The "messy middle" of a sales deal is often where momentum goes to die.
You’ve sent the quote, the prospect is interested, but then the administrative friction starts: repetitive product questions, requests for technical docs, or simple back-and-forth about line items that can take days of email tag to resolve.
Thankfully, HubSpot has officially launched the Breeze Closing Agent, an AI-powered teammate designed specifically to eliminate that friction and keep buyers moving toward a "Yes."
The Problem: The "Admin Lag" in Sales
Most sales reps spend up to 66% of their time on non-selling tasks. In the closing stage, this looks like:
- Hunting for the latest security whitepaper.
- Manually answering the same "What’s included in Tier 2?" question for the fifth time today.
- Waiting for an inbox notification while a prospect is actively looking at a quote and has a question now.
The Solution: A 24/7 Expert on Your Quotes
The Breeze Closing Agent isn't just a chatbot; it’s a specialized virtual sales tool embedded directly into your HubSpot quotes. It uses your specific CRM data and uploaded files—like FAQs, product sheets, and technical docs—to act as an instant expert for your buyers.
Key Features of the Closing Agent:
- Contextual Knowledge: It doesn't give generic answers. You provide it with specific "Knowledge Sources" (PDFs, URLs, or Knowledge Base articles), and it answers questions based only on that verified info.
- Instant Query Resolution: When a buyer is reviewing a quote at 9:00 PM on a Sunday and has a question about the billing terms, the Closing Agent answers them instantly.
- Seamless Human Handoff: If the agent encounters a complex question it can't answer, it follows your custom "Handoff Rules" to alert the quote owner or a specific team in real-time.
How to Implement This for Your Team
- Curate Your Knowledge: Gather the top 5 documents your sales team sends during the closing phase (Pricing FAQs, Technical Specs, Terms of Service).
- Activate the Agent: Navigate to Commerce > Closing Agent in your HubSpot portal and toggle it on.
- Upload & Train: Add your curated files as Knowledge Sources. You can even "Refresh Scores" to see how well the agent is prepared to answer common buyer questions.
- Test & Launch: Use the preview tool to ask the agent questions as if you were the buyer. Once satisfied, it will automatically appear on your published quotes.
Need Help Launching Your First AI Agent?
Setting up the Closing Agent is straightforward, but fine-tuning the Knowledge Sources and Handoff Rules is where the real ROI is found. Our HubSpot Engineers can help you audit your closing content and configure your first agent to ensure it represents your brand perfectly.
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We’ll audit your sales collateral and configure a fully-trained Closing Agent to handle your mid-funnel inquiries autonomously.
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Join our Breeze Sales Workshop to learn how to prepare your knowledge sources and set up agent handoff rules.
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