Expertise Knowledge Base

Quick Start for HubSpot

HubSpot specific setup guide

1. Creating your first agent

Creating your first agent!

Last updated on September 7, 2025

2. Connecting to HubSpot

Process to connect to HubSpot

Last updated on September 7, 2025

3. Setting up Contact Capture for Website Visitors

Setting up processes to capture and propagate HubSpot contacts

Last updated on September 7, 2025

4. Getting meetings booked via HubSpot Calendar

Embedding HubSpot Calendar

Last updated on September 7, 2025

5. Setting up HubSpot Workflows based on Captured Contacts

Processes to trigger workflows in HubSpot

Last updated on September 8, 2025

6. HubSpot Livechat Handoff

Doing a handoff for HubSpot livechat

Last updated on September 7, 2025

7. HubSpot Ticket Creation & Status Checks

Creating tickets in HubSpot and checking their status via the AI.

Last updated on September 7, 2025

8. Configuring the Training of the Agent

Polishing the training of the agent

Last updated on September 7, 2025

9. Polishing Appearance

Polishing the appearance for the agent.

Last updated on September 7, 2025

10. Embedding your Agent

Last updated on September 7, 2025