Step 1: Log into Your HubSpot Account
- Navigate to the HubSpot login page.
- Enter your credentials to access your dashboard.
Step 2: Go to the Conversations Tool
- On the left sidebar, click on the "Conversations" tab.
Step 3: Access Chatflows
- Within the Conversations dashboard, click on the "Chatflows" option.
Step 4: Initiate a New Chatflow
- Click on the orange "Create chatflow" button located on the right side.
Step 5: Choose "Website" as Your Channel
- You'll be prompted to select where you want your chatbot to appear. Choose "On your website."
Step 6: Select the Chat Type
- Opt for "Bot" from the given options.
Step 7: Design Your Bot's Greeting
- Draft a welcoming message that users will see when they first interact with the chatbot.
Step 8: Set Up Bot Actions
- Click "Add" to insert an action.
- Start by selecting "Send a message" to make your bot provide a response.
- Follow by adding more actions, such as:
- Asking a question.
- Qualifying a lead.
- Setting property values based on user responses.
- Routing the conversation to a team member, if necessary.
Step 9: Customize the Appearance
- On the right-hand panel, adjust the chatbot's appearance to align with your brand. This includes:
- Color scheme.
- Chat window position.
- Bot avatar.
Step 10: Set Display Rules
- Define when and where your chatbot should appear on your website.
- You can set rules based on:
- Specific website pages.
- Visitor behavior or source.
- Returning visitors vs. new visitors.
Step 11: Save and Activate Chatbot
- Once you've customized your chatbot to your preference, click the "Save" button at the top right.
- Toggle the switch at the top from "Inactive" to "Active" to deploy your chatbot.
Step 12: Embed the HubSpot Tracking Code
- If you haven't already, ensure the HubSpot tracking code is installed on your website.
- This allows HubSpot to display the chatbot on your website.
Step 13: Monitor and Optimize
- Regularly check the "Conversations" tab to oversee interactions with your chatbot.
- Analyze user responses and questions to fine-tune your chatbot's actions and messages for better engagement and efficiency.
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