Step 1: Log into HubSpot
- Visit the HubSpot login page.
- Enter your credentials to access the dashboard.
Step 2: Navigate to Conversations
- From the main dashboard, go to the top navigation bar.
- Click on "Conversations."
Step 3: Select "Chatflows"
- Inside the Conversations drop-down, choose "Chatflows."
Step 4: Create a New Chatflow
- Click the "Create Chatflow" button.
Step 5: Choose Website Chat
- From the options available, select "Website."
Step 6: Configure the Chat Channel
- Decide if you want the chat to be managed by a team or an individual.
- Assign the necessary team or individuals.
Step 7: Design the Chat Appearance
- Choose the color and style to match your website's branding.
- Decide on the location of the chat icon on your website.
Step 8: Set Up the Greeting Message
- Configure the initial message visitors will see when the chatbox opens.
Step 9: Create Canned Responses (Optional)
- For faster interactions, you can create preset responses to common inquiries.
Step 10: Configure Targeting Rules
- Determine when and where the chatbox should appear.
- For example, only on specific pages or after a set amount of time spent on the site.
Step 11: Set Availability
- Adjust settings to determine when live agents are available.
- Decide on the message that will appear outside of those hours.
Step 12: Integrate Chatbots (Optional)
- If you wish to use a chatbot for after-hours or to handle initial queries:
- Choose "Add Bot."
- Configure the bot's replies and actions based on visitor input.
Step 13: Embed the Code on Your Website
- Once satisfied with the chat settings:
- Click on "Get code."
- Copy the provided code.
- Go to your website's backend and embed the copied code into the site's HTML or appropriate section.
Step 14: Test the Chat Functionality
- Visit your website.
- Engage with the live chat to ensure it works as expected.
Step 15: Monitor and Adjust
- Regularly review chat interactions and feedback.
- Make adjustments as necessary to improve user experience and lead capture.
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