Tutorial Video:
How to Send Expertise AI Conversations to HubSpot as Tickets
1. Access Integration Page 0:00
- Start by navigating to the integration page.
- Ensure that your HubSpot integration is already connected to your Expertise AI chatbot.
2. Enable Ticket Creation 0:27
- Toggle the option to enable sending conversations as tickets to HubSpot.
- Note: All conversations will be sent as tickets after analysis is complete.
3. Set Ticket Parameters 0:38
- Define the ticket naming convention (e.g., 'Expertise AI Conversation, Conversation ID').
- Select the appropriate pipeline for the tickets.
- Choose the stage where the tickets will enter.
- Assign an owner for the tickets.
4. Save Configuration 1:07
- Click 'Save Configuration' to apply your settings.
5. Send a message to test the conversation 1:31
- Send a test message through the chatbot (e.g., 'Do you have apple juice?').
6. Wait for Ticket Creation 1:59
- After the user stops typing for about five minutes, the conversation will be processed and sent to HubSpot as a ticket.
7. Verify Ticket in HubSpot 2:27
- Go to the HubSpot CRM and check the Tickets section.
- Locate the newly created ticket.
- Open Breeze Agent 2:57
- Use the Breeze agent to search for conversations.
- Look for common terms in the notes section, ensuring to include 'Expertise AI Conversations' in your search.
8. Search for Conversations 2:57
- Use the Breeze agent to search for conversations.
- Look for common terms in the notes section, ensuring to include 'Expertise AI Conversations' in your search.
9. Confirm Search Results 3:49
- Verify that the Breeze agent finds the correct ticket based on your search criteria.