{"id":413,"date":"2025-06-24T06:38:01","date_gmt":"2025-06-24T06:38:01","guid":{"rendered":"https:\/\/kevinhollenbeck.com\/?p=413"},"modified":"2025-06-24T10:06:26","modified_gmt":"2025-06-24T10:06:26","slug":"breeze-copilot-unable-to-access-data","status":"publish","type":"post","link":"https:\/\/kevinhollenbeck.com\/index.php\/2025\/06\/24\/breeze-copilot-unable-to-access-data\/","title":{"rendered":"Breeze Copilot – unable to access data"},"content":{"rendered":"

What I\u2019ve understood after sime testing of the Breeze Copilot is that when I enable “Give users access to generative AI tools and features,”<\/STRONG> I also have to enable access to CRM data, Conversation data, <\/STRONG>and File data<\/STRONG>\u2014otherwise, Copilot can\u2019t even answer basic questions.<\/P>
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I have talk to the support on HubSpot and that was the answer I get back, you have to toggel on all ,\u00a0CRM data, Conversation data, <\/STRONG>and File data.\u00a0<\/STRONG><\/P>
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\u00a0<\/P>
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That connot be correct, or ?\u00a0<\/P>
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\u00a0<\/P>
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I\u2019ve tried asking Copilot simple questions that clearly don\u2019t require access to conversation data<\/STRONG> or file data<\/STRONG>, but I keep getting the same message:<\/P>
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\u00a0<\/P>
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“I\u2019m unable to access this data due to current AI access control settings. Please contact your administrator for more details.”<\/EM><\/P>
\n<\/BLOCKQUOTE>
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I currently have CRM data access enabled<\/STRONG>, which should be enough for Copilot to answer questions like:
\u201cHow many deals did we close as won today?\u201d<\/STRONG>
That question is strictly CRM-related and shouldn\u2019t depend on conversation or file data access.<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"

What I\u2019ve understood after sime testing of the Breeze Copilot is that when I enable “Give users access to generative AI tools and features,” I also have to enable access to CRM data, Conversation data, and File data\u2014otherwise, Copilot can\u2019t even answer basic questions. I have talk to the support on HubSpot and that was…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[17],"tags":[],"_links":{"self":[{"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/posts\/413"}],"collection":[{"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/comments?post=413"}],"version-history":[{"count":1,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/posts\/413\/revisions"}],"predecessor-version":[{"id":414,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/posts\/413\/revisions\/414"}],"wp:attachment":[{"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/media?parent=413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/categories?post=413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kevinhollenbeck.com\/index.php\/wp-json\/wp\/v2\/tags?post=413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}