Process of setting up an AI Chatflow agent in HubSpot
Setting up an AI Customer Agent
- Navigate to Breeze > Customer Agent
- Navigate to Content tab and sync your AI chatbot resources
The AI agent pulls its responses from the content you provide. In the content tab, you can see and update the sources of information, such as synced KB articles and other resources like your website.
For example, you can sync your knowledgebase articles for the AI to use in its responses. - Navigate to Channels tab and connect the AI Agent to a chat channel
In the Channels tab, you can assign the AI agent to a specific Chatflow. To do this, connect the AI agent to an existing Chatflow or create a new one. - Navigate to Agent Profile and customise your AI agent profile
Within the AI agent settings, you can customise its profile, including the agent name, role, and personality traits:
Updating your Chatbot
Once you've set up your AI Customer Agent, you can tweak your Chatbot further.
- Navigate to Automations > Chatflows
- Edit the Chatflow that's using the AI Customer Agent
- Navigate to Target tab and configure the chatbot targeting
You can decide where the chatbot will appear on your website and ensure that enquiries are assigned to the appropriate person if the AI cannot answer the question.
For instance, if the AI is unable to respond, you can set it so that the chat will be assigned to a team member, ensuring a seamless transition from AI to human support.
Pricing Options for AI Customer Agent in HubSpot
You need to have at least a Service Hub Pro subscription to access the AI Customer Agent which is AUD $140 per month per seat. See HubSpot's pricing here for more details.