Some setup — keys, settings, or a connected account
Worth knowing: An assistant's answers are only as good as the knowledge (CRM records, files, web access) you manually scope it to — a good prompt alone isn't enough, and giving it open web access risks hallucinated
Summarized from 2 community tutorials · July 2026
Highlights
Build custom assistants in Breeze StudioCreate a named assistant from scratch with a welcome message, instructions, and saved conversation starters for a specific role.
Scope a Knowledge Vault per assistantGrant an assistant access to specific CRM records, files, or resolved-ticket segments so answers are grounded, not hallucinated.
Deal-analysis assistantRuns against a live CRM deal to summarize persona, business intelligence, ROI narrative, and recommended next call steps.
AEO/GEO strategy assistantAnalyzes a domain's current LLM-citation status and outputs content recommendations plus JSON-LD schema for AI search visibility.
Prompt Creator generates the system promptDescribe a goal and input in plain language and it drafts the instructions to paste into a new Breeze assistant.
Summarized from 2 community tutorials · July 2026
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