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Question checklist

15 questions to ask before hiring a Breeze implementation partner

AI projects stall on data, ownership and testing, not on the demo. These questions get past the pitch.

hsped desk · 6 min read

Breeze is HubSpot’s AI layer: agents, Copilot and AI features across the hubs. Many partners now offer Breeze setup. These questions help you tell real experience from a slide deck. Ask them in the first or second call and write down the answers.

Experience

  1. Which Breeze agents have you put live for a client? Ask for the client’s industry and how long the agent has been running.
  2. Can we speak to that client? A reference call beats any case study.
  3. What did the agent get wrong in the first month, and what did you change? Real projects have a list.

Data

  1. How do you check our CRM data before turning on AI? Look for a concrete audit, not “we clean it up”.
  2. Which properties and records will the AI read?
  3. How do you handle duplicates and empty fields?

Knowledge and answers

  1. Which sources will the customer agent answer from? Help articles, PDFs, website pages, past tickets?
  2. Who keeps those sources current after go-live? Ownership is where most agents decay.
  3. How do you test answers before customers see them? Ask to see a written test set.
  4. When does the agent hand over to a person, and how?

Governance

  1. Which permissions and approval steps will you set for AI-generated content?
  2. How do you set brand voice, and who signs it off?
  3. Which data privacy settings will you review with our legal or security team?

After launch

  1. Which numbers will tell us the agent is working? Resolution rate, hand-over rate, customer satisfaction.
  2. What does support look like after the project ends?

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