TimelinesAI integrates with HubSpot's Breeze AI Agents, enabling your AI agents to send WhatsApp messages automatically as part of their workflows using your connected TimelinesAI WhatsApp number.
HubSpot "Breeze Agents" feature is currently in Beta by HubSpot. As a beta feature, the AI behavior may vary and some aspects of how the agent interprets instructions or executes actions may not be fully predictable. Learn more about HubSpot Agents at https://www.hubspot.com/products/artificial-intelligence/breeze-ai-agents
Prerequisites
Before you can use TimelinesAI with Breeze Agents, ensure the following requirements are met:
Your WhatsApp account/s are connected to TimelinesAI: Check currently connected accounts at https:://app.timelines.ai/whatsapp/all
TimelinesAI connected to HubSpot Organization. Check connection at https://app.timelines.ai/integrations/hubspot/
HubSpot Professional or Enterprise subscription: Breeze Agents are available in HubSpot Professional and Enterprise plans. Check your plan in your HubSpot Account > Account & Billing
TimelinesAI Mass Messaging and Automation credits: Message sending via Agent consumes credits ( quota). 1 successfully sent message = 1 quota unit ( attachments consume additional credit if any). Check your current quota balance at https://app.timelines.ai/account/subscription/
HubSpot Credits: Some Breeze Agents consume HubSpot Credits for each conversation. Ensure you have sufficient credits available.
How to set up Breeze Agents with TimelinesAI
Ensure all prerequisites are complete.
Open HubSpot account > Breeze > Breeze Studio.
Open or create a new Breeze Agent, then click Configure (e.g., Call Recap Agent).
Click "Add Tool"
Find the Send WhatsApp message (Breeze) tool and add it
Write your Extra instructions to tell the agent when and how to send WhatsApp messages. The Extra instructions field is where you tell the Breeze Agent exactly how to use the TimelinesAI WhatsApp action. This is critical for controlling the agent's behavior. Your instructions should specify:
When to send: Define the trigger or context for sending a WhatsApp message (e.g., when a deal is closed, when a contact hasn't responded in 3 days)
Message content: Describe what the message should include.
Recipient (To): Specify which phone number/s to use for the recipient (e.g., the Phone number field of an associated contact)
Sender (From) – optional: Specify which connected WhatsApp number to send from. If not specified, the system uses the first active WhatsApp account connected to your TimelinesAI workspace
Sample instructions:
Deal Loss Agent:
Use the TimelinesAI Send WhatsApp Message (Breeze) tool to send the list of lost deals with loss reason as WhatsApp messages to following numbers( send same summary to both numbers): +XXXXXXXX and +YYYYYYYYY
Deal Loss Agent:
Use the TimelinesAI Send WhatsApp Message (Breeze) tool to send a WhatsApp message to the contact associated with each closed-won deal. The message should thank them for their attention and offer 30% discount on re-activation. The recipient's phone number is the value in the "Phone number" field of the contact associated with the deal. Use the default WhatsApp number provided by the tool. If a deal has multiple associated contacts, send the message to the first contact only.
Call Recap Agent:
Send a call summary to a contact assosiated with the company. Use contact's phone number from "Phone" field.
Make sure to test and publish your agent after completing all settings.
How the integration works
When a Breeze Agent executes the Send WhatsApp Message (Breeze) action:
The agent reads your Extra instructions to understand when and how to send the message.
Based on your instructions, the agent identifies the recipient's phone number.
The agent composes a message following your content guidelines.
You review and approve the action before the message is sent
Breeze Agent runs the tool and TimelinesAI sends the message through your connected WhatsApp account (either the one you specified or the default first account).
The message is logged in the TimelinesAI shared inbox with the origin labeled as HubSpot Breeze Agent.
The conversation syncs to the HubSpot contact's activity timeline just like any regular WhatsApp message.
Note: Because TimelinesAI is a third-party tool connecting to an external app, users will need to review the agent's progress before it runs. This is a HubSpot requirement for all external tool integrations and cannot be bypassed. When the Breeze Agent is ready to send a WhatsApp message, you will be prompted to confirm the action before the message is actually sent.