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      Lesson 21: Chatflows

      A guide to creating and utilising chatflows effectively within HubSpot

      Chatflows in HubSpot are powerful tools that enable businesses to engage with website visitors in real-time and automate conversational interactions. 

      1. Accessing Chatflows:

        • To access chatflows, navigate to the "Conversations" menu in HubSpot and click on "Chatflows."
        • This will take you to the chatflows dashboard where existing chatflows are listed, and new ones can be created.

      Accessing Chatflows

      2. Creating a Live Chatflow:

        • Start by clicking on "Create chat flow" and choose the desired location, such as the website.
      2. Add Chatflow
        • Select the appropriate inbox where incoming chat messages will be routed, and specify the language settings.
        • Customise the chat flow by adding a welcome message, enabling knowledge base integration for automated responses, and configuring conversation routing options.
        • Utilise targeting settings to determine where the chat should appear based on website URLs, visitor information, or behavior.
        • Customise the chat display, including the heading and behavior, to align with your branding and user experience.

      3. Creating a Chatbot Flow:

      • Choose a chatbot template, such as the "Qualify Leads" bot, or create a custom bot from scratch.

      Creating a chatbot flow

      • Select the inbox for message routing and begin building the chatbot conversation logic.
      • Utilise pre-defined questions and responses or create custom ones tailored to your business objectives.
      • Configure actions for the bot to take based on user responses, such as collecting information or routing to a team member.
      • Preview the chatbot to ensure it behaves as intended and integrates seamlessly with your website.
      • Customise targeting settings, display behavior, and data privacy options to optimise the chatbot's performance and user experience.

      chatflow-target

      4. Deploying Chatflows:

      • Once configured, deploy the chatflow or chatbot to your website to start engaging with visitors in real-time.
      • Monitor chat interactions and performance metrics within HubSpot to track effectiveness and make adjustments as needed.
      • Continuously optimise chatflows based on user feedback and analytics to enhance engagement and conversion rates.

       Chatflows in HubSpot offer versatile solutions for businesses to interact with website visitors, qualify leads, and provide timely support.