Expertise AI Knowledge Base

Quick Start for HubSpot

HubSpot specific setup guide

1. Creating your first agent

Learn how to create your first AI Agent

Last updated on November 7, 2025

2. Connecting to HubSpot

Process to connect to/disconnect from HubSpot

Last updated on November 7, 2025

3. Your first playbook | Lead capture & Fieldmapping in HubSpot

Setting up processes to capture and propagate HubSpot contacts

Last updated on November 13, 2025

4. Getting meetings booked via HubSpot Calendar

Embedding HubSpot Calendar

Last updated on November 13, 2025

5. Understanding Pipeline Impact in the Expertise AI Dashboard

Last updated on November 13, 2025

6. Setting up HubSpot Workflows based on Captured Contacts

Processes to trigger workflows in HubSpot

Last updated on November 13, 2025

7. Configuring the Training of the Agent

Polishing the training of the agent

Last updated on November 13, 2025

8. Polishing Appearance

Polishing the appearance for the agent.

Last updated on November 13, 2025

9. Embedding your Agent

Last updated on November 13, 2025

Misc. HubSpot Ticket Creation & Status Checks

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

Last updated on November 13, 2025

Misc: HubSpot Livechat Handoff

Doing a handoff for HubSpot livechat

Last updated on November 13, 2025

Misc: Integrating Expertise Booking with HubSpot

Last updated on October 15, 2025

Misc: Second chatbot showing up on calendar / in chat window bug

How to deal with chatbot showing up in iframe bug.

Last updated on October 29, 2025

Misc: Configure to Send All Conversations to HubSpot

Last updated on November 4, 2025

Misc: Getting HubSpot Notifications in Slack

Last updated on November 11, 2025

Misc: Setting Up Ticket Notifications in Slack from Expertise AI HubSpot tickets

Last updated on November 13, 2025

Misc: Leading routing with Expertise AI & HubSpot

Last updated on November 13, 2025