How to Use HubSpot AI

Getting started with HubSpot AI

In this guide, you will learn how to set up HubSpot AI and use its features to enhance your sales and marketing efforts. By the end, you'll be able to create content and manage leads more efficiently.

Step 1: Sign up and set up

1. Go to HubSpot's website.
2. Click on the "Get Started Free" button.
3. Fill in your email address and follow the prompts to create your account.
4. Once logged in, navigate to the "AI Tools" section from the main dashboard to access HubSpot AI features.

Step 2: Your first content creation

1. In the "AI Tools" section, select "Breeze" (the AI assistant).
2. Click on "Create Content".
3. Choose the type of content you want to generate (e.g., email, social media post).
4. Enter your prompts or key details about the content you need.
5. Click on the "Generate" button. Review the output and make any necessary edits.

Step 3: Get better results

1. Use specific prompts for better content. Instead of asking for a "marketing email", specify "a promotional email for a summer sale on shoes".
2. Experiment with different tones (e.g., formal, casual) by including that in your prompts.
3. Regularly check the "Lead Scoring" tool in the AI section to prioritise your leads based on their engagement.

Pro tip

Use the "Save as Template" feature after generating content. This allows you to reuse successful prompts and formats, saving you time on future projects.

Common mistake to avoid

Avoid being too vague in your prompts. General requests often lead to generic responses. The more specific you are, the better your results will be.