to:
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Sales playbooks
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Internal SOPs
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Train reps to:
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Use Copilot only with approved prompts
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Managers review:
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Output quality
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Adherence to recommendations
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This is how you get agent-like consistency without agents.
PART 3: Chain Agent → CRM → Copilot (Advanced Pattern)
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Customer Agent qualifies lead
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Properties updated in CRM
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Deal created or assigned
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Rep opens deal
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Uses Copilot with standardised prompts
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Actions taken consistently
This creates a closed-loop AI system without unsupported automation.
What This Hack Deliberately Avoids
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Autonomous sales agents
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Pipeline-scoped AI execution
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AI-triggered workflow actions
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Non-auditable recommendations
Everything here is supported, governed, and safe.
Common Mistakes to Avoid
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Treating Copilot like a chatbot
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Allowing free-form prompts
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Expecting agents to run inside deals
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Blending customer agents with sales execution
