Hubspot | Athena AI Guide

To streamline your customer interactions and enhance support efficiency, follow these refined instructions to integrate the Athena AI assistant with your HubSpot account.

Step 1: Establishing the Connection in Athena AI

1. Navigate to the "Channels" section within your Athena AI dashboard.
2. Click on the "Add Channel" button to initiate the integration process.
3. From the list of available channels, select "HubSpot".
4. You will be prompted to log in to your HubSpot account. Enter your credentials to authenticate and authorize the connection.

Step 2: Configuring Your Athena AI Channel

1. After successful authentication, proceed to set up your Athena AI channel.
2. Critical: Verify that the user account designated to respond through HubSpot is assigned the same email address that is registered within your Athena AI profile.

Step 3: Fine-Tuning Your HubSpot Chatflow for AI Integration

To ensure that Athena AI can effectively manage conversations, you will need to configure your HubSpot Chatflow settings.

1. Access your HubSpot account and navigate to "Conversations," then select "Chatflows."
2. You may either "Create a new Chatflow" or select an existing one to edit.
3. Within the Chatflow setup, make the following adjustments:
   • Chatflow Type: Choose "Website" and then select "Live chat."
   • Inbox and Language: Select your desired inbox and ensure the language selected here matches the language configured in your Athena AI settings for consistent communication.
   • Welcome Message: Customize your welcome message to greet your website visitors.
   • Conversation Assignment: Under "Automatically assign conversations," choose "Specific users." From the user list, select the designated Athena AI user (this user should be linked to the email address you previously noted).
4. Save your Chatflow configuration.